Investment Q&A

Q: 5i gives BEP.UN a favorable rating. But Accountability Research (AR), in a report on 12 January 2017, rated it as a SELL with a target of only $33. The AR report suggests the possibilities of conflicts of interest with BAM and fears about the high payout rate. Have you considered your rate in light of AR concerns? A detailed reply would be appreciated since I own BEP.UN and planned to purchase more.

Q: Is it possible to quantify the impact of the Nissan contract? The news release didn't include any financial details, but one would presume that Nissan's worldwide supply chain is substantial. Nissan's decision may also expose Kinaxis to an even broader international business audience. Nissan also said they "see this as a long term relationship between our two companies." I have a 1/3 position currently, as a much lower price. Also considering the recent pullback, would you step in for another 1/3 or more at this time?

Q: Hello,

Absolute seems very strong lately, particularly since their last quarterly report was a miss. Anything seem out of the ordinary?
Would you currently choose Abt or et for the tech income stock part of your portfolio?

Regards,

Robert

Q: What are you latest thoughts on TPK? I've avoided it for awhile but I see for the last 6 months or so it's trying to bottom technically - are they resolving their issues? The p/e is not onerous and the dividend is almost 4%. Thanks.

Q: Hi 5i

Stephen Takacsy of Lester A.M. has 7.5% of TPK (6.43) . I think you have it as C+ but price when report was done was 8.80. At current lower price would your rating change?

Greg

Q: There's no "double exchange" of currency on the distributions. From the BEP website:

Distribution Currency Option

The quarterly distributions payable on the Partnership’s LP Units are declared in U.S. dollars. Beginning with the fourth quarter distribution payable December 31, 2016, unitholders resident in the United States will receive payment in U.S. dollars and unitholders resident in Canada will receive the Canadian dollar equivalent unless they request otherwise. The Canadian dollar equivalent of the quarterly distribution will be based on the Bank of Canada daily average exchange rate on the record date or, if the record date falls on a weekend or holiday, on the Bank of Canada daily average exchange rate of the preceding business day.

Registered unitholders resident in Canada who wish to receive a U.S. dollar distribution and registered unitholders resident in the United States wishing to receive the Canadian dollar distribution equivalent should contact Brookfield Renewable’s transfer agent, Computershare Trust Company of Canada, in writing at 100 University Avenue, 8th Floor, Toronto, Ontario M5J 2Y1 or by phone at 1-800-564-6253. Beneficial unitholders (i.e., those holding their units in street name with their brokerage) should contact the broker with whom their units are held.

Q: Hi Your answer to me re the div on this stock was wrong the div paid to Canadian investors is converted into C$ that is a fact if you wish to hold them in the us side of your account they are converted back to US $ thus the double conversion
Stan

Q: Thoughts on the company post bought deal?

Q: Winpak has dropped considerably in past two days. I'm up over 30%. Is it time to take my profits and redeploy the cash?

Q: Can you determine the softwood tariff rate for Acadian?

Thanks
Bob Rose

Q: Wonder if Game Host is worth holding. I'm down about 17% and it's about 5% of my portfolio. What are chances they might cut dividend? Is it worth adding to position?

Q: I am becoming interested in Enbridge as it gets close to 50 dollars. I was trying to find the payout ratio and I found it on a site it was paying out 102%. Is this correct? I find this hard to believe as everyone like to recommend this stock which would not wise if it cant cover dividend. Where do I find accurate pay out ratios?

Q: Good day gentlemen,

I'm down 10% on a 1.5 percent position in goeasy. The stock has been weak as of late, and I noticed in the last Little while you have not included in your favourite growth stocks when asked for your top conviction stocks.

Would you endorse averaging down? And If so, would you wait for positive stock moment first? The
Thx
Karim

Q: Good Morning
Both AYA and ITX seem to be recovering now. They both seem to have their issues behind them for now. Would 4% of a portfolio split between the two be too much. Risk is not a worry.
Thank You

Q: I own equal amounts of both of these shares (1% of my portfolio).

BDSI is performing well and owns a non-opiod painkiller (BELBUCA) that just received approval from Health Canada. They need a contact in Canada to sell/distribute it. Is this the sort of thing that Knight would facilitate?

Palladin used to sell BDSI products but recently returned that portfolio to BDSI to focus on other areas. BDSI now sells directly in US.

Cam.

Q: GUD up today. Reason ?

Q: HI 5i: I'm thinking of selling SJ and buying CNR instead, moving from the producer of ties to the user. I've held Stella for a long time but it no longer seems to be moving much. What do you think?

Q: Good Morning! Is AVO at today' price of $13.90 worth adding to my TFSA now? I hold around 15% tech shares including KSX and SHOPIFY already . Thank you!

Q: ON 6/15,insider purchase of 2200 shs @ $8.75 Please advise if there are other insider buying,reporting date of Q & estimated EPS & REV.Thanks for u normal great services & views

Q: Greetings 5i,

What are your thoughts on BAD? Off of its 52 week lows it seems to be moving in the right direction.

Cheers!