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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: Any thoughts on Pacific and Western Bank(PWB).Is it a buy for the future?
Read Answer Asked by Don on August 18, 2014
Q: Hi,

As a longer term play on tv, (several years)would you prefer DTV or Dish? I own lots of Walt Disney and Cgx, but think DTV or the Dish network are quite different. DTV has a much lower PE but Dish's growth over the last five years is phenomenal.
Read Answer Asked by Graeme on August 18, 2014
Q: You commented on Fission Uranium (FCU) in May of this year. Have your views on this company changed since then? Thank you.
Read Answer Asked by Dennis on August 18, 2014
Q: Good day Peter,
Some advice, please. I am 70 years old with an investment portfolio of 3 million, consisting of $300,000. In 6% bonds, $225,000 in annuities, a $40,000. Indexed pension and a diversified portfolio of stocks. In my portfolio I have $90,000. In the Prefs listed below. My question is, do I continue to hold them with the threat of rising interest rates or move to AD, EMA, BGI.un,or any other stock you might suggest. My objective is to preserve capital, obtain some growth, and get a good dividend income stream.
BAM.PR.R -5.15%,
BPO.PR.R- 5.97,
MFC.PR.C - 4.92,
PWF.PR.P- 4.70,
PIC.PR.A - 5.49.
Thank you, Peter.
Don
Read Answer Asked by Donald on August 18, 2014
Q: In a diversified - 50 stocks - all Canadian 7 figure portfolio I hold the following 10 names with a cumulative value of 23% of my portfolio:

VSN, PPL, IPL
KEY, ALA, WCP, SGY, GEI, PEY, PKI

All of them have been very good to great this year. Some are 30 baggers over a 4 year period. I know they're all solid companies but it is too much of a good thing?

I do have solid representation in financials, REITs, tech and misc small caps in the rest of my portfolio.

My gut says let 'em run but thought I would check with the pros.

Thanks for your comments and I'll close by saying what I am sure is true for many: 5I is core to my investing knowledge and process and part of my daily reading.

Read Answer Asked by Kim on August 18, 2014
Q: TPH

Could you please give me your take on the latest results and going forward on Temple Hotels. I have shares and want to add to my position. Pays 8.719% div Thanks
Read Answer Asked by Ric on August 18, 2014
Q: what is your opinion of mob.un and for a us play could in the mortgage space I have both the etf rem and stock agnc. they both took a big hit on the interest rate scare. is there a better choice out there and how would you rate them. thanks
Read Answer Asked by scott on August 18, 2014
Q: From Cindy,
To Peter and 5i Team,
I would appreciate your comments on the biotech stocks and etf for us as well as Canadian stocks. Thanks
Read Answer Asked by Cindy on August 18, 2014
Q: re:CSX

Hopefully you can help with this U$ Equity question.

I purchased 200 shares of CSX a number of months ago and it is doing ok with a good dividend. I purchased CSX because it was considerably cheaper than Can Railroads and I do have a need for U$ currency with a son that attends a US college. I have about 20% of my portfolio in US equities of which 5% is in CSX.

I have just read another article regarding CSX and they painted a picture saying "the present value of the company's discounted earnings, adjusted for dividends, is around $2 less than shares trade for right now."

It gives reasons being CSX' earnings growth estimates are lower than it's competitors. It goes on to say "Curiously, analysts have not been moving earnings estimates up at CSX as they have for Norfolk Southern (NYSE:NSC), where earnings have been furiously upgraded by more than a dozen analysts recently."

Long and short of it... it appears CSX shares' valuation has been up to the same forward earnings multiple (14) as it's competitors but doesn't appear to offer the same earnings growth going forward.

Can you give me your thoughts on CSX moving forward and do you think share value will be negatively effected based on the street consensus.

Thank you for all you do

Gord
Read Answer Asked by Gord on August 18, 2014
Q: Re: HLP.UN Healthlease Properties
I currently own HLP.UN. When the takeover is completed, what happens to my exiting shares? Are they somehow rolled over into the new company or am I paid out at the takeover price?
Thank you.
Read Answer Asked by Alan on August 18, 2014
Q: If I remember correctly, did you ever mention that bloomberg had a feature that showed how companies reported earnings over a certain number of quarters? If so, is there any way it could be incorporated into the site? For example, include it in the monthly portfolio updates?
Thanks again
Read Answer Asked by Marie on August 18, 2014
Q: I intend to run with the following group of stocks. I have half of my equity holdings in XIU and the balance in: AVO,ESL,SYZ,AYA,BYD,DHX,LNR,CNR,QST,WSP,SJ,MND,VET HCG & SLF.

Do the individual names compliment each other and if not would you please suggest alternatives. Any other feedback is appreciated. Thank you.
Read Answer Asked by Richard on August 18, 2014
Q: Gilead Science GILD.US had 2 pieces of good news today. UK government has approved its drug for Hepatitis C at the full price charged in the US. Roche had its patent challenge rejected. GILD has moved up by about 2% on this news and is up about 20% since the beginning of June. This is now about 10% of my portfolio.
I would be grateful for your comments.
Read Answer Asked by Graham on August 18, 2014
Q: Between me and my wife, we have about 14% of the market value of our portfolios in 5 REITs: CUF, HR, AAR, TPH (I know, not strictly a REIT, but similar) and HCP-NYSE. Based on our cost the collective dividend yield is about 7.6% and we're up about 9% overall. Should we consider reducing our exposure to this sector (in light of possible future interest rate increases)? If so, which would you suggest we sell? Thanks.
Read Answer Asked by Chris on August 18, 2014
Q: Peter -any current thoughts on AIG post ILFC SALE -and as such new balance sheet flexibility?ALSO-any view on CHMT -Chemtura -Kim
Read Answer Asked by Kim on August 18, 2014