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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: Sony SNE has been on a nice run last couple months. Just hit 17$. New technology is coming out and theres been some shakeup in management. Any thoughts on expectations. Cause I am feeling a continuation here. They just launched Xperia new phone in Japan and its hot. Thanks.
Read Answer Asked by Barry on March 17, 2013
Q: Hi Peter, what is your view on Morguard Corp(MRC)? Some analysts have estimated its NAV between $150 and $170.It is also reported that CEO Sahi has bought and owns lots of stock. SP has pulled back recently. Does US housing prices recovery help this co.? Is their more upside in the stock?
Read Answer Asked by rajeev on March 17, 2013
Q: Hi Peter, my question is about the Model Portfolio. What does the acronym "P & L % W/Div" stand for? Thanks, Gervais
Read Answer Asked by Gervais on March 16, 2013
Q: Ainsworth Lumber (ANS) has it run too far, and is know expensive, what are your thoughts. How would you play the rebound in US housing? Thank-you
Read Answer Asked by Matthew on March 16, 2013
Q: I'm looking to add a few fixed income holdings; preferred shares and bonds. I see some of the larger cap names in your Model Portfolio have preferred shares and/or bonds. Would you recommend I add them as well as the commons (as opposed to just the commons) or do you have any others you could recommend for the fixed side?
Thanks,
Heather
Read Answer Asked by Gregory on March 16, 2013
Q: TVA Group-TVA.B-seems to have broken a 2 year downtrend in its stock price, the analysts that cover it don't seem to like it much, yet the EV/EBITDA ratio is almost half of Astral and Corus, and we know what's occurred at Astral. Do you have an opinion and does the shakeup at Quebecor make it more or less likely TVA will be taken in house? Thanks.
Read Answer Asked by Jeff on March 16, 2013
Q: Question. Am doing my income tax & am wondering if 5iResearch's membership fee is incomes tax deductable?
Read Answer Asked by cal on March 16, 2013
Q: Peter & Staff,
What is your opinion of KWH.UN please ?
Bill.
Read Answer Asked by William on March 16, 2013
Q: STB-T Iwould like your opinion on Student Transportation. Is the debt and payout percentage getting too high? Is their business plan of growth by acquisitions going to drive the stock down, thanks
Read Answer Asked by Ron on March 16, 2013
Q: hello 5i:
please give me your opinion on TGL based on current numbers. It LOOKS very cheap; is there a reason for that? How would it compare to, say CNQ or SU?
thanks
Paul
Read Answer Asked by Paul on March 15, 2013
Q: I have continued to follow CLK (Clublink). The CEO has bought lots of stock in recent months, and there are consistent buybacks. The stock price continues to rise, and it pays about 2.5%. Is this a speculation on a private take-out, is the stock undervalued, or is this a good time to lighten up?

John
Read Answer Asked by John on March 15, 2013
Q: Hi Peter & 5i: Just a comment on your answer to Richard about return of capital and dividends (identified with MMP.UN): you suggested that taxes on capital gains are lower than taxes on dividends. I think that only applies for those in the highest income brackets. For those in the lower brackets and taking the dividend tax credit into account, tax on eligible dividends from Canadian sources is lower (even potentially negative!), significantly better than tax on capital gains. Keeping an eye on this can be important for individuals determining which investments to hold in a TFSA or a taxable investment account. A great site for comparing marginal tax rates for different categories of income at your applicable income bracket is: http://www.taxtips.ca/taxrates/bc.htm
This link is for BC residents but there are links for all provinces and territories down the left side of the screen, so anyone can get the right combination of provincial and federal tax rates. I'm really enjoying my subscription to your service! Thanks.
Read Answer Asked by Lance on March 15, 2013
Q: MCB - McCoy
What do you think of McCoy's earnings today? The drop in mobile unit seems quite drastic, especially in light of increased costs due to expansion. Thoughts? Thanks!!
Read Answer Asked by Kish on March 15, 2013
Q: Peter and staff: Following Sentry Select's distribution cut on Precious Metals and Mining MMP.UN, do you have an opinion on this stock? The stock still has a huge yield after the cut and the impact on the current stock price looks minimal following the shakeout. From Sentry's website: "Sentry believes this distribution decrease is prudent and beneficial for unitholders in the current environment for gold mining equities. In Sentry's view, gold mining equities are at their lowest valuations relative to the gold price in twenty-five years and represent an exceptional investment opportunity. It is Sentry's opinion that this distribution decrease will improve unitholders' potential total return by maintaining the capital invested in the Trust while still respecting the Trust's cash distribution objective." Do you agree with their assessment and what is your outlook on this sector? Thanks for your input.
Read Answer Asked by Chris on March 15, 2013
Q: I'm planning to reduce my RRSP exposure to REITS, now 26% of the account. I hold BOX.UN, CAR.UN, REF.UN, CUF.UN, HR.UN, MRT.UN and plan to switch 2 of the lower quality names for IPL.UN, as I have no holdings in pipelines. Thoughts? Thanks...Jeff
Read Answer Asked by Jeff on March 15, 2013
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