Investment Q&A

• Global X Lithium & Battery Tech ETF (LIT)
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Q: Would (lit) be a good play for small holding in lithium rather than stock. Going forward AAV what is your take on their recent report,seems like good to hold for a while and also CEU acquisition will it help for future as I am down about 1.50 a share.Tks 5I

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Read Answer Asked by Guy on August 08, 2016

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: Hello,

In a previous answer you mentioned that the distribution for CBO, for tax purposes should be treated as interest income. Is the same true for XHY? I checked on Blackrock site but could not find tax related info.

Thank you

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Read Answer Asked by Marios on August 08, 2016

• BMO US High Dividend Covered Call ETF (ZWH)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Q: Hello Peter, Ryan & 5i Team

I'm looking to bulk up my US exposure, specifically US$ income rather than growth names. Would you favour ETFs or a small set of individual companies for this purpose (any suggestions of either? Thank you)

As always, thank you for your insights and wisdom.

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Read Answer Asked by mike on August 08, 2016

• Miscellaneous (MISC)
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Q: I noticed Martin Ferguson is no longer at Mawer. Any idea why he is gone? The new guy has drastically reduced the Constellation Software position.

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Read Answer Asked by Brad on August 08, 2016

• Avigilon Corporation (AVO)
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Q: I patiently hold AVO (at an approx 20% loss) and see that it is still maintained within the growth portfolio. You've mentioned previously that it is a frustrating name. What would it take to lose your interest? Is there any sign(s) that it will begin to behave better or should I be prepared for a long, patient wait with this name? I like the space that it is in and can't see why it doesn't perform better.

As always, I appreciate you insight.

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Read Answer Asked by mike on August 08, 2016

• Surge Energy Inc. (SGY)
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Q: My energy holdings are comprised of two names, SGY (fallen from half to quarter position) and BP (Plc) (maintaining its half position). SGY should survive but hasn't really participated in any meaningful upswing. Is there any fundamental reason for its lacklustre performance compared to peers in this sector? Would it be worth maintaining this position (I've held on throughout all dividend cuts) or abandoning it for some other company in this sector?

Thanks

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Read Answer Asked by mike on August 08, 2016

• Miscellaneous (MISC)
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Q: Hi Peter & team: Re your answer to Peter yesterday, "Over a long period, sector allocation is in fact more important than stock selection." Please let me know what sector allocation should be, or reasonable.

Thank you and keep up with your great work!

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Read Answer Asked by LOUISA on August 08, 2016

• Organigram Global Inc. (OGI)
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• Aphria Inc. (APHA)
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Q: Can you explain the recent run ups on the stocks Organigram and Aphria? Are they just paralleling the excitement generated by Canopy moving from the Venture Exchange to the TSX? I feel like I might be missing the boat if I don't buy now.

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Read Answer Asked by Grant on August 08, 2016

• Balanced Equity Portfolio (BEPORT)
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Q: Gentlemen


I am a new subscriber. I like your portfolios but I would like to ask do you update these portfolios during the month as you see changes that need to be made based on new information or do you just update at the end of every month.

Thanks

Wayne

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Read Answer Asked by Wayne on August 08, 2016

• BetaPro Canadian Gold Miners 2x Daily Bull ETF (GDXU)
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Q: Hello Team 5i, I know this is a High Risk ETF, but this the start of the Seasonal Upleg for Gold. Not without volatility, but worth applying a 2.5% of my Portfolio Value? I suspect the Upside is greater than the Downside. As always, I value your thoughts!

Thanks. Austin

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Read Answer Asked by Austin on August 08, 2016

• FirstService Corporation (FSV)
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• Tricon Residential Inc. (TCN)
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Q: Gentlemen

I am looking for a company to fill out my Real Estate space in my portfolio. Which of the above do you favour?

I am a conservative investor and with a good quality company be willing to hold for the long term.

Thanks

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Read Answer Asked by Peter on August 08, 2016

• McCoy Global Inc. (MCB)
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Q: Any thoughts on McCoy? Liked this company before the oil meltdown but they are really suffering these days. Still with negative EBITDA and their press release says they need an upswing in activity to go positive. I'm holding a few shares. Wondering whether to dump them and move on or ride through this cycle.

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Read Answer Asked by John on August 06, 2016

• BorgWarner Inc. (BWA)
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Q: What do you think of this company which is a supplier of powertrain systems to most car companies. It seems to be a very stable company with a decent moat.

The only 2 things I can see is the vehicle market is slowing and their dept more than doubled over the past year (I think they issued notes recently).

Thank You,
Andrew

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Read Answer Asked by Andrew on August 05, 2016

• Osisko Gold Royalties Ltd (OR)
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Q: Hi Folks:
What do you think of Osisko's results for the quarter?

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Read Answer Asked by Ed on August 05, 2016

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: What are your top recommendations for Canadian power producers. I am selling Northland Power (NPI) based on my advisor's recommendation and would like to re-invest in the same sector.

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Read Answer Asked by Carl on August 05, 2016

• Kirkland Lake Gold Ltd. (KL)
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Q: Could you comment why Kirkland Lake Gold (KGI) is lagging other similar gold miners
like Detour Gold(DGC),Richmont Mines(RIC) and Newmarket Mines(NMI)?
These companies seem to be outperforming Kirkland Lake.
Thanks for your help.
Oleh Korol

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Read Answer Asked by Oleh on August 05, 2016

• ZCL Composites Inc. (ZCL)
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Q: Please comment on ZCL latest earning release. Thanks

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Read Answer Asked by Esther on August 05, 2016

Q: I know it is way to small for you guys, but is it possible to get an opinion about future potential for EUO Eurocontrol.
One of the largest players in that sector SICPA now owns 12.4%. They are doing a share buy back up to 10% of the companies estimated public float , and insiders have decent positions

Thanks,
David

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Read Answer Asked by David on August 05, 2016

• Bristol-Myers Squibb Company (BMY)
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Q: Hello 5i team
I was curious if you thought that the move on Bristol Myers was over done and that this may be a opportunity to buy in?

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Read Answer Asked by Darren on August 05, 2016

• Tourmaline Oil Corp. (TOU)
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Q: Hi, Could you comment on Tourmaline's recent earnings, and would you feel comfortable buying a full position into this momentum?

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Read Answer Asked by Mike on August 05, 2016