Investment Q&A

Q: I'm curious as to the potential impact in Canada of Kinder Morgan consolidating into a huge energy company partly in order to better pursue acquisitions. According to Mr. Kinder: “I think virtually anything in the midstream energy area would fit us”. This may be U.S. focused but I am wondering if this potentially increases future Canadian midstream infrastructure consolidation. Names like Keyera, Altagas, Pembina, Veresen , InterPipe come to mind. Is this plausible?

Q: Hello Peter, I'm holding two smaller REITs, NWH.UN and ACR.UN, intended for longer-term, higher-yielding RRSP investments. Can you offer any comments on these? Basically, if these continue to be stable 7-8% dividend payers, I'm happy to own them for several years. Thanks! Bob

Q: Please update your opinion of PM in the light of it's recently announced share buy back.

Q: re: SGY Surge & John O'Connell' comments

One of my biggest challenges is "sifting through" comments made by industry guests/pundits/experts whether on the TV, radio or in an article. I often wonder if there is any ulterior motives at work behind what they say and have no doubt at times there is. After all we are talking about money.

Mr. O'Connell' comments on Surge for me however made sense, and it isn't the first time I have heard similar comments of this kind regarding this company.

He feels the growth per share would be considerably inferior if the company wasn't paying such a large dividend. He was very complimentary regarding Paul Colburn' management abilities and referenced what he did at Cresent Point. However when it comes to Surge, John mentioned Paul made allot of acquisitions, paid brokers allot of money in commissions, and that production/share growth hasn't been all that spectacular. He went on to say he wished Paul wouldn't pay such a high dividend and that he's "on a bit of a treadmill" trying to keep up with high decline rates and that the high dividend is a crushing problem for him as it is very expensive money.

I have done very well with Surge up to this point (40% after dividend) and would like to hear your thoughts regarding Mr. O'Connell' comments and what the 5i Team expects for Surge moving forward.

As usual, thank you for all you do... would be lost without you

Gord

Q: I would like to add Stella Jones. I would appreciate your advice regarding when I should consider purchase.

Q: All of the stocks that I own are your recomendations. As per you suggestion I want the highest growth stocks in TFSA's. From your A and B rated stocks in the summary, which would you consider for the highest growth for TFSA's.
Thanks for your outstanding service.
PB

Q: Hi Peter:

What are your thoughts on Tekmira?

Q: Hi Peter.

Your thoughts on BSM Technologies (GPS) quarterly results and acquisition of Praxis. Is this company's stock worth hanging onto?

Thanks,

Scott

Q: ENB - I cannot wrap my head around the current cash flow per share multiple. Nor the EPS multiple. And the yield is only 2.6%. How do you determine when a stock might be overvalued or is it more a question of momentum and business strength?

Q: What would your preference be Input Capital, Fiera?
Also what are your thoughts on holding AVO thanks as always for your fine service.

Q: I Purchased Boston Pizza in April 2013 and am down 3.92(this includes the dividend). Should I hold this or find something better. If so What would you recommend.? Looking for dividend and a bit of growth. Ernie

Q: Could you please comment on the quarterly release by gps? Thank you

Q: You iincluded exco along with questor and kelso, sylogist and high arctic as stocks you like for growth.
Between exco and martinrea which would you choose, since exco is somewhat similar to martinrea, qrowth is paramount, martinreas analysts estimates have increased substantially, your choice. Thanks dave

Q: I have owned JAZZ off and on for a year+ but it seems quite volatile. Should I keep holding or would you suggest something else more to your liking. Canadian or U.S Thanks much.

Q: Hello Peter,Ryan,and Team,
Would you update your thoughts on Fam Reit (F.un) after its quarterly report. The Huntingdon(owns 29%) strategic review was anticipated for June 2014. My take is the payout ratio this quarter is too high, debt has been reduced,a new building will be accretive. Is it a buy now for long term income?

Q: I would like to add Autocanada for diversification, but the chart looks like the stock may not have yet found a bottom. I would appreciate your advice regarding when I should consider purchase.

Q: What is your outlook for KEY. Keyera going forward and opinion of there last quarter report?

Thanks
Bill

Q: Hi guys,

I'm curious to know what names get you really excited nowadays. Are there any comapnies that you see really moving in the next 12-24 months? I'm looking for places to move the more speculative portion of my portfolio (~10%).

Thanks!

Q: Good morning, could you offer your view of PTA.V (Petro America), and their rexent acquisitionof Surocco.
Thank you.

Q: How does PZA.UN stack up against AW.UN and BPF.UN as an income investment?

Are the restaurant royalty companies going to be able to cope well with rising interest rates and inflation in the future?

I am looking for stability with some growth over the next 5+ years.

Thanks in advance.