Investment Q&A

Q: 5I must be at the Canteck Conference today, as I have been enjoying their tweets.
Amaya provided positive update on developments, and I am getting close to pulling the trigger here. Price to earnings here is in excess of 56 times and wonder if this is appropriate.
Your thoughts please going forward

Q: Good Afternoon Peter and Team,
The announcement this morning that Target is leaving Canada also means that over 100 Target Mobile stores will be closing. These stores are operated by Glentel. In your opinion what impact will this have on the BCE / Rogers takeover of Glentel ??? Thank you. DL

Q: I realize badger has been hit by the oil exposure but it's at a 52 week low now. Do you think it's worth holding for the long term.

Q: I am starting a TFSA and have a maximum of $36,500 to invest.
Can you recommend two stocks in each sector for diversification?
I am 24 and can handle some risk.
Also is CXI in the financial sector and which two stocks out of these GUD, CRH, PHM, NMHC would you pick in the healthcare sector?
I alrady own CRH.
Thanks for all your help

Q: I'm looking to assemble a portfolio of quality O&G companies that will do very well once the market turns, I only have room for 3 positions from an existing list of 7. Could you help me narrow it down? feel free to add additional options if you see an opportunity.
SU,WCP,TOU,CNQ,RRX,APA,SGY
Thanks.

Q: Your views on this company, please. Traded in New York. Thanks

Q: The headline numbers looked fine. Digging down were there things in the recent release to warrant the sell off? We're numbers below expectations?

Q: This company is rarely mentioned. What would be your assessment of the company given current market conditions? Would you consider it a buy?
Thank you for your insight!

Q: What is your opinion on investing in Shopify, should they issue an IPO (as rumoured)?

Q: Could you please update your thoughts on TAO, will they still be cash flow positive at these low oil prices. Also your thoughts on management, from what I see they don't seem to have much skin in the game. also your thoughts on the share buy back s they have been doing.
thanks

Q: Hello 5i
I noticed that I-shares Canadian Dividend Aristocrat ETF (CDZ) lists a 0.60% management fee and a 0.66% MER. Does this mean the effective cost to the customer is 1.26%? I don't understand the distinction between the two values.
Thanks,Richard

Q: (Prevoiusly known as Davis & Henderson)
Re: All the comments about DH Corp initiating a DRIP. If you own shares thru a Broker (i.e TDDI) and you own a sufficient quantity of shares that your dividends allow the purchase of at least ONE SHARE then your Broker will purchase for you (called a Synthetic DRIP, with no commission)as many shares as possible (only whole shares, no fractions). This is why Mike has been recieving re-invasted dividends since March 2013 (as have I). One qualification is, at least with TDDI you need to have this feature turned on for the respective A/C. This cannot be done by the Client. You must contact your Broker to ascertain or request that the feature is enabled.
Company DRIP's are an economical way for small investors to start to build a position and also re-invest 100% of the dividends including fractional share purchases.
Hope this provides some clarification.

Q: I was doing some research on CXI and, this morning, I found an article signed by 5i Research on the Seeking Alpha website. I quickly returned to the 5i site to see if you posted it here and I didn't find anything. If you are writing for other websites, how can we find out about it and is there a way you could notify us when one of your pieces is published?
Robert

Q: With Target leaving Canada, is it expected that REITS, especially those exposed to large retail, will be dropping in price.

Q: Just a comment further to the discussion around the DRIP recently announced - I have been having my dividends re-invested since I first bought DH back in March 2013. I now have 13 additional shares over and above those I purchased. I just assumed they always had such a option.....

Q: I bought Kelso two weeks ago and it has now dropped 17%. Should I be worried? Has something changed with the company?

Q: Do you have any thoughts on DH starting a dividend reinvestment plan. Is this an indication that their cash flow is tight?

Q: Overall what is your take on the basing pattern and now lift in the gold price? Do you think it may be going into a long term upward swing or perhaps just world jitters and or seasonality. Thanks.

Q: what is your take on their earnings release. dave

Q: 9:01 AM 1/15/2015

Hello Peter
I am considering buying shares in 3 or 4 of these companies for our annual contributions to our TFSAs, and to our Cash account, and would intend to hold them for many years.

I have several concerns with these stocks, mainly high debt and high Payout Ratios [POR] on some:

ET : 69% POR, very low debt, 8 year rising dividend... looks good to me!

AD : 135% POR, very low debt, 7 year rising dividend

DH : 115% POR, Debt/Equity = 1.0, and 5 year rising dividend + special dividends

AW.UN : 118% POR, Debt/Equity = 0.6, dividend flat for 4 years

CSH.UN : POR very high, Debt/Equity = 3.5, dividend flat for 5 years

CSW.A : 91.5% POR, zero debt, and 5 year rising dividend + special dividends

All have reasonable dividend yields. I am looking for companies that will best withstand severe corrections and have a high probabiluty of continuing and increasing dividends.
I would appreciate your comments and suggestions on these and would ask you to please rank them in order of preference.

We always appreciate your excellent advice,
Thank you........... Paul K