Investment Q&A

Q: Good morning. I currently own CGX, MG and BYD.un in the consumer cyclicals (in total represent about 9% of portfolio). I'm considering selling CGX but don't want to add any more to the other 2. Is there another dividend paying company in this sector you would prefer over CGX. Thanks

Q: Please comments on these 3 companies results which are part of 5i coverage universe. Which ones would you buy and which ones you would sell after these results.

Q: Hi,

I'm up a fair amount on this company but feel it still has good potential. Can you comment on the recent earnings and provide your outlook on the company for a 3-5 year hold.

Thanks,
R

Q: In today's earnings report, KWH says that the USG&E results would have produced cash flow accretion of 16% per unit, on a pro forma basis, for the year ending march 31, 2017. What do they mean by pro forma, in this case? Does this 16% include all the new shares distributed/converted to fund the acquisition or are they using the number of shares at that time?

Q: Hi team,
What is your view on this company,s latest quarterly report? Some find their debt level to high! Thank you.
Jean

Q: Can you please comment on the earnings for $GPS-BSM Technologies Inc

Q: Could we have your comments on GEO earnings and prognosis going forward? thanks

Q: Currently I have CBO, CLF and XHY in my RRSP acct and they represent my entire fixed income investments. I am looking to add CPD to my Non-Registered Investment acct to add to the FI component of my portfolio. CPD provides a good yield which is tax advantaged. I will be adding to this overtime as I rebalance my portfolio. Basically taking from my growthier winners with lower yields. I am retired and looking to add yield and reduce risk to my portfolio.
Given the proliferation of ETFs would CPD still be your choice for Preferred Share ETF if designing your Income portfolio today.

Q: I am thinking of purchasing these ETF's and wondering if you might give me your thoughts?
Thank you!

Q: Hi, was wondering how one would set up a portfolio using the 5i web site.

Should a 33% be put in each portfolio or should another portion be in cash and bonds.

At the moment my portfolio is 10% cash, 10% bonds, 40% dividend payers and 40% small cap, in the summer months I usually raise some cash for the fall.

Any guidance would be greatly appreciated

Anthony

Q: What would you expect the very long term dividend growth to be for a growth-oriented utility like AQN? I know they have come out with a projection of about 10% per year for the next 5 years but I am wondering what % I should plug in for my calculations after this 5 year period. Management seems very dividend growth oriented. Thanks.

Q: are public companies required to host conference calls to discuss results or is this an option of the company?? Thx

Q: Peter and His Wonder Team
What did you think of there Q.Report...rather weak? I have owned this stock for several years waiting for the turn around after there merger. I am under water...I am patient and thought of giving them more time...a few more quarters...thus holding. Or do you think I am just a dreamer and it would be better to take a tax loss and move on?
Dr.Ernest Rivait

Q: i seen this in your answer to luca. 5i Research Answer:
We hold ALA in the income portfolio for the attractive yield (7.5% as of today).

Q: Which is the better buy now with the decline in sis and all time highs in pbh.

Q: You have expressed the opinion that investors are bored with GUD as the reason for its recent rather lackluster performance but it's recent dive over the last 3 trading sessions of about 10% seems more than boredom. Is there anything going on at the company with respect to their products or with their management team that could be behind the steady downward pressure on the shares?

Q: Hi Team,

I know Knight is a long-term play. Any thoughts about it's continued, recent weakness. Would you add to a position at the present time (I've held it for a while, was up over 30% and and am now up only 6.5%)? I am willing to be patient.

Thanks, Michael

Q: Hi 5i! Regarding Callidus (CBL), can you comment on the implications of their ongoing share repurchases given the recent share price decline and the relatively tight float? With their FY 2016 Report, CBL indicated “49,916,781 common shares comprising Callidus' total issued and outstanding.” At the same time, they announced an NCIB allowing repurchase of up to 5 percent of that total (i.e. 2,495,839 of its common shares). In the Q2 2017 Report CBL indicated that approximately 1.26M shares had been repurchased under the 2017 NCIB through August 9. All repurchased shares are being cancelled. My online broker’s site currently indicates the number of floating shares at 9.11M. With such a small percentage of issued and outstanding shares floating, a full repurchase under the NCIB would appear to reduce the float by approximately 25 percent. Is it safe to assume that only floating shares are being taken up under the NCIB? As the share float dwindles, does an ultimate privatization become all the more likely? Are there any specific advantages or dangers associated with the shrinking number of floating shares, particularly in connection with a potential privatization and as far as retail shareholders may be concerned? Thanks for any insights!

Q: I'd like to add more real estate exposure to my portfolio but am a bit concerned about real estate valuations in general at this point in the economic cycle. With this said, what are your thoughts on Tricon Capital Group? It apparently did not trade during the "Great Recession" so I wasn't able to see how it would have performed during that period of time when real estate took a major hit.

With your best guess, and knowing how much exposure they do have to the U.S. market, how do you think the company would have done during that challenging time frame?

Thanks.

Q: I have been following your balanced portfolio. Have been reading questions and answers. Am thinking of selling a full position in Engh and purchasing otex or constellation software. What do you think? T as always