Investment Q&A

• Magna International Inc. (MG)
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Q: At the present time there seems to be a bottleneck in the TPP deal
with respect to auto and auto parts manufacturers.Between MG and LNR,which one is less likely to be impacted if a TPP deal reduces
the the minimum percentage of auto parts required in cars
manufactured in the U.S.,Canada, and Mexico as outlined under NAFTA? Thanks, Joe

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Read Answer Asked by Joseph on September 14, 2015

Q: WANTED Tech. TSXV: WAN got take out offer today at $1.79 by NYSE listed CEB Inc. Do you think its a fair price? Should I hold the stock to see if another higher offer comes?

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Read Answer Asked by Charles on September 13, 2015

Q: CLCT has experienced a significant decline over the past few months. Can you suggest what may be behind this, and is it likely to continue to underperform the general market? How safe is the dividend?

Thanks!

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Read Answer Asked by Gregory on September 13, 2015

• Genworth MI Canada Inc. (MIC)
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Q: Both MIC and HCG are very beaten up so far this year, HCG is down 50% and MIC is down 33% , Is this a good time to switch horses and go from MIC to HCG?

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Read Answer Asked by Jean on September 11, 2015

Q: Any thoughts on Cervus at these levels as a 'bottom fishing' long term hold. Looks pretty cheap here against past growth rates. Think the dividend is safe?

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Read Answer Asked by John on September 11, 2015

Q: Hello,

when does most of the tax loss selling happen? I am looking to pick up some oil stocks and was wondering if I should wait till then?

Thanks

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Read Answer Asked by sean on September 11, 2015

Q: For those who want to consider the Hong Kong Feng Shui stock market prediction for 2015 (Year of the Goat) go to www.clsa.com/special/FSI/2015/. From my understanding of the site, the prediction for 2016 is posted in November 2015.

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Read Answer Asked by Patti on September 11, 2015

• Vermilion Energy Inc. (VET)
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Q: I have hung on to VET because I didn't want to get out of energy completely. I understand that they have a significant share in a new natural gas supply for Ireland which was due to come on stream this Summer.
Is the new revenue stream enough to warrant continued holding, or would I be better to buy something with more immediate prospects of price appreciation?

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Read Answer Asked by Graham on September 11, 2015

Q: can you give me your comment on NBZ is the divident save

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Read Answer Asked by paul on September 11, 2015

Q: I like to invest in companies below the radar. PFB came up as a possible candidate. I would be grateful for your opinion.

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Read Answer Asked by Graham on September 11, 2015

Q: Good morning 5i team!

I understand that the rental market (condos and apartments) continues to remain strong in the US and Canada due to housing affordability issues in both markets.

What are your thoughts on this macro trend in the housing markets and do you expect this trend to continue?

What is the best way to profit on this trend if it continues?
Can you please provide a few ideas in both the US and Canada (REITS,stocks etc.)?

Thanks once again for your unbiased independent investing perspective!!

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Read Answer Asked by Thomas on September 11, 2015

• Tourmaline Oil Corp. (TOU)
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Q: 5i Team: I want to cut my oil and gas weighting in half while maintaining a weighting over the long term. I hold three positions of equal weight in; TOU Tourmaline, VET Vermillion, and WCP Whitecap. Should I reduce each one equally? Eliminate one or more? Replace one or more?

Thanks for your help.

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Read Answer Asked by Paul C. on September 11, 2015

• Chartwell Retirement Residences (CSH.UN)
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Q: Would you consider putting Chartwell, Alaris or Morneau into the Income Portfolio in place of McCoy? Perhaps all or is that overdiversifying?
Thanks,
Heather

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Read Answer Asked by Gregory on September 11, 2015

• Avigilon Corporation (AVO)
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Q: Hi,
I am surprised by the big drop of Avigilon over the last little while. What has caused it/what do you think of its valuation right now?
Thanks!

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Read Answer Asked by Arthur on September 11, 2015

Q: LOOKING at blog about recession - what exactly is ( it & t/cm svs )
thanks ,ed

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Read Answer Asked by ED on September 11, 2015

Q: Any thoughts after listening to the conference call? I believe this was supposed to be there seasonally strong quarter. Does it make sense to lighten up at all.

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Read Answer Asked by Andrew on September 11, 2015

• Chartwell Retirement Residences (CSH.UN)
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Q: Is CSH classified as a REIT for tax purposes? I don't have much room in my registered accounts so are any of CSH, HR, MST, REF or REI better to hold in registered versus a non-registered account due to the nature of their distributions?

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Read Answer Asked by TK on September 11, 2015

• Pivot Technology Solutions Inc. (PTG)
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Q: Hi Peter and team,

I have a question about Pivot. Can you briefy explain me the company and is it a good time to purchase shares. Currently, Ralph Garcea of Cantor Fitzgerald Canada has a $1.25 target price. Ralph mention Pivot can raise their dividend, buy back shares and increase their margins. Can you kindly share your thoughts. Thanks.

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Read Answer Asked by Norwood on September 11, 2015

Q: This REIT came to my attention due to CEO buying ($3M in last couple of months). What is your take on it, especially the sustainability of the dividend?

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Read Answer Asked by Dave on September 11, 2015

Q: Please give me your overview of this company, security of dividend and 5 year outlook as a hold.
Greg

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Read Answer Asked by Greg on September 11, 2015