Investment Q&A

• Brookfield Property Partners L.P. (BPY.UN)
  • View BPY.UN Profile
  • View Questions on BPY.UN

Q: Hi Guys,
I've owned this for over ten years as an income stock (journaled to the US side of my rif). Just wondering what your thoughts are about any possible growth and your general thoughts on it.
Many thanks
Bob

Upvote 0

Read Answer Asked by Robert on May 14, 2018

• H&R Real Estate Investment Trust (HR.UN)
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN

Q: Can you comment on their recent quarter? This REIT is busy re-inventing itself. I have been a long time holder because of the income but is it time to move on? Joe

Upvote 0

Read Answer Asked by Joseph on May 14, 2018

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Raging River Exploration Inc. (RRX)
  • View RRX Profile
  • View Questions on RRX
  • View Reports on RRX
• Whitecap Resources Inc. (WCP)
  • View WCP Profile
  • View Questions on WCP
• High Arctic Energy Services Inc. (HWO)
  • View HWO Profile
  • View Questions on HWO

Q: HI PETER, I have all these 4 and all are down from buy price ( in varying %), Do you recommend adding new money to this sector. If so, which would be preferred? Would you suggest keeping all 4 or can be consolidated to 3 . Please rank best first. \thanks

Upvote 0

Read Answer Asked by RUPINDER on May 14, 2018

• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
  • View TCL.A Profile
  • View Questions on TCL.A

Q: Buy , or hold for TCL.A ? Long term position.

Upvote 0

Read Answer Asked by Gary on May 14, 2018

• Thomson Reuters Corporation (TRI)
  • View TRI Profile
  • View Questions on TRI
• K-Bro Linen Inc. (KBL)
  • View KBL Profile
  • View Questions on KBL
  • View Reports on KBL

Q: These 2 stocks just seem to keep going down. Should I dump them?

Upvote 0

Read Answer Asked by Maria on May 14, 2018

• High Arctic Energy Services Inc. (HWO)
  • View HWO Profile
  • View Questions on HWO

Q: Can I please get your opinion on High Artic's drop on Frday. Thanks !

Dave

Upvote 0

Read Answer Asked by David on May 14, 2018

• iShares Core Canadian Short Term Bond Index ETF (XSB)
  • View XSB Profile
  • View Questions on XSB
• iShares Floating Rate Bond ETF (FLOT)
  • View FLOT Profile
  • View Questions on FLOT

Q: Hello 5i,
In the interest of understanding fully what i am buying, could you tell me how floating rate bond funds manage to float? When i look at the informarion for FLOT, for instance, i notice that the maturity dates vary from one month to five years, if i remember correctly. An etf like xsb doesn't seem to be a lot different. Is it because Floating rates are heavily weighted to the very short term, even though they do as well go out to five years?
Thanks for all the great work

Upvote 0

Read Answer Asked by joseph on May 14, 2018

• AltaGas Ltd. (ALA)
  • View ALA Profile
  • View Questions on ALA
• Thomson Reuters Corporation (TRI)
  • View TRI Profile
  • View Questions on TRI

Q: I would appreciate your comments on these two companies, Particularly on the recent sale of part of TRI's source of income Thanks

Upvote 0

Read Answer Asked by William on May 14, 2018

• Methanex Corporation (MX)
  • View MX Profile
  • View Questions on MX

Q: I have done well with Methanex. Thank you. You say it is a cyclical stock. What would you watch for to try to determine when it is close to a high? Is it anywhere near its high now? How long does the cycle last for, typically?

Upvote 0

Read Answer Asked by james on May 14, 2018

• Cardinal Energy Ltd. (CJ)
  • View CJ Profile
  • View Questions on CJ

Q: I have a large position in Cardinal at higher costs and am trying to decide whether to reduce or stay the course. Could I have your thoughts on their quarter? Do you have any thoughts on future trends?

As always, Thank You

Upvote 0

Read Answer Asked by Stephen on May 14, 2018

• Viemed Healthcare Inc. (VMD)
  • View VMD Profile
  • View Questions on VMD

Q: Would like your opinion on Viemed Healthcaye Inc.

Upvote 0

Read Answer Asked by frederick on May 14, 2018

• Artis Real Estate Investment Trust (AX.UN)
  • View AX.UN Profile
  • View Questions on AX.UN
• Swiss Water Decaffeinated Coffee Inc. (SWP)
  • View SWP Profile
  • View Questions on SWP
  • View Reports on SWP

Q: Could I have your take on the latest quarterly report on these 2 companies. TPK looks to have some ok growth with decent opportunities ahead with a new plant in the future and the closing down of a couple of competing facilities. It also pays a decent div while you wait. Would you consider a 2% (overall) position an ok part of a basket of small caps . I hold AX.un as an income stock along with quite a few stocks in your income portfolio. This Q looked like a bit of a miss, is it still worth holding in your opinion?

Thanks Tom

Upvote 0

Read Answer Asked by Tom on May 14, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
  • View CPD Profile
  • View Questions on CPD

Q: Hi Peter/Team i am looking to add some pref. shares to my rsp, could you please give me 2-3 good names. Thanks Jim.

Upvote 0

Read Answer Asked by Dimitrios on May 14, 2018

• Altus Group Limited (AIF)
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: Hello 5i team,
Altus seems to be taking it on the chin of late. Is it a good time to add or hold on this stock?
Thank You,
Andrew

Upvote 0

Read Answer Asked by Andrew on May 14, 2018

• Extendicare Inc. (EXE)
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE

Q: I currently have a full position in EXE. Thoughts on latest results and as a long-term hold? Thanks.

Upvote 0

Read Answer Asked by Stephane on May 14, 2018

• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO

Q: Seasonality in Quarterly Earnings
I noticed some stocks have a large difference in earnings forecast due to seasonality. For example, BRP has larger earnings forecast for Q3 and Q4. Shouldn't the strategy be to buy prior to those quarters and sell out before others?

Upvote 0

Read Answer Asked by Shah on May 14, 2018

• LED Medical Diagnostics Inc. (LMD)
  • View LMD Profile
  • View Questions on LMD

Q: It is been four years since you’ve been asked about this company… What are your thoughts now?

Upvote 0

Read Answer Asked by CAMERON on May 14, 2018

• Terra Firma Capital Corporation (TII)
  • View TII Profile
  • View Questions on TII

Q: Can you comment on q1 results? I’ve been watching this name for awhile. What do you think going forward? Thanks

Upvote 0

Read Answer Asked by Scott on May 14, 2018

• Cenovus Energy Inc. (CVE)
  • View CVE Profile
  • View Questions on CVE
• Methanex Corporation (MX)
  • View MX Profile
  • View Questions on MX
• Norbord Inc. (OSB)
  • View OSB Profile
  • View Questions on OSB
• Birchcliff Energy Ltd. (BIR)
  • View BIR Profile
  • View Questions on BIR

Q: I recently added a few "commodity" stocks and they've recently had very strong runs...Would you be inclined to hold them or take some profits? None of them represent an oversized portion of my portfolio. I'm just thinking after such sizeable gains in a short term...they must be due for a pullback. What macroeconomic indicators would you use to identify a change in outlook?

Upvote 0

Read Answer Asked by Jeff on May 14, 2018

Q: I believe Brookfield Asset reported earnings yesterday. From what I can see, they were blow out numbers, but stock only increased 2%. Thoughts and comments?

Upvote 0

Read Answer Asked by Steve on May 14, 2018