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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,
Could I have your opinion on MDL-v.
Thank you
Read Answer Asked by Paul on September 05, 2013
Q: Your current thoughts re Patheon(PTI). Any validity to rumours today on BNN re potential equity interest from 3rd party.
Read Answer Asked by John on September 05, 2013
Q: Hello

Do you have a preference among discount brokerage firms.
Read Answer Asked by DOUGLAS on September 05, 2013
Q: Peter
Have you or any of your team had experience with Stock Investing software such as Metastock or Vector Vest. Something i am exploring to support my research.
Read Answer Asked by David on September 05, 2013
Q: Hello Peter and hard working 5i Team;
I would like to know your current thoughts on Winpack? I missed a good entry point when the stock was stalled a while ago. Would you consider the stock cheap at the current level?
Can you also comment on what criteria, or metrics, would indicate a cheap stock even though it is at a high level after a long runup? eg: Magna
Thanks in advance.

Read Answer Asked by Conrad L on September 05, 2013
Q: Would you go long on Goldcorp (TSX: G) at the moment?
Read Answer Asked by Eugene on September 05, 2013
Q: Peter Lynch question
In Peter's graphs he plots stock price on the right axis and earnings on the left axis. He is looking to see if if the earnings line is above the stock price line (a stock to review further).

He uses $1 in earnings per share to $15 in stock price. This would mean that the earnings line is equal to a stock price P/E ratio of 15.

Question what variable of P/E do you think makes sense to use - or is it industry sector based.

I guess a follow up question would be - is this a good idea to look at companies that the earnings line is above the stock price?

Thank you
T
Read Answer Asked by Terry on September 05, 2013
Q: Good Morning Peter and Team,
I am looking to add to a small position in Fiera Capital (FSZ- T). FSZ is growing much more quickly than other comparable small cap asset managers which makes most valuation comparisons difficult. However using the valuation metric "Enterprise Value divided by Assets Under Management" FSZ compares very favourably to other managers. See below:
FSZ- 1.2%
GS - 8.9%
SII- 4.7%
GCG.A- 2.4%
AHF- 2.1%
Excluding the recent deal that FSZ just announced the above list shows Fiera as undervalued compared to other small cap asset managers. My question: Is this valuation metric and line of thinking valid ??? I would appreciate your opinion.
Thank you. DL
Read Answer Asked by Dennis on September 05, 2013
Q: Hello 5i team, I have a question I can't wrap my head around. How can a support a dividend if they have negative income? I know that in most cases they have to raise equity or debt to maintain the payout. But how can it be that cash flow supports a payout ratio but its net income doesn't? Take BEP.UN for example.
Thanks
Read Answer Asked by Seamus on September 05, 2013
Q: I own shares of ANS. The shares are now trading above the purchase offer of $3.73. In your opinion, is there a real chance for a higher offer ?
Read Answer Asked by Ken on September 05, 2013
Q: Peter, I was wondering if you have an idea of how many of your subscribers are income investors vs growth. Would a survey be in order? Thanks
Read Answer Asked by Martin on September 05, 2013
Q: Hello Peter, I am thinking of selling CUS and buying CSS now that it has pulled back. I am looking for income and some growth. Sector weighting is not an issue. Thanks for the great service.
Read Answer Asked by Martin on September 05, 2013
Q: Looking at the ratings, does it make sense to sell the B's to buy A's even if the B's are in the model portfolio?
Read Answer Asked by Greg on September 05, 2013
Q: Peter, thanks for identifying HEW as an ETF that equal weights the TSX 60. In your opinion do you think there is an advantage holding some of this fund with a MER of .50 vs funds with .11? Also if yes what % of a total CDN ETF 60 holding would you allocate to HEW?
Thanks
Read Answer Asked by Warren on September 05, 2013
Q: peter, your model portfolio pdf results is pathetic compared to previous versions, why did you change it.dave
Read Answer Asked by david on September 05, 2013