Investment Q&A

• North West Company Inc. (The) (NWC)
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Q: Hi team,

Just wanted to let Stuart know that people in the North used to order many things on Amazon until the company started charging for deliveries a few years ago. All Amazon shopping stopped after that as the cost of shipping often was more than that of the item itself. I am not an investor in NWC, but I can assure you that they have a stronghold in most of the communities North of the 60. I live in the Arctic!

Hope this helps!

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Read Answer Asked by Saeed on May 30, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• BMO Aggregate Bond Index ETF (ZAG)
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Q: Good morning,

I currently have fixed income as 30% of my portfolio, made up right now of ZAG and CPD (15% each). CPD is dripping and within a few more months of contributions ZAG will be too. Once they are both dripping, what would be the next Canadian-listed fixed income ETF you would add to compliment those two? Thanks in advance.

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Read Answer Asked by Jeff on May 30, 2019

Q: Could you give some ideas, refer some websites and books regarding how to select an ETF. I need to give a presentation for learning purpose in a share club meeting. Feel free to subtract additional credits if needed.

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Read Answer Asked by Dexter on May 30, 2019

• BMO Low Volatility Canadian Equity ETF (ZLB)
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• Vanguard FTSE Canada All Cap Index ETF (VCN)
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Q: The performance of ZLB has strongly outperformed VCN over the short and long term. ZLB will likely survive a recession better then holding VCN. If I own both, should i just sell VCN and own ZLB but would their be a case to own VCN instead? thanks

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Read Answer Asked by Thomas on May 30, 2019

• Restaurant Brands International Inc. (QSR)
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Q: What's the reason behind the big sell off (big volumes and price drops) of QSR the last few days? I find no news at all, do you hear anything? Thanks.

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Read Answer Asked by Victor on May 30, 2019

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: Thoughts on DOO earnings release?

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Read Answer Asked by Michael on May 30, 2019

• Miscellaneous (MISC)
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Q: My Question is on General market conditions from Technical point of view

Its seems looking at the technical charts for $INDU (DOW index) it has formed a TRIPLE TOPs with divergence in RSI and MACD with lower lows at each tops and $INDU now breaking off 200MA and from todays action its seems $INDU may run down to 20,000 or even 18,000 unless it jumps back above its 200MA
5i expert comment on this please

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Read Answer Asked by Francis on May 30, 2019

Q: Plus Products is the only company I know of that produces cannabis gummy bears (Cdn company operating in US). Does 5i know of others?

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Read Answer Asked by Bob on May 30, 2019

• Freehold Royalties Ltd. (FRU)
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Q: How would you value fru and how relevant are those metrics to todays price?

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Read Answer Asked by Mike on May 30, 2019

• Descartes Systems Group Inc. (The) (DSG)
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Q: comments please on the quarter and what weighting would you keep ?

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Read Answer Asked by blake on May 30, 2019

• iShares Russell 2000 Growth ETF (IWO)
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Q: I was looking at your Growth Portfolio and see 14% allocation to ETF Russell 2000. Aside from US exposure what is your thesis behind this pick in particular?

Thanks again,
Dan

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Read Answer Asked by Danny-boy on May 30, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• BMO Laddered Preferred Share Index ETF (ZPR)
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Q: I'm having a hard time understanding the difference between these two etfs. The yield is much higher on zpr and since this is for the income side of my portflio I am wondering if I should purchase it over cpd.

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Read Answer Asked by Carla on May 30, 2019

• VanEck Rare Earth/Strategic Metals ETF (REMX)
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Q: May I please have your thoughts on rare earth metals and the Remx etf in particular? I was considering a short term play in this space. I'm referring of course to China's control of these resources and the potential for China to use rare earth metals somehow against the US in the context of a trade dispute. Thanks.

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Read Answer Asked by Jason on May 30, 2019

• Waste Management Inc. (WM)
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• Waste Connections Inc. (WCN)
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Q: Hi - I like both of these companies. Which would you prefer for safety and perhaps a little long term capital appreciation. Thanks

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Read Answer Asked by gary on May 30, 2019

• Xilinx Inc. (XLNX)
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• Keysight Technologies Inc. (KEYS)
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Q: Which companies would your preferred 2 or 3 ways to play 5G? Thanks for your service.

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Read Answer Asked by Michael on May 30, 2019

• Johnson & Johnson (JNJ)
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Q: Good afternoon,

What is your opinion on the long term trajectory on owning JNJ should the outcome in the Oklahoma opiod prescription trial find for the state? Is this a material concern?

Thank you,

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Read Answer Asked by Brad on May 30, 2019

• Mandalay Resources Corporation (MND)
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Q: any thoughts about MND. Last 1/4 seemed reasonable and their financing helps Bal Sheet. BMO NB has a .40 Target. Is that possible or are they looking for another financing????

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Read Answer Asked by george on May 30, 2019

• Ucore Rare Metals Inc. (UCU)
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• Neo Performance Materials Inc. (NEO)
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Q: China threatening rare earth retaliation. They provide 80% of U.S. needs.
Any N.A. companies that might get interesting?

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Read Answer Asked by claudette on May 30, 2019

• Mosaic Capital Corporation (M)
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• Vecima Networks Inc. (VCM)
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• AirIQ Inc. (IQ)
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Q: Hi 5i Team,
I would like your opinion on AirIQ as a speculative. It's had an impressive year growing sales and I presume reoccurring revenue to follow. It has high amount of ownership by Vecima Networks and Mosaic and is actually buying back it's shares rather than trying to promote them which I find odd for such a small company. Do you think it could be setting itself up to go private?
Many thanks for your service!

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Read Answer Asked by Colin on May 30, 2019

• BCE Inc. (BCE)
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• TC Energy Corporation (TRP)
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Q: Looking to lighten up on TRP and BCE and use the proceeds to purchase something of similar quality but perhaps more potential growth.Thinking to purchase BAM.What do you folks think and would you have other suggestions?Income and sector not an issue.Appreciate your input.

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Read Answer Asked by Maurice on May 30, 2019