Investment Q&A

• Parkland Corporation (PKI)
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• Premium Brands Holdings Corporation (PBH)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Could you please explain why Spin Master's Q3 earnings have been higher than the aggregate of the other quarters combined? Would you anticipate this to change in Q12017 with several new products coming online for the holidays? I'm not very comfortable investing in companies like TOY, PBH and PKI due to valuation so do you think that starting with small positions in each and adding to the winners makes sense?

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Read Answer Asked by Patrick on November 18, 2016

• Clorox Company (The) (CLX)
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Q: Have been holding CLX for a while and it has done okay. Thoughts about the company moving forward and/or for the sector as a whole. Thank you.

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Read Answer Asked by Brian on November 18, 2016

• Colabor Group Inc. (GCL)
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Q: Any thoughts on this potential turn around stock?

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Read Answer Asked by Leo on November 18, 2016

• Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS)
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Q: Hello I hold XSP for some US exposure but would like to increase my exposure to US market. Can you advise how much overlap there would be if i purchased VUS. Would it be better to just hold one, and do you have a preference? Thank you. Bill.

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Read Answer Asked by Bill on November 18, 2016

• Sangoma Technologies Corporation (STC)
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Q: any updates on this micro cap.Thanks

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Read Answer Asked by Don on November 18, 2016

• IntelGenx Technologies Corp. (IGX)
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Q: Do you have an opinion on this company? Is it pure speculation at this point?

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Read Answer Asked by donald on November 18, 2016

• Enbridge Inc. (ENB)
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• Inter Pipeline Ltd. (IPL)
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Q: Hi Peter I held IPL for many years and I am thinking of swapping for Enbridge due to less oil sands exposure .
Whats your thoughts
Kind Regards
Stan

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Read Answer Asked by Stan on November 18, 2016

• Miscellaneous (MISC)
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Q: Good morning,
Looking for your insights into the latest iteration of preferred shares issuances- fixed /resets with minimum floors. In the past number of years the broad market for various types of preferred shares have been negatively impacted by shocks( the perpetual market in 2013 "Taper Tantrum" / the most recent declines in fixed /resets with rates lower for longer) which for the most part, were wholly unforeseen. In terms of the newest preferred type, could you please offer your analysis on what factors could create the same problems( ie downside) for this share structure.

With thanks,
Brad

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Read Answer Asked by Brad on November 18, 2016

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• BMO Laddered Preferred Share Index ETF (ZPR)
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Q: In the first few days after the Trump win the pref ETF's moved up. Now they have dropped below where they were pre-election. Do you anticpate a continued drop and another bad run for prefs in 2017?

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Read Answer Asked by Robert on November 18, 2016

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
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• iShares Core S&P U.S. Total Market Index ETF (XUU)
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• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Vanguard U.S. Total Market Index ETF (VUN)
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Q: Hi Peter and Team

What Canadian listed ETF would you recommend today for US market exposure for the TFSA of a thirty year old with a long term time horizon? Would your answer be any different if it was for an RRSP where the 15% US withholding tax was not an issue? There seem to be hedged and nonhedged versions of all of them so would you recommend a hedged version now with the USD so strong?

Thank you!

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Read Answer Asked by Mary on November 18, 2016

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
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• BMO Equal Weight US Banks Index ETF (ZBK)
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Q: two US Bank ETF's - 1 headged to CDN $. Would it better to buy the unheadged ETF if we expect the US $ to go up?

Thank You

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Read Answer Asked by Craig on November 18, 2016

• Miscellaneous (MISC)
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Q: Would any one of these companies be a good longer term investment? Your assessment is appreciated, as always!

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Read Answer Asked by Sigrid on November 18, 2016

• DH Corporation (DH)
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Q: Good morning Peter, Ryan, and Team, I'm curious about 5i's "Industrial" sector classification of DH. Both TMX and Bloomberg have it in the "Technology" sector. Part of my rationale for keeping it or not would be its sector. Thanks in advance for any clarification.

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Read Answer Asked by Jerry on November 18, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• Winpak Ltd. (WPK)
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Q: I am currently holding WPK after having switched to it from CCL.B a few months ago when it seemed to get a bit over valued. I just noticed that there seems to be some negative correlation on these two stocks and I don't really understand why that would be since I always thought that these companies were very similar. Can you explain this and do you think it is a good time to start getting back in to CCL.B or should I just stick with WPK. Thanks

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Read Answer Asked by John on November 18, 2016

• Westport Fuel Systems Inc. (WPRT)
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Q: Westport Fuel Systems WPT is starting to generate some interesting #$. Your succinct and timely analysis please. Thank you.

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Read Answer Asked by Ryczard on November 18, 2016

• Spartan Energy Corp. (SPE)
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Q: What do you make of the Spartan deal?

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Read Answer Asked by john on November 18, 2016

• Glu Mobile Inc. (GLUU)
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Q: Please give me your opinion of GLUU as a possible investment thanks

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Read Answer Asked by Richard on November 18, 2016

• Distinct Infrastructure Group Inc. (DUG)
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Q: Can you give your opinion on distinct's recent q3 quarterly report. Revenue growth was big. What does the values ion look like today? Should I buy more?

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Read Answer Asked by Scott on November 18, 2016

• iShares U.S. Regional Banks ETF (IAT)
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• SPDR S&P Regional Banking ETF (KRE)
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Q: Peter and Ryan,
I know you're expertise is Canadian investments, but I'm interested in your thoughts regarding the future prospects for American regional banks.If you believe there is upside in the sector, are there any specific companies you could recommend, or is there an ETF you believe has upside in the future?
Thanks so much for your appreciated guidance.

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Read Answer Asked by Les on November 18, 2016

• The Hain Celestial Group Inc. (HAIN)
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Q: How would you rate this food company?
Thank you!

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Read Answer Asked by Sigrid on November 18, 2016