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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: Hello Peter....Since recently signing up for 5iR, I'm doing more homework as like trying to guess your response to questions. About the comparison of PPL and ENB, I looked on the free Bloomberg site for info and it shows ttP/E as 34.5 and 85.0, respectively and then forward P/E as 32.0 and 23.9. And you mentioned ENB is cheaper. When doing a comparative analysis, what are the reason for using the forward P/E rather than the trailing ratio? Also what accounts for the significant difference between trailing and forward P/Es? Exit question: For these two companies, Bloomberg doesn't show PEG ratios. (?) What "weight" do you place/give to this ratio for analysis purposes?.........Enjoy a deep freeze week-end....Tom M
Read Answer Asked by Tom on March 03, 2014
Q: Hi, could you please comment on guardian capital's earnings. Thank you.
Read Answer Asked by Adam on March 03, 2014
Q: Peter,

FTP (Fortress Paper) is trading at 10 year low and at a fraction of its book value. Is this company going to survive? What do you think of the management? Is this a good entry point to go long?
Thanks.

John
Read Answer Asked by John on March 03, 2014
Q: You have advised to notice the start of dividend payment as a significant event in corporate development and investment worthiness.
Could you please list companies that have started dividend payments over the past 2 years plus any comments you have on them. Is there a site to find this sort of information? Thank you.
Read Answer Asked by Richard on March 03, 2014
Q: Hi Peter and Team I was surprized to see SDI drop Over 50% in one day! Should I hold, or sell? Also what do you suggest holding in the bond portion of a portfolio, since bond returns are pathetic and interest rates must rise? Tks- JP
Read Answer Asked by James on March 03, 2014
Q: Hi, what are your views on NEW ENDO(ENL) and Knight Therapeutics (GUD), offshoots of Paladin Labs, which start trading, today? What should be their current trading level based on conversion value? Thanks for the great advice.
Read Answer Asked by rajeev on March 03, 2014
Q: Good morning Peter and 5i Team,

We haven't yet contributed the $5500 to one of our TFSA's for 2014. At present the holdings are:
ACQ - 44%
FSZ - 12%
IPL - 19%
MDA - 24%
CDZ - 1% (a place to park accumulated dividends, as there are no fees for this ETF with Scotia iTrade.

I have two questions: (1) Are any adjustments necessary? (ACQ has really done well - thanks!)
(2) What stock (or stocks) would you recommend for this year's contribution?

Thanks in advance for your answer and especially for such an invaluable service.
Read Answer Asked by Jerry on March 03, 2014
Q: Hello team,

With Tesla motors wanting to build a lithium battery factory in the US, which Canadian mining company might benefit? Is there any American company which might be preferred over a Canadian one? Would this be a timely investment? Any recommendations?

I keep recommending you to my friends for your insightful ideas, prompt responses, and unbiased advice. Thank you for one of a kind service, indeed.
Read Answer Asked by Saeed on March 03, 2014
Q: I have been a loyal loblaws shore holder for years. So why when they "spun off" Choice Properties REIT last July I not get any actual shares of the REIT. They units yield over 6% and loblaws controls 80% of the units. I think they made about $4 mill from the IPO. The stock when up on this deal. Can you explain how existing shareholders benefit from this arrangement.
Read Answer Asked by MANFRED on March 03, 2014
Q: What is your opinion about solar stock?Any particular 1 oe 2 that you like ?Thank you.ebrahim.Have a good day
Read Answer Asked by ebrahim on March 03, 2014
Q: As far as investing in railcar manufacturers which one of ARII , TRN or GBX would you recommend or better put which one is most attractive to the big purchasers who are about to upgrade their tanker cars ? Thanks Deb
Read Answer Asked by Deborah on March 03, 2014
Q: re: Magna International

Hi guys... trying to find a good entry point for MG. Forward P/E is just 12.4 and price to book is just 1.9 so there appears to be tremendous value. Add to that nine out of 10 estimates have been raised for 2014 in the previous 30 days BUT... the stock is at a 5 year high. And this with the Auto industry not necessarily lighting the world on fire as it was expected to for a number of reasons. What are your thoughts on how this equity will perform over the coming 12 - 24 months. I keep looking for a correction with none in sight. Thank You
Read Answer Asked by Gord on March 03, 2014
Q: VIX NYSE: all time low. Not sure I understand though even after reading the explanation other than measures volatility based on futures contracts? Is this something worth buying for a trade at these levels or best left alone-small portion USD portfolio.
Read Answer Asked by James on March 03, 2014
Q: Hi Guys,

looking for info on Greenhill & Co - GHL NYSE - symbol comes up blank.

Thank You
Read Answer Asked by Gord on March 03, 2014
Q: I have a large part of the model portfolio but am still missing CSS, ENB, FSV, G, IPL, SYZ , TOU, VRX, WPK. I can add 2 more at this time , what would you recommend?

Read Answer Asked by John on March 03, 2014
Q: First, I would like to thank you for this incredible service, i.e. the opportunity to ask an investment question.

BPY is acquiring BPO. Which would be more prudent, accept the offer by BPY to exchange my BPO shares for an equivalent BPY or sell my BPO shares at 20.34/ share, which is higher than my purchase price. What are the future prospects for BPY and REITS in general. After the sell-off in May (QE taper scare!), many REITS are moving up but they are still a long way from their highs.

Thank you!
Read Answer Asked by Rosario on March 03, 2014
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