Investment Q&A

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: Hi Peter and gang,

BAM.A's stock price has been dropping over the last year or so, I am thinking of moving some of my money in BAM.A to BIP.Un. What your thoughts are such a move? Also please comment on BIP.UN's high P/E ratio and the sustainability of its dividend payout.
Thanks,

Harry

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Read Answer Asked by Harry on July 06, 2016

• Linamar Corporation (LNR)
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Q: Another brutal day for Linamar on the markets. On 6/28 you advised it was looking "interesting". Does it look even more interesting today? I have a minor position taken about 90 days ago and I hate to catch a falling knife but my hands are already bloody...think its wise to expose even more skin?

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Read Answer Asked by Barry on July 06, 2016

• Mitel Networks Corporation (MNW)
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Q: Would you please give your assessment of MNW going forward. I am currently down by about 30%, should I ride with it for another quarter or 2/or longer, or just eat the loss and move on to something else? Thanks.

Harry

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Read Answer Asked by Harry on July 06, 2016

• Information Services Corporation Class A Limited Voting Shares (ISV)
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Q: Hi can I get your latest opinion on this company? Dividend yield manageable? Thx!

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Read Answer Asked by Michael on July 06, 2016

• Linamar Corporation (LNR)
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• Magna International Inc. (MG)
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• AirBoss of America Corp. (BOS)
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• Exco Technologies Limited (XTC)
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Q: How would you rank these stocks based on expected total return on a 1-2 yr time horizon and why? Thanks.

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Read Answer Asked by Sandy on July 06, 2016

• Miscellaneous (MISC)
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Q: I have a fairly well diversified portfolio based on your Balanced Equity portfolio, including 20% from the Growth portfolio. I have some cash to invest.
Please advise your recommended sector allocations at this time plus two or three stocks in each of those sectors which you think will do particularly well over the next 2-3 years.

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Read Answer Asked by Michael on July 05, 2016

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B)
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Q: Could I have your opinion on CJR.B for a half, or possibly full, position in a primarily dividend portfolio. Thanks, Ted

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Read Answer Asked by Edward on July 05, 2016

• NYX Gaming Group Limited (NYX)
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Q: Hi an you give your opinion of NYX now and potential 12 months out

Thanks

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Read Answer Asked by David on July 04, 2016

• Agrium Inc. (AGU)
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• Potash Corporation of Saskatchewan Inc. (POT)
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Q: Hello Peter & Team: Would like your opinion on AGU vs.POT., Is AGU a more stable company to hold in a near term or long term. Thanks.

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Read Answer Asked by DAVID on July 04, 2016

• Ballard Power Systems Inc. (BLDP)
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Q: What is your overview of this chronically under whelming company. Will mobile hydrogen always remain the "next big power source of the future". Ballard BLD always seems to have contracts and news releases but never moves much.
Thank you

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Read Answer Asked by Ryczard on July 04, 2016

• Miscellaneous (MISC)
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Q: How can I invest in Blockchain?

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Read Answer Asked by Clayton on July 04, 2016

• Fortis Inc. (FTS)
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• Alaris Equity Partners Income Trust (AD.UN)
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• Savaria Corporation (SIS)
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Q: Hi, I'm replacing Prism Medical. What are your top 3 choices in this sector for income?

Would you consider AD as a health stock? It seems to have an interest in the medical field in Canada and the US.

Thanks

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Read Answer Asked by Robert on July 01, 2016

• Miscellaneous (MISC)
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Q: Hi All at 5i!! My husband received a $100,000 inheritance and would like to buy some stock. Could you please suggest 5 income and 5 growth stocks that are a good buy at this point in time. Thank you and have a great Canada Day ! Cheers, Tamara

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Read Answer Asked by Tamara on June 30, 2016

• Tucows Inc. (TC)
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Q: I'm confused by Tucows. When the markets were going down, this one was going up. Today, in an up-market, it's down. Any thoughts on why it trades opposite to the markets?

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Read Answer Asked by Ann on June 30, 2016

• Loblaw Companies Limited (L)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hi, considering buying Loblaw. Is now a good time with the rather steep p/e of 42? Are their any better Canadian consumer staples other than couche tard? Thanks in advance

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Read Answer Asked by Killam on June 30, 2016

• Metro Inc. (MRU)
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Q: MRU hit a new 52 week high early in today's session...and then proceeded to drop a large amount. seems to be normal volume. Are you aware of anything that may have caused this? What are your general feelings about MRU? Thank you as always.

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Read Answer Asked by Doug on June 30, 2016

• Constellation Software Inc. (CSU)
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• Enghouse Systems Limited (ENGH)
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Q: Earlier this year your team did a portfolio review for me. Thanks for that as I am much more diversified now (and a bit smarter). I own ESL and would like your opinion on switching to CSU?

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Read Answer Asked by Danny-boy on June 30, 2016

• Avigilon Corporation (AVO)
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• Trevali Mining Corporation (TV)
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Q: Hi 5i team

I am transitioning my stock port to more look like your balanced growth one. I have MG as of today plus BNS,ENB ALA HR.UN , BEP.UN, AAPL DIS GOOGL NA IGM TD G SLW THO SU CPG POT and very small amounts (under 1% ) in a few dogs TV AVO ESN. Any point in dumping TV and/or AVO at 50% loss? I am over 20% cash and would like your suggestion on any other sells plus which names from your list to consider adding.

Thanks a lot

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Read Answer Asked by Greg on June 30, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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• Sandvine Corporation (SVC)
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Q: I would like to purchase some shares of Sandvine Corp (SNV). Please can I have your thoughts and opinion. Another question, your comments on DHX.B please. Which one would be your first choice. Thanks. Catherine

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Read Answer Asked by Catherine on June 30, 2016

• Lucara Diamond Corp. (LUC)
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Q: Interested to hear your thoughts on Lucaras failure to sell Lesedi la Rona (i.e. the giant 1109 carat diamond). Do you think the stock drop is justified? Would this result be enough to justify selling the stock for a long term holder?

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Read Answer Asked by JONAS on June 30, 2016