Investment Q&A

Q: I own ZRE for my real estate exposure, and I note that you hold ZRE in your income portfolio. Would it not be preferable to hold 2-3 actual REITS and skip the MER of 0.61? Do you think this is significantly riskier than just holding ZRE? If I were to switch from ZRE to individual REITs, how many should I switch into, and which ones would you recommend? I am looking to hold longterm. Thank you.

Q: Could you please comment on PLI's 'analyst day' news on Monday and why the substantial drop in the share price since.
Thank you for your excellent service.
Henry

Q: Any comments on today's results? Pre-market bid/ask is ~0.5% above last night's closing, so I would take that to mean they beat. Since this was never a 'bond proxy,' do you think it recovers some of its lost ground, or has money simply rotated out of this, and its momentum is therefore done?
Thanks for all your insights.

Q: Hi guys,

Please provide your thoughts on ATD.B latest results.

Thanks,

Jim

Q: I'm trying to figure out the long term rationale for hanging on to DBO. From what I can gather, they've been a public company since mid-2006 and their highest stock price occurred somewhere in spring of 2007 at 84 cents. In 10 years, they don't seem to have built a lot ... either in terms of moving forward with their plans, or building stock holders value.

One question I have: Is it because it's a slow industry to break into, and it takes time to get such technology established ... or have they (perhaps) not been using their time and money wisely? In other words, how is the management in all of this?

Your comment to another member states: "The company has essentially developed a product that can drive higher margins for their customers (theatres that charge more for motion seats), has proven the business case and has relationships with some of the larger theatre chains."

What is their competitive edge, then? Are they assailed by lots of competition, or are they just not moving forward because nobody is quite sure they want this technology -- other than China -- which in itself might be years in the making.

I'm trying to figure out whether I should hang on for the long term (you quote a 5 year window) at these rates, and add when I see dips in their stock, or if I should just bail out now.

If there's lots of competition in the space, with better management, perhaps the answer is obvious.

Since you don't have a report on the company yet, I was curious as to the "backroom workings" of this company's management, and its moat.

Thanks for your expert advice!

Q: Hi, I am modeling 5i's Income Portfolio and I was wondering which stocks in the portfolio fall under the Health Care and Materials sector? If these sectors are not included what stocks would you recommend in an Income Portfolio that you would recommend.

Q: Peter and team:
I hold all equities in your balanced portfolio and a couple from your growth in a portfolio worth about 450K (Thank you). I currently have about 35K to invest and would like to choose one stock from your growth and two from your income to "round things out".
At current valuations and looking at a 10 year plus time frame could you please rank each of the four equities per group. Sector allocation is not a consideration.
Please deduct 2 credits and Thank you as always for a fantastic service.

Phil

Q: Hello:
I have been thinking of adding some ATD.B to my portfolio but have noticed the stock has been down slightly since the Trump win. Is this a bit of nervousness because of
ATD.B holdings in the U.S.?. Is the market wary of Trumps approach to anything not
American. I noticed Trans Alta Renewables & Alqonguin have reacted in a similar manner.
Thanks: Jerry

Q: Any idea why BOS keep going down ?
Thanks

Q: what is going now? trouble in london? thank you.

Q: Hi guys,

I am debating on adding to parkland fuel or starting a new position with enbridge. Also,are they both worthy of a full position (3%)

Thanks,

Jim

Q: How do you interpret the announcement the company made today on one of their products?

Is this just a pop or a longer term effect?

Thanks

Sheldon

Q: Gentlemen I was advised to keep all the Canadian stocks that pay a $US dividend in $US accounts.

Can you please provide me with a list of all Canadian stocks that pay their dividend in $US in the 5i portfolio and coverage equities.

Thanks very much

Sheldon

Q: would you suggest moving efn into ecn

Q: Hi there,

is there any way to know the target price for above companies you have recommended.

is there any source that would provide the target price for these companies or any other companies you cover.

also, what's the usual timing of your stock recommendations.

Thank you for your service.

Q: Hello Peter and Team,

If one were to top up companies in the balanced portfolio, which 5 would you choose at the moment.

And do you feel now is a good time to buy or to wait for before Christmas.

Thanks,

Wes

Q: I am looking to deploy cash and am well diversified. Which stocks in the growth portfolio would you add to at this time? Any you would you not add to now?

Q: I own all the stocks in the Balanced Equity Portfolio and have been very happy with their performance. My weightings differ naturally from your model weights since I purchased at different times. I am considering allocating a relatively large amount of additional funds from elsewhere in my portfolio into the BE Portfolio holdings ($100K+). I am wondering how you would recommend weighting the additional purchases.

Q: Which of these two companies has more upside capital appreciation potential over a five year period, thanks?

Q: Hello 5i team,
I wanted to add a technology sector company and was wondering of the current stocks in the BE portfolio, which one has the most room to grow? They are all doing very well.
Thanks,
Andrew