Investment Q&A

Q: Good evening Peter,

I thought I read somewhere last year that REITS will become Mandatory for all Canadian Money manager / Mutual funds to hold within their portfolios.

If so, when is this required and should this not have a positive impact on the Reit sector ?

Also, if true what Reits do you think will benefit ?

Thank you Peter...

Q: When I was in high school, I read a book called "PS... Your Cat is Dead." It was about a guy, as best I can remember, while on the road went through a series of incredible bad luck - everything went wrong, he lost all his money, girlfriend, broke some bones, and then when he finally got home, he found out his cat had died. It was a comedy. Reading the IFP press report last night made me think of that book as sentence after sentence relayed bad circumstance, everything was bad. Certainly not a comedy. I have a decent position, what are your thoughts of this ugly earnings report?

Q: Good evening, I am the proud owner of CXI shares, which I hold in equal amounts in the TFSA and RRSP account. The shares held in my RRSP make up about 5% of my RRSP total while the shares held in my TFSA equate to roughly half the value of that account. Would it be wise to keep the shares in my RRSP and sell what is in my TFSA? If I was to sell (in whichever account) what would be a good replacement, or replacements?
Thanks a lot
Seamus

Q: Hi Peter & Team,
Could you please comment on Lundin Mining. Is it expensive after share price jumped recently?

Thanks

Q: Hi Peter Can I have your thoughts on Tesla latest announcement about energy storage .This sounds very good
Kind Regards
Stan

Q: Can you please provide an update with IEI, why the sudden drop? Thanks

Q: Peter et al; I think Madeline should be rewarded- maybe six extra questions? That was quite a mistake she uncovered. Publish if you wish.
Rod

Q: 3:37 PM 5/3/2015

Hello 5i

The Thomson Reuters website says : "Notice for Canada Revenue Agency purposes: all dividends paid by Thomson Reuters Corporation are eligible dividends unless indicated otherwise".

Is Thomson Reuters a "Canadian" Company or is owning shares considered to be a "Foreign Property" and would a T1135 declaration be required?

Many thanks.... Paul K

Q: How in the world did MBT – Manitoba Telecom get added to TSX Composite Buyback Index?
The S&P/TSX Composite Buyback Index provides exposure to the 50 constituent companies in the S&P/TSX Composite Index with the highest buyback ratio in the last 12 months. The buyback ratio is defined as the monetary amount of cash paid for common shares buyback in the last four calendar quarters with interim reports available divided by the total market capitalization of common shares at the beginning of the buyback period..
Insider shareholding total including directors, seems to be less than 50,000 total. Everybody owns rights or options instead.
Absolutely no buybacks that I can see. Also no insider activity other than right or options. Is this a mistake or a joke?

Q: Hi Peter, Ryan and 5i Team;

Would you please share you opinion on Lonestar West; regarding the year end financials, released yesterday.

Q: what impact will the recently announced class action suit have on loblaws? I was considering buying it - should I wait or is this an appropriate entry point?

Q: Hello Peter & Co,
My RRIF portfolio consists of 83% equity and 17% cash. When I calculate my equity returns, I do not consider the cash position; do you consider the 5% cash position (as long as it is not redeployed) in the original model portfolio in calculating the returns?
Thanks,
Antoine

Q: Hello team, Your comments pls. on: "Competition Bureau Opposes Parkland Fuel Corporation's Acquisition of Pioneer Energy in 14 Communities". How would this affect PKI.
Thank you!

Q: Understanding that you focus on CDN stocks, I would value your opinion on Banco Santander SAN.US.
Do you see some upside at current valuations, the dividend sustainability, and ability to increase dividends.

Q: Hi there,

I have been looking for an entry point for this technology player and am wondering if you think this is a good entry point. I show 25X this year's earnings - but it is off from its high and i have struggled with its valuation but the stock has always been pricey compared to its canadian counterparts. Do you think there is more downside here and a better entry point or worth stepping in now.

Q: In an answer to Clint on April 30, regarding good management teams, you provided PEO as a possibility. I'm guessing you meant PEY (Peyto Corporation) rather than PEO (People Corporation)? Is that correct? ... or are you actually endorsing the management team of the latter?

Q: Could you please comment on the loyalist release

Q: Good Day,

Price of ITP had dropped by about 20% over just the last 2 months in spite of the lower Canadian dollars and energy costs. Just wondering what's your take on this company. Also, can you comment on the upcoming release of its 2015 Q1 results.

Think you kindly,

HS

Q: What is your opinion/analysis of Canyon Services Group Inc?
Would you consider it a good entry point?
Would you buy it (for the long haul) and get paid while waiting for a 'rebound'?
Thanks,
Jose.

Q: My only exposure to the oil and gas sector has been ENB and BAD, which has been great for my portfolio, but now that oil is recovering I'd like to add one more. I'd like it to have a good dividend, good prospects and not go out of business if oil stays low for a long time. What stock would you suggest?

Also what would you suggest for real estate exposure? I'm looking for only one company or ETF that I can buy and hold for at least 5 years. Or do you recommend the sector be avoided due to how overvalued real estate is?