Investment Q&A

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Pembina Pipeline Corporation (PPL)
  • View PPL Profile
  • View Questions on PPL

Q: I am holding TRP 6.1%, ENB 0.5% of portfolio. Considering to sell all of ENB and enough of TRP to invest 3.3% in PPL. Do you consider this a reasonable move or would you recommend a different mix for my pipeline holdings? Should I hold all three? Thank you. Your advise is appreciated.

Werner

Upvote 0

Read Answer Asked by Werner on May 19, 2017

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

Q: Do you have any recommendations for a US money market ETF to park cash?

Upvote 0

Read Answer Asked by James on May 19, 2017

• Opsens Inc. (OPS)
  • View OPS Profile
  • View Questions on OPS
• Photon Control Inc. (PHO)
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: Would a switch from Opsens to Photon Control make sense for growth in the next 2-3 years? From your report I can see there is a small overlap between the two in the Oil&Gas Industry. Would you own both?

Upvote 0

Read Answer Asked by Jean-Bernard on May 19, 2017

• Richelieu Hardware Ltd. (RCH)
  • View RCH Profile
  • View Questions on RCH
  • View Reports on RCH

Q: Have your feelings changed regarding Richelieu since January when it last came up?

Thanks,

David

Upvote 0

Read Answer Asked by David on May 19, 2017

• Euronav NV (EURN)
  • View EURN Profile
  • View Questions on EURN

Q: What is your opinion on EURN ? Seems like a low PE and a high dividend. Risky ?

Upvote 0

Read Answer Asked by Garth on May 19, 2017

• ZCL Composites Inc. (ZCL)
  • View ZCL Profile
  • View Questions on ZCL

Q: Just a follow up to an earlier question on May 8. Your answer to a question regarding ZCL was "selling such a large portion so close to the quarter end does not 'look' good in hindsight with the bad quarter. We will attempt to get clarity here,". I was wondering if enough time has passed for the team to get any clarity on insider's selling during a bad quarter. ZCL has been one I've been thinking of adding to but am hesitant with recent results.
Thanks for all your advise. Craig

Upvote 0

Read Answer Asked by Craig on May 19, 2017

• Martinrea International Inc. (MRE)
  • View MRE Profile
  • View Questions on MRE

Q: MRE has had massive insider buying over the last year, and has seen a dramatic rise in price since the beginning of April (nearly 40%). The Q1/17 results reported on May 2 beat expectations. What are the prospects for this stock - should I take profits or hold in anticipation of a further price rise ?

Upvote 0

Read Answer Asked by Don on May 19, 2017

• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• TELUS Corporation (T)
  • View T Profile
  • View Questions on T
• Methanex Corporation (MX)
  • View MX Profile
  • View Questions on MX

Q: Bank and railways have performed very well, as they have a high barrier to entry. Can you suggest any other companies that are price makers?

Upvote 0

Read Answer Asked by James on May 19, 2017

• Auxly Cannabis Group Inc. (XLY)
  • View XLY Profile
  • View Questions on XLY

Q: Any thoughts on this micro-cap name? Streaming concept seems interesting, given new recreational marijuana industry being created.

Upvote 0

Read Answer Asked by Matt on May 19, 2017

• OCP Credit Strategy Fund (OCS.UN)
  • View OCS.UN Profile
  • View Questions on OCS.UN

Q: This is a high yield fund with not a lot of information on it out there. Is the dividend sustainable? How do the financials look? What are they mostly invested in at this stage? Thanks.

Upvote 0

Read Answer Asked by Michael on May 19, 2017

• Pivot Technology Solutions Inc. (PTG)
  • View PTG Profile
  • View Questions on PTG

Q: It was somewhat worrying when PTG did a reverse split. However, the stock behaved well after the last quarterly report and now seems to be in a base at around $1.80. What does the next quarter look like? Will they continue to increase value and pay that dividend?
regards Lawrence
p.s. congratulations to Ryan.

Upvote 0

Read Answer Asked by Lawrence on May 19, 2017

• Photon Control Inc. (PHO)
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

Q: Hi 5i, what's the value per share of PHO? Thanks as always.

Upvote 0

Read Answer Asked by Hue on May 19, 2017

• Service Corporation International (SCI)
  • View SCI Profile
  • View Questions on SCI

Q: Hi Peter, wondering what your thoughts are on this particular company and the funeral industry ... its metrics looks good I believe, always a need for services like them. Thanks!

Upvote 0

Read Answer Asked by Michael on May 19, 2017

• Stantec Inc. (STN)
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• AirBoss of America Corp. (BOS)
  • View BOS Profile
  • View Questions on BOS
  • View Reports on BOS

Q: I've held BOS for a year (down 20%). It seems like "dead money". Time to move on? Any expectations for improvement? Considering Stantec as a replacement with potential. Your comments please.
Len

Upvote 0

Read Answer Asked by Leonard on May 19, 2017

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

Q: I read about the recent problems regarding corruption in Brazil, and the huge drop in the brazilian markets today. Since BIP has major projects in brazil, I am left wondering if the latest problems there will impact BIP. If so, will the impact be short term or longer term? Or the problems such that we should lighten up on the stock?

Upvote 0

Read Answer Asked by arnold on May 19, 2017

• Open Text Corporation (OTEX)
  • View OTEX Profile
  • View Questions on OTEX

Q: Hi, I started a position on OTEX when stock dropped on earnings miss, recently. In past, this stock recovered smartly within a few days, after any such miss, but not this time. Instead it has lost more ground, almost every day. Any reasons or comments, in your view ? Thanks, as always for your valued advice.

Upvote 0

Read Answer Asked by rajeev on May 19, 2017

• Chicago Bridge & Iron Company N.V. (CBI)
  • View CBI Profile
  • View Questions on CBI

Q: Hello 5i.

I'm currently underwater with Chicago bridge & Iron (cbi)approx. 25%. stock has taken a beating since reporting less than stellar earnings with a weak outlook for the rest of 2017. I know the energy sector is a big reason for this. Although I have a long term view 2-3 yrs for stocks in general, should I ride this out or should I take my losses and move on? If so, can you suggest something within the same sector US or CDN exchange.

Upvote 0

Read Answer Asked by Robert on May 19, 2017

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

Q: Hi, Please share your thoughts about Sunlife. would you consider current price as a good entry point. Also, do you expect share price to be volatile in near future with presidential issues south of the border.

Upvote 0

Read Answer Asked by Harpinder on May 19, 2017

• Reitmans (Canada) Limited (RET.A)
  • View RET.A Profile
  • View Questions on RET.A

Q: Hello, I would appreciate if you can share your thoughts about Reitmans. Stock has pulled back a lot lately, so based on the fundamentals, do you consider it a buy at this price.

Upvote 0

Read Answer Asked by Harpinder on May 19, 2017

• Bragg Gaming Group Inc. (BKD)
  • View BKD Profile
  • View Questions on BKD

Q: Grateful for your update on this company. Is there any good future in sight or is it time to jump ship.

Good day,

Jacques

Upvote 0

Read Answer Asked by Jacques on May 19, 2017