Investment Q&A

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Q: 1) I am in the process of making a few changes in my portfolios and was wondering if you expect to be making any adjustments in the 5i portfolios in the next month or so ?

2) Is 5i still doing portfolio reviews ?

Thanks to the whole team for an outstanding service !

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Read Answer Asked by Alexandra on January 10, 2017

• BetaPro S&P/TSX 60 Daily Inverse ETF (HIX)
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Q: If I believe TSX and US Indices are overvalued and will decline in near future.
is there an ETF that I can invest in based on this view.

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Read Answer Asked by Harpinder on January 10, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Winpak Ltd. (WPK)
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Q: Which of CCL and WPK is the better investment ?

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Read Answer Asked by Robert on January 10, 2017

• Miscellaneous (MISC)
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Q: I'm in borderline Top 1% Tax Bracket, so I'm looking for a Flow Thro Fund. The Sprott 2016 Short Duration closed early, run by Eric Nutall. Can you recommend another? And, since I'm maxed out in my RRSP & TFSA, is it ok in a Margin/Cash a/c?

Many Thank

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Read Answer Asked by Austin on January 10, 2017

• Sylogist Ltd. (SYZ)
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Q: Results look good. Did they beat?

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Read Answer Asked by gordon on January 10, 2017

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: A $400MM bought deal at $18.35 was just announced and trading is temporarily halted. If the share price drops to near this level, would you view it a a good entry point? How would you rate Chemtrade for income and possibly some growth? Are there better alternatives? Thinking of 1/2 position.

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Read Answer Asked by David on January 10, 2017

• Clearwater Seafoods Incorporated (CLR)
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Q: Can I please get your latest read on short interest and insider ownership for ClearWater Seafoods? Are either concerning? I'm looking to take a position on recent weakness. Thanks.

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Read Answer Asked by Scott on January 10, 2017

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
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Q: Appreciate your thoughts on Corby, which I've owned for several years with a small price appreciation. Dividend is nice but stock won't go up. I already own Andrew Peller, would you recommend selling Corby and do you have any advice on replacement consumer discretionary.
Thank you.

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Read Answer Asked by richard on January 10, 2017

• Southern Company (The) (SO)
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Q: This is another US company question which I recognize is not your area of full coverage. The company is Southern - an electricity utility in the US. Four US analysts have it as a "sell" and many others as a hold. I'm wondering if this is largely because of the shift away from interest sensitive stocks or for some other reason. Wondering if you have an opinion on this company as a purchase for dividend yield and relative security (recognizing that the share price could drop further). I don't currently own it. Thanks and Happy New Year Don

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Read Answer Asked by Donald on January 10, 2017

• Miscellaneous (MISC)
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Q: Please mention sectors you feel should be over weight in Canadian and US markets. Intuitively, in expanding economy I would pick Consumer Discretionary, Industrial and Technology. You may have different answer for Canada and US.

What proportion of portfolio should be in US stocks.

Thing you

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Read Answer Asked by Shah on January 10, 2017

• Pollard Banknote Limited (PBL)
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Q: What is your opinion on pollard banknote?

Thanks,

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Read Answer Asked by Marcel Roger on January 10, 2017

• Canopy Growth Corporation (WEED)
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Q: What are your views about marijuna co's. Are there any blue chip co's you would recommend. Thank you.

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Read Answer Asked by Vinod on January 10, 2017

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Please comment on this mornings posting by Dividend Sensei inSeeking Alpha where he is very bearish on BEP.UN.
Thanks
Frank

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Read Answer Asked by Frank on January 10, 2017

• Alaris Equity Partners Income Trust (AD.UN)
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• Exchange Income Corporation (EIF)
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Q: Hi 5i Team,

Which stocks pay their dividends monthly instead of quarterly?

Thanks,

Henry

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Read Answer Asked by Henry on January 10, 2017

• Collective Mining Ltd. (CNL)
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Q: what is your opinion on this companies prospects for the next year?

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Read Answer Asked by Kimberley on January 10, 2017

• Home Capital Group Inc. (HCG)
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• North West Company Inc. (The) (NWC)
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• Exco Technologies Limited (XTC)
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Q: Outside of MG, TD and SLF (all of which I own) and their respective sectors, which companies in your coverage universe do you think fit traditional value metrics? Are there any companies in Canada that are outside of your coverage that you would both endorse and seem like value propositions? Thank-you.

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Read Answer Asked by Alex on January 10, 2017

• Miscellaneous (MISC)
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Q: Hi, What would be your top three REITS to purchase at this time in order of preference please. I plan to hold for 10-12 years. Thanks

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Read Answer Asked by Marco on January 10, 2017

• Freeport-McMoRan Inc. (FCX)
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• Lundin Mining Corporation (LUN)
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• BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT)
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Q: I own ZMT but don't notice much upside. Are direct mining holdings, such as the ones mentioned or others, be a bettter investment? What about cyclical considerations?
Your input is appreciated!

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Read Answer Asked by Sigrid on January 09, 2017

• Miscellaneous (MISC)
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Q: Greetings, Peter, Ryan & co.
While dividends are nice to have I do not require them from my portfolio. Reasonable safety is important to me. With that in mind would you please give me your top two or three picks (US or Canada) in each of the following: Healthcare/Pharma/Biotech, Technology, Energy, Precious Metals.
Please feel free to debit my account with as many questions as you deem appropriate.
With appreciation,
Ed

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Read Answer Asked by Ed on January 09, 2017

• Platinum Group Metals Ltd. (PTM)
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Q: The price of Platinium has come off the lows of about $900. Is it worth holding PTM right now or switch to another in the precious metals space? What do you think of platinium vs the other precious metals for 2017?

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Read Answer Asked by Randy on January 09, 2017