Investment Q&A

Q: Hello, could I have your analysis of Ceapro inc please.
Thank you
Dave

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Read Answer Asked by Dave on June 09, 2016

• Protech Home Medical Corp. (PTQ)
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• Questor Technology Inc. (QST)
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Q: Hello Peter
I still have Phm 8000@1.046 and Qst 3000@2.57 not looking so good.
Should I sell one and add to the other? Or cut my losses and add to a better growth stock from your growth portfolio?
I am diversified so just looking at a better stock for the next 2-3 years.
Thanks for your work!

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Read Answer Asked by Brad on June 09, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Hi, 5I
What type of value does dhx represents at $6.51.
I have no clue how to judge this company and the stock went all the way down to $6 sometimes ago.
Is book value, peer valuation, PE/G or any other valuation that will direct a sense for this stock?
thanks for helping.
Claude

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Read Answer Asked by claude on June 08, 2016

• Concordia Healthcare (CXR)
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• Liminal BioSciences Inc. (LMNL)
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• Knight Therapeutics Inc. (GUD)
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Q: I hold these 3 plus XLV in the health care portion of my portfolio. Not adverse to risk but I am wondering whether CXR is worth the grief. Is there a case for focussing on the others, or does the risk/reward of CXR make it worthwhile holding?

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Read Answer Asked by Alan on June 08, 2016

• Growth Portfolio (Growth)
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Q: Hi Peter!

If the Growth portfolio had to be reduced to 10 names what would be your top pick today?
correction... on this question it should read top 10 picks today not top pick. Thank you!

Ian

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Read Answer Asked by Ian on June 07, 2016

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hi, I don't understand the signfificance of todays press release, since they talk about different share classes? Did the founders just sell a lot of their inside holdings? I'm a bit nervous since phm founders dumped their stock - is this at all a similar situation?

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Read Answer Asked by Kel on June 07, 2016

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: I hold ETFs that track the S&P500, TSX and the All Cap Ex NA index, both hedged and non-hedged. I'm considering adding an emerging market ETF but I'm concerned about the heavy China weighted that most such ETFs have. Your advice would be appreciated. In particular, can you suggest one that has a lower China weighting?

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Read Answer Asked by Roland on June 03, 2016

• Concordia Healthcare (CXR)
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Q: Well, that was a wild turn of events.

Buy more? Sell or hold for better days ahead?

If the private equity firms have indeed walked away, does that make the business less valuable or should it still recover into the $40-50 range once the hysteria dies down? Put another way, was it at $45 because it was worth that or is it a $35 stock with hype and upside priced in on the deal.

Thanks

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Read Answer Asked by Tim on June 02, 2016

• Solium Capital Inc. (SUM)
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Q: Could I please have an update on Solium Capital. What are the prospects going forward for this technology company? **Is it a strong takeover candidate? Management has been using profits to expand the business. Is this strategy paying off or should I simply invest my money elsewhere? Many thanks!

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Read Answer Asked by Paul W on June 02, 2016

• Magellan Aerospace Corporation (MAL)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: I have some cash in my account and am thinking of adding to MAL and to XHY. Recent news and performance of MAL has been good, but I am concerned about the effect of US rate increases on XHY. My account is well diversified. I would appreciate your comments on both.

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Read Answer Asked by Roland on June 01, 2016

• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ)
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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• BMO S&P 500 Index ETF (ZSP)
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• Vanguard U.S. Total Market Index ETF (VUN)
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Q: Hi Peter & Co.

I currently own ZDJ, ZSP & ZQQ. Should I replace these with VUN?

Thanks,

Henry

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Read Answer Asked by Henry on May 31, 2016

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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Q: Hi Peter and Ryan,

I'm interested in getting exposure to the health care sector by using an available ETF. I ran across this one (IHI) through my research and would appreciate your analysis of the ETF. I think this one focusses on medical devices. Please let me know what you think the future holds for the ETF. If you think there are other investments that would be preferable I would appreciate your suggestions.

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Read Answer Asked by Les on May 30, 2016

• BMO Equal Weight Oil & Gas Index ETF (ZEO)
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• iShares S&P/TSX Capped Energy Index ETF (XEG)
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Q: Hi 5i'ers,
is it time for XEG and what do you think of their prospects going forward as oil seems to be on the mend or is this a dead cat bounce?

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Read Answer Asked by DOUG on May 27, 2016

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH)
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• BMO MSCI USA High Quality Index ETF (ZUQ)
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Q: I am looking for ETF similar to IHI US Medical Device in Canadian dollar and your thoughts on ZUQ Etf.

Thanks for the great job.

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Read Answer Asked by Hector on May 27, 2016

• iShares Global Water Index ETF (CWW)
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Q: Could you please comment on this ETF. I have held CWW for about 5 years and done well but am wondering what, if any, other approach you would take to replacing this investment in the water related sector? Many thanks.

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Read Answer Asked by Alexandra on May 26, 2016

• Miscellaneous (MISC)
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Q: What would your 3 favorite growth stocks be going forward (US or Canada) and 3 fav dividend stocks (US or Can)
Tks

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Read Answer Asked by George on May 26, 2016

• Strathcona Resources Ltd. (SCR)
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Q: I bought at .30 and been pretty disappointing. It's in my tfsa for growth purposes. Should I move into another name? if so what would you recommend?

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Read Answer Asked by Kenny on May 26, 2016

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: all three companies have done fund raises, my question is who would buy spinmasters fund raise at 26.60 when the stock is selling at 26.30 and why is the stock down so much on this fund raise. dave

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Read Answer Asked by david on May 17, 2016

• FMC Corporation (FMC)
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Q: how would you invest in the future of the electric battery industry? would it be in a manufacturer or a miner? and can you suggest a company.
Thank you for all your thoughtful and considered work

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Read Answer Asked by Peter on May 17, 2016

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Q: Hi Peter, I have 2 of your tech companies, but was thinking of adding some XIT to bring my IT up to 10% to 15%. Is there a better ETF?

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Read Answer Asked by Robert on May 16, 2016