Investment Q&A

Q: Hi 5i team, I am doing some due diligence on PEO. PEO will become a take out candidate (for a AON, Mercer, WTS, Morneau-Sheppell): at what conditions or what size? As the company ever discussed about a Toronto listing? What are your expectations about it? Would you agree that these two main lines (broker and TPA) of business are pretty much recession resistant? The CEO mentioned that he expects to make several acquisition of “non-controling interest” in the next few years: It should be a good move since it is less risky (less integration risks)?
What do know about their main (similar size competitors) in Canada, Hub and AJ Gallagher? Can you comment about the risks on the emergence of private health market exchanges such as AON Choices (partnering with six large insurers in Canada)? Can you comment results published Monday morning.
Thank you for your collaboration,
Eric

Q: Can you tell me which is better . 2.82 yield with .18 MER. Or 2.56 Y .06 MER
Thanks.

Q: Following up on my question last month on whether CAE would benefit from additional training requirements for pilots following the two crashes of Boeing 737 Max 8, it looks like Canada has stepped up with the following news late yesterday from our Transport Minister Marc Garneau. Do you know who might compete with CAE for any outsourced training and how CAE is viewed in the aerospace training industry?
Transport Minister Marc Garneau says airlines hoping to fly the Boeing 737 Max 8 in Canadian airspace must first train their pilots using a flight simulator.
The call goes further than recommendations from U.S. regulators as training procedures for the grounded plane come under continued scrutiny following two deadly crashes.
“Simulators are the very best way, from a training point of view, to go over exactly what could happen in a real way and to react properly to it,” Garneau said.
“It's part of it - the software fixes...and the training itself, which in my mind requires simulation time,” he said at an event in Montreal Wednesday.
Garneau's comments highlight the potential hurdles to landing on a common set of standards and getting the Max 8 back into the air.

Q: What are your best Canadian listed growth stocks regardless of sector?

Q: Further to Fred's question about where to put Trust Units; my experience is never in a Family Trust (or other Trust) as the reporting deadline for BEP.UN is the same as when the the Family Trust return is due, ie. March 31. If you hold BEP.UN in a private corporation you also cannot finalize your corporate tax return until the tax information is received. This goes for all Trust Units (.UN) as well as investments similar to ZQQ.

Q: What is your 5 year projection for bank of ,America, Thanks in advance Regards Cliff

Q: Hi Team,

Question about income etf's, i have roughly 225k invested. I am 50 years old and have always been an aggressive investor. Usually an 80%equity to 20%income. In which etf or etf's would you allocated the 20%

Thanks

Q: Hello. My question is regarding Management Fees vs MERs. Can you please tell me what is typically included in and MER other than Management fees as the MER is usually higher than the Management fee.

Thank you

Q: I own these 2 companies and up 5%.What do you think is driving these stock prices up?

And second question,these 2 companies are part of balanced portfolio which I am removing cyclical companies,at what point in this up cycle would you recommend selling?

Thanks

Q: What is your analysis of these 2 companies. Are they buy-able for the next 1-2 years and which one would you prefer or would you pass on them.
Thanks Gary

Q: Could you recommend one or two quality American REITS or a REIT ETF principally investing in the States? Thank you.

Q: I have recently been adding to my position in EEM. It is currently my biggest position. Should I sell EEM and replace it with IEMG due to the lower fees ? Thank you for this great service.

Q: Hi Guys,
I hold 500 shares of BCE in 3 accounts RRSP, NON REGISTERED & HOLDING CO ( 1500 total shares )
Average price is 54.00.
With the recent drop in RCI & the fact that it hasn’t kept up in the last 6 months with BCE or TELUS would selling the BCE positions to buy RCI or TELUS make any sense.
Thank you!
Nick

Q: Can you please offer your 3 best ideas to add to a TFSA. This may include, Canadian, US Stocks or ETFS.

Thanks Valter

Q: Have small positions in these 2. I am up on gmp and even on fsz. What are your thoughts and analysis of them over the next year.
Thanks Gary

Q: Very small company with only 15 million shares. What do you know about this company and would you see this one as safe with its dividend and what are the prospects over the next 12-15 months.
.Thanks Gary

Q: Looking at buying 1 of these service companies. Would appreciate an analysis of them and order of best to worst and would you buy any of them for a 12-15 month time frame.
Thanks Gary

Q: Do you think MOGO will be able to make its interest payments on this Convertible Debenture? Do you thing they will be able to make required payment at maturity in 2020? Would you recommend buying this convertible debenture?

Q: Can you direct me to the list of Canadian companies paying dividends in $ US.

Q: Hello Team,
After the parent company, which of the Brookfield companies would be your favourite in terms of total return and why.
Thank You,
Barry