Investment Q&A

• Birchcliff Energy Ltd. (BIR)
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• Sleep Country Canada Holdings Inc. (ZZZ)
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Q: what are your thoughts on these companies?

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Read Answer Asked by steven on September 15, 2016

• Cracker Barrel Old Country Store Inc. (CBRL)
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Q: I bought Cracker Barrel due to its superior stability of earnings and return on capital and it immediately dived 13%, about half of the decline occurring after a profit warning yesterday. I usually hang on in these situations especially since it pays a dividend. What would your advice be though?

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Read Answer Asked by Andrew on September 15, 2016

• Miscellaneous (MISC)
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Q: I have just read a BMIS explainer on the PG sale to Coty. They offer an Option 99 for a PG shareholder to do NOTHING. My read of this is if you want to participate in this transaction you must tender some of your PG shares to enter a convoluted process to determine what you receive. My take on Option 99 is if you don't opt to tender any PG shares, you are effectively letting PG mgt to look after your residual value from this Tx.
Is this a correct conclusion? Is there any material value for a small PG holder to participate in this auction?

Tnaks as alway for your advice.
Ernie

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Read Answer Asked by Ernie on September 15, 2016

• Manulife Financial Corporation (MFC)
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Q: Hi Peter and Gang,

I have been holding MFC for 1 1/2 years now and it just keeps trending lower, I am therefore considering switching from MFC to Sun Life. Is this move advisable?

Thanks,

Harry

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Read Answer Asked by Harry on September 15, 2016

• Algoma Central Corporation (ALC)
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Q: what's your take on this companies senior management? Do they get it!!

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Read Answer Asked by Warren on September 15, 2016

• Agrium Inc. (AGU)
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Q: I'm looking for some ag exposure, could you tell me your thoughts on AGU, thoughts on merger, valuation and is today a good entry point.

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Read Answer Asked by Rob on September 15, 2016

• Intertape Polymer Group Inc. (ITP)
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Q: Would you please comment on ITP's bounce of almost 4% yesterday.

Regards,
Harry

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Read Answer Asked by Harry on September 15, 2016

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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• Vanguard FTSE Canada All Cap Index ETF (VCN)
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Q: Hi,

I'm looking for an RRSP investment for my wife. What we have right now is a TD US INDEX fund. Chose this one because it has low MER and tracks the S&P 500. Can you give us other index funds that you can recommend be it US or Canadian with good performance?

Thanks,

Sunday

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Read Answer Asked by sunday on September 15, 2016

• Home Capital Group Inc. (HCG)
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Q: Hin5i
HCG is buying back shares again, according to recent news.
Can you tell me what their per share free cash flow for 2016 is estimated to be?
Is there enough to pay the dividend and repurchase shares, or is this more a case of "financial engineering" ? i.e. are they using debt for the buyback?
I'm a long-time holder of the stock. I don't see much happening with it unless they can turn around originations and start showing some growth, even if it is modest growth.
Do you agree?
Thanks and keep up the great work.

Cheers
John

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Read Answer Asked by john on September 15, 2016

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Invesco BuyBack Achievers ETF (PKW)
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Q: Very useful. Do you have a suggestion for a ETF that uses both filters ( buyback and increased dividend ) to sort companys.
Great work.

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Read Answer Asked by Peter on September 15, 2016

• NVIDIA Corporation (NVDA)
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Q: Hello 5i,
Which would you choose for greater growth over the next 2-3 years NVDA or QCOMM?
Thanks
Dave

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Read Answer Asked by Dave on September 15, 2016

• North Shore Uranium Ltd. (NSU)
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Q: Good value ?

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Read Answer Asked by j stuart on September 15, 2016

• Miscellaneous (MISC)
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Q: 5i

Appreciate your comments in regard to the next USA President. What do you beleive the markets in general will do and what will happen with commodities, oil, gas and gold if Hillary gets elected or
if Trump gets elected. Some pundants Are saying gold will soar if Trump wins and markets will drop 20%. If Hillary wins then markets will be volatile as people do not trust the establishment.

Wayne

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Read Answer Asked by Wayne on September 15, 2016

• iShares Russell 2000 Growth ETF (IWO)
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Q: Hello 5i: Can you provide me with two Canadian ETFs equivalent to VIG and IWO.
I believe the foreign exchange rate + 15% withholding tax (clipped at source) + CAD dollar uptrend (It could happen), are sufficient reasons not to go US-bound
Thanks

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Read Answer Asked by Fernando on September 15, 2016

• Skechers U.S.A. Inc. (SKX)
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Q: Hi, While US stocks are not your mandate can you help me with this one? Down almost 40% from when I bought it, it keeps going down tho you said earlier it's "growth prospects are good." Why? Should I give up or hold on?

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Read Answer Asked by Graeme on September 15, 2016

• Sierra Wireless Inc. (SW)
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Q: Please let me know what you think of Sierra Wireless.
Thanks

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Read Answer Asked by DEBORAH on September 15, 2016

• Sylogist Ltd. (SYZ)
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Q: SYZ has been weak the past few days. Anything to be concerned about? Is this a good point to buy to complete a full position?

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Read Answer Asked on September 15, 2016

• Miscellaneous (MISC)
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Q: Hi 5i , I guess when you talk about growth of a company, you are referring to their estimated future earning. Do you have a list of top 10 growth companies and their rates of growth?

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Read Answer Asked by victor on September 15, 2016

• Algonquin Power & Utilities Corp. (AQN)
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Q: My portfolio consists of 6-7% Utilities. I would like to add AQN. With everyone targeting Utilities as a sector to suffer under higher rates, is this a good idea? If so would you suggest the common or the Investment receipts and how big a position.

Thanks to the Team


.

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Read Answer Asked by Warren on September 15, 2016

• McKesson Corporation (MCK)
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Q: Hello.
With the big drop in this company and the insider selling would you suggest selling or holding. Your advice will be appreciated

Thank you
Barbara

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Read Answer Asked by Barbara on September 15, 2016