Investment Q&A

• Restaurant Brands International Inc. (QSR)
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Q: Hi Peter and team. Could you please comment on latest earnings and your overall thoughts on the company. Thanks.

Ken

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Read Answer Asked by Ken on October 25, 2016

• Restaurant Brands International Inc. (QSR)
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• Peyto Exploration & Development Corp. (PEY)
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Q: Hi,

What are your thoughts on today's hit to QSR & the results? Is this a buying opportunity or a warning? My portfolio distribution lies somewhere between your balanced & income portfolios.

Thx, Gord.

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Read Answer Asked by Gordon on October 25, 2016

• Twitter Inc. (TWTR)
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Q: I know you specialize in Canadian companies, but do you like Twitter TWTR or MDTmedtronic ? growth and a year timeline. Please suggest another choice if better as I have some US money I want to invest. Helen

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Read Answer Asked by Helen on October 25, 2016

• BMO Covered Call Canadian Banks ETF (ZWB)
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Q: Bonjour, I own ZWB. Is it a good idea to also own individual banks such as RBC, TD, etc?
Merci
Ronald

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Read Answer Asked by Ronald on October 25, 2016

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: What equity investments do you like in the category of emerging markets?

Thanks

Paul

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Read Answer Asked by paul on October 25, 2016

• Obsidian Energy Ltd. (OBE)
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• BlackBerry Limited (BB)
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Q: Peter and His Wonder Team
Here is an impossible question for you because I know your opinion on these individual stocks is negative at best. If you had your feet to the fire and had to chose one for the long term...what would it be and why?
Thanks for your excellent insights and attentive service...
Dr.Ernest Rivait

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Read Answer Asked by Ernest on October 25, 2016

• Premier American Uranium Inc. (PUR)
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Q: Hi 5i: I recently bought som33 PUR, only to see it drop nearly 20%. Has the story changed at all recently, or should I just hang on?

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Read Answer Asked by Roland on October 25, 2016

• ZCL Composites Inc. (ZCL)
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Q: Estimated EPS: 5I--0.57 Yahoo--0.20 & IE---0.27 Please clarify.Thanks

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Read Answer Asked by Peter on October 25, 2016

• Time Warner Inc. (TWX)
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Q: This is a comment on your answer to Harold question. I am going to hold on my TWX shares. The stock rose less than 9% on the news. Based on today's prices, if the deal goes thru, it values AT&T at about $ 26. It seems to me that the market is not expecting this deal to materialize. I know two years ago a take over proposal of much less value didn't materialize and since I am not a trader I see the risk reward scenario favors holding on my shares. It looks to me that TWX is in play if not with AT&T it would be with somebody else. I as the other members value your opinion on this.

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Read Answer Asked by Saad on October 25, 2016

• Hudson's Bay Company (HBC)
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Q: According to an article in the Globe, HBC has real estate assets estimated at $30/share. Would this satisfy the value investor thought on buying something for $0.50 that is worth $1.00? What are your thoughts currently on HBC and if held for 5+ years, do you think the real estate will be restructured as a REIT?

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Read Answer Asked by Rob on October 25, 2016

• Canopy Growth Corporation (WEED)
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• Aphria Inc. (APHA)
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Q: Hearing much talk about Mar1juana becoming legal shortly in a number of US states as well as here in Canada which could possibly drive up the stock price of some of the small companies now involved, in both countries.
Do you have any suggestions as to what companies are listed on both markets that could benefit greatly.
Many thanks for all your great help. Don't know what I would have done without it last few years.

Hal

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Read Answer Asked by Harold on October 25, 2016

• Peyto Exploration & Development Corp. (PEY)
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Q: Hi,

I didn't see any news specific to Peyto today but it took a big hit. You thoughts?

Thx, Gord

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Read Answer Asked by Gordon on October 25, 2016

• TIO Networks Corp (TNC)
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Q: Last report cites customer concentration risk & high risk relative to 5i coverage universe. Recent comments suggest customer concentration risk easing. Does that change your view viv a vis risk comparison within 5i coverage universe? Looking @ for non-registetedITF funds for my two kids w/5 yr + outlook. Your thoughts appreciated as is your fantastic service.

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Read Answer Asked by Joel on October 25, 2016

• Exco Technologies Limited (XTC)
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Q: Hi Peter and Gang,

Would you please comment on XTC going forward. This stock has dropped by almost 40% since it topped out in mid-Dec 2015. Thanks,

Harry

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Read Answer Asked by Harry on October 25, 2016

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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Q: 5i
This company very recently had a 3 for 1 stock split . Can you tell me the actual day of the split and what the starting share price was at that time post split ?
Thanks
Bill C

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Read Answer Asked by Bill on October 25, 2016

• Savaria Corporation (SIS)
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Q: SIS is up sharply today... Any thoughts on what is accounting for this?

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Read Answer Asked by Barrie on October 25, 2016

• Capital Power Corporation (CPX)
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Q: Can you comment on earnings.

Can you comment on earnings please.

CPX is about 2% of my portfolio. I have owned it for about three years approx and I am up slightly on my investment plus the dividends of course.

Is there positive consensus that they will get sufficient compensation for closing coal plant early?

What is your current rating on the company? I am a buy and hold guy.

Thank you
Stephane

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Read Answer Asked by Stephane on October 24, 2016

• Maxar Technologies Inc. (MAXR)
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Q: Hi Peter and team, Do you know why the big drop....especially today today?
Thanks!
Silvia

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Read Answer Asked by Silvia on October 24, 2016

• AT&T Inc. (T)
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• Time Warner Inc. (TWX)
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Q: The AT&T purchase of Time Warner is valued at US $107.50 and is subject to a review by the U.S. Justice Department. In your opinion, would it be wise to sell my TWX shares into the market now, or to wait until the (hopeful) approval and closing?

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Read Answer Asked by Harold on October 24, 2016

• Black Diamond Group Limited (BDI)
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Q: What to you think of the strategy of buying BDI now to collect a high dividend. Then capture a rebound in share price and rising dividend in the future with an eventual recovery in the sector. Seems like a really nice "getting paid to wait" scenario with potential for high returns longer term.

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Read Answer Asked by Joel on October 24, 2016