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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5I staff,
I keep hearing rumblings that management want the the 2 class structure of these Power companies eliminated, but the Demaries won't give it up.
Do you have an opinion on whether this power struggle is going to hold back the Company in the future, like what is happening to Bombardier and should I be divesting out of these holdings (PWF, GWO, etc)?
Read Answer Asked by James on February 14, 2020
Q: As a retired investor, I am keen on stocks with low betas, high dividends and some growth. AQN, NPI and BEP all meet these criteria and are all up significantly, riding on a crest of green sentiment. These three stocks now compromise 13.5% of my total portfolio. I am loathe to part with my green energy stocks as they are doing so well. That said, have I put too many eggs in one basket? At what percent should I cap my green energy investment? Other than higher interest rates, what could impact continued growth in this sector?

On a related note, I am now overweight in utilities, which now represent 21% of my total portfolio. This includes the three above-mentioned stocks, plus Fortis and BEP. Would you suggest reducing this weighting? And if so, which stock(s )would you be inclined to sell?

Thank you.
Read Answer Asked by Maureen on February 14, 2020
Q: Hi Peter, Ryan, and Team,

We have a 2.5% position in CN, and are a bit underweight in the industrial sector. Would the ongoing rail line blockade and slight decline in share price represents a buying opportunity? Or would a new investment into WSP, for example, be a better strategy? (Our other industrials are CAE, SIS, and TFII). Thanks in advance for your valued advice.
Read Answer Asked by Jerry on February 14, 2020
Q: I haven't seen too many company purchases similar to GUD buying GBT. Is it unusual to take out the major shareholders then individuals and will small shareholders be forced to sell?
The purchase was paid in cash with no dilution, Medisen is paying $77M for their shares, GUD will have well over $300M left plus any Biotoscana profits from Nov. 29 and, yet the share price is very weak. Is something not going well?
Finally, Medisen has 4 years to sell their GUD shares. Do you think they are selling now to raise cash to buy back their shares and, second, is a low price good for GUD as biotoscan shareholders will most likely sell at the ptemium offered? Thank you!
Read Answer Asked by Steven on February 14, 2020
Q: Here is a simple question for you. When determining an amount that a particular equity has for the percentage of my portfolio, do I use the total value of my portfolio including the fixed income part, or just the equity part? For example, if the total portfolio is $100,000 including fixed income and I have a 60/40 split of equity /fixed, is a 5% position $5,000 or $3,000?
Thank you for your excellent service.
Read Answer Asked by Leonard on February 14, 2020
Q: How do you rate these 3 REITs, Cold being an American Reit that’s had successful growth in the states compared to Car.un and IIP.un in Canada?

Thnx for the awesome service!!👍
Read Answer Asked by David on February 14, 2020
Q: CSIQ is back on the top of its range, part of me want to sell as it has been cycling back from there a few times, and part wonders if this a start to a better story with renewables being in favor and making this a good growth story. what is your opinion? besides a hedge fund buying a position is there any othr worthy news? what are expected earnings?
Thank you.
Read Answer Asked by francois on February 14, 2020
Q: I have held a position in CSH.UN for a long time. I recognize that the share price growth will be slow, but its distribution growth is frustratingly slow.
I'm not looking to hit a homerun. I'm looking for stability and really my main focus is distribution growth as I plan to hold long term.
I am looking to add to my REIT holdings. Are there other REITs you would suggest or should I add to CSH?
Kind thanks for your time and expertise.
Read Answer Asked by Ian on February 14, 2020
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