Investment Q&A

Q: Hi 5i Team,

Another question about CXR. What are your overall thoughts of the company after the latest deal? It seems like the company is trying to duplicate what Valeant has done with aggressive growth through acquisition. Do you believe in the management team enough to be able to execute this strategy? And with regards to the share issue, when will the price of the issue be decided? Do you see it as a buy today, or would you wait until the issue?

Thanks,

Jordan

Q: We recently sold a small U.S. property and put the US$ into a US$ TFSA in order to keep US$ available for future travel. My question is regarding the investments - we have most in non-dividend paying U.S. equities/ETF's to avoid the dividend tax issue, but could we purchase CAD dividend paying companies for income in US$ within this plan? Thanks for your always great advice.

Q: Any plans to initiate coverage on Brookfield Infrastructure Partners L.P. (BIP.un-T)?

Q: Hello 5i
Can you please comment on Enhouse's acquisition of Sweden's Aktavara AB, announced early this morning. Many thanks.

Q: Hi,
What stocks would you recommend in a TFSA and in a RRSP today?

Q: I am looking to add a full position in a large healthcare stock (already have small positions in NVO.US, GUD, PHM & CSH.UN) Do you prefer Concordia or Valiant after the recent acquisitions? Or should I head to the US for healthcare?

Thanks for your help - since subscribing to your service, I have a more balanced portfolio and better returns as a result.

Q: Understand the gaming co Bwin is being sold. It is in the final stages as I understand. Now its beien reported that the insiders are buying shares at this stage, and also that the co will now be sold to Amaya. Have shares in Bwin and a small amount of Amaya. Question..what are the the Bwin shares worth based on insider buying. Obviously more than the figure quoted. What will that do to the Amaya shares as well. Could you advise what the price will be of Bwin at the end. Many thanks

Q: Would you please give your short and long term view of the prospects of this company given the news today of a small revenue shortfall expected for the current quarter?

Thanks

Q: Hello,
Is DRT info tech or industrial?
Thanks,
Antoine

Q: What is your opinion on FMC? They are a niche chemical company with considerable insider buying.

Q: I know 5i prefers not to hedge and considers it diversification. However, I consider foreign exchange to be a commodity and fluctuates without much warning and therefore consider it to be high risk. Diversification of a portfolio makes a lot of sense, however, if you look at the US CDN dollar rate fluctuations over the past 10 years, the US dollar has been as high as 1.65 then dropped below the value of the CDN dollar and is now trading around 1.35. Hindsight is wonderful, but I do not think any person can predict what will happen with foreign exchange. Short term perhaps, but unlike the stock market where you can buy and hold good companies with the expectation that they will go up in value, I prefer not to hedge.

Stephen

Q: Hi - The Alberta Gov't recently announced their intention to increase their infrastructure spending markedly. What companies do you think might benefit the most from such a program?
Many thanks in advance!

Q: I am looking at three buys over the next while. They are OTC, PHM and DRT. I realize that I am trying to get maximum mileage out of my last question for the year, but I hope this is OK. Would you rank these in order of both which is the best buy and which order you would buy them in. No need to consider my portfolio as a whole but do consider me an aggressive investor with patience. If any of these companies have red flags please mention that also. Thank-you for a great first year!

Q: Hi
I'd like to add US and International Index ETF's to my non-registered portfolio (C$).
Would you recommend currency hedged index ETF's or not?

For Example, RBC offers US Index and US Index Currency Neutral funds. Which would you pick for the long term?

Thanks

Q: In reference to Ryan's Blog May 15, 2014 Market Proxies I was wondering what you thought of adding one or both of these companies to a well diversified Canadian portfolio for my only US exposure following their recent correction?

Q: What do you think of the Emera convertible debt issue
Thank you for your perspective

Q: What are your thoughts on these two companies, and which one would you purchase if you had limited funds? Thank you, Charles.

Q: Glencore announced suspension of dividend and assorted asset sales and share issuance to deleverage and tidy up the balance sheet. This seems like reasonable measures for the long term but as a shareholder is painful to ride out.
Could I have your opinion on these measures and on the company's position. I understand this is not one you follow closely but your expertise is, always, greatly appreciated.

Q: MRT.UN closed today at $13.42,a new low. Over the last 31 trading days it has lost more than 17% of its market value. In comparison, over the same period, XRE has declined only 4.3% in market value.
The yield on MRT.UN is now 7.1% and it trades a roughly half of NAV. I am torn between buying more, or beginning to reduce my exposure. Your comments would be appreciated.
Thanks Glen

Q: i own all three of these and am trying to figure out which one or two i could get rid of. i do like, but not need, dividends (xei has the highest); already own too many financials (vdy owns the most); also own too much energy (vcn looks highest there). or should i just dump all three and add more to zlb which has dollarama, atd.b,ffh, etc. of which i have none otherwise?
please help. thanks again