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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: Boston Pizza has a royalty income fund that pays a generous dividend. Pizza Pizza and A&W have similar funds, also with generous dividends. What's your opinion on these funds, are they fairly safe and what do you think of the sector?

Thanks
Read Answer Asked by Charlie on January 26, 2015
Q: Good Morning Peter, Ryan, and Team,
My wife has Glentel shares in her RRSP account which, incidently, closely mirrors your Income Portfolio. Fortunately I had not yet purchased BCE shares for her account so the takeover of Glentel by BCE worked out great. Should she elect to receive all BCE shares in the hopes that, at the very least, she will get half shares and half cash ??? I really value your opinion on this subject. Thank you very much. DL
Read Answer Asked by Dennis on January 24, 2015
Q: Based on your experience, will you please give your opinion/evaluation of the latest news release. It seems there are some big criteria to meet next week and I notice Mr. Graf uses the word 'could' regarding completion. Does it seem more likely to you that the arrangement will not complete or can there be another extension? Any light you can shed on this is much appreciated. Thank you.
Read Answer Asked by Gayle on January 23, 2015
Q: I know that you like Stantec as a good, solid performer. I own both Stantec and WSP Global, 4% each. My other holding in industrials is CNR, at 8%. (it's grown nicely and am loathe to part with it yet.) My question is: how do you think Industrials will perform in this environment. Seems like Stantec has been taking a rest for a while. I was thinking of switching Stantec for CGI group, which would increase my holdings in Technology to about 19%. I'm looking for a good company with a bit more "ooomph" in it right now, regardless of sector, but CGI's growth appeals to me. Your comments are always valued.
Read Answer Asked by Sylvia on January 22, 2015
Q: Hello Peter and the 5i Team,

My wife's TFSA consists of AP.UN, DH, and KBL. There's also a small amount of CDZ where accumulated cash is deposited. Both AP.UN and DH are enrolled in DRIP's. For this year's contribution, we are considering either CXI or DHX.B. Given that DHX Media pays a small dividend and has a DRIP that gives a 3% discount, but CXI 'might' have higher growth (with no dividend) which stock would you think would be the best for this year?
Read Answer Asked by Jerry on January 22, 2015
Q: I have recently opened a TFSA for my girlfriend that I will be managing. I have it fully funded roughly $35,000 all in cash. I would like to build a high growth portfolio. We are in our mid 20's so risk and timeline are not an issue. Just wondering if you could give me a list of 5 names that you would start out with. Thanks
Read Answer Asked by justin on January 22, 2015
Q: I know that you are favourable towards myt. But, would you consider it too risky to hold in a tfsa account, given that you would lose space and also could not claim a deduction if it lost value?
Thanks for the great service and congratulations on your award,Claire
Read Answer Asked by joseph on January 22, 2015
Q: Could you please update your opinion on MTY Food Group. Would
you buy it at its current price and do you see much upside?
Read Answer Asked by James on January 21, 2015
Q: I am concerned that a flat yield curve is bad news for HCG in that their margins will be squeezed. I don't think that they will be able to repeat past years' performance. When they were profitable back in 2009, the yield curve was steeper than it is now. I am down 13% with this stock and considering moving on as I think the future does not look bright. Do you think this could be the reason for the drop in the stock price?
Read Answer Asked by Richard on January 21, 2015
Q: I have about a 6% position in Open Text (OTC) and about a 2.5% position in DH Corp (DH) representing my tech holdings. Do you see anything wrong with slowly adding to DH while valuations remain under 14.5x 2015 earnings (I have 2015 consensus at $2.45 earnings per share)?

Do you see the potential slowing earnings in the banks having a material impact on DH's growth prospects?

Lastly, I'm thinking about slowly building DH to about a 4% position and then adding between a 4% and 5% position in either CSU or MDA to round out my tech holdings over the course of this year. What percentage weighting in tech would you consider too much? Thanks again.
Read Answer Asked by john on January 21, 2015
Q: Hi, as much as I love the place I find it hard to believe that a ski resort can actually make money in the long term. Would you consider WB a buy right now? I'm interested in the long term sustainability of it's dividend. On a side note, I understand they generate a significant portion of their annual electrical requirements from internally owned, water driven facilities.
Read Answer Asked by Robert on January 21, 2015
Q: should I sell and put it into ZGI, or some other etf
Read Answer Asked by Claude on January 21, 2015
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