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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: Hi Peter & Team,

Your latest report on MDA ends with "We believe the lack of cooperation in the shares needs to be reflected with a downgrade in the rating."

Given that your last report for KBL gave it an A- rating, and it isn't performing as well as in the past, if you were writing a new report for KBL, would it also be downgraded a notch or two?

We hold KBL in several accounts, and I'm contemplating a switch in at least one account, but welcome your valued advice, as always, before making any moves.
Read Answer Asked by Jerry on September 30, 2016
Q: Hi guys, I have had a good run in A&W, seems like the momentum is slowing, anything to be concerned about here? When is the next qtr beig annouced what are the expectations? Also bonus question, how does the A&W root beer fit into this company? do they make money off the soft drinK, is the soft drikl revenue material?

thanks

Kuldar
Read Answer Asked by Kuldar on September 29, 2016
Q: Over the past year HCG is down ~ 15% while FN is up ~ 45%. FN has an attractive yield and low PE ratio ~ 13 according to TMX. I hold most stocks in your balanced portfolio so wonder if it would be time to sell HCG and replace with FN.
Appreciate your comments on this trade. Thanks to your recommendations in BE portfolio I own many profitable stocksI would not have bought otherwise.
Steve

Read Answer Asked by Steve on September 29, 2016
Q: I manage finances for my 93 year-old mother-in-law (she is demented but fortunately still a nice lady). Her investments are mostly dividend-paying stocks. I do need to raise some capital for her care. I am hesitating between selling shares in K-Bro Linen versus Boston Pizza Royalties IF. I would appreciate your opinion. Thank you.
Read Answer Asked by jacques on September 28, 2016
Q: CGX dropped since its last Q results,but lately is turning around with announcement of acquistion of Tricorp on 9/21 & recommendation by Motley Fool that it should be part of any portfolio on 9/23.On Sep 24,TD increased its target price to $59 with a buy rating.May we have 5I's concise views.Thanks for your normal great services & views.Looking forward to seeiny Ryan on BNN on 9/30
Read Answer Asked by Peter on September 26, 2016
Q: In view of the effect on the market of the unknowns coming up in the next few months - with US election and its aftermath, and good possibility of US bankrate going up in Dec. I am thinking of going defensive. I have quite a few of the stocks listed in both your Balanced and Income portfolios, could you please list for me which of these stocks you would designate as best 'defensive' - (whatever that means). Thanks again, always look forward to hearing your comments.
Read Answer Asked by Arthur on September 26, 2016
Q: Hi All at 5i! There is a 3:1 stock split coming for this company. Is it better to buy the stock before or after the split? And would the same apply to any stock split? I was under the impression that a stock split dilutes the value of the companies shares.I read that in ADW's case it increases the liquidity of the stock . Is this a good thing? Does it have a liquidity problem? Thank you, Tamara
Read Answer Asked by Tamara on September 26, 2016
Q: 1) The board of directors is staffed with a lot of what seems to be high level financial people with a lot of experience, what I did not see was a high level IT person, which for a company who is selling IT solutions for banks seemed a little remiss. My question was "how can you manage that portion of the company in a very specialized area if not even one person on the board knows anything about IT?

2)There was nothing in the literature about the security of their IT platforms. In the age where IT security and on line financial fraud is a huge concern, I thought it should have at least a nod in the presentation.

Thank you.
Read Answer Asked by John on September 22, 2016
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