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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and Team,
I am currently holding GILD Gilead Sciences, CXR Concordia Healthcare and CCT Catamaran.

I am thinking to add one small cap of this sector into my p/f and am looking at GUD Knight Therapeutic and PLI ProMetic Life Science. Which one would you recommend. If you do not these two, pls suggest another one.

Thank you for you healp.
Read Answer Asked by Pui on November 24, 2014
Q: Could you give your opinion on this Co for long term hold? Canada doesn't have equivalent large multi-national companies.
Read Answer Asked by jacques on November 24, 2014
Q: Hi,

Do you have an view on Civeo Corporation (CVEO)? It has down over close to 60% YTD, mostly due to a decision of not converting itself into a REIT in late September. In particular, I am interested in knowing on how CVEO compares to Black Diamond (BDI) since both operate in the same business and therefore likely compete for the same projects. Thank you,
Read Answer Asked by Edwin on November 24, 2014
Q: Hi Peter and Team,

thoughts on ALJJ please.
Read Answer Asked by Graham on November 24, 2014
Q: India is doing well now; your opinion on India large caps ETF ?
thanks
MD
Read Answer Asked by Martin on November 24, 2014
Q: What two energy companies traded on the NYSE do you like the most?
Read Answer Asked by Matt on November 24, 2014
Q: Can you give me an updated outlook and comments on AAA?
Read Answer Asked by Shawn on November 24, 2014
Q: Hi Peter & Co
More of a general question.
With your years experience on Bay St I was wondering if you could give us some insight on what information analyst are given/get from companies.
i.e. How are estimates/guidance determined (do companies provide numbers or do analyst figure them out);
What information is asked and answered at private meetings? What are the disclosure rules?
How assessable are most companies for private meetings and is this something private investors can request from companies or is this generally reserved for investment professionals?
What questions are off limits?
Thanks
Joe
Read Answer Asked by Joe on November 24, 2014
Q: Not a question but a reminder to members.. At the top of our members page 5i has suggested looking up the company you may have a question on, it may have been answered already. For the month of November the TMX had 15 trading days, questions were asked by members about Amaya 9 times and Avigilon 14 times. 5i provides us with an invaluable service at extremely reasonable cost. Fellow members please search before asking your question.
Just a comment not wanting to hurt anybodies feelings ( I'm Canadian you know ) Gerry
Read Answer Asked by Gerry on November 24, 2014
Q: Hi, I have held ATCO in my RRSP for about 3 years and have done well. I am now approaching retirement and am looking for higher income in my portfolio. I have a strong tilt towards the dividend growth and income strategy I am considering switching the ATCO to CU or EMA or FTS for better yield. Despite the lower dividend I feel CU will do better than EMA or FTS because they are primarily in Alberta. CU also has had better dividend growth than EMA and FTS in recent years. What are your thoughts on this plan.
Thanks, Manfred
Read Answer Asked by MANFRED on November 24, 2014
Q: hello 5i:
please give me your opinion on this company. Interested primarily in dividend growth and safety.
thanks
Paul
Read Answer Asked by Paul on November 24, 2014
Q: Hi Peter, I hold Kimberly Clark (KMB) in my kids’ RESP account and recently they spun off a new company called Halyard Health (HYH). I received 1 share of this new company for every 8 shares of KMB held. Since it’s a small RESP account for now, I only received 6 shares of HYH, which is currently trading at $39.29. What are your thoughts about this new company? I’m thinking of just holding the shares because I understand from an article I read that previous Kimberly Clark spin-offs have historically done well. Thanks as usual!
Read Answer Asked by Hussein on November 24, 2014
Q: This has limited partnership after it.Does it or others with LP have tax implications
Read Answer Asked by terrance on November 24, 2014
Q: Just read an article about Dollarama. I would appreciate your comments re investment over 3 to 5 years, Thank you for your great independent advice. Much appreciated. Keith
Read Answer Asked by keith on November 24, 2014
Q: Hi Peter: I know you do not follow non-Canadian stocks. I held Deo (Diageo) since mid-2009 and enjoyed over 100% gain not including their dividend in my RRSP. It has not done well over the last year and flat the year before. May be people are not drinking liquor anymore or they cannot afford to drink. I am considering selling and replacing it by another large non-Canadian dividend paying company whose products or services are not well represented in Canadian companies. I am considering DOW (Dow Chemical) or INTC (intel). What is your view on this strategy? Any other alternative security suggestion will be appreciated. Regards. Fl.
Read Answer Asked by Ford on November 24, 2014
Q: I would appreciate your thoughts on DBO (buy,sell,hold) The technology is great, market is growing and they just turned the corner on net income. The stock is going nowhere, it's like watching paint dry !!!!! down +50% from IPO
Read Answer Asked by ralph on November 24, 2014
Q: Hello to all at 5i

Based on personal experience and the demographics, one of the significant trends over the next 20 or so years, I believe, will the increasing amount of hip and knee replacements along with other orthopedic surgeries.

With respect to the investment thesis, do you have a preference between Stryker and Zimmer in the US or are there other investments (in Canada or the US) of which you aware that would eventually help soothe our aching joints?

Thank you for the service you provide.
Read Answer Asked by Brad on November 24, 2014
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