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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: Your thoughts on PDV and GII.UN. They both pay a good dividend.
Read Answer Asked by John on October 07, 2014
Q: I have bought this stock on two different occasions and have held for about a year. It hasn't done a thing. I am about to unload it and replace it with Vermilion VET. It has a decent dividend and has appreciated 8% YTD. Am I missing something in TOU? And what is your opinion of VET?

Sincerely,

Alastair Allan
Read Answer Asked by Alastair on October 07, 2014
Q: I have a small speculative holding of 49 North Resource (FNR) and received a rights offering and would like to have your thoughts on whether or not I should exercise the right. (4 rights plus $.30 required to subscribe to 1 unit)
Thank you...
Read Answer Asked by Kim on October 07, 2014
Q: Of the stocks you guys follow, which would be your top four or five value buys, thanks?
Read Answer Asked by Pat on October 07, 2014
Q: How do you view Trimac's potential growth from here? And valuation? Thanks.
Read Answer Asked by Michael on October 07, 2014
Q: I continue to be concerned about SGY because of the commodity price action in the background. I inquired late aug about same & you were strong on holding thru any correction. However I am hearing more talk of a long term US $ bull mkt which in the past has driven non commodity stock pricing upward & driven commodity pricing downward. Do you also now feel that we have entered a secular bear for commodity pricing & would that not push oil stocks like this out of favor regardless of dividend? Dividend is nice but 9%/yr pales with a 25% drop in a month.
Thx,
Read Answer Asked by LJ on October 07, 2014
Q: Could I have your current thoughts on this Company. It is down considerably after second quarter results. Thanks
Read Answer Asked by Ray on October 07, 2014
Q: I currently own CS as my only Mining stock - at current share prices, would you recommend selling CS and buying FM or just keeping CS for the time being and wait for a rebound?
Read Answer Asked by David on October 07, 2014
Q: Hello Peter and the 5I team
To me VNR looks like a reasonable buy at this time. I look at the PE ratio( 15.3), PB ratio (1.0), low debt metrics, excellent dividend yield (6.3%) with a 96% pay out ratio. Are these metrics a good way to value the company? Is there other factors that I should take into account when it comes to this stock or with other utility companies? What are other companies in this sector do you like?

Thanks for your service
Read Answer Asked by Darren on October 07, 2014
Q: Today I checked out INK insider selling/buying reports on all 40 or so stocks I hold, a very conservative diversified across all sectors mix of mostly dividend growing and paying US and canadian stocks. INK indicates almost all of my positions have net insider selling except TCK.B. which has small net insider buying. I have never done this exercise before. How useful do you find insider buying/ selling info. Is this perhaps an indication the market is frothy and perhaps we should be selling some portion of our positions and not buying? Teck as a long term hold does look pretty good right now, would you buy?
Thanks Manfred

Read Answer Asked by MANFRED on October 07, 2014
Q: 12:29 PM 10/6/2014
Hello Peter
I am principally interested in stable low risk higher-yielding stocks for my income portfolio as I depend on the income. I am thinking about taking a small position in one of the smaller higher-yielding Renewable Energy Utilities and am considering Capstone Infrastructure [CSE], Transalta Renewables [RNW], Northland Power [NPI], and Innergex Renewable [INE].

I see you rate both Capstone and Northland as C+, However the other two are unrated. Could you please give provisional ratings for RNW, INE, ENF, EMA, and TA.

I already own large positions [2% to 5% in each, totalling 28% of my portfolio] in these "Utilities" : BIP.UN, BEP.UN, PKI, ENB, ENF, EMA, FTS, PPL, and TRP. Is 28% getting too big? The rest of the portfolio is well diversified in Banks, Gold, Consumer, Infotech, Telecom, Industrials, and Oil stocks.

So my question is should I be "reaching" for yield by buying one of the 4 small renewables which may be much higher risk or should I be content with a somewhat lower yield and just add to one of the strong companies I already own?
Just what would you recommend [large cap or small cap], which one, and why?
Many thanks...... Paul K
Read Answer Asked by Paul on October 07, 2014
Q: Hi: your comments on the deal today and in particular the plan to redeem units of a 3rd party owner. What is the net result, is this a good use of investor funds? thanks
Read Answer Asked by Scott on October 07, 2014
Q: In your response to Rajeev, you indicated that Superior now may not be able to increase it's divvy in the near future. Based on today's price decline, the current divvy looks pretty good for an income oriented investor. Do you consider the current dividend secure, and would you view Superior as a buy at the current price (with income being the primary objective)?
Read Answer Asked by grant on October 07, 2014
Q: Hello 5i. There was an interesting article in Monday's Globe & Mail about retirement investing strategies. Intent is to help retirees protect their capital, given that their ability to recover from a major market crash could be more difficult due to more limited time horizons.

http://www.theglobeandmail.com/globe-investor/personal-finance/retirement-rrsps/two-ways-to-game-plan-for-retirement/article20937727/#dashboard/follows/

Would appreciate your thoughts on the article, and the two ways to approach stock market investing it describes.

As always, thanks for your advice.
Read Answer Asked by Thomas on October 07, 2014
Q: Hi Peter and team, Banro Corp down nearly 72% YTD. Will this stock eventually be worthless? I hold a smaller position and down about 45% on it. P/B ratio is only 0.01. Is this a cheap stock with a chance of revival or a bad investment that an investor should run away from?
Read Answer Asked by RAJITH on October 07, 2014
Q: What do you think about Contrans Group at the moment? Did Transforce successfully buy them out?
Thank you.
Read Answer Asked by Arthur on October 07, 2014
Q: Hi Peter and crew, please give me your thoughts on APP. There is a stir in the air re; this stock.

Thanks Mo
Read Answer Asked by Maurice on October 06, 2014
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