Q: Hi 5i Team,

I invested in MFC and GWO roughly 2.5 years ago amongst a fairly diverse portfolio. I originally purchased both as a dividend play with potential for modest appreciation, but they have far exceeded my market value appreciation expectations over this time frame. I since purchased a smaller position in Sun Life roughly 3 months ago. For the first two, I likely need to trim for rebalancing / concentration sake.

My question(s) is as follows (and please deduct how many points as necessary):

- At a high level, what is your outlook for the Insurance space over the next 1-3 years and what indicators do you look at when making this assessment?
- Amongst the three companies listed, how would you rank them in terms of expected growth over the next 3 years?

Thanks and really appreciate the advice from 5i.
Erick

Q: Greetings, currently hold Great West and Sunlife well rewarded to date. Thinking of switching Great West for Dream REIt based on your Sept report. Objectively long term does it make sense., thanks Bman

Q: I have done quiet well with GWO over the years.
Today however I noted that My broker has disclosed that they have a net short position in excess of 0.5% of the total issued share capital of the issuer.

Based on this will you recommend selling the stock or holding it ?
Thank you for your insight.