Investment Q&A

• 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

• Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Q: Company continues to struggle based on recent results, and forecast was not great. At what point do you think this is buyable if you are willing to wait 3-5 years?

Regards,

Robert

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Read Answer Asked by Robert on June 30, 2016

• Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Q: Your thoughts on Empire. Why did it drop so much today?
Revenues seem to go slowly up every year.
Tank you,
Serge

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Read Answer Asked by Serge on June 30, 2016

• Brookfield Business Partners L.P. (BBU.UN)
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Q: Prior to the spin-off Brookfield parent indicated the value of BBU.UN units would be approximately US$25. As it is now trading below CAD $24 would you recommend buying?

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Read Answer Asked by David on June 29, 2016

• Cascades Inc. (CAS)
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• Boralex Inc. Class A Shares (BLX)
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Q: Good day, please advise if Cascades is a good buy for a long term hold (5-7 years). Will be purchasing inside a diversified rsp and looking for a stable player in the "green" space. Any others you would recommend?
Thank you, Harry

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Read Answer Asked by Harry on June 29, 2016

• Linamar Corporation (LNR)
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• Magna International Inc. (MG)
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• Exco Technologies Limited (XTC)
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Q: My question is about "peak auto". I have not yet read any reliable source that shows auto sales heading for a slump. In your experience, have you seen "cheap" large caps like Magna fall 40% based on a "guess" that was repeated enough times in the media to convince everyone, a guess that ended up being wrong? It's hard to believe all this selling is based only on a guess about a "top". I am not seeing XTC or LNR executives buy their stock. At 6.5 times earnings, you'd think they would buy if they their EPS was projected to be maintained over the next 3 quarters!

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Read Answer Asked by Matt on June 29, 2016

• Power Financial Corporation (PWF)
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Q: PWF has been been hit fairly hard by Brexit. With a 5% dividend, it is looking attractive at current prices. Could you comment on the reasons for the significant price decrease, and would you buy today for a long-term hold, with dividend sustainability being the main concern.

Thank-you

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Read Answer Asked by grant on June 29, 2016

• Deere & Company (DE)
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Q: Any thoughts on Deere? What do I need to know? Thanks!

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Read Answer Asked by Chris on June 29, 2016

• Brookfield Business Partners L.P. (BBU.UN)
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Q: What can you tell me about BBU.UN? I have a few shares due to spin off from BAM shares

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Read Answer Asked by Francis on June 29, 2016

• Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A)
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Q: Good morning,

Can you give me your thoughts on lassonde industries. It is a company you do not hear much about but the historical stock performance has been impressive to say the least.What does the company's financials look like ( ie debt, yield,safety as well as future growth in dividend, payout ratio etc) as well as future growth for the company.

Would you recommend taking a position at this time.

Thanks for the outstanding service!

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Read Answer Asked by Thomas on June 29, 2016

• BLVD Centres Corporation (BLVD)
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Q: Good Morning....i would appreciated a quick comment on convalo's latest results please. Thanks...

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Read Answer Asked by Donald on June 28, 2016

• Linamar Corporation (LNR)
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Q: Just wonder if there are any news that trigger LNR to fall another 4% today while the general market is rebounding, including other auto part companies. Were there any broker downgrades?

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Read Answer Asked by Edwin on June 28, 2016

Q: Hello 5i !
What is the software that you used to manage your portfolio ?

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Read Answer Asked by Martin on June 28, 2016

• Wells Fargo & Company (WFC)
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Q: Hello, following up from my last question...I was referring to WFC (Well Fargo and Company), I'm not sure why Wall Financial showed up. Also I was asking about HTB (US 7-10 yr Treasuries) With the US bond and WFC equity in the portfolio, is this too much equity risk? Thank you.

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Read Answer Asked by Jen on June 28, 2016

• NFI Group Inc. (NFI)
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• Sleep Country Canada Holdings Inc. (ZZZ)
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Q: I'm looking at adding these 2 companies to my Canadian portfolio. Do you have any concerns with these 2 names?

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Read Answer Asked by Dennis on June 28, 2016

• Linamar Corporation (LNR)
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Q: You've mentioned MG as a good buying opportunity, do you feel similar about LNR? Does it also have Europe exposure?

thanks,

Paul

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Read Answer Asked by Paul on June 28, 2016

• Ford Motor Company (F)
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• General Motors Company (GM)
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• Magna International Inc. (MG)
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Q: How would you rate Ford and GM against Magna if held within an RRSP account. Magna offers 2.8% Div Yield versus 5% for Ford and 5.6% for GM.

Thanks Antoine

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Read Answer Asked by Antoine on June 28, 2016

• Primo Water Corporation (PRMW)
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Q: Cott has been hit bad by Brexit. Will its British exposure materially impact their earnings in the long term? Should it be sold at this point?

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Read Answer Asked by John on June 28, 2016

• Norbord Inc. (OSB)
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Q: Norbord is down nicely, no doubt with the general market. However they do have exposure to Great Briton. I am not concerned with the impact on the OSB market but the Pound will certainly affect the profitability. At $25.00, do you think it is a good time to take a partial postion on them at this time?

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Read Answer Asked by Jim on June 28, 2016

• Miscellaneous (MISC)
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Q: Hello 5i,
Do pretty much all hedge and mutual funds require that you be an Accredited Investor?
This seems ridiculous...
Basically I must make over ~200K per year or have a net worth of >5 million.
The alternative is that I must invest over 2 million if I am not "accredited".

Taken together, isn't this pretty silly?

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Read Answer Asked by Scott on June 27, 2016