Investment Q&A

Q: Hello Peter and the 5i team:

I have a question about First Service Corporation (FSV). When it didn't pay a dividend, 5i gave it a B- rating. Now that it pays a dividend (albeit a small one giving a yield of about 1%), would you increase its rating? Thanks in advance.

Q: Peter; Do you think LEG met all market expectations with their earnings today? Thanks. Rod

Q: Peter please comment on the alleged, or true, China Real Estate bubble. I was watching 60 minutes and HBO Vice and they both showed and reported so called "Ghost Cities" being built in China BUT are empty. According to these programs the Chinese people are NOT allowed to trade stocks, as we do, so pile all their money into speculative Real Estate and that is driving their economy. What are your comments on it bursting? when? and the effect on the world and Canada?
Thanks.

Q: Hello and thank you for making me money. Any thoughts on DR for income which I greatly appreciate also. Cheers.

Q: Hi to all.. just a question about stock screeners for Canadian stocks. Who or where would you suggest has a good stock screener for Cdn stocks? Thanks for all your work!

Q: Can you comment please on the down-grade of Dundee (D.UN) by CIBC today? TIA
Gary

Q: Which is a better choice- VSB or XSB? Is this a good time to buy or would you recommend waiting? Thank you.

Q: Hi Peter & 5i: Further to others' recent questions on resource and particularly uranium plays, can you please update your comments following my May 3rd question on Fission (FCU)? Obviously this is more a speculative risk stock than Cameco would be, but FCU appears to be delivering the promised positive drill results and the share price has doubled during a period when the junior resource exploration sector has been pretty bleak. Is it a good hold from here? Thanks.

Q: Hey Peter & Team, KBL: I have held this stock since Dec 2009 and it has been a great ride and I have followed K Bro closely. Friday's report was a shock. Modest revenue growth but lower EPS and net income and negative operating cash flow. Debt has doubled to 15% of total assets as they build Edmonton plant to handle lower margin Alberta contracts recently secured. I have been waiting for another dividend increase but on these results can't see one coming any time soon. True, there are still significant contract wins, but gone are the bolt-on, high return consolidations and in with the high cost plant builds (Saskatchewan is next) to handle lower margin new long term government contracts. We are to count on higher efficiencies eventually from these plants to offset lower margin business. Is there sufficient growth to support at 23x PE multiple? I am grateful of your advice. Many thanks, Keith

Q: Since your last response to a question re Timbercreek Senior Mortgage ( MTG ) on May 29/13, it has, or is in the process of,converting from a close-end fund to a corporation. Could you comment on the implications of such a conversion for potential investors, including fees involved in owning it as a corp.
Thank-you for this and your uniquely valuable sevice - renewed my subsciption today.

Q: Hi Peter and Team, can you please provide an updated opinion on Magsilver, MAG. Thanks!

Q: MUX-please explain what the diff. is between total cash costs-$744 and all in sustaining costs-$1108 and any other comments you might have with this companys 2nd quarter results. tkx pat

Q: AltaGas (ALA)
It seems they came out with good numbers and small divined increase signaling strength. The market did not react as it did with PPL. your comments as to buying more of ALA ( My holdings are minimal.
Thanks
Yossi

Q: Bgi.un Brookfield infrastructure.
For an investor looking for long term stability, some growth and dividend income, would this be a good stock to own.
Also, would a basket of stocks bgi.un, wte and snc lavalin make good investing sense.

Thank you, yet again, for all your help.

Q: This is a bit like beating a dead horse, but what do you guys think of Angle Energy's most recent earnings release within the context of them pursuing 'strategic alternatives'? Always value your opinion, thanks.

Q: I would like your opinion on entrec corp? My feeling is it is strategically in kitimat, fort mac, PE is 8, debt is a bit high, but should grow quickly in next 3 years with O&G growth in kitimat and Alberta.

Q: Hi,bought some esl last week,took a big hit today,any reason.

Q: Do you plan on having a model portfolio for US companies for those of us who like diversification outside Canada?

Thanks

Q: Hi Peter and good crew. It would appear that PPL had excellent earnings report last Friday(9th). Does this mean a slight change in the comments made in reference to the last "question" re improved growth as well as income? Stock up well this AM.Thank you, Phyl

Q: Any comments on EIF? I recently purchased this because things looked very solid but am down 6% already. Also noticed heavy insider selling at the $26 dollar level. Any concerns?
Thanks