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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,

What are your thoughts on Microbix now?
Read Answer Asked by Graham on November 07, 2014
Q: Do you think that, after the slight miss in earnings, today's sell off in Auto Canada is justified or is this a buying opportunity? Thank you .
Read Answer Asked by Donald on November 07, 2014
Q: Do you have an opinion on American Master Limited Partnerships (AMLP-US) as a safe dividend purchase with potential growth over the next five years?
Similarly, which is your favourite US large bank for a five year investment timeframe?
Thank you.
Read Answer Asked by Steven on November 07, 2014
Q: Hello again Peter,

You're opinion of the financial results released yesterday please.
Read Answer Asked by ron on November 07, 2014
Q: Please comment on their quarterly results.
Thankyou
Read Answer Asked by maida on November 07, 2014
Q: Hi,

I own Walgreen and it is doing quite well. As a long term investor, I'm considering adding to it or adding CVS? What do you think of that space and those two companies, or is there another you prefer?
Read Answer Asked by Graeme on November 07, 2014
Q: I've always been curious why the Canadian banks traditionally trade at low multiples, even when compared to low growth companies such as consumer staples. TD has a higher ROE, higher dividend yield and higher growth rate than PG, yet trades at a forward P/E of 11.2 while PG trades at a forward P/E of 19.9. Am I missing something?

Thanks,
Hans
Read Answer Asked by Hans on November 07, 2014
Q: Could you please rank these five stocks in order of preference to increase a half position to a whole position? And why please.
Thank you very much!!
Dave
Read Answer Asked by Dave on November 07, 2014
Q: It's been a while since you've commented on Strad Energy Services. Their recent quarter looks very decent. I'd be interested in your take on the numbers.
Read Answer Asked by Gordon on November 07, 2014
Q: My energy stocks are the following: BNP,CNQ,PRW and TOG. I need to get out of all or three of them. Which do you recommend to keep or should I sell all and buy Tourmaline that seems to be a better managed company. It seems to me that the oil stocks are not going to do better in a long time.
I also would like to know if it is right time to buyAmaya gaming, Home Capital Group. Or is it too late.
Margita
Read Answer Asked by Margita Elisabet on November 07, 2014
Q: Good evening!
If I were to sell RSI (one of my income stocks)RSI for tax reasons (My ACB 11% higher) would you have any suggestions for a "parking" stock that would trade in sync? I am happy to buy Rogers back in the new year (as in day 1!) as I do, in fact, expect better future earnings based on upcoming sugar shortages and lower fuel costs.
Thanks!
Read Answer Asked by Paul on November 07, 2014
Q: Hello Peter & Co,
This is a follow up to my first letter on sectoral split and content of my RRIF portfolio
Energy; 10% BTE, CPG, HWO, TOU, VET and WCP; thinking of switching from CPG to POU? any other suggestion?
Health; 11% you consider too high and RX too risky; I'll reduce to half position, same as GUD
Metals 0%; you have FM in your portfolio, how about XBM?
Consumer staples 0%; you have L in your income portfolio, I thought DOL could be considered both retail & consumer staples.
Thanks, as usual
Tony
Read Answer Asked by Antoine on November 07, 2014
Q: Dear 5i
The Canadian Money Magazine article recommends 3value stocks . Which of these 3 do you feel will show the greatest growth in earnings over the next 1-2 years . Could you rate them in order of preference. (Alg , bgfv , tgi )
Thank you
Bill
Read Answer Asked by Bill on November 07, 2014
Q: Hi 5i,

At $3.00 per share what is their P/E at and what is cash flow at?
Also what is their proven reserves size and how many drilling locations?
Anyhting else you can tell me would be great.

Thank you, Shane
Read Answer Asked by SHANE on November 07, 2014
Q: From your experience when does most tax loss selling end?
Read Answer Asked by James on November 07, 2014
Q: What do you think of their earnings and long term their growth potential. thanks
Read Answer Asked by don on November 07, 2014