Investment Q&A

• Balanced Equity Portfolio (BEPORT)
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Q: Hello 5i team,
On the one hand, you suggest to have some exposure in all sectors; yet, after the recent changes, the Balanced Equity has 0% in RE, Telcos and Utilities.
Please explain,
Antoine

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Read Answer Asked by Antoine on December 16, 2017

• Knight Therapeutics Inc. (GUD)
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Q: Great show on BNN. As always Peter was to the point,sharp and candid. (CPG for example).
I was surprised that GUD didn't make it to the top picks . Any reason why? It figured prominently in the year end tax loss selling based buys. Always gets a good recommendation in Q&A. Yet didn't make it to the top 3.

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Read Answer Asked by Savalai on December 16, 2017

Q: TFSAs and RRSPs. Are you able to sell a stock one day, and rebuy the next, or is there a waiting period as in non-registered accounts.

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Read Answer Asked by Brad on December 15, 2017

• ECN Capital Corp. (ECN)
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Q: Not sure why so many subscribers seem concerned over ECN at $3.80, I am looking for $3.60 so I can load up but even at today's level it's a no brainer buy.

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Read Answer Asked by Craig on December 15, 2017

• BCE Inc. (BCE)
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• TELUS Corporation (T)
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• First Capital Realty Inc. (FCR)
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• Tricon Residential Inc. (TCN)
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Q: By letting my winners run to overweight positions, while recognizing the importance of overall sector allocations, I am in a constant debate with myself feeling the need to rebalance. My question is regarding 3 sectors with the backdrop of assuming we are in a rising interest rate environment. Currently having a 10% Utility weight, with 0% Real Estate and Telco's, would you suggest trimming Utilities to acquire one or both sectors, if so what names would you suggest? If rates rise faster than expected, will all 3 sectors perform similar ? I watch my portfolio very close, am quite comfortable with higher risk for higher return.

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Read Answer Asked by Charles on December 15, 2017

• Pure Multi-Family REIT LP (RUF.UN)
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Q: I am looking at adding a US reit, i see that this is off by 20% it's high, but still going down, nice dividend too. Upon checking latest qtr. report , they only had around $61,000 damage in the Texas hurricane. Also good insider buying at higher prices. What does the market not like here?
Thanks again.

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Read Answer Asked by eugene on December 15, 2017

• Miscellaneous (MISC)
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Q: Where can I find a complete list of new highs for stocks on the tsx?

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Read Answer Asked by claudette on December 15, 2017

• Axcelis Technologies Inc. (ACLS)
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Q: Another consideration for our RIF. I like it & it's off recent high of $35 - Price /BK 3.5: about 15% debt /cap. with 11% Profit & strong growth. Your opinion &/or other comparable suggestions. Thank you.

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Read Answer Asked by Robert on December 15, 2017

• AltaGas Ltd. (ALA)
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Q: Please comment on ALA. There is a critique in a Seeking Alpha yesterday stating that the WGL acquisition is a disaster in the making.
Thank you for your ongoing great service.
Frank

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Read Answer Asked by Frank on December 15, 2017

Q: Hi Peter What do you read in to the recent announcements and share price reaction
Kind Regards
Stan

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Read Answer Asked by Stan on December 15, 2017

• Block Inc. Class A (SQ)
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Q: Thinking of taking a position in SQ. Your thoughts on growth prospects from current levels for the next 24 months? Any other recommendations in the same space?

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Read Answer Asked by Chris on December 15, 2017

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Q: Do you believe that today's DIS deal could have a positive impact on DHX in terms of placing a higher value on their library?

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Read Answer Asked by angus on December 15, 2017

• Mullen Group Ltd. (MTL)
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Q: Hi! You sounded mildly positive on MTL just a few days ago.

How do you feel about it following the latest announcement + div boost?

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Read Answer Asked by Dominic on December 15, 2017

• Mullen Group Ltd. (MTL)
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Q: I see that Mullen has just hiked their dividend 60%. Your last comments on this company indicated they were close to 100% payout. What's your opinion on this move, and why?

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Read Answer Asked by steve on December 15, 2017

• Miscellaneous (MISC)
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Q: Good morning, i have passed the CSC, The Canadian Securities Course for investors and have a decent understanding of Financial Ratios and statements, do you know how i could get a deeper understanding of the ratios, since the same ratio in one industry can mean something totally different in another industry. it seems to me that a thorough understanding of these can go a long way in making investment decisions, thanks?

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Read Answer Asked by Pat on December 15, 2017

• Kontrol Energy Corp (KNR)
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Q: Any intelligence on this business - considering a small holding and debenture offering

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Read Answer Asked by Ron on December 15, 2017

• Dollarama Inc. (DOL)
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Q: Good morning. Any thoughts on today's Globe and Mail article on Dol? Borrowing to fund share buybacks.

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Read Answer Asked by Walter on December 15, 2017

• The Walt Disney Company (DIS)
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Q: Please comment on Disney acquiring Fox.... I own a small position ... I don’t know if I should buy more , or sell . I presume this is a good move from a cash flow perspective. How manageable is their debt ?




“taking on a lot of debt.

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Read Answer Asked by Thomas on December 15, 2017

• Enbridge Inc. (ENB)
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• Enbridge Income Fund Holdings Inc. (ENF)
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Q: Can you comment on the stability of both these investments

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Read Answer Asked by Ron on December 15, 2017

• Global X Lithium & Battery Tech ETF (LIT)
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Q: Good Morning. I am interested in investing in metals, particularly copper, cobalt, etc. that are used in EV. Would you please provide names of companies or etfs (Cad or US $$) that you would recommend for these materials and/or electric vehicle companies? Thank you. Cathy

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Read Answer Asked by Catherine on December 15, 2017