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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello. I am looking into purchasing Crius Energy Trust for both income and Growth. Could I have your opinion on the company and its stock. Thank You, Alan
Read Answer Asked by Alan on April 06, 2015
Q: I have held VB for 2 years. The return (net of any exchange value)has been 30% - including a 1.4% D. Going forward, how would you compare VB"s holdings with that of IWO over the next 2 years? Thank you.
Read Answer Asked by Robert on April 06, 2015
Q: Can you help me to find EU or International equivalent ETFs or Ishares trading in US market.
Many thanks, J.P.
Read Answer Asked by Joseph on April 06, 2015
Q: A BNN guest recently recommended this stock. It is new to me. Any thoughts?
Read Answer Asked by Grant on April 06, 2015
Q: I hold First Service Corp (FSV) in a registered account and it has grown to a full (5%) position in my total portfolio. I anticipate reducing my holding post company split. The stock price continues to march higher. At this time do you think it is under valued,fully valued or overvalued based on the anticipated results of the successor companies over the next 12 months? Which of the two successor companies do you prefer, Colliers or the (new) First Service Corp going forward and why?
Thanks, Tim.
Read Answer Asked by tim on April 06, 2015
Q: Could I please have your comments on this fund. I currently own IPL and am considering this fund as a means of adding other infrastructure plays.

Thank you, David


Read Answer Asked by david on April 06, 2015
Q: May i have your opinion on Chesapeake Energy.Have noticed good insider buying latley.
Read Answer Asked by glenn on April 06, 2015
Q: I would like to sell GH as a tax loss. I held the stock primarily for income. Could you suggest a few 5i covered stocks that I could use to replace the income with some possibility of capital appreciation and/or divvy growth as a bonus. Thank You Ron
Read Answer Asked by Ronald on April 06, 2015
Q: ENF announced they received the formal proposal from Enbridge regarding the liquids business transfer on March 31. No details on the transfer were announced. Investors have been waiting for and expecting this, however, there seemed to be quite strong selling pressure and volumes today. Also, ENF has pulled back around 20% from its high in early February.
I'm just wondering if this pullback is:
- investor concerns regarding the required share issuance
- the stock overshot on its run-up to February
- unfavourable details on the 'proposal' from Enbridge have leaked out
- just the vagaries of the market

Your thoughts on the above and would you continue to hold for income? Thanks.
Read Answer Asked by Darcy on April 06, 2015
Q: I just finished reviewing the growth portfolio and I thought it was curious that there is no junior gold miner in the list. I can think of a couple like Teranga Gold or Lakeshore and I am sure that there are many more that have actual mines running and are low cost producers. If gold ever sees a substantive increase, many of these producing juniors should also move. Historically many investors have done very well by going into out of favour sectors.
Read Answer Asked by Bradley on April 06, 2015
Q: Hello. I have 1000 shares of ort bought at 2.88 and 6000 shares of nml bought at 1.50. I think they cant go lower but should i sell. They are in my rssp. Thanks a lot.
Read Answer Asked by Denis on April 06, 2015
Q: Hi great 5i team , I wonder how to buy and sell stocks e.g. TC with low daily trading volume ? How does the fund manager go around this problem ?
Read Answer Asked by victor on April 06, 2015
Q: Sorry, a follow up to my last question. Yahoo is expected to spin off it's Alibaba Holding soon. I hold Yahoo in my MARGIN a/c. Should I move it into my RRSP?

Thanks again. Austin
Read Answer Asked by Austin on April 06, 2015
Q: Analysts recommendations are usually based on oil prices moving up to 60 in 2016 and 70 in 2017.What if the price stays flat for the following two years. Who would be the survivors if any?
Read Answer Asked by Emery on April 06, 2015
Q: What are the metrics most used to value roll-up companies or companies that use acquisitions as a staple in revenue growth? BCI,VRX,CXR,CSU,SYZ,PHM,BYD,AQC,CXV etc.... I understand these range in market cap and therefore their valuations will differ due to "size" risk.
Read Answer Asked by Kyle on April 06, 2015
Q: Just a suggestion regarding Peter's question today (April 5) on how to review/find his questions history.... What I do is save all the emails the 5i team sends me answering my questions...I flagged them to make my search for them easier.

Read Answer Asked by Silvia on April 06, 2015
Q: I'm thinking of buying a European large cap ETF like FEZ or ZEQ. What do you think of European equity prospects for the next year? I'm trying to understand the impact of the ECB QE policy, the strong US dollar/weak Euro and a possible Greece-exit factors into Euro equity prospects for the rest of the year
thanks
Read Answer Asked by George on April 06, 2015
Q: I have been moving towards replicating, as much as possible, your Balanced Equity Model. I am with Scotia iTrade who now have a performance tracking system. In February, my return was 5.48% (March is not yet available). Your portfolio, on the other hand, returned 7%.
I do not yet hold AYA, CSU, DSG nor SYZ. But I do hold SLW and IPL plus some Low Volatility ETFs for international diversity. All holdings have a initial purchase balance of 5% or less.
Do you have any suggestions as to which I might sell and which I might buy with the proceeds?
Read Answer Asked by Fred on April 06, 2015