Investment Q&A

• Waste Connections Inc. (WCN)
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Q: Unlike many 5i people, I purchased Waste Connections at its high and have been watching the share price erode daily . Today it goes ex-div and I am considering getting out and taking a loss. Would you buy-hold-or sell if you were in my situation ? .... Thanks to 5i , I have a balanced and broad portfolio .

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Read Answer Asked by Thomas on July 02, 2019

• McDonald's Corporation (MCD)
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Q: Hello, not sure if this question went thru.
Please provide me with an updated view on McDonalds.
I need to add funds to a U.S. unregistered account - retail sector. I presently have Home Depot, Mastercard U.S., Spider. What about Cosco? Open to thoughts on this.

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Read Answer Asked by Lorraine on July 02, 2019

• Marathon Petroleum Corporation (MPC)
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• Phillips 66 (PSX)
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• Valero Energy Corporation (VLO)
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Q: Following the permanent closure of Phillidaphia Energy Solution refinner, which refiner would benefit the most from this supply shock (e.g. refining footprint in the eastern coast)? Thanks.

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Read Answer Asked by yun on July 02, 2019

• RioCan Real Estate Investment Trust (REI.UN)
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• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN)
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• BTB Real Estate Investment Trust (BTB.UN)
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Q: What would be your top picks of the above reits? Would you switch any of them out for DIR.UN or CAR.UN or DRG.UN?

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Read Answer Asked by Lorraine on July 02, 2019

• Cadence Design Systems Inc. (CDNS)
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Q: Hello 5i
Could I have your opinion on Cadence Design Systems?
Thanks
Dave

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Read Answer Asked by Dave on July 02, 2019

• Zillow Group Inc. (ZG)
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Q: 5i friends, please share your opinion on Zillow Group and its potential to disrupt the overpaid vultures we know as "real estate agents"

Thank you

Take 3 credits if you're able to provide some depth here

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Read Answer Asked by malcolm on July 02, 2019

Q: Could you post the web site for Peter Hodson's 'The Big Swim', fundraiser for the Brigadoon Village.
Thank you,
Ellie

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Read Answer Asked by Alvira (Ellie) on June 30, 2019

• iShares Core Canadian Corporate Bond Index ETF (XCB)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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Q: Hello 5i team,
It seems to me that interest rates will remain low in the next year or so; in that context, would it be wise to invest in the above ETFs. I would be happy if I got a return of 2 or 3%.
Thanks,
Antoine

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Read Answer Asked by Antoine on June 28, 2019

• European Residential Real Estate Investment Trust (ERE.UN)
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Q: I get different divided % from 2 sources please give me the proper %. Thanks

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Read Answer Asked by jim on June 28, 2019

• Canaccord Genuity Group Inc. (CF)
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Q: Canaccord is up 10% today, which is a rare upwards move. Can you share what news was interpreted favourably. Also, what do you think of Canaccord as a turn-around play for a holding part of my financial sector allocation? Technically today's move might "fix it" but I'm curious about the fundamental side. What do they do?

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Read Answer Asked by Matt on June 28, 2019

• Questor Technology Inc. (QST)
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• Parex Resources Inc. (PXT)
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Q: Hi there,

I currently own PXT and was thinking of switching to QST. What would your thoughts be on this switch. I was thinking QST could be a "better" play on the oil industry and one that is less exposed to the price of the resource and with better upside overall. Thoughts?

Thanks!

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Read Answer Asked by Michael on June 28, 2019

• TransAlta Renewables Inc. (RNW)
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Q: Can I get your thoughts on RNW?

Thanks,
Alex

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Read Answer Asked by Alex on June 28, 2019

• Parkland Corporation (PKI)
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Q: Hi, Parkland Fuel share price has retreated this week, since company announced the private offering of USD$500 mln Unsecured Notes isuue.
Is this a concern? NR states its purpose to repay $250mln Term Loan, due 2021 and other o/s borrowings in revolving credit facilities. We have 2% position in RRSP accounts and have been considering to add in a Non Regd account to generate income (and growth). Is it reasonable and safe to view the pullback as an opportunity ? Thanks

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Read Answer Asked by rajeev on June 28, 2019

• Metalla Royalty & Streaming Ltd. (MTA)
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Q: Hi, this being a royalty stock, do you think it will participate if gold were to continue it's uptrend? Also, is it the same structure as a silver wheaton? These royalty companies seem to do very well in the long run.

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Read Answer Asked by Jordan on June 28, 2019

• Largo Inc. (LGO)
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Q: Hi !
Any hope left for LGO ?
I am down 60%. What do you suggest in such a case ?
Gratefully yours,
Jacques

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Read Answer Asked by Jacques on June 28, 2019

• Walgreens Boots Alliance Inc. (WBA)
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Q: What are your thoughts on wallgreens earnings. They seem to have several annalists downgrades. Is it a buy hold or sell. Thanks

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Read Answer Asked by chris on June 28, 2019

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: What would be 5I's recommendation for investing in emerging markets? Thanks, Bill

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Read Answer Asked by William J on June 28, 2019

• Mountain Province Diamonds Inc. (MPVD)
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Q: Can I please have your updated views on MPVD? They announced the discovery of an additional ore body that falls within their mine limits, but the price has barely moved. Being recently profitable with expanding resource base, would you consider a position today?

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Read Answer Asked by Rick on June 28, 2019

• Pure Multi-Family REIT LP (RUF.UN)
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Q: I don't see any questions yet on the recently announced buyout of Pure. Kind of odd, I thought. For myself, I had a fairly sizable investment in this one and sold off almost as soon as the offer was announced. I felt that Pure has had ample time since the last offer from this same company to find a better offer and doesn't appear to have yet. Kind of taking a bird in the hand rather than two in the bush. What's your opinion on this?

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Read Answer Asked by Larry on June 28, 2019

Q: Two questions...
1 - What are your thoughts on gold in general, short and long term.
2 - I am also short on gold in my portfolio, can you name a few companies that you like in this sector that I can take a look at.

Thanks in advance.

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Read Answer Asked by Kevin on June 28, 2019