Investment Q&A

• Avigilon Corporation (AVO)
  • View AVO Profile
  • View Questions on AVO
  • View Reports on AVO
• Trevali Mining Corporation (TV)
  • View TV Profile
  • View Questions on TV

Q: Hi 5i team

I am transitioning my stock port to more look like your balanced growth one. I have MG as of today plus BNS,ENB ALA HR.UN , BEP.UN, AAPL DIS GOOGL NA IGM TD G SLW THO SU CPG POT and very small amounts (under 1% ) in a few dogs TV AVO ESN. Any point in dumping TV and/or AVO at 50% loss? I am over 20% cash and would like your suggestion on any other sells plus which names from your list to consider adding.

Thanks a lot

Upvote 0

Read Answer Asked by Greg on June 30, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
  • View DHX Profile
  • View Questions on DHX
  • View Reports on DHX
• Sandvine Corporation (SVC)
  • View SVC Profile
  • View Questions on SVC

Q: I would like to purchase some shares of Sandvine Corp (SNV). Please can I have your thoughts and opinion. Another question, your comments on DHX.B please. Which one would be your first choice. Thanks. Catherine

Upvote 0

Read Answer Asked by Catherine on June 30, 2016

• Lucara Diamond Corp. (LUC)
  • View LUC Profile
  • View Questions on LUC

Q: Interested to hear your thoughts on Lucaras failure to sell Lesedi la Rona (i.e. the giant 1109 carat diamond). Do you think the stock drop is justified? Would this result be enough to justify selling the stock for a long term holder?

Upvote 0

Read Answer Asked by JONAS on June 30, 2016

• Lucara Diamond Corp. (LUC)
  • View LUC Profile
  • View Questions on LUC

Q: This stock nosedived yesterday b/c the 1100 ct
diamond failed to sell above min. bid price.
Does this change the appeal of the company by investors and your opinion of the company
[Was the big drop overdone]
thank you.

Upvote 0

Read Answer Asked by tom on June 30, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Peter; Just a comment- those who think they can "time" the market should take this week as why you can't.
Rod

Upvote 0

Read Answer Asked by Rodney on June 30, 2016

• Empire Company Limited Non-Voting Class A Shares (EMP.A)
  • View EMP.A Profile
  • View Questions on EMP.A

Q: Company continues to struggle based on recent results, and forecast was not great. At what point do you think this is buyable if you are willing to wait 3-5 years?

Regards,

Robert

Upvote 0

Read Answer Asked by Robert on June 30, 2016

• Empire Company Limited Non-Voting Class A Shares (EMP.A)
  • View EMP.A Profile
  • View Questions on EMP.A

Q: Your thoughts on Empire. Why did it drop so much today?
Revenues seem to go slowly up every year.
Tank you,
Serge

Upvote 0

Read Answer Asked by Serge on June 30, 2016

• Laurentian Bank of Canada (LB)
  • View LB Profile
  • View Questions on LB

Q: Laurentian is doing $135 million dollar deal today at a nice discount and the proceed will be used to paid for an acquisition of CIT group What is your opinion on the stock and this deal?

Upvote 0

Read Answer Asked by OSCAR on June 29, 2016

• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: What is your view of TCN? It's results haven't looked good recently and you haven't updated it...Thanks.

Upvote 0

Read Answer Asked by christianne on June 29, 2016

• Brookfield Business Partners L.P. (BBU.UN)
  • View BBU.UN Profile
  • View Questions on BBU.UN

Q: Prior to the spin-off Brookfield parent indicated the value of BBU.UN units would be approximately US$25. As it is now trading below CAD $24 would you recommend buying?

Upvote 0

Read Answer Asked by David on June 29, 2016

• The Intertain Group Limited Exchangeable Shares (ITX)
  • View ITX Profile
  • View Questions on ITX

Q: Hi , can you translate the IT press release from yesterday
If they list on LSE , will it no longer trade on the TSX.
If IT still trades on TSX how is it correlated with "ListCo"
If still trading does the share price stay in sync
Thanks

Upvote 0

Read Answer Asked by David on June 29, 2016

• Boralex Inc. Class A Shares (BLX)
  • View BLX Profile
  • View Questions on BLX

Q: Hello guys,

What do you think of Boralex. 1) Quality of the company 2) shor term catalyser 3) Valuation

Thanx!

Upvote 0

Read Answer Asked by Gabriel on June 29, 2016

• Maple Leaf Foods Inc. (MFI)
  • View MFI Profile
  • View Questions on MFI
• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: I own loblaw but need another food stock. Which is cheaper premium brands or maple leaf or some other company. Thanks to awesome 5i.

Upvote 0

Read Answer Asked by Helen on June 29, 2016

• TIO Networks Corp (TNC)
  • View TNC Profile
  • View Questions on TNC
  • View Reports on TNC

Q: Thoughts on the latest results?

Upvote 0

Read Answer Asked by Charles on June 29, 2016

• iShares TIPS Bond ETF (TIP)
  • View TIP Profile
  • View Questions on TIP

Q: Hi Team,

Can you please comment on the strengths and weaknesses of TIP - iShares Barclays TIPS Bond Fund (ETF). It seems to be performing well this year so far.

Is it a good substitute for buying and holding bonds directly in a self-managed bond ladder?

Thank you. Michael

Upvote 0

Read Answer Asked by Michael on June 29, 2016

• Cematrix Corporation (CVX)
  • View CVX Profile
  • View Questions on CVX

Q: I'd like to get your take on this company in light of its 5 year marketing deal with Lafarge.

Seems to be a great vote of confidence for cemetrex.
Do you see them raising equity? Would Lafarge be a likely participant?

Upvote 0

Read Answer Asked by Scott on June 29, 2016

• SNC-Lavalin Group Inc. (SNC)
  • View SNC Profile
  • View Questions on SNC

Q: SNC has been performing well since the last 5 months which is reflected in the recovery of the share price and seems to me it's just a matter of time before it gets to new highs. However, from your answers to the SNC questions that I've read you don't favor this name at all and prefer STN and WSP. Please explain your point of view given the stock performance to date. Thanks in advance.

Upvote 0

Read Answer Asked by Iskandar on June 29, 2016

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
  • View CBO Profile
  • View Questions on CBO
• iShares Core Canadian Universe Bond Index ETF (XBB)
  • View XBB Profile
  • View Questions on XBB

Q: One more question regarding asset allocation in my RRIF-- how would you rate a 50/50 split of XBB and CBO as the bond component? Given all other factors remain the same. Thank you!
PS - loved the question "what makes 5i so great?"
You provide fabulous service and take some of the angst and mystery out of investing.

Upvote 0

Read Answer Asked by Jen on June 29, 2016

• Superior Plus Corp. (SPB)
  • View SPB Profile
  • View Questions on SPB

Q: As a long time holder of Superior, I was disappointed when they bid for Canexus, just when they were improving their debt situation. What is your opinion of SPB if the Canexus deal goes through, compared to if it doesn't. Which would be better for the company, long-term? Do you consider the dividend reasonably safe in either event?

Thank-you

Upvote 0

Read Answer Asked by grant on June 29, 2016

• Global X S&P 500 Index Corporate Class ETF (HXS)
  • View HXS Profile
  • View Questions on HXS
• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
  • View XSP Profile
  • View Questions on XSP

Q: Peter, I am considering buying one of these ETF's. HXS is quite small vs XSP but it has had much returns over the past 5 years. I would have thought that the returns of both would have been quite similar as they are designed to track the S&P 500.

Upvote 0

Read Answer Asked by stephen on June 29, 2016