Investment Q&A

• Concordia Healthcare (CXR)
  • View CXR Profile
  • View Questions on CXR

Q: I have to respond to ron’s comments on CXR .
In a diversified portfolio he would have 10% exposure in Healthcare as recommended by 5i. So the dive in CXR would have a small effect on him overall. Thanks to 5i, I am up 16% from February this year with a diversified portfolio.

Upvote 0

Read Answer Asked by Danny-boy on August 16, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Just a word of thanks for doing a very comprehensive job in reviewing my portfolio. It certainly fulfilled my expectations and outlined a valid plan for more productive portfolio. Well worth the cost.
Tom

Upvote 0

Read Answer Asked by Tom on August 16, 2016

• Franklin Core ETF Portfolio (CBL)
  • View CBL Profile
  • View Questions on CBL

Q: I own CBL but as a retired senior that searches for high dividend plus growth stocks I would like to add beyond my 5.5% holding in CBL. what is your assessment of this Company for, I hope, a long term hold.

Thanks, as always, for your advice.

Don

Upvote 0

Read Answer Asked by Donald on August 15, 2016

• Altus Group Limited (AIF)
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: Altus Group (AIF) released good results today and stock reacted positively. Can you comment on the company and its results and if you recommend buying at these levels? If you do recommend it what type of investor or investment objective is this stock suitable for ? Thanks again. John C

Upvote 0

Read Answer Asked by john on August 15, 2016

• Magellan Aerospace Corporation (MAL)
  • View MAL Profile
  • View Questions on MAL
  • View Reports on MAL

Q: Your comments on earnings please. Looks to be priced well, growing at good clip, and beat expectations...yet down ~2% today? Is this a case of "sell on news" - or can something more be read into the weakness?

Thx.

Upvote 0

Read Answer Asked by Adam on August 15, 2016

• Liminal BioSciences Inc. (LMNL)
  • View LMNL Profile
  • View Questions on LMNL
• K-Bro Linen Inc. (KBL)
  • View KBL Profile
  • View Questions on KBL
  • View Reports on KBL
• Black Diamond Group Limited (BDI)
  • View BDI Profile
  • View Questions on BDI
  • View Reports on BDI

Q: Your comments on the quarter from BDI, PLI and KBL please.

Thanks,

Eric

Upvote 0

Read Answer Asked by Erichsen on August 15, 2016

• Ag Growth International Inc. (AFN)
  • View AFN Profile
  • View Questions on AFN
  • View Reports on AFN

Q: Hi 5i,
Please give your assessment of Ag Growth's Q report and the current dynamics for the company. It has had a nice recovery since bottoming under 25 and has been in an up-trend most of this year but I am wondering if this quarter's numbers indicate that the cycle is turning down again for AFN. Thanks!

Upvote 0

Read Answer Asked by Lance on August 15, 2016

• Performance Sports Group Ltd. (PSG)
  • View PSG Profile
  • View Questions on PSG

Q: From my understanding the credit facilities weren't due before 2019. With this morning press release, it seem like it will result in a default. So is it the end for performance Sports Group?

Upvote 0

Read Answer Asked by yanick on August 15, 2016

• Saputo Inc. (SAP)
  • View SAP Profile
  • View Questions on SAP

Q: Saw this article about Saputo in the Globe & Mail and thought to share it with the membership. You may share it if you feel it is worthwhile.

Your thoughts on the validity of the arguments in this article would be appreciated.

Joseph

Upvote 0

Read Answer Asked by Joseph on August 15, 2016

Q: Could I please have your comments and analysis on Brookfield's recently announced earnings. Thank You.

Upvote 0

Read Answer Asked by Brian on August 12, 2016

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Infrastructure Partners L.P. (BIP.UN)
  • View BIP.UN Profile
  • View Questions on BIP.UN

Q: Which of the Brookfield funds do you prefer for a retirement income portfolio. I'm looking for something with reliable income and some capital growth. Is this a good time to buy any of these funds as they have had quite a run, should I wait for a pull back?
Thanks

Upvote 0

Read Answer Asked by Nancy on August 12, 2016

• Intertape Polymer Group Inc. (ITP)
  • View ITP Profile
  • View Questions on ITP

Q: Your thoughts on earnings - thank you

Upvote 0

Read Answer Asked by Brent on August 12, 2016

• Intertape Polymer Group Inc. (ITP)
  • View ITP Profile
  • View Questions on ITP

Q: How much of Intertape's results were due to the $3 million insurance payout? It looked like some of their other metrics (cash flow etc) were down.
Thanks

Upvote 0

Read Answer Asked by Pat on August 12, 2016

• Medical Facilities Corporation (DR)
  • View DR Profile
  • View Questions on DR
• Exchange Income Corporation (EIF)
  • View EIF Profile
  • View Questions on EIF

Q: EIF made a small gain yesterday, fell 5%, and is in the red today. DR fell from being 27% in the green 2 days ago to 18% today. Can you tell me what happened to these two? Is it time to dump EIF? Should I take the profit in DR before it falls further? - Thanks, Ted

Upvote 0

Read Answer Asked by Edward on August 12, 2016

• Global Water Resources Inc. (GWR)
  • View GWR Profile
  • View Questions on GWR
• Swiss Water Decaffeinated Coffee Inc. (SWP)
  • View SWP Profile
  • View Questions on SWP
  • View Reports on SWP

Q: Please comment on the earnings for the above two. Thanks

Upvote 0

Read Answer Asked by Imtiaz on August 12, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Team,

I asked a couple of questions this past week. I gave permission for them to be viewed by other members, like this question. But they were answered in private. Just wondering what happened or I didn't do things in the right way?

Thanks

Upvote 0

Read Answer Asked by Peter on August 11, 2016

• BCE Inc. (BCE)
  • View BCE Profile
  • View Questions on BCE
• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Can you provide an updated assessment on SunLife (SLF)given recent results? I am looking to invest new money in blue chip dividend payor for son's TFSA account and also considering telcom (BCE) as an alternative. Should I go with SLF for now given the recent run up in BCE stock price? Thanks again. John C

Upvote 0

Read Answer Asked by john on August 11, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: My daughter holds ATD.B, ESL and TD in equal amounts in an RRSP. She is ready to add a fourth equity. Can you give us 3-4 suggestions.

Upvote 0

Read Answer Asked by Elliott on August 11, 2016

• Applied Graphite Technologies Corporatio (AGT)
  • View AGT Profile
  • View Questions on AGT

Q: Hello Team
Comments regarding AGT earnings. They look good to me. Thanks. Chris

Upvote 0

Read Answer Asked by christopher on August 11, 2016

• SNC-Lavalin Group Inc. (SNC)
  • View SNC Profile
  • View Questions on SNC
• AirBoss of America Corp. (BOS)
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS
• Wesdome Gold Mines Ltd. (WDO)
  • View WDO Profile
  • View Questions on WDO

Q: Hi 5i,what do you think of SNC hold or sell, and WDO is not going
along with price of gold, is the management OK ? And BOS, substantial decline of the price today indicate investors are not happy with the company I almost feel like dumping 2000 shares we hold in our cash account. Thank you for your advice. Motoi

Upvote 0

Read Answer Asked by Motoi on August 11, 2016