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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: Hi 5i Team,

Will the webinar held on March 27 be available for download for members who cannot attend?
Read Answer Asked by Dominic on March 23, 2014
Q: Would you rank Fiera Capital(fsz), and Black Diamond group(bdi), as good steady dividend growers for the foreseeable future, thanks?
Read Answer Asked by Pat on March 22, 2014
Q: Hi,

Besides the 31-Dec-18 4.5% Cineplex convertible debentures which have been mentioned on here before, does 5i have some other favourite convertible debenture issues that you could recommend?

Thank you.
Read Answer Asked by Adam on March 22, 2014
Q: I am considering buying Softbank because of the coming Alibaba IPO. Is the IPO already priced in the stock?
Read Answer Asked by george on March 22, 2014
Q: Hello Peter and Team. Thank you for your endorsement of my play on Gold holdings. I was exclusively in ETFs, but may have missed the mark on my initial selection. I recently invested in 5 issues, namely Hep.A, HEP, ZJG, ZGD and HGU. As per your recommendation, I would like to consider buying XGD and G, but as replacements to ZJG,ZGD and HGU. I was considering hanging on to the Horizon ETFs,purely for the luxury of the dividend income, which I hoped to be eventually eclipsed with a capital gain,albeit down the road. I`m also considering Primero,(P), based on some of the info that has been shared here today.Your thoughts?
Read Answer Asked by Rick on March 22, 2014
Q: Hi Peter and Team,

What are your thoughts on Advanced Battery Technologies, ABAT.
Read Answer Asked by Graham on March 22, 2014
Q: Hi Peter and Team,

I have a full position in Thomson Reuters (TRI) which has surprisingly grown significantly in the last ~18 months (although it has pulled back somewhat lately). It is also paying about a 3.85% dividend.

On more than one occasion you’ve said you're not overly keen on TRI. Most recently, on Feb. 12/14 you said TRI “…still faces some challenges, but remains a viable blue-chip stock in the sector, with OK long term potential. Much of its fortunes depend on capital markets employment levels, which should improve with the markets.”

I am thinking of selling it and would like to replace it with one of the 5i A- or B+ rated companies that I don't already own. I have an otherwise well-balanced and diversified portfolio based entirely on the top rated and unrated companies in the 5i portfolio and other recommendations you’ve made in the past (e.g., IWO, IBB, VIG, VXUS, SLW, FNV).

Ideally I'd like to replace TRI with something that has better than “OK” prospects for growth and dividends going forward. It does not have to be in the same sector.

Would you be able to suggest which of the following top-rated 5i companies you would recommend as a replacement for TRI at this point in the market cycle?

Badger Daylighting Ltd. BAD A-
MacDonald Dettwiler MDA A-
A&W Royalties Income Fund AW.UN B+
Black Diamond BDI B+
Boston Pizza Royalties Fund BPF.UN B+
Boyd Group Income Fund BYD.UN B+
Capital Power Corp CPX B+
Davis and Henderson DH B+
Equity Financial Holdings EQI B+
First Capital Realty FCR B+
Fiera Capital Corp. FSZ B+
H & R Reit HR.UN B+
Leon's Furniture LNF B+
Mediagrif Interactive MDF B+
Tim Hortons THI B+

Thank you for your perspective.

Michael

Read Answer Asked by Michael on March 22, 2014
Q: Hi, I would like to add a good monthly income or dividend oriented etf to a diversified portfolio. What would be your recommendation?
Thanks for the great service.
Phil
Read Answer Asked by Philip on March 22, 2014
Q: Good Afternoon 5i team; I've done very well with BDI (Black Diamond)over the last two to three years, and as a result am considering selling half and re-investing the proceeds into HWO (High Arctic). I would appreciate your opinion on this strategy. thanks,
Read Answer Asked by g on March 22, 2014
Q: I would like your thoughts on GNC Holdings (GNC-US).

I have gone through the financials and they look great. Earnings and profit growth are strong, company is buying back shares, margins are increasing this year and I think they are in an industry that should really benefit from an aging population that is becoming more and more aware of personal health. My only concern is their use of long term debt but with rates low, maybe this is a smart managerial move? Thoughts?
Read Answer Asked by Kevin on March 22, 2014
Q: Hello Peter....I'd like to improve my timing of trading stocks as when to press the do it, execute button. By trading, I mean buying and selling shares related to an investment portfolio. Any suggestions for me or books/articles to 'study'?
.....Thanks....Tom M
Read Answer Asked by Tom on March 22, 2014
Q: I've been watching MBC (MBAC fertilizer) slowly decline for the last 6 months till it fell 10% today. I realize the sector is out of favour but is there something i"m not seeing. Just getting into production have some good properties, Brazil needs fertilizer,good location, even a possibility of Rare earth production. I don't mind waiting for a sector change. Your opinion please?
Read Answer Asked by Doug on March 22, 2014
Q: Hello Peter and Team, Huge volume on NAL today once price hit $20.
Probably a large fund unloading shares after a good run up in price. Any thoughts? As always, I appreciate the great work you folks are doing.
Best Regards,
Rob
Read Answer Asked by Robert on March 22, 2014
Q: Hi gang. Can you give me your opinion on Beatrix BXE, and Tricon tnc
Thanks
John
Read Answer Asked by John on March 22, 2014
Q: Crt.un had a bit of a sell-off friday -any new news there ?
Read Answer Asked by terrance on March 22, 2014