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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: Not a question Peter, but another word of thanks to you and your team. My wife and I enjoyed your presentation at the money show on Thurs. We especially were pleased to meet you and Ryan in person and have a few words with you.
Again many thanks for all the help you have given us and many others. Hal
Read Answer Asked by Harold on October 19, 2014
Q: I am approaching retirement and want to transition from a growth portfolio to an income portfolio. The stocks/ETFs in your model income portfolio look great, but I am concerned about potential price declines in higher yielding stocks/ETFs when inflation and interests rise as all the money being printed by central banks actually starts circulating in the economy instead of being held by the big banks.

Which stocks in your income portfolio do you think have the pricing power to grow profits in an inflationary environment?

Thanks, and compliments on the high quality of your service.
Hans
Read Answer Asked by Hans on October 19, 2014
Q: What do you think of the acquisition today of an oilfield rental company based in Fort St. John by Enterprise group? This would seem to be a direct attempt to strengthen their exposure to upcoming LNG development. Thanks.
Read Answer Asked by Michael on October 19, 2014
Q: Hi,
Do you have a favorite list of about 6 Canadian companies that have recently started paying dividends.
Thank you.
p.s. Great presentation at Money Show.
Read Answer Asked by Frank on October 19, 2014
Q: Hi Peter New member,very happy...wondering what your parameters are to keep a stock in equity portfolio as far as growth targets going forward (share value). For someone hopping on the some new names.....wondering if we have missed the boat on some of your real winners like AYA/CSU/SYL/ESL and what you continue to target for gains in some that have not so far like DSG/MDA or SJ before you would toss them out
Thanks for all you and your staff do
Read Answer Asked by Dennis on October 19, 2014
Q: Hello,
I know you are generally positive in Aimia, but it has really been crushed due to decreasing cash flow estimates. Do you think its'
business may improve and grow over the long run, or is its' best case scenario just be a nice dividend payer? If you feel it could grow, why?
Thanks for your opinion.
Read Answer Asked by Pat on October 19, 2014
Q: hello, for fixed income portion of portfolio do you consider bonds as a better bet or stable low beta low risk utility/toll collector type stocks - ie BEP.UN, BCE etc. if bonds then which you recommend in current environment - XHY or cbo or chb or cab. if other category, then which ones you rec. thanks.
Read Answer Asked by RUPINDER on October 19, 2014
Q: More of a comment,

Latest report for CSX was excellent on all accounts and the share price has reflected as such. Dividend is strong and increasing, EV/EVBITDA ration is very low @ just over 9, and the company is looking at very good earnings growth prospects.

I think this is a stock that has a very bright future moving forward and would like to know if you agree. And was wondering if there may ever be a time when 5i might do a company report on a U$ equity?

Thought the rest of the 5i members might want to know more about a stock I think has a bright future.

Thanks for all you do

Gord
Read Answer Asked by Gord on October 19, 2014
Q: Please inlighten me on how the Reit distributions are taxed ( Interest or Dividends)...? Basically my question is, would it be more prudent to hold certain Reits in a Registared or Non-Registared acct?

Thanks
Read Answer Asked by Stephen on October 19, 2014
Q: Hi,
Would you step into any of these today or is this just an uptick in an energy down cycle?
Read Answer Asked by LJ on October 18, 2014
Q: Hi. I was considering buying ZRE to add some REIT exposure to my portfolio, however I am having a hard time getting past the 0.62% MER. If you were going to put together a small basket of REITs for exposure to this sector what names would you include.
Read Answer Asked by Craig on October 17, 2014
Q: Hello 5i staff. Could you please give your updated opinion of Athenahealth. It looks like the latest results disappointed the market. Do you still view it as a hold? Thanks as always, Frank
Read Answer Asked by Frank on October 17, 2014
Q: Hi Team

Can you provide me with a list of the 2 "most blue chip" dividend stocks from each of the following sectors. my definition of blue chip is safe dividend, dominant place in market sector, and economic "moat".

Sectors
Financials (bank)
financials (non-bank)
Insurance
telecom
Energy (oil related)
Energy (not oil related)
Industrials
REITS
Consumer Staples.

I am asking regardless of current market volatility. I am trying to verify my own sense of the business world.

thanks
Read Answer Asked by Ernest on October 17, 2014
Q: Hi 5i team. How should one interpret bid size and ask size when looking at a stock trading on any exchange? For example at one point today there was a bid size of about 143000 and an ask size of about 4000 on a stock I was watching. They seem to change constantly. Does this have to do with computer trading? Thanks for the info. Joe
Read Answer Asked by Joseph on October 17, 2014