Investment Q&A

Q: I noticed an early redemption of my Superior Plus Conv Debt on June 30th.
Should I have been given advance notice of this?
Mel

Q: I'm wondering what an A+ company would look like. Would it look something like Disney DIS.US?

Q: Hi 5i team,

All my GICs mature in July and August. They make up <5% of my overall portfolio. Rates are very low (typically 1 year: 1.3%, 5 year 2.0%). There is even talk of a further interest rate cut in Canada.

Should I just split the cash 20% for each of 1, 2, 3, 4, and 5 year terms, or do you have a better strategy in the current interest rate environment?


Paul J.

Q: Just an FYI, I think your the month end P&L for the portfolio coverage PDF needs to be split adjusted for GIL and MG (maybe others as well I'm not sure). It's showing negative returns where these stocks have been going up.

Q: What hedge fund would you recommend. My take is they protect on the downside as well as providing opportunity on the upside. Is this correct, if so sounds like a place I want to be. Thanks for your help.

Q: Please advise five or more dividend growth stocks you would recommend at this time. Thank you, Barrie

Q: What is your opinion on Hudson Bay Company? Is there more potential as a real estate play as opposed to its retail stores?

Q: Good day Peter, Can you suggest 4, 5 companies in the renewable energy, carbon capture type of buzz? I have a feeling this is where investments will be going in the near future. Thanks

Q: looking to invest in a microbiome company.not sure what to enter in symbol and company name when looking for certain fields in stocks .thanks

Q: Could you give us your opinion on this company after their recent deal ?

Q: Peter, Freehold or Prairie Sky. Which would you choose for long term dividend and a bit of growth. I think Freehold is much older? Thanks Ken

Q: Do you have any thoughts on DOOR as a play on the US housing sector? Thanks as always!

Q: 5i's tone seems sanguine on the North American economy, and generally constructive on stocks, but could you provide 5 short recommendations, perhaps with the caveat that these are likely to come into play if markets are weaker than 5i's expectations?

Q: This stock has good upside potential with downside protection. A recent article in Globe Investor Magazine about Hanif Mamdani talks about "asymmetric payoff" where potential upside is greater than potential downside. In the high risk growth category without regard to sector what would be your top 5 stocks that meet this criteria?

Q: I recently browsed through the 2014 annual report of western forest and was surprised to discover that the native tribes may have a claim on their lands. Do I need to be concerned?

Q: Good morning team 5i. I am in the middle of rebalancing my very well diversified 4 PFs, that is doing well all in all with most of your stock suggestions in your PFs (THANK YOU). I treat them as one PF. Around Apr 23/15, you mentioned that an investor should have no more than 15% to 20% in Small Caps. Around June 16/15 you mentioned Cap Sizes are as follows; SMALL - 75 million to 500 million, MID - 500 mill to 1 Billion, and LARGE -1 Billion and above. Canadian Business Magazine 2015 Special Edition on Pg 127, mentions SMALL 1 Billion or less, MID - 1 to 5 Billion, and LARGE - 5 Billion and up.
Would you please clarify this for me?!! If I follow Can Bus. Mag I am too heavily weighted in small caps!
Also would IWO ETF be considered SMALL or do ETFs fit the consideration of Cap size?

Q: Your last post was when CKI was at $9.50 It is now at $12.00
I am up 50%. It pays a decent 3.3% div. Would you buy, sell, or hold at this level. Thanks

Q: I have used this as a trading range stock. I have owned and sold it 4 times over the past few years usually between $40 and $46.I was slow out the gate this time with the Shaw AWS and Mobilicity deals happening before I pulled the trigger. Given the jump from 41.50 to its current 43.60, do you think the price is fully reflecting the deals now or that it still has room to run? I have been quite pleased with my decision to try 5I. After 30 years of investing and listening to generic answers its quite refreshing. (SO DO NOT TELL ME NOT TO BUY TELCO'S AND TO PUT ALL MY MONEY INTO MANULIFE)I HEAR THAT 20 TIMES A WEEK ON BNN

Q: Good afternoon. My portfolio is lacking terribly in the Industrial sector Large Caps. All I have is CNR 2.5% and a little bit of SNC (below 1%).
I am planning to fill the gap with Balanced Equity Portfolio picks. WSP 5% and MDA 4%. Will they count towards Large Cap allocation? Or are they mid-cap? In that case, what would you advise?
I could complete the sector with Small Cap buys from the Growth Portfolio: AVO 5%, LMP 3%, PUR 3% and XTC 5%. [all 5i %ages].
Thanks so much. sarah

Q: Hello Peter & Team,

From what I have been reading and hearing, we should be seeing some fairly significant long over due infrastructure spending oveer the next number of years both in Canada & especially the US - roadways and bridges are falling apart down there.

Putting aside the obvious differences between these two engineering firms (div, size etc...) both of whom should benefit from this increased spending, I am wondering whether moving out of Stantec and into DRT would be a good move or a bad move at this time.

DRT has come back fairly significantly ($7.07 as I write this missive) since its high of $8.95 on May 8th and it now appears there may be some consolidation taking place over the past 10 days or so.

STN has been showing higher highs and higher lows since it's post-split low of $29.14 back on Mar 25 after not really doing much at all for the past 18 months.

Could you please give us a comparison of the two companies, and which one you would pick moving forward for a 2 yr hold on a full position and why. And if these are the only two companies we should be looking at or if there is another engineering firm such as SNC-Lavalin you would recommend over DRT & STN... (SNC has also come back quite a bit since earlier this month)

As always, thanks for all you do!!!

Gord