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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have done well over the years investing in the fast food industry such as AW.UN, PZA and others. I am thinking of exiting the sector, at least in Canada, due to the changes being implemented in Alberta and Ontario which will raise the minimum wage significantly. I understand it affects everyone equally but the prices will have to rise at these locations and it could generally force patrons to seek other ways to get lunch etc. The same store sales seem to be slipping in this sector already and now add in higher costs. Unfounded concern?
Read Answer Asked by Barry on June 05, 2017
Q: Hi Peter: I have 2500 shares of BPF.UN which is 17% of my RIFF. This is also 4% of my total investment portfolio. I have owned BPF.UN for sometime wherein the dividend pays a return of 8% on my original investment. Considering your recent remarks about would you suggest I sell, reduce or keep my shares? If I sell can you suggest a replacement? Thank you for your valuable advice. Ron N.
Read Answer Asked by ron on June 05, 2017
Q: 1. I want to make sure I'm not overweight in oil and gas. Since some utility companies have gas, do they count as utility sector or oil and gas?

I own FTS, ENB, ALA and WCP. Obviously WCP is a pure oil and gas stock and FTS is a utility because its electric, but how would you classify ALA and ENB? Globe and mail investor classifies ENB as oil and gas and ALA (although ALA does have gas so I am confused) as utility which would put me at:

WCP, ENB oil and gas
ALA and FTS Utility

Do you agree with the above? This would give me an 8% weighting in each?

2. I was also thinking of using my cash position to add kwh.un which i believe classifies as a utility due to the focus on electric. It would bring me to a 12% weighting in utilities if my above sector allocations are correct. I have all ten sectors represented in my portfolio and would be buying for the dividend. what do u think?

Read Answer Asked by Carla on June 05, 2017
Q: I keep wanting to buy something in the solar space. The overall trend seems to be too strong to not do well eventually. Picking a winner however is another matter. Does CSIQ look better given the latest results and the new and substantial contract in Dubai? If not CSIQ is there anything you would recommend? Thank-you again for your insight and great service, the only great service I have ever come across for us mere retail investors.
Read Answer Asked by Alex on June 05, 2017
Q: I am wondering whether it is time for me to dump these two and put the money into something with a bit more of an uptrend. Am thinking of SIS for one. What's your opinion on the future trends of these three for the next 1 - 2 yrs?
Read Answer Asked by Arthur on June 05, 2017
Q: Good morning, 5i team,

I know you don't usually give advice on US stocks. I wonder if you can provide your opinion if Amazon is a buy at the current price! What do you think of the valuation n growth in the next three years? What would be the greatest risk?

Do you think it's better to buy a Healthcare stock instead? If yes, can you provide a name or two mainly for growth?

Thanks a lot! Rossana.




Read Answer Asked by Rossana on June 05, 2017
Q: I took a half position in PRO REIT two months ago after the Globe breakout article and I’ve since read all 5i’s past commentary which I found encouraging.
It is appearing that this is a solid growing REIT with great dividend and monthly DRIP. The payout ratio is dropping, they continue to make accretive acquisitions and it won’t be long before their market cap is over 100 million attracting new investors.
Would now be a good time to add to the position after the latest offering? Any other insight or advice you can offer me on PRV is appreciated.
Craig
Read Answer Asked by Craig on June 05, 2017
Q: My holdings in the banks are pretty well equal. Circumstances have arisen which require me to decide whether I should shift this balance against the most overvalued to the most undervalued, if there is a worthwile difference among them for a long term holder. Would you be inclined to rank them and indicate whether your order represents significant differences?
Read Answer Asked by Carl on June 05, 2017
Q: Re Point North
In mid-May, I asked your views of this play for control. Your view was somewhat negative. Based on circulars since then, do you have a stronger view, one way or another?

My intuitive view is strongly negative. I may want to express my view to the institutional investors. Is there any point to do so and, if so, is there a way of getting their attention?
Read Answer Asked by Carl on June 05, 2017
Q: My observation is that you don't generally view companies that grow quickly by acquisition as 'risky', whereas you often refer to debt and small capitalization as risk factors. Constellation Software, Alimentation, Parkland, Enghouse and of course Valeant come to mind as consolidators. I would appreciate your comments on the risks of growth-by-acquisition, and, what are the high-growth companies you recommend that rely on acquisitions for growth?
Thanks
Read Answer Asked by Mike on June 05, 2017
Q: Hello

I own some CYB ($48). It has same holdings as Edgepoint Global, along with 15.8% stake in Edgepoint itself. CYB website shows NAV at 41.13 but it is trading at $48. I am tempted to sell and buy back when this gap narrows. Also own good chunk of Edgepoint Global. Would appreciate your thoughts.

Thanks, Greg
Read Answer Asked by Greg on June 05, 2017
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