Investment Q&A

• AgJunction Inc. (AJX)
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Q: Peter and His Wonder Team
AJX just sold there "Outback" asset and formed a licensing agreement with Hemisphere GNSS. What do you make of this deal? Will this really improve future profits or the share price? Your assessment please! Thanks as always...

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Read Answer Asked by Ernest on August 21, 2018

• CO2 GRO Inc. (GROW)
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Q: What is your opinion of this company?

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Read Answer Asked by susanna on August 21, 2018

• Miscellaneous (MISC)
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Q: Hi 5I team, when you adjust the portfolios, you talk about 1%. Does it refer to total capital . Is it not easier to understand if number of shares is used? We try to follow your recommendation as close as possible. Thanks.

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Read Answer Asked by victor on August 21, 2018

• Micron Technology Inc. (MU)
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• QUALCOMM Incorporated (QCOM)
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Q: Hello. If you could choose either QCOM or MU, which stock would you pick for a few months of swing trading? Thanks.

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Read Answer Asked by Esther on August 21, 2018

• Pioneering Technology Corp. (PTE)
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Q: Now that PTE has reached new lows do you think there is a reasonable chance of some upside momentum. How do you view the fundamentals of the company. As always thanks for the great service.

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Read Answer Asked by Rob on August 21, 2018

• Aimia Inc. (AIM)
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Q: i bought a huge position in aimia awhile back betting that air canada would buy back aeroplan, now it has happened, i have sold some aimia , my question is should i exit the rest,i am having trouble valuing aimia.dave

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Read Answer Asked by david on August 21, 2018

• BMO International Dividend ETF (ZDI)
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• iShares India Index ETF (XID)
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Q: Disregarding the yield, would you buy the 2 country-specific ETFs or stick with the international ETF. I understand this is an apples vs. oranges type of question. Over a longer term, would there be a growth advantage with ZCH and XID over ZDI. Thank you.

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Read Answer Asked by ANDY on August 21, 2018

• Great Canadian Gaming Corporation (GC)
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Q: For information purposes. Some of your correspondents have been asking why GC has suddenly sold off. I have an explanation, it's because I bought the stock the day before. I am convinced that should I sell it will immediately rally.

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Read Answer Asked by Andrew on August 21, 2018

• WPT Industrial Real Estate Investment Trust (WIR.U)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Can you please clarify your answer to Francis' question on a potential choice of an industrial REIT in Vancouver. Your answer alludes to Pure Multi Family REIT which is not industrial. Joe

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Read Answer Asked by Joseph on August 21, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Emerging markets have been quite beaten down. Is it time to invest in them and if it is, how do we do that?

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Read Answer Asked by William on August 21, 2018

• Western Forest Products Inc. (WEF)
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Q: A wildfire does not "burn" all trees, they will be cut no matter how they will sale, probably adding pressure to prices. I think we have seen this scenario with the beetles a few years ago.
I am right?
CDJ

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Read Answer Asked by claude on August 21, 2018

• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B)
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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• Kirkland Lake Gold Ltd. (KL)
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Q: Can you comment on QBR in relation to its prospects related to its redemption notice of outstanding 4.125% convertible unsecured subordinated debentures due October 15, 2018. It had good results recently and I am questioning whether there are better alternatives such as Transcontinental.
Kirkland Lake and gold have recently lost their lustre ad momentum. In light of the political chaos globally, is this a hold or can you suggest other options in the mining space?
Thank you!

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Read Answer Asked by Martin on August 21, 2018

Q: Hi there,

This is one of my few remaining energy related holdings. Initially bought after a top BNN pick but it has tanked. The only reason I can think of to hold is that it has bottomed and will pop back. Would you sell this without hesitation or do you see a bounce? It's the worst looking mistake in the portfolio so no attachment to it.

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Read Answer Asked by Tim on August 21, 2018

• Cognizant Technology Solutions Corporation (CTSH)
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Q: Good afternoon folks: is this a good name to own for the long term.
Thanks
Mark.

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Read Answer Asked by Mark on August 21, 2018

• BCE Inc. (BCE)
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• TELUS Corporation (T)
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Q: Good morning,
Looking to understand BCE 's ongoing weakness, especially relative to Telus, in light of a more than a 1% differential in yield in BCE's favour. Is the market telling us something that we are missing? Should we be buying or reevaluating?

Thank you,

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Read Answer Asked by Brad on August 21, 2018

• Invesco CurrencyShares Swiss Franc Trust (FXF)
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Q: Hi Team,
In the pursuit of finding assets that are not all correlated, it occurred to me that owning Swiss Francs might provide a counterbalance to Canadian and US dollar denominated assets. Swiss Francs may also serve as a hedge against large market corrections.

Do you see any value in owning an ETF such as FXF in a diversified portfolio?

Thank you.

Michael

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Read Answer Asked by Michael on August 21, 2018

• BMO Emerging Markets Bond Hedged to CAD Index ETF (ZEF)
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• iShares J.P. Morgan USD Emerging Markets Bond Index ETF (CAD-Hedged) (XEB)
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Q: Your thoughts on buying ZEF as an income security? I currently have few bonds and low international exposure. If you have an alternative suggestion for s similar security, that would be great too. Thank you.

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Read Answer Asked by ANDY on August 21, 2018

Q: What's your view on Cyberark Software?

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Read Answer Asked by Jason on August 21, 2018

• CRH Medical Corporation (CRH)
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Q: Good mornings guys:
Would you ever consider putting this name back in your growth portfolio. The past 2 quarters have been good and management have appeared to turn the ship around . My average cost is 7 and change . I recall Jason donville referring to this company as the cleanest and best small cap in Canada . What are your thoughts on this name going forward for a continued long term hold?
Thanks
Mark

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Read Answer Asked by Mark on August 21, 2018

• Splunk Inc. (SPLK)
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Q: What's your view on Splunk?

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Read Answer Asked by Jason on August 21, 2018