Investment Q&A

• Uni-Select Inc. (UNS)
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Q: July 31, 2017 ? Asked by Ian:

The automotive aftermarket weakness may be due to speculation that Amazon may compete
in that category. A similar ? was asked a few days back. Uni Select may not sell to the 'do it yourself market' where weakness has occurred. ###

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Read Answer Asked by Russ on August 01, 2017

• StorageVault Canada Inc. (SVI)
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Q: I have noticed SVI has tumbled from $2.60 to the $2.25 range lately.
I hold it as a small component in my TFSA (8%),
and am contemplating adding to my portfolio.
Would you recommend buying more at this level?
For a 1-3 year time horizon.
Thanks as always for your advice.
Steve

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Read Answer Asked by STEVEN on August 01, 2017

• Chesswood Group Limited (CHW)
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Q: What is 5i's opinion on Chesswood Group, earlier last week market call had it as a top pick; a great dividend. Does it have capital appreciation potential. Great Service....Wayne

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Read Answer Asked by Wayne on August 01, 2017

• NFI Group Inc. (NFI)
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Q: Hello, this is about NFI debt levels. According to my online broker's website, the NFI Debt/Equity = 0.7 but I can't find the debt-to-cash flow ratio. A) Is the NFI Debt/Equity of 0.7 too high? B) What is their debt-to-cash flow ratio? Regards, Gervais

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Read Answer Asked by Gervais on August 01, 2017

• Crius Energy Trust (KWH.UN)
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Q: crius has gotten hammered the past 2 days. is this a cdn dollar thing or something else or nothing. dave

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Read Answer Asked by david on August 01, 2017

• Miscellaneous (MISC)
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Q: Hi the great 5I team, following Harry's question on ask and bid price, how unbiased is the market maker? Your answer seems to suggest never put in a market order ? Thanks always.

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Read Answer Asked by victor on August 01, 2017

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Q: I am considering realizing some capital gains now at the 50% tax rate in case there is an increase to say 75% in the fall federal budget. How and when will I get more info on the fall budget? Will there be an announcement at some point?

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Read Answer Asked by Ralph on August 01, 2017

• Cominar Real Estate Investment Trust (CUF.UN)
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Q: Trying to make a decision to buy a small amount (2.5% weighting) in Cominar. Some points:

The 11% yield is or is not covered by cash flow? Ross Healy on BNN says it is and gave it a top pick.

It has so so buildings in Quebec but does seem to be turning them around. A family owns 5%.

Analysts seem to think that if they cut the distribution (to a probable 6-7%0 the stock would go UP.

Is it a buy? Any other factors I am not considering? Thanks

Derek

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Read Answer Asked by Derek on August 01, 2017

• Miscellaneous (MISC)
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Q: Hello
Could you please tell me averaged over time what has returned more to an investor dividends or share price (broad market). Or worded another way how much money is paid out in dividends and how much is from share price increase. More of an economics of the stock market question. Is there a value? Example on average $2Billion is paid in dividends and $2Billion is share price increases. This question pertains to the TSX but are all stock markets similar in their returns. Thank You
Jeremy

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Read Answer Asked by Jeremy on August 01, 2017

• NFI Group Inc. (NFI)
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Q: The original position in NFI, was it a half or full position? And is this the same "stake" in NFI before the "add1%" ?.....thanks for the clarification...Tom

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Read Answer Asked by Tom on August 01, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Something weird going on with the Q&A - two SHOP questions but no answers..... Tx.

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Read Answer Asked by Michael on August 01, 2017

• Loblaw Companies Limited (L)
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• George Weston Limited (WN)
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Q: Do you prefer L or WN ? In general, is it safer to own the parent company or the subsidiary ?

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Read Answer Asked by S on August 01, 2017

• Crius Energy Trust (KWH.UN)
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Q: Hello 5i:
what would be the BEST metric to value KWH, and companies like it, on. Cash Flow? PE?
thanks
Paul L

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Read Answer Asked by Paul on August 01, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Would appreciate your comments on Shopify results and outlook for 2017. Thanks

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Read Answer Asked by rajeev on August 01, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Please comment on q2 earnings
What were EPS estimates vs actual posted ?

Thank you, Jared

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Read Answer Asked by Jared on August 01, 2017

• iShares S&P/TSX Global Gold Index ETF (XGD)
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• iShares TIPS Bond ETF (TIP)
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Q: Do I really need gold (XGD)?

I know 5i regards gold as an insurance/flight-to-safety hedge, but over ~ 10 years of investing, gold (XGD) has only lost me money. So, based on:

(a) http://money.cnn.com/2017/04/19/retirement/retirement-savings-gold/index.html and
(b) May 08, 2017 - Asked by Harry 'you can use TIPS securities under ticker TIP',

I'm considering replacing all my XGD (2.2% of portfolio; keeping RTM and ZCL in Basic Materials sector) with TIP ETF (10-year returns: TIP: +13.2%, XGD: -30%).

Would very much value you thoughts on this. Thank you.

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Read Answer Asked by J Carl on August 01, 2017

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Q: Can you explain currency hedging with a SIMPLE example. Maybe include when it would be advantageous to use a hedged product versus unhedged. I don't think I'm slow, but it's just not clear to me, and I may not be alone.
Len

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Read Answer Asked by Leonard on August 01, 2017

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Q: Hi, 5i!
Which European etfs appeal to you now? I have been considering iefa (as opposed to efa) and eufn.
Have a great day!

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Read Answer Asked by Roderick Jay on August 01, 2017

• Altria Group Inc. (MO)
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Q: Further to Eddie's question, would any US based companies have issues getting into the marijuana industry (even outside of the US) if the industry wasn't legal at a Federal level in the US? I have heard of US individuals avoiding investments in this area just to be cautious.

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Read Answer Asked by Christopher on August 01, 2017

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Q: What can you tell me about this small cap biotech it's obviously high risk but do you think it has any potential and do they have any products on the markets yet thank you

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Read Answer Asked by Greg on August 01, 2017