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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: Recently a number of 5i covered stocks got hit with bad earnings. If you already own good companies like SIS and TOY which ones should the above be replaced with at this time.
Read Answer Asked by Imtiaz on November 15, 2016
Q: Hello 5i Team!

With STN and WSP recent quarterly results in which company stands to benefit most with the planned future infrastructure spend in the US? I know that both companies are liked by 5i, however, which company has the current edge for a long term investment for capital appreciation? I held Stantec in the past and moved to WSP on your previous recommendations in the Balanced Portfolio.

As always, thanks for the great service!
Angelo
Read Answer Asked by Angelo on November 15, 2016
Q: Peter and Ryan,
I currently have equal exposure to BNS and TD in my portfolio. In light of the recent American election, would you sell the BNS holdings to buy more TD? (TD is acting much better post election). Both companies are held in my RRIF account.

Supplementary, if I wanted to add American Bank exposure, which ETF would you suggest adding to the same RRIF account?

As always, thanks for your much appreciated guidance.
Read Answer Asked by Les on November 15, 2016
Q: Hi folks,can you please comment on Q results for Avigilon avo/t,seems to be record profit & earnings. Has company finally turned the corner,but I see spending increased again to $19+M??.Are you still concerned with their debt levels & spending??. I have small position at high teens and was wondering if now is finally the time to average down. Thanks as always, jb
Read Answer Asked by John on November 15, 2016
Q: I appreciated your answer to Michael regarding SJ (which we hold in several accounts) and the effect that Trump's position on coal may have on SJ. I came across this quote when a google search about this topic came up with this: "Why Trump Probably Can't Bring Back Coal (or Kill Renewables Either") The reason, as this former coal miner stated is that, basically, coal isn't as competitive as it once was. He said: “Big picture, I would imagine the U.S. is slower to phase out coal than a president who would have retained the Clean Power Plan. I think coal power is not coming back in this country regardless of what regulatory changes a President Trump is going to make. Economically, it is no longer as competitive as it used to be.”

My own personal opinion is that we shouldn't make rash decisions about what Trump may or may not do. This would apply to stocks that 5i covers or has commented on, such as BEP.UN, and others.

I do appreciate the 'tune out the noise, level-headed advice' that the small retail investor consistently receives from Peter, Ryan, and the 5i team.
Read Answer Asked by Jerry on November 14, 2016
Q: Hi everyone,

Is it time to buy DHX or would I get a better deal if I wait for another couple of weeks?

What is the downside for DHX from here? The risks?

I am a long-term investor although it really hasn't worked well as a strategy. I have Disney only in movie industry and currently sitting on a loss.

Thanks for all your good work and independent advice.
Read Answer Asked by Saeed on November 14, 2016
Q: Hi Peter and Team,

I manage my son's TFSA, and have recently almost completed a more appropriate sector allocation. In the Technology space, he has a half position in KXS. What Technology company would you recommend at this point for another half position? I was thinking of CSU but I wish it would split at least 10:1. :) How about SYZ which seems to be on a tear, or do you suggest something else at this point?

Thanks in advance for your valued advice.
Read Answer Asked by Jerry on November 14, 2016