Investment Q&A

• Sun Life Financial Inc. (SLF)
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• Constellation Software Inc. (CSU)
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Q: I realize these two companies are very different, but both have had a nice share price reduction recently (well, nice if you're a potential buyer!). Straight-up question: Which would you choose for a better TOTAL return over a 5 - 10 year time frame?
And do you see a material difference in net risk between the two over such a time frame? Thanks!

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Read Answer Asked by James on July 07, 2016

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Constellation Software Inc. (CSU)
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• Stella-Jones Inc. (SJ)
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• Enghouse Systems Limited (ENGH)
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Q: Hello Peter,
I own sj, csu, esl, and gib.a. All of them are down more than 10%-15%. My weightings range from 2 to 4 percent. Is it best to just keep the weightings as they are for long term or reduce them. Much appreciated.Umed

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Read Answer Asked by umedali on July 07, 2016

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: Can you give me the EV/EBITDA ratios for these two companies?
Thanks a lot.

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Read Answer Asked by Michael on July 07, 2016

• Migao Corporation (MGO)
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Q: Hi .. I'd like to hear your thoughts on the privatization plan for MGO .. more info. at http://business.financialpost.com/news/agriculture/migao-corp-ceo-already-companys-largest-shareholder-makes-bid-to-privatize .. my "advisor" bought this for me 5 years ago at $4 .. also, your thoughts on the broader implications vis-a-vis Chinese companies. thanks, best regards Patrick

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Read Answer Asked by Patrik on July 07, 2016

• Migao Corporation (MGO)
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Q: The Board has recommended that the company go private for a price of $0.75/share. Do you believe this is a fair price? The stock closed at $0.68 today. Would you buy this stock at $0.68 to sell at $0.75 in the near future?

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Read Answer Asked by Joseph on July 07, 2016

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: Hi Peter and gang,

BAM.A's stock price has been dropping over the last year or so, I am thinking of moving some of my money in BAM.A to BIP.Un. What your thoughts are such a move? Also please comment on BIP.UN's high P/E ratio and the sustainability of its dividend payout.
Thanks,

Harry

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Read Answer Asked by Harry on July 06, 2016

• Linamar Corporation (LNR)
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Q: Another brutal day for Linamar on the markets. On 6/28 you advised it was looking "interesting". Does it look even more interesting today? I have a minor position taken about 90 days ago and I hate to catch a falling knife but my hands are already bloody...think its wise to expose even more skin?

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Read Answer Asked by Barry on July 06, 2016

• Mitel Networks Corporation (MNW)
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Q: Would you please give your assessment of MNW going forward. I am currently down by about 30%, should I ride with it for another quarter or 2/or longer, or just eat the loss and move on to something else? Thanks.

Harry

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Read Answer Asked by Harry on July 06, 2016

• Information Services Corporation Class A Limited Voting Shares (ISV)
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Q: Hi can I get your latest opinion on this company? Dividend yield manageable? Thx!

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Read Answer Asked by Michael on July 06, 2016

• Linamar Corporation (LNR)
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• Magna International Inc. (MG)
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• AirBoss of America Corp. (BOS)
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• Exco Technologies Limited (XTC)
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Q: How would you rank these stocks based on expected total return on a 1-2 yr time horizon and why? Thanks.

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Read Answer Asked by Sandy on July 06, 2016

• Miscellaneous (MISC)
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Q: I have a fairly well diversified portfolio based on your Balanced Equity portfolio, including 20% from the Growth portfolio. I have some cash to invest.
Please advise your recommended sector allocations at this time plus two or three stocks in each of those sectors which you think will do particularly well over the next 2-3 years.

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Read Answer Asked by Michael on July 05, 2016

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B)
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Q: Could I have your opinion on CJR.B for a half, or possibly full, position in a primarily dividend portfolio. Thanks, Ted

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Read Answer Asked by Edward on July 05, 2016

• NYX Gaming Group Limited (NYX)
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Q: Hi an you give your opinion of NYX now and potential 12 months out

Thanks

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Read Answer Asked by David on July 04, 2016

• Agrium Inc. (AGU)
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• Potash Corporation of Saskatchewan Inc. (POT)
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Q: Hello Peter & Team: Would like your opinion on AGU vs.POT., Is AGU a more stable company to hold in a near term or long term. Thanks.

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Read Answer Asked by DAVID on July 04, 2016

• Ballard Power Systems Inc. (BLDP)
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Q: What is your overview of this chronically under whelming company. Will mobile hydrogen always remain the "next big power source of the future". Ballard BLD always seems to have contracts and news releases but never moves much.
Thank you

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Read Answer Asked by Ryczard on July 04, 2016

• Miscellaneous (MISC)
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Q: How can I invest in Blockchain?

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Read Answer Asked by Clayton on July 04, 2016

• Fortis Inc. (FTS)
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• Alaris Equity Partners Income Trust (AD.UN)
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• Savaria Corporation (SIS)
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Q: Hi, I'm replacing Prism Medical. What are your top 3 choices in this sector for income?

Would you consider AD as a health stock? It seems to have an interest in the medical field in Canada and the US.

Thanks

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Read Answer Asked by John on July 01, 2016

• Miscellaneous (MISC)
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Q: Hi All at 5i!! My husband received a $100,000 inheritance and would like to buy some stock. Could you please suggest 5 income and 5 growth stocks that are a good buy at this point in time. Thank you and have a great Canada Day ! Cheers, Tamara

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Read Answer Asked by Tamara on June 30, 2016

• Tucows Inc. (TC)
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Q: I'm confused by Tucows. When the markets were going down, this one was going up. Today, in an up-market, it's down. Any thoughts on why it trades opposite to the markets?

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Read Answer Asked by Ann on June 30, 2016

• Loblaw Companies Limited (L)
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• Premium Brands Holdings Corporation (PBH)
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Q: Hi, considering buying Loblaw. Is now a good time with the rather steep p/e of 42? Are their any better Canadian consumer staples other than couche tard? Thanks in advance

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Read Answer Asked by Killam on June 30, 2016