Investment Q&A

Q: Hi 5i team,

For non registered accounts, when I buy ETFs that invested in US or international stocks, or in US or international bonds, would I have to include the cost of these purchases as foreign properties to be reported on T1135 to CRA?
Thanks.

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Read Answer Asked by Willie on April 26, 2019

Q: Can you please advise roughly what percentage of your questions are public vs. private? I thought I got to see everyone's questions (and ANSWERS!) and want to get a better mental model of what I am actually seeing.
Thx,
M.

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Read Answer Asked by Marilou on April 26, 2019

• 3M Company (MMM)
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Q: When a company like 3 M has a day like this one dropping by over 25 %, how should one react.

I am trying to think calmly in terms of fundamentals.

So is this still a good company with safe dividends ?

Are earnings moving in the right direction, if not why, isn't it ?

Is there a fundamental change in the business that is longer lasting?

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Read Answer Asked by Ernest on April 26, 2019

• Whitecap Resources Inc. (WCP)
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• Baytex Energy Corp. (BTE)
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Q: Your thoughts on both? Would you buy either of these names today?

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Read Answer Asked by David on April 26, 2019

• CAE Inc. (CAE)
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Q: Hi Ryan any reason for the big decline in CAE today/
There is no news that I know od
Kid Regards
Stan

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Read Answer Asked by Stan on April 26, 2019

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Q: Hi All At 5i! I have held Transcontinental for more than 10 years.....rode the stock up and now down...believe it or not I am still ahead. It pays a good dividend....do you still think it is a long term hold?....I am Sitting on the fence and getting splinters...Cheers, Tamara

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Read Answer Asked by Tamara on April 26, 2019

• iShares Global Healthcare ETF (IXJ)
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• iShares U.S. Medical Devices ETF (IHI)
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Q: Like a lot of investors I am looking at increasing my U S holdings. Is targeting the medical sector advisable given the politics that could come into play in the U S? If advisable would you put 2% (sector weight) in each one or prefer 4% in a single ETF?

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Read Answer Asked by Lynda on April 26, 2019

• Sabre Corporation (SABR)
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Q: I have $US available in a RIF account to initiate an additional 4% position. My other US holdings are at 4 or 5% and consist of BDX, LVS, MCD, PAYX, and AOS. What are your views on SABR at this time? Any other suggestions that might be a better fit would be appreciated. Thank you.

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Read Answer Asked by Harvey on April 26, 2019

• Valero Energy Corporation (VLO)
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• Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Q: Hello
Could you comment on VLO and CU earnings?
Thank you.
Stephane

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Read Answer Asked by Stephane on April 26, 2019

• Black Diamond Group Limited (BDI)
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• Horizon North Logistics Inc. (HNL)
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Q: Have owned these in the past and have made a profit. With all the hype in LNG and a possible rebound in commodities do you see any upside investment in these stocks. Benji Gallagher sees a big jump for BDI but HNL at least pays you to wait. Would like an analysis of both and which one would you prefer for an investment today.
Thanks Gary

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Read Answer Asked by Gary on April 26, 2019

• Vermilion Energy Inc. (VET)
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Q: Peter; VET’s earnings looked really good- could you comment on the conference call ? Thanks. Rod

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Read Answer Asked by Rodney on April 26, 2019

• Jefferies Financial Group Inc. (JEF)
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Q: i have this in unregisered account. for years, did not move or down slightly., the only thing, if I sell I am still liable for capital gains because exchange change. Do you suggest anything with more potential, i do not need the dividends.
Thanks

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Read Answer Asked by francois on April 26, 2019

• Knight Therapeutics Inc. (GUD)
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Q: This morning Indépendant proxy advisor ISS , made a recommandation in favour of replacing the board. This afternoon, the same firm is recommending to vote for the current board.
Fake news, what is going on ??
Thanks

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Read Answer Asked by Luc on April 26, 2019

• Aecon Group Inc. (ARE)
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Q: Hello your thoughts on earnings?

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Read Answer Asked by Cory on April 26, 2019

• Caterpillar Inc. (CAT)
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Q: Hi, 5i team
Is Caterpillar bottoming out right now and it is time to buy? If yes, for how long you recommend to hold it?
I have roughly 10K USD in my TSFA, could you pls recommend couple of other names to own for a period of one year time frame?

Thanks in advance!

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Read Answer Asked by Jane on April 26, 2019

• Vanguard FTSE Emerging Markets ETF (VWO)
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• iShares Core MSCI Emerging Markets ETF (IEMG)
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Q: I am looking for a US dollar Emerging Market ETF that I can purchase for my portfolio

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Read Answer Asked by Roy on April 26, 2019

• Keysight Technologies Inc. (KEYS)
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Q: Can I have your opinion on Keysight and how the next year looks?
Thank You
Peter

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Read Answer Asked by Peter on April 26, 2019

• Valens Groworks Corp (VGW)
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Q: Thoughts on recent results please?

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Read Answer Asked by Tim on April 26, 2019

• Stryker Corporation (SYK)
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• Visa Inc. (V)
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Q: Can I please have your thoughts and analysis on these two U.S. companies. Are they both long term holds? I presently own Visa and have done very well and am thinking of adding Stryker. Thank You.

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Read Answer Asked by Brian on April 26, 2019

Q: Are there any water rights funds in Canada that you’re aware of, or farm land reits?
What would you suggest for warehouse/industrial land reits in Canada and US?
Thanks.

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Read Answer Asked by Mark on April 26, 2019