Investment Q&A

• TC Energy Corporation (TRP)
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Q: You recently answered a question by saying "For pipeline and/or energy infrastructure, we would suggest ENB and/or TRP."

I hold PPL. Do you feel that ENB or TRP are strong enough to warrant selling PPL to purchase one/both of them?

PS: I really like that you respond to questions so quickly.

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Read Answer Asked by Elliott on January 24, 2017

• Growth Portfolio (Growth)
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Q: 5i Folk my daughter has a ten plus year investment horizon with approx $40k cash I'd like to invest for her into the Growth portfolio. She could therefore purchase say $2000 of each of the holdings but are there any you'd currently omit or lighten up on in favour of others you'd increase the weighting on or are you currently recommending all 20 or so because you like them equally long term (or they wouldn't be included if you didn't) and would you weight each of them equally?

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Read Answer Asked by Ken on January 24, 2017

• Superior Plus Corp. (SPB)
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Q: I am looking at this company mostly for income and my research indicates that they supply some chemicals to the US Midwest. Just wondering if it is possible the quantify the effect Trump would have on this company if he slaps a tariff on these products? Are these products a large percentage of their sales?

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Read Answer Asked by Bradley on January 24, 2017

• Alcanna Inc. (CLIQ)
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Q: Could you update on where you think Liq is at this point.

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Read Answer Asked by terrance on January 24, 2017

• BCE Inc. (BCE)
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• TELUS Corporation (T)
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Q: Looking at rationalizing my Canadian telcos and would appreciate your ranking in order of the Canadian telco options.
Is there an American telco you would prefer in that ranking?
Preferably looking for dividend income and growth in your choices.
Cheers,
Peter

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Read Answer Asked by Peter on January 23, 2017

• Income Portfolio (Income)
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Q: Hi Team,

I have the following Allocation:
08% Growth Portfolio
17% Balanced (Model Portfolio)
45% Income Portfolio

This makes a current 70% in Canadian Companies and 30% in cash. The Stocks are held in RRSP portfolio, and I would like to put the remaining 30% into Non_Canadian Dividend/Growth Income area. Can you recommend which ETF's might be able to round out the remaining 30% for me?

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Read Answer Asked by Ben on January 23, 2017

• People Corporation (PEO)
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Q: Could you please comment on People's earnings release and whether their revenues and earning are in line with your expectations.
Thank you
Mark

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Read Answer Asked by Mark on January 23, 2017

• CAE Inc. (CAE)
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Q: I owned this company a couple of years ago and after a long period of non-performance, I sold it. Last July it took off but now again seems to have gone into neutral - perhaps for another 3 years? This company would appear to have a bright future - global reach, new pilots that require training on new planes and to replace the aging (retiring) pilots and some growth in their medical division. Is this one of those companies that just will never be a great grower or do you think that maybe its time has come? I am already invested in the aeronautics space with a US company (Heico) and EIF so I don't need to buy it but was wondering if you thought there is a compelling case to buy.

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on January 23, 2017

• AltaGas Ltd. (ALA)
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Q: good morning:
altagas sure seems to be making a lot of news so far this year ]with more news this morning. Do you think they will have to dilute shares to do some of these these deals and would you think since they pay a nice dividend now this could be in jeopardy.

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Read Answer Asked by hans on January 23, 2017

• Weatherford International plc (Ireland) (WFT)
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Q: Greetings 5i,

I know you do not focus in US securities, nevertheless I was hopeing you had an opinion on Weatherford International PLC? Would it benefit from a Trump inspired 'US energy independant' shale recovery? What other US shale names with value or room to run should I be considering? With a slant on larger established names please.

Cheers!

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Read Answer Asked by Duane on January 23, 2017

• Peyto Exploration & Development Corp. (PEY)
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Q: Hey Peter and Co.
What's happening with Peyto? It was around 38 bucks in late August and now it's around 27?

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Read Answer Asked by Andrew on January 23, 2017

• Keek Inc. (KEK)
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Q: I am curious as to your opinion on Keek Inc.

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Read Answer Asked by Edgar on January 23, 2017

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Q: We have an RESP with $24000 set up for our grandchildren and would like to have 2 or 3 investments. We thought about CBO & HPR. Would these be appropriate or can you give us some better investments. Thanks. We appreciate your expertise.

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Read Answer Asked by judy on January 23, 2017

• Clearwater Seafoods Incorporated (CLR)
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Q: Good evening,
Do you have an opinion on this company? Would you buy it? Do you consider their recent earnings setback temporary?
Thx

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Read Answer Asked by Giuseppe on January 23, 2017

• Freshii Inc. Class A Subordinate Voting Shares (FRII)
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Q: fyi, i use rbc investing and rbc capital markets is lead underwriter for freshii ipo, i placed expression of interest for 10,000 shares, price quoted is 10.00-11.50, i also called head of rbc investing who i know to see if i can get some, will keep you posted.the point is freshii ipo still says open, i expect tomorrow it will say closed.
last time i did all this was for shopify and i got nada, bought it on the open market, still a huge shareholder.
i am a big believer in freshii , have never eaten at one i live in mont tremblant , closest is in montreal where i never go , but i think these guys have got it right. dave

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Read Answer Asked by david on January 23, 2017

• Pretium Resources Inc. (PVG)
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Q: In early November I took half position on PVG with the expectation to to do full position after the power lines have been installed and a little closer to ramp up? With the stock starting to rise and the circumstances down South, would it be time to buy for full position now or continue to wait?

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Read Answer Asked by Scott on January 23, 2017

• American Hotel Income Properties REIT LP (HOT.UN)
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Q: Background: I owned HOT.UN in my TFSA for the dividend in USD. but then my bank converted the dollars to Cdn (no choice there unless I held it in a USD account apparently) and then there was about 30% tax removed from the dividend as well.
Question: Is this normally what happens? Very confused as American Hotels is Canadian or so I thought.

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Read Answer Asked by Stephen on January 23, 2017

• Miscellaneous (MISC)
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Q: Managers are talking about a switch to value stocks going on right now. Do you agree? Can you suggest 4 of our stocks that you consider value at todays price.
Thank You

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Read Answer Asked by Kim on January 23, 2017

• Canadian Pacific Kansas City Limited (CP)
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• Air Canada Voting and Variable Voting Shares (AC)
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Q: I have 2 transportation stocks CP and AC, up 30% and 48% respectively in a very short time. Now they represent 5% each of my diversified portfolio.
Both were an opportunistic purchase since I had no transportation stocks. Do you think I should sell them or there is more upside potential? Industry consolidation in case of CP and AC increasing its cash flow, lowering debt, perhaps paying a dividend (don't sell your winners philosophy)?

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Read Answer Asked by JR on January 23, 2017

• Primo Water Corporation (PRMW)
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• Premium Brands Holdings Corporation (PBH)
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Q: Cott continue to go go down as I am wondering if there is a better stock that I should invest in or should I continue to hold on or sell it and invest in PBH as I do currently own L but only at 2% weight.

Thanks

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Read Answer Asked on January 23, 2017