Q: Could you give me your thoughts on Polaris Infrastructure? I like that it pays a US dividend of 11 cents per share per quarter.
        
    Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
            Q: I have decided this year to add short positions to my portfolio. Can you recommend any good short sellers or publications to follow? (I currently follow Marc Cohodes & Citron)
Secondly, can you give a short list (maybe 5?) of companies to look at for short positions.
Thank you.
    Secondly, can you give a short list (maybe 5?) of companies to look at for short positions.
Thank you.
            Q: Hello 5i
I would like your opinion on Fidelity Asset Allocation Private Pool Series S 8 (138).
It is the only fund I have in a corporate account, that I am drawing income from ( approx. 8%).
Also, could you suggest an alternative strategy for this account. Best regards, Bill
    I would like your opinion on Fidelity Asset Allocation Private Pool Series S 8 (138).
It is the only fund I have in a corporate account, that I am drawing income from ( approx. 8%).
Also, could you suggest an alternative strategy for this account. Best regards, Bill
            Q: Peter; Just in case you missed this which would of course benefit VSN. Rod
Among the other projects are the $3 billion Atlantic Sunrise project in Pennsylvania, delayed in March, and the $3 billion Jordan Cove LNG project in Oregon, rejected in March. The $700 million Gateway Pacific coal terminal was rejected in May, and the PennEast Pipeline, in Pennsylvania and New Jersey, was delayed in March. The $5.1 billion Atlantic Coast Pipeline in West Virginia, Virginia and North Carolina was delayed in April.
        
    Among the other projects are the $3 billion Atlantic Sunrise project in Pennsylvania, delayed in March, and the $3 billion Jordan Cove LNG project in Oregon, rejected in March. The $700 million Gateway Pacific coal terminal was rejected in May, and the PennEast Pipeline, in Pennsylvania and New Jersey, was delayed in March. The $5.1 billion Atlantic Coast Pipeline in West Virginia, Virginia and North Carolina was delayed in April.
            Q: Hi Peter, Looking for 5-6 Blue chip (dark blue for that matter) cdn stocks as would like to DRIP and forget. This is in RRSP with 10+ year time frame. Thanks
        
    
            Q: Which one of these two securities would you choose for a five year time frame? Thanks
        
    
            Q: With AGT's close business ties in Turkey, is it possible AGT is being held back by geopolitical considerations?
Elmer
    Elmer
            Q: For allocating in registered and non registered plans, can you please tell me which companies in 5i portfolios and coverage universe pay dividends that are taxed as income and will not benefit form the dividend tax credit?
Thanks
Sheldon
    Thanks
Sheldon
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                             AltaGas Ltd. (ALA $40.86) AltaGas Ltd. (ALA $40.86)
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                             Peyto Exploration & Development Corp. (PEY $20.00) Peyto Exploration & Development Corp. (PEY $20.00)
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                             Polaris Renewable Energy Inc. (PIF $13.01) Polaris Renewable Energy Inc. (PIF $13.01)
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                             CanWel Building Materials Group Ltd. (CWX) CanWel Building Materials Group Ltd. (CWX)
            Q: are these reasonable buys for income and/or growth?
        
    
            Q: When analyzing Canadian stocks with considerable exposure to the US, how much of the stock appreciation in the last 5 years would be attributable to the declining Canadian dollar, and more importantly, would a rising Canadian dollar have the reverse effect? Would the  effect be different for a utility like AQN with large capital investment, as opposed to a services company like TD? Would management participate in hedging strategies to limit any negative effect on stock price?
        
    
            Q: In response to a previous question you recommended GSY and TCL.A as good candidates as value stocks.  I note that both are near their 52 week highs.  I was under the impression that a value stock would have a share price that is not doing well.  I would appreciate it if you would clarify for me your criteria to identify a value stock. Thank you. 
        
    
            Q: Do you recommend getting annual and interim financial reports for the companies I hold?  Related, do I need to send in the Annual Request form every year in order to continue getting the reports?
Thanks for the excellent service.
    Thanks for the excellent service.
            Q: I owned this company a couple of years ago and after a long period of non-performance, I sold it.  Last July it took off but now again seems to have gone into neutral - perhaps for another 3 years?  This company would appear to have a bright future - global reach, new pilots that require training on new planes and to replace the aging (retiring) pilots and some growth in their medical division. Is this one of those companies that just will never be a great grower or do you think that maybe its time has come?  I am already invested in the aeronautics space with a US company (Heico) and EIF so I don't need to buy it but was wondering if you thought there is a compelling case to buy.
Appreciate your insight.
Paul F.
    Appreciate your insight.
Paul F.
            Q: Greetings 5i,
I know you do not focus in US securities, nevertheless I was hopeing you had an opinion on Weatherford International PLC? Would it benefit from a Trump inspired 'US energy independant' shale recovery? What other US shale names with value or room to run should I be considering? With a slant on larger established names please.
Cheers!
    I know you do not focus in US securities, nevertheless I was hopeing you had an opinion on Weatherford International PLC? Would it benefit from a Trump inspired 'US energy independant' shale recovery? What other US shale names with value or room to run should I be considering? With a slant on larger established names please.
Cheers!
            Q: Managers are talking about a switch to value stocks going on right now. Do you agree? Can you suggest 4 of our stocks that you consider value at todays price.
Thank You
    Thank You
            Q: Cott continue to go go down as I am wondering if there is a better stock that I should invest in or should I continue to hold on or sell it and invest in PBH as I do currently own L but only at 2% weight.
Thanks
    Thanks
            Q: What is your call on CAD in 3 years from now? I meant long term(in 2020) where CAD would go?
        
    
            Q: In an otherwise well balanced portfolio,and knowing that they are in different sectors, which of the two stocks do you feel has the better 
possibility for growth over the next eighteen months to two years. Dividends are not an issue.Their Market Cap, P/E ratio, REO, and price appreciation over the last one year appear to be similar. Thank you for your opinion. Ian
    possibility for growth over the next eighteen months to two years. Dividends are not an issue.Their Market Cap, P/E ratio, REO, and price appreciation over the last one year appear to be similar. Thank you for your opinion. Ian
            Q: I realize that you're not a huge fan of companies in the marijuana sector and probably don't pay much attention to stocks on the CSE but I'm interested in iAnthus Capital Holdings (C.IAN) which is involved in financing some of these companies (in the US).  They recently arranged for an over subscribed $20 million in financing at $2.10, their CEO seems to be experienced and competent and they provided options for management that were $0.50 higher than the stock price was at the time (always a pleasant surprise with a microcap and demonstrating  confidence in the business). I would appreciate your perspective and as always, keep up the great work. 
        
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                             CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88) CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.88)
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                             Enercare Inc. (ECI $28.99) Enercare Inc. (ECI $28.99)
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                             Kinaxis Inc. (KXS $168.66) Kinaxis Inc. (KXS $168.66)
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                             Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95) Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
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                             goeasy Ltd. (GSY $167.10) goeasy Ltd. (GSY $167.10)
            Q: I have about 25K to invest im my TFSA. Please rank the above stock as to growth over next 3 to 5 years.
Much appreciated RAM
    Much appreciated RAM
 
                             
                             
                    