Investment Q&A

Q: Peter have just sold my Catamaran...am looking to stay in the same sector I already own GUD + PHM + MRE...do you have any suggestions. Staying with a health care provider would be first choice (I think) I am about 4% invested in the sector.

Q: Hi Peter
I have this company and have made my money on it This rail company will be hit by the reduction of coal .do I sell and go elsewhere ?

Q: I have both Baytex and Surge and am down on both. I don't mind waiting for a recovery over 1 to 2 years but would I be better off to sell one or the other in order to buy Whitecap? Appreciate your advice.
Gary

Q: Hi- your comments on todays financing please. What would the payout ratio look like assuming they get the funds fully invested. How does it compare to DIV? thanks

Q: I have been looking for an entry point into Amaya. The weakness today has me interested. I don't see a catalyst for the down trade today unless I'm missing something...?

Q: Greetings. any idea when the Bell takeover of glentel happens?

Q: Where can I find your recent emailed report on the re-alignment of stocks in your different portfolios. ie removal of HCG etc.

Q: Merus made a move yesterday involving 60 million dollars. Do you see this as a good move and is it worth adding stock to my position?

Thanks, Charlie

Q: I use Canadian Insider on a daily basis as part of my ongoing checklist of investments. Would you please clarify the term "acquisition under a prospectus". A recent example - DH - 3/10/2015. Thank you.

Q: Since your most recent adjustment to your model portfolio, I have been looking at Progressive Waste Solutions (BIN). Today, I was planning to purchase until I noticed a PE ratio of about 27. Since this is much higher than the 10 -15 that I usually target for buys, I thought I would investigate further. Their growth is about 5% which indicates a relatively poor PEG ratio of about 5 and I see that their cash flow for the year indicated borrowing to pay a large portion of their dividends and share buy back. Also the dividend is relatively low at about 1.7%. I am certain that you would not place this company in one of your portfolios if the negatives I have described above was the basis for your decisions. Can you explain what I am missing and why this is one of the new replacements to the portfolio? Thank you very much. I always value your analysis and opinions.

Q: In your excel spread sheet, for the portfolios can you add a column with start date after the symbol column? This will really help..

Q: In follow-up to Friday's question on STZ (expensive in your mind), if I like the theme, where should I look from a value perspective? US (DEO) or Canadian (perhaps ADW.A or CSW)?

Thanks for the great service!

Q: Hi Peter, Ryan & Team;
I am having nightmares about LSI. Is there any indication of when the company will come out with the year end financials?
Shareholders appear to be jumping ship.
FYI: Teenburgers at A&W for $3.00 (+ taxes). Thank you.

Q: Good afternoon 5I team,
I would like to have your opinion on DuSolo, would you consider this a buy at this time?
Thank you for your help, David K.

Q: Peter, could you comment on Mandalay's first quarter results and the shareholder rights plan just announced. Was the recent 10 cent drop to 82 cents related to the "in-the-works" rights plan ?? Are you still positive on this stock going forward??

Q: Hi Peter & 5i. Would this stock be a good time to buy, also in the Stock Charts its a 3 box reversal, what does it mean. Thanks Gene.

Q: where would you rate this co.? b or c . and is the div safe at this point.

Q: Dear Gentlemen,
These two companies ATB.a & L, are in Consumer Defensive sector, together they are weighting 9 % of total PF.
For re-balancing my PF, do I classified them with Consumer disc or Consumer Staples sector ?
Thank You.
Best Regards.

Q: If I understand correctly, the Chinese government lifted some restrictions, and due to it, a lot of money from China has been moving into the Hong Kong market. This might explain why the chinese market has gone up 40% in 1 year. TD Waterhouse tells me that the PE ratio on ZCH is 11.5. That's 60% cheaper than the TSX. (a) Do you think this move by the government will be transformational for that market is could bring their valuations close to the north-american markets? (b) with canadian dollars, would you buy XCH? CHI.A seems to be the only other option but it's 8x smaller in size.

Q: Howdy,

How do these two great companies compare with respect to IRR, top line growth and valuation? Which would you consider a better buy for long term growth?

Thanks.