Investment Q&A

Q: Recently a number of firms, including iShares, Templeton, BMO and Vanguard, have come out with asset allocation ETFs. These ETFs appear to be well diversified both geographically and sectorally. You can purchase these ETFs with various bond/equity ratios depending on your risk tolerance. What is your view about these ETFs? Would it make sense for a conservative, retired, investor to purchase one of these ETFs as their entire investment (and to sell their individual equities)? If you like these asset allocation ETFs, which one do you think is best for an RRSP, TFSA and a non-registered account?

Thank-you again for your excellent advice.

Q: What is your opinion of this company? I feel like with social trends moving in the direction of "pets are more a part of the family" that people are willing to do what they can for their fur babies. Also with the trend of more meat and other live stock increasing in the diets around the world do you see this company as a good long term hold with the stock price increasing?
Thanks

Q: Hi guys
This recent option exercise at Mainstreet does not seem to be in the interests of shareholders other than Bob Dhillon.
http://reitreport.ca/mainstreet-announces-exercise-of-stock-options/

Your thoughts? Is it anything less than standard? I would see less issues if other directors had also been involved but it would appear to involve just the principle owner of stock.

I have held Mainstreet for quite a while. Other than a sale of the company, is there anything else that could move the stock price closer to book value?

I also own Moreguard and am considering selling MEQ for Moreguard - your thoughts.

Thanks guys

Q: Hello 5i Team,
Could I please get your view on Boralex's recent earnings.


Thank you

Q: thanks for reply on STZ, instead of adding to STZ, at x18, already over 3% of total portfolio, would CSU at x40 , your glorious report, be better since I have little equity in Canadian firms, except TD and a helluva lot in CA energy. Somehow I doubt it ...but want to hear your view.
Art

Q: Hi folks, comments please on Q4 results for Quarterhill. New Ceo seems to be "righting the ship" as good revenue, and although loss, Q1/19 guidance revenue of $33M looks pretty good. Buy/Hold/Sell. Thanks as always, jb

Q: Hello
I want to add a energy renewal company with a nice dividend and some growth. Do you like one of my choices or do you have some other company that you would recommend
Al - Thank You

Q: I know 5i is disappointed with the performance of TCL.A and it is likely under consideration for removal from the Income Portfolio. However I would like to know if you have a different take on this analysis by TD research:

... despite the soft Q1/19, our overall investment thesis remains
largely unchanged, as we believe that TC shares remain attractive at current
levels on a sum-of-the-parts basis. While TC is certainly facing some challenges in its legacy printing business, we believe that it has additional levers to pull to mitigate the impact of the ongoing secular declines in many of its verticals.
Additionally, roughly half of TC's revenue is now generated from Packaging, which is an attractive platform for future growth, in our view.

(They still have a Buy rating for shares but lowered their Target Price by $4)

Q: What is your opinion of ITP?

Q: Your thoughts on investing in these stocks at this time. Meg seems cheap at this price as was to be sold at $11.00 per share. Take as many points as deemed necessary.

Q: The MSCI announced today that it was quadrupling the proportion of mainland shares in its global benchmarks. Do you feel that now is a good time to invest in a China ETF? If yes, what ETF would you recommend for a TFSA, and for a non-registered account?

Thank you as always for your excellent advice.

Q: I seem to never take profits in my non-registered account. I currently have an unrealized gain of +69.48% on OTEX. Do you think it's wise to take all or some profits? (I do have losses in 2018.) If I sell OTEX, what is are some good growth stocks with solid financials and good growth prospects. (I happily own CSU in may TFSA.)

Q: Do you know a vanguard value ETF in the us that could be a good buy at present Thanks for your help Bob

Q: I bought LB primarily for its attractive dividend, understanding that capital gains were unlikely. However, it continues to miss earnings estimates, is under attack by short sellers, and has major labour relations problems. Is the dividend relatively secure? Or time to cut and run?

Q: SDX will be delisted from the Venture Exchange and remain on the AIM. When this sort of event occurs what happens to shareholders who want to stay invested? Is there typically a mechanism that transfers their holdings to the remaining exchange or do they have to sell on one exchange and buy on the other?

Q: Hi Peter and Staff

Down 3.5% today and do not see any news - volume up dramatically over normal daily volume .
Any news you see or any idea who were big sellers?
Thanks for all you do
Dennis

Q: What is your opinion on this deal about Gozit Israel Global REIT reducing they are ownership on FCR from 33% to 9%? Management is saying that they are buying the asset below NAV, and that the deal will lower payout ratio? I would like to participate on this deal? Thanks

Q: Hi 5Ii,
I have some cash to invest in my RSP . What are your thought on this fund? 5+ yr holding, am 62 yrs old? Gives me some diversification.
The cost is however 20,0000, I currently manage my own portfolio just looking to manage less.
Or better to Purchase similar ETF funds?
Any suggestions much appreciated.?
THANKS,
Scott

Q: Any thoughts you can offer on this small but growing UK company?

Q: In light of the recent price increase and news, do you think there may still be some growth potential in the company and that dividend is sustainable. If not, what other companies might you recommend in the sector?