Investment Q&A

Q: With the PAL Aerospace division of EIF being part of the consortium to win the large Canadian government contract announced yesterday, how long into the future do you think it might be before we understand how truly beneficial this will be to EIF? Would you consider the announcement "material"?

Regards,

Robert

Q: I have a fairly large sum of money to invest from an estate and I am primarily interested in just taking the dividends and keeping the principal reasonably safe. I was thinking of the Brookfield companies and Canadian Banks however just wondering if you would have some suggestions for a couple of other companies in different sectors. I would like to try and get close to 5% on the dividend.

Q: Looking at building my USD assets and then investing it in Vanguard ETFs. Would you invest in the S&P500 or maybe the specific sectors such as consumer staples? If so, what percentage would you put in each sector? Ultimately I would like to invest in specific companies but there is no 5i US equivalent so this would seem like the next best alternative.

Q: I'm looking to eventually add both of these but only have cash for one at the moment. Which would you open a position in today?

Q: What would be your choice between these two for growth in the coming year bearing in mind interest rate hikes and the Trump administration effect? Would appreciate hearing your reasons. Thanks again.

Q: I know 5i often recommends IWO for US small cap exposure, but what are your thoughts on IJH (Ishares S&P Midcap 400)? This etf caught my attention just before putting in an IWO buy order. By comparison over 1, 3, 5, & 10 year periods this midcap ETF has consistently outperformed, has higher volume, a higher dividend, and appears less volatile. Am I missing something, or could it possibly be a better option than combining 2 small & large cap ETFs for US exposure. Thx again as always.

Q: I have always struggled to categorize into sectors the companies I own. What guideline would you suggest to use to make this exercise accurate and hence more meaningful.

Q: Hello 5i team,
Thanks for the quick 2-3 hour turnaround response about CIGI, except that the second part was about MDA (not MG)
Thanks,
Antoine

Q: Would you add shares to a position of this company today?

I have a 2.3% weighing in the stock initiated at $54 back in spring 2016.

Q: Seasons Greetings: Please deduct the number of questions that you feel is fair. I have been smoked by NBZ and ready to walk away. My advisor is suggesting putting the remaining $$ I have left from the sale into BTE, BNP or TCW as to remain with the energy theme.

Your thoughts and suggestions will be greatly appreciated.

M

Q: My question is on RPI.un. I have held it for about a year, and have done fine. It now looks expensive, but its EBITDA and earnings are impacted by a line called "contingent consideration revaluation" apparently related to their last acquisition. What does this mean in plain english? Will it continue to impact earnings going forward? How often do they increase their dividend? Finally, how would it compare with WPK? Thanks.

Q: Hello 5i. Can I get your analysis on this Reit. The 5 yr chart shows a downward trend from $16 to current $12 mark. Shows a yield of 9%. I like the company's portfolio of properties but as an investment I need a 2nd opinion. I currently hold REI, CSH, HR, and CAR. As I am selling my xre etf need to redeploy the capital in another reit.
Thanks for the great service

Q: I decided in early November to use your service and construct a portfolio mirroring the Balanced Equity portfolio of now 23 stocks. I tried to acquire each of the equities below the October 31 closing prices however the above three have galloped away and are the only ones I haven't yet acquired. Should I continue to be patient and await a pullback or should I take the longer view and buy at this point even though each of the three has moved strongly higher in the last month or so. Alternatively is there another equity(or equities) or ETF to consider in place of the three that you'd recommend. I have bought only one-half of the amount of each of the securities I expect to eventually purchase and have maintained the balance in cash as a matter of caution. All of these funds are held in an rrsp. Would you recommend moving ahead with putting the cash into these equities now and holding only a 7% cash position at current valuations. My time horizon is 3 to 5 years. Many thanks for your advice!!

Q: I want to sell Black Diamond for a tax loss against a gain in some of my CSU but I don't want to miss out on any rally in oil services stocks. Can you recommend anything I can replace it with?

Q: I did not heed your advice to purchase to purchase Magna when it was a top pick of yours a few months ago on market call. Is it too late to hop back in? Do you see some more upside?
Thank you

KR

Q: When I look at the long term (>2000)net asset value of Alimentation Couche Tard, I notice that for the first twelve years the stock gained nothing. It was only towards the end of 2012 that its price soared. Were there some significant changes in the management,company policies or actions at that time that accounted for this? If not, do we expect the next ten years to be more like 2000-2012 or more like 2012-2106?

Q: Most financial types keep predicting a much weaker Canadian dollar (relative to USD) in the near future. What's your "take".
Len

Q: What approximate "grade" would you assign BCE and AQN? Thanks

Q: What is your opinion/entry for MAL ?

Q: your highly recommended this stock but in the last short while it is down a lot for a supposedly stable company. Would you suggest again that you recommend to buy it for the future gains as opposed to past performance.