Investment Q&A

Q: Peter; I’m up nicely on MDA and getting nervous over the way this “ market” oscillates- every inflation number either scares it or helps it. Is it worth holding or take the money and run? Thanks.
Rod

Q: How would you view this company with their recent listing on NYSE and then buying Ranger? Will this be another WCP like scene...initial skepticism and then increased performance?

Q: Couple of days ago you listed some preferred shares that you like. As they are perpetual, and not rate reset, will the yield vary from what they are at now? When can the issuers change the rate?
Thank you

Q: Your thoughts on Alphamin as an investment option? Strength of leadership group? Cash burn? Debt? Insider Ownership? Have they been buying or selling?

Q: Hi 5i, can we have your thoughts on this mornings inflation numbers out of the US?

Thx.

Q: What are your thoughts on the respective merits of these firms for an income investor? Do you perceive any superior choices in this space?

Q: Will the above have momemtum with the hit game harry potter Hogwart,Would this stock be a buy to hold for 2 years or do they still carry to much debt.It was $27.00 back a year or 2,

Q: Happy Friday.

MPW reported yesterday - Q4 and year end 2022.

Your thoughts on the results please.

Thanks very much.

Q: Should I keep or sell

Q: We hold L and up 90%
Would you endorse swapping L in exchange for NWC ?
Correct if wrong but NWC seems cheaper in terms of valuation.

Q: Would you purchase more CCL.B today? My Average Cost is 70.0896. This is in the small TFSA. Thank you

Q: I am currently down significantly on APPS, UPST, LSPD. In current market would you Add, Hold or Sell these companies.

Thanks
Tim

Q: Thank you for your insightful reply on a concentrated core US portfolio. Although greater than 5% allocations in the 3 Canadian portfolios provide guidance on building a Canadian core portfolio, I would appreciate your reply focusing on some of the key differentiating criteria [such as compounders, duopoly] that you identified in your US selections. I assume CSU will be on the list, but uncertain as to he rest. As with your previous answer, please provide key rstionale and target buy prices.
Thank you

Q: I originally purchased this stock reluctantly on the advice of my (then) advisor. I've never been a fan, as they seem to bounce from one crisis to another and have been stuck in a trading range until the recent hiring of Mr. Doyle; the trading range so far appears just slightly higher. There seems to be lot of investment advisor/analyst support at odds with my view. I am rethinking this position in my portfolio now I've no advisor, and am trying to decide if this one is worth keeping in my Consumer Cyclical group (currently underrepresented overall). I am interested in growth with this stock more than the dividend. Would appreciate your thoughts as it resides in your Income Portfolio. If not QSR then what is a plan B in this sector? Thanks very much.

Q: Whats going on with this company new highs every day.

Q: Hi 5i,
I have a meaningful stake in WCP and am nicely in the green. I also have what I worry may be an irrational faith in its future prospects and its management, regardless of predictions that the energy sector will begin (or should I say continue?) to underperform in the not-too-distant future.
So, I'm looking for a reality check.
I have recently read elsewhere that WCP's debt, both short and long term, while presently manageable, is of a magnitude to potentially cause WCP significant problems that may well negatively impact both its share price and dividend if its revenues decrease by the amounts some are predicting over the next year and beyond.
Although I understand that there is 'good' debt and 'bad' debt and can both tell the difference in my personal life, and recognize how it is affecting me, analyzing the debt of a specific company in relation to its current and anticipated future revenues, CAPEX, FCF, EPS, P/E, etc. etc. is beyond me.
I would greatly appreciate your thoughts on the future prospects of WCP in this context.
Thanks.
Peter

Q: I'm thinking to sell FRU for a tax loss and add to WCP. Eric Nuttal mentioned WCP is increasing their dividend? Where would one find this info?
I'm seeing conflicting info on dividend yields, on this platform as well, where is the most up to date place to search for yield info?

Do you have any other picks than WCP to consider for an income investor for a long term bullish oil play?

Q: Hello Peter & team,

If a similar question which I missed has already been asked, please ignore this question and point me in the right direction.

The big 5 are reporting over the next few business days. Can you please share with us what we might expect? Good news bad news? Also, please rate each of the 5 in order and whether you think each of the names are a sell, hold or buy at this time and the reasoning for your logic.

Thanks for all you do

gm

Q: I'm very confused by the reaction of investors to these 2 stocks,maybe you guys can clear it up for me!!

Q: I owned PPL for years and I just caught the company quietly switched from a monthly dividend payer to a quarterly payer in it last press release. Even thought the payout has not changed I wonder about the logic behind this move? Can you offer some considerations behind this switch? Thanks.