Investment Q&A

Q: Hi there, thanks for the update and information on KRR. Also, good to see that KRR was 'indirectly' owned in the growth portfolio through MMX, royalty with KRR, which just got paid out US18M.
I forgot to ask, who is the institutional investor that invested in KRR? Can you help assist in finding out who that might be? Are there any other institutional investors involved with KRR?
Also, do you believe the high profile drilling areas were strategically left to be drilled after settling past royalty arrangements on Higginsville/Beta Hunt?
Seems as though management and the Board have set things up really well here for future growth, and much higher gold production!
Are there any Falconbridge/Inco folks still left on the KRR Board?
Thanks for the help, much appreciated!
Thanks!

Q: Hi 5i
"Rock Bottom" and "staying lower for longer" are the phrases being assigned to interest rates.
I hold pref shares (min rate reset) that seem to be benefiting from income seeker buying.
I also hold Canadian dividend paying stocks that have not recovered due to fears of more dividend cuts and poor economic performance ahead. (ET, FSZ, BCE, BNS, PPL, IPL, ENB.......)

With increasing emphasis now being put on very low rates, are there advantageous investments today for income with growth as investors realize they need more income and gravitate to income producers? (and high interest accounts continue to pay less and less interest)

Does a diversified Canadian ETF like ZWC (Covered Call Canadian) or ZWH (Covered Call US) make sense going forward?

Thanks
Dave

Q: What are your thoughts with this company and it's new ipo?
Thanks , Jacques

Q: For growth, which would you buy, or both?

Q: Would you consider this company worthwhile for investing a initial small position?
Thank you

Q: I am thinking of adding to SYZ after their recent credit facility announcement. Talking about having 80 million available for aquisitions (40 from the credit facility with good terms). This seemed to be a past knock on the company (not as much top line growth and not putting cash to work). What do you think? Thanks

Q: Hi 5i, how significant is the court ruling regarding the tax benefits for Hydro One?
Do you see a continued bump upward on the stock price and will these benefits likely lead to increased dividends.
Thanks
Rob

Q: Of the 2 which one is your favourite for a 5 to 10 year hold

Q: I had Colliers then got FirstService as a result of a split . I have 0.85% in CIGI and 1.26% in FSV. Should I continue to hold both or sell Collier then add to FirstService. Both are held in a non registered account. . ..thanks

Q: Hello, What are your thoughts on Carlyle Commodities Corp? What caused the recent run up? Thanks

Q: Which one would you prefer for income and some growth once the deal is done on jul 27.
I only want to keep one.

Q: What are your thoughts on the rather sudden change of top management atChesswood? Would you sell the stock if you owned it?

Q: For long term investment, which of the two do you favor most?

Q: My understanding is that higher interest rates would help ECN (please correct me if I'm wrong). If so, I'm trying to understand why it has rebounded as much as it has since March. Can you comment?

Q: Apologize for the newbie question. When I look at Suncor's price chart, in my head something is telling me that it will double in one year? Why is not everyone buying it right now? It looks like a steal price and I'm even thinking about putting half of all my money into it. Please stop me if it's a crazy idea. Or if you have better stocks to recommend it would be wonderful. Currently I have 15% AC, 9% BAM.A, 7% KXS, 3% LSPD, 3% WELL. Thank you!

Q: What is your thoughts on Cameco . With increased Hydro Usage likely coming ( EV ) etc.. is it not a better base load option than natural gas ?
Where does it fall on ESG or green investors radar ?

Many Thanks

Q: Based on BIP.UN and BIPC performance i'm thinking of switching from BEP.UN to BEPC on the first day of trading. I think July 24th is the ex-date and that BEPC trades on a when issued basis starting the same date. Please confirm. I know there are tax pros and cons but as an investment can you comment on the short term and long term of doing this switch.

Q: Is there an ETF that would replicate to some extent the $DJUSCA?

Q: I notice that you both hold VZ and are generally positive about it, and conversely are generally negative in regard to AT&T.
I hold neither of these stocks at this time, but have been thinking about getting back into one of them.
Interestingly, Standard and Poore's rates VZ a sell and T a buy.
Beyond "that's what makes a market", any comments in defense of your position. Thanks.

Q: Hi there,

I previously asked about DND and what a reasonable amount would be to pay over an IPO price of $7.50 (you said 25%). It's up quite a lot today $13.50-14 and I would like to ask whether 5i would view it as a buy, sell or hold at that price point? If it were in your growth portfolio would you take profit or let it roll? My take would be that KXS, DSG, SHOP etc would have all been terrible things to sell just because of a Day 1 pop after IPO which argues in favour of holding DND as well.