Investment Q&A

• iShares S&P/TSX Global Gold Index ETF (XGD)
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Q: Hello 5i staff,
With both of us with defined teacher pensions and funds in the bank, at 71 years and about $1,000,000 (distributed through all sectors) in GiC's, dividend paying equities, ETF's as well as the income portfolio, do I really need the XDG as you so often suggest or can I let it go and use the funds for the new additions to the income portfolio? If so, for materials, what would you suggest as a replacement that provides dividends and also is a good fit in the case of a severe downturn? Please take as many points as needed.
Thank you,
Stanley

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Read Answer Asked by STANLEY on February 16, 2018

• Balanced Equity Portfolio (BEPORT)
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Q: Following the balanced portfolio. Please rank your new equities in the order they should be bought. Which 2 have greatest growth potential. Also will AVO hang around the 26.80 mark until the sale?
T as always

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Read Answer Asked by Stephen on February 16, 2018

• American Hotel Income Properties REIT LP (HOT.UN)
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Q: Good morning 5i.
What is your price target
for American Hotel Income Properties HOT.un
1 year out ?
How would you rate the quality
of continued high distributions ,
vs its cash flow payout ?
Are there any other Hotel Property names that you like?
Thank you
Barry from Montreal.

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Read Answer Asked by Barry on February 16, 2018

• Keyera Corp. (KEY)
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Q: Can you please give your assessment of Keyera's latest quarterly results, released today? Stock price has been caught up in the interest-sensitive selloff this year, perhaps unjustly? The business appears to be doing fine - good growth prospects, along with dividend growth. What's not to like here?
Thanks,
Brian

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Read Answer Asked by Brian on February 16, 2018

• Inter Pipeline Ltd. (IPL)
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Q: Hello Peter, Ryan & Co.,
Can you please comment on IPL's latest release today? The results appear to be pretty good. Given the recent selloff in interest-sensitive dividend payers, this one looks like a bargain at current price levels. Would you be a buyer now?
Many thanks,
Brian

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Read Answer Asked by Brian on February 16, 2018

• Ag Growth International Inc. (AFN)
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• Rocky Mountain Dealerships Inc. (RME)
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Q: I currently own AFN and COW and wondered if I should sell AFN and replaced it with RME for income and growth?

Thanks

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Read Answer Asked on February 16, 2018

• Cognex Corporation (CGNX)
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Q: Comments please on their latest quarter, is it still one of you favourites in the US?

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Read Answer Asked by Marty on February 16, 2018

• Liminal BioSciences Inc. (LMNL)
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Q: I currently own PLI in my TFSA account at only a 1% weight and in a loss position. I have added some money to my TFSA account so would you be a buyer of PLI or wait for the next quarter report?

Thanks

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Read Answer Asked on February 16, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Would you be able to tell me when CCL.B reports their next Earnings.

Thanks Valter

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Read Answer Asked by Valter on February 16, 2018

• Shaw Communications Inc. Class B Non-voting Shares (SJR.B)
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Q: Per the Financial Post today: " Shaw to take $450-million hit after 3,300 employees accept buyout — far above original estimate of 650" Generally, what do large downsizings such as this do to share prices in the short and long term? I am currently -8% on the share price.

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Read Answer Asked by Helen on February 15, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: due to it's pullback today, do you think this is a good time to buy Shopify?
thank you,
Dorthy

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Read Answer Asked by Dorthy on February 15, 2018

• Constellation Software Inc. (CSU)
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Q: An update to my Nov 2016 comment. My now 7 year old's RESP CSU shares are comfortably 6 baggers (previously only 4 baggers in Nov 2016). Thanks again and looking forward to my first 10 bagger. Again thanks for the advice to not be afraid to buy a stock that has gone up in price. I've purchased CSU in a number of other accounts since and all are now up a minimum of 100%.

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Read Answer Asked by John on February 15, 2018

• Photon Control Inc. (PHO)
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Q: Hi Peter and team - I have read the description of Photon Control's business in TD Waterhouse but am still unsure of exactly what it does. Would you be able to give an easy-to-understand summary of the company. Also could you comment on recent insider buying/selling and overall ownership, as well as provide any reasons that makes this a good buy at this time. Thanks for the excellent service.
Rob

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Read Answer Asked by Rob on February 15, 2018

• Canadian Real Estate Investment Trust (REF.UN)
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Q: What do you recommend doing with shares of CREIT with the takeover announcement?

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Read Answer Asked by Kyle on February 15, 2018

• Apple Inc. (AAPL)
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• Oracle Corporation (ORCL)
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Q: Hi, I have 2500 Oracle shares, Would you sell half to buy APPL.

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Read Answer Asked by Fernando on February 15, 2018

• Enercare Inc. (ECI)
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Q: Hello team,
Why the huge decline in ECI ? Would you hold, add, buy or just sell and replace with something else?
Thanks!

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Read Answer Asked by Silvia on February 15, 2018

• Cenovus Energy Inc. (CVE)
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Q: Hi folks, opinion on Q results for Cve,looks like beat but stock not doing much,would you rate buy,sell or hold, thanks as always, jb

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Read Answer Asked by John on February 15, 2018

Q: goodday.. do you have an opinion on what a 10 cent increase in the gas tax in the usa would have on the stock market thanx in advance cliff

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Read Answer Asked by cliff on February 15, 2018

• BOFI Holding Inc. (BOFI)
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Q: Is there still a large short position on BOFI? Can you provide your opinion of this company?

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Read Answer Asked by Todd on February 15, 2018

• Canadian Real Estate Investment Trust (REF.UN)
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Q: So would you sell the entire holdings of REF or keep the units of CHP? This transaction (if I sell the entire holding) will reduce my exposure to REITS in my portfolio by 50% to a little over 2%. Would you beef that up a bit and if so, what REIT would you pick up (other than HR)?

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Read Answer Asked by Greg on February 15, 2018