Investment Q&A

Q: Hi 5i team,
XLU (SPDR-Utilities) has fallen by 9.6% since it peaked on Jan 29, 2015. Please comment...is this the canary? Thanks

Q: Company reported recently. Can we expect an update by 5i? Is there a time frame between same and a financial/material release? Thanks.

Q: Besides Chartwell what are some other names that provide assisted living at various increasing levels of care for Seniors? I would be interested in US names because of the larger population. The Canadian names all seem to have large dividends the are unsupported by published earnings.
Thank you.
David Kendrick

Q: SJR.PR.A now trades at $17.50 or there abouts and it will be going to a floating rate next June 30, 2016 using the 5 year BOC +200 basis points. What do you think might happen to the price of this preferred when it goes to the floating rate?

Q: What's your assessment of latest Q4 and FY2014 results? Is the dividend safe? Do you recommend?

Q: Hi 5i can you give me some understanding of this company. according to TD Web it trades at a PE of 5,div of 15.6% with earnings of 1.91/share - it has traded in the $9-$10 range for some time. for income investors what are the risks - rising interest rates? payout ratio of 89% too high or D/C of 60% too risky - maybe no growth or are they just returning my capital would appreciate your knowledgeable views thanks Paul

Q: Your answer to Marilyn,Feb 20, regarding a CXI financial issue
raised more questions. Will the stock price pullback to 26 or 27 $ area? Is this not what usually happens when a company makes a "new issue" below current price? If this deal "allows larger investors to get in" as you suggest, could they possibly snap up the new issue price in some kind of dark pool; thus leaving out any possibility of a pullback that retail investors
could participate in? If the stock price for CXI does go down to $26 or 27, I think it would be a great buy opportunity - do you agree? Thankyou. I really enjoy the Q&A......Lionel

Q: Could you please, define by $Market Cap value:

Canadian: Microcap, Small cap, Mid cap and Large cap
USA: Microcap, Small cap, Midcap and Large cap

Q: It seems to be that this fund is certainly worth a look for sector exposure versus individual stock picking. I can see that its expensive to own but the returns seem to support the cost. That said, do you see this fund a worthwhile investment for sector investors in healthcare? TDB976 is the fund code. Thank you.

Q: Could you please give me up date on these componies thank you jack

Q: Any info on this micro cap.This field interests me.

Q: Good afternoon, any thoughts on Tweed's recent q4 results? Any predictions on where this stock price is going? They already hinted that Q1 of 2015 will double the last quarter.
Thanks

Q: Hi Team,
Can you please provide your thoughts on Altius and their recent announcement selling their equity shares in Virginia? I believe they are focusing on debt reduction with a plan to issue a dividend down the road. I have a position in my RRSP and would like to add a bit more with this recent pullback.

Thank you,
Erick

Q: Hello 5i:

Our total portfolio holdings consist of 66% CDN and 26% US. No international holdings.

I am thinking of selling all or part of our CDN ETFs, XIU and XIC to increase our US allocation. We hold 82% of our CDN portfolio in 24 individual stocks, mostly covered by 5i. XIU and XIC are 7%; and the balance is held in bond and preferred ETFs.

I would like to increase our allocation in XSP and ZSP, by selling part or all of XIU and XIC. ($60K)

Not sure if our short time horizon is a factor in this change, but I am 66 and my husband will be 71 this year. He is still working but would like to retire in a year.

Your opinion would be greatly appreciated.

Looking forward to meeting you next Saturday.

Q: Are you aware of any Cdn preferred securities (not preferred stock). Had no luck w google - maybe they are a thing of the past?

Q: Hi,

I have a lot of stable lower risk stocks like insurance, banks, BAM, BEP, ZLU, ZUH, and am looking for your recommendation for a growth stock in either tech, gaming, entertainment, or whatever you recommend, for a 5% position for a long term hold. I'm wondering about AYA, AVO, CSU, OTC, CGX or what your recommendation would be.?

Q: Hi team:
AGU is at 135, a nice return of 20% for me
according to the seasonal investors, AGU does better in the summer months, do you think that the fundamentals of this stock is still solid to hold or should I take some money off the table ?
thanks! (I lost some money on POT)

Q: Exceptional company with a visionary CEO. Latest quarter: Top line looks impressive enough with inroads to profitability and is free cash flow. Comment and how does balance sheet look?

Q: update on the progress. Is this company/stock worthy of being purchased yet?

Q: Good day. My question is with regards to LSG. In the past this company had struggled given the cash demands of the massive infrastructure costs they encountered developing the Timmins West complex. This resulted in poor operating results and a share price that declined from $4.00 to 1.10 today. In fact it was down as far as .32. They have turned the corner and moving forward they are guiding 180,000 of production annually at an all in cost of $900.00 Canadian giving them a profit of say $500.00 per ounce so everything being equal 90M bottom line which would translate into a 5 to 7 forward PE. A cash machine so to speak. That said they are currently doing a significant amount of work on the exploration side which they had lacked given the financial situation in the past. They have defined very interesting areas and it would not be surprising for them to add 1M OZ. to reserves in the next 3 to 6 months. In the event that this would happen my question is how would this effect the NPV and the share price given the aforementioned operating metrics?

Thank You