Investment Q&A

Q: DH After the drop on Friday, is the stock a good buy at this point or should I be concerned about the drop.

Thanks as always.

Q: would like your opinion on CSX-N. usa rail company.
thank you doreen

Q: Hello, can you please comment on the indexed investment funds offered by most banks - Guaranteed capital with capped stock market upside (from what I see, usually 2 year + term). Would you know if there is a lot of fees within these products ? Do you really get a good share of the stock market upside ? Would it be wise to use it in the fixed income portion of a portfolio given the low yield environment and possible increase in interest rates. Thank you and Happy Canada Day to all.

Q: Derek Dillon, VP Canada of Badger Daylighting, has just won, with his team, the Alberta Lawn Bowls championships and will represent Alberta in the Canadian championships in Vancouver in August - congrats Derek!!!

Q: I have been following innergex renewable energy for some time. Looks like debt levels are coming down and cap ex is starting to slow. Given all the projects coming on stream this year, is this the time to step in or wait until the debt drobs off further?

Q: hello 5i:
please advise how you think the separation of Mallinckrodt will impact the stock price of Covidien in the longer term. Thanks again; amazingly good service; couldn't WAIT to renew (how often does that happen)?
enjoy the fireworks tonite
Paul

Q: Hello
Your opinion on the plan of merger of sprint and Softbank.
Thanks
Happy Canada day
Sam

Q: DORM dorman products
Is this a good example of a US growth stock and a something to add to one's portfolio?

Thanks ... Happy Canada Day

Q: hi , I am wondering if you may be able to recommend a couple of canadian oil and or gas stocks that have many years of proven reserves in the small to mid cap size that are under valued.

Q: Hi 5i! I have been a long time holder of Manulife (MFC). Now with the prospect of rising interest rates, insurers are back in favour. Would you recommend holding on to MFC or making the switch to Sunlife (SLF). If not Sunlife, which would be your preferred insurer?

I am slowly turning over my portfolio to 5i's covered stocks and/or model portfolio!

Thanks for helping us retail investors!
Angelo

Q: Hi Peter, a long time fan and now a member. I have long been a big believer in the energy sector and am overweight, particularily Crescent Point (CPG). I spend the dividend from my RRIF. Everyone on BNN and analysts all love the stock but the market doesn't seem to. In the Globe's ROB Eric Reguly opined that global warming might cause a black swan type event that would force the world to leave hydrocarbons in the ground which would devastate my holdings. I have long been in the denier camp but am starting to question my position. Would appreciate your views on CPG, this whole thesis, and your view on the nuclear space, especially Cameco. I am seiously thinking of a major change in my holdings. Thanks. Robert

Q: Peter: I've been exploring my new BMO Investor Line and just looked into their article on 'Value Investing'. To my surprise, I found that 12 of our 28 stocks were overvalued; AQN,BIP.UN,EMA,ENB,FTS,HSE,KEY,MG,PKI,PPL,TRP & CPG. Yout thoughts on these, and the concept of 'Value Investing' as well.

Q: Hi Peter
With the prospect of LNG in the west coast, what are some of the names of the stocks that could benefit? Thanks

Q: I am considering FSV and/or BRP for diversification and exposure to US real estate. I would appreciate your insight and any recommendation you could provide.

Q: Hi Peter, Symbol NIF-UN.TO

I am interested in Noranda Income Fund, it pays out $.50 per year in distributions on a $5.00 cost for a 10% yield.

It currently earns much more than this in earnings and cashflow; but it seems to benefit from the concentrate purchase agreement and sales agreement with Xstrata which expires in 2017.

Do you think that even after the agreement expires with Xstrata that the company should continue to do well?(it appears from my limited research that the Xstrata deal is not far from market terms so hopefully the company continues to make the same earnings).

What do you think is fair value given the replacement cost of the smelter/earnings ability?

Appreciate your comments and thanks as always. Ken

Q: Hi, a couple of questions around underlying security of investments.

ETFs: If an ETF provider were to go insolvent, what would be the implications for investors, I assume the funds would be fully segregated, so would the ETF be wound up and investors receive their share of the NAV, or would the ETF likely be transferred to another provider to manage?

GICs: I recall reading that CDIC has reserves for only a small fraction of GIC deposits outstanding, so it is hugely underfunded in the (unlikely) event of large scale industry defaults. Typically I buy GICs from the highest rate providers which are typically smaller less established institutions. If CDIC is not the ultimate backstop as widely believed (do you agree with this?) then should I purchase GIC's primarily from only the most credit worthy institutions? Thank-you....

Q: We have positions in HSE and CVE and have looked at IMO, but the dividend is too low. What other integrated oil companies on the TSX pay decent dividends, if any?

Q: What do you see as future prospects for Western Copper?

Q: NXJ has recently been showing signs of life.Do you have an opinion on this company,please.

Thanks
Bob

Q: PME sentry select precious metals
As this stock has cratered from $9 to $3.50 this year, it still pays the same monthly dividend . The yield is currently ~ 33%. What will affect the dividend going forward? Would you expect a significant cut?
Buy, sell or hold?