Investment Q&A

• iShares S&P/TSX Global Gold Index ETF (XGD)
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Q: Hello 5i Team,
I have a hard time understanding the recent drop of Gold and, in contrast, the sharp rise in base metals. I thought the former was a hedge against uncertainty and inflation and the latter to be a reflection of supply & demand.
Thanks,
Antoine

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Read Answer Asked by Antoine on November 14, 2016

• Linamar Corporation (LNR)
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Q: Hi team, Has your outlook on Linamar shifted since the US election? Do you still see a medium or long term upside? I am about 35% down and concerned that it really might not come back. Thanks!

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Read Answer Asked by Kate on November 14, 2016

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
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Q: Please comment on Corby's most recent quarter. Does the Trump anti-trade stance affect Corby's any more than other stocks?
Also, they have paid special dividends in the past, do you foresee the likelihood of a special dividend in 2017?
Thanks for your great service.

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Read Answer Asked by Robert on November 14, 2016

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Please comment on Fiera's quarter and some of their recent initiatives; i.e. their offer to Acquire Charlemagne Capital Limited, their Centria acquisition and new management appointments. Is there a Trump effect one way or another on this stock? Still a good buy for growth and income??

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Read Answer Asked by Robert on November 14, 2016

• Rogers Sugar Inc. (RSI)
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Q: Roger's Sugar has pulled back about 10% from its high in Sept. Does this seem like a good entry point with a yield of ~ 6%. Is the outlook for sugar pricing positive at this time? Many Thanks for a great service. Don

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Read Answer Asked by Don on November 14, 2016

• Chicago Bridge & Iron Company N.V. (CBI)
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Q: Hello,

I am looking at CBI, Chicago Bridge and Iron. Do you know the company and how would you rate them? Thank-you.

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Read Answer Asked by Alex on November 14, 2016

• Enbridge Inc. (ENB)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: Hi, ENB and BIP make up up 16% of my equity portfolio (8% each), plus I own BAM at 4%. I've been considering a trim but they've been the stalwarts of my portfolio and I've been skeptical of a big inflation/interest rate increase. Now, with talk of Trump's inflationary fiscal policy, do you think it's time to reduce these stocks? or do you feel the benefit of infrastructure spending will offset the negative effects of rate increases on these stocks?
Thanks.

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Read Answer Asked by Mike on November 14, 2016

• Parex Resources Inc. (PXT)
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Q: Can you please comment on PXT results. Thank you.

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Read Answer Asked by Bruce on November 14, 2016

• Financial Select Sector SPDR (XLF)
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Q: Please provide two ETFs on US banks / llifeco that you think would do well in the next 2 years! Thanks!

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Read Answer Asked by Rossana on November 14, 2016

• Miscellaneous (MISC)
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Q: Where is the best place to hold some short term cash that will be deployed over the next 2-3 of months? Is it worth holding in high interest account, ETF or just to leave as cash and deploy as opportunities come up.
Thanks

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Read Answer Asked by Nancy on November 14, 2016

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Q: Hi there

I was thinking of investing about 2.5% of a diversified portfolio in Fairfax Financial as a bit of a hedge on the maket not really going the way it is going now - up. But I see today Fairfax is removing many of it hedging positions betting the market would decline. Two questions:

1) Will this cost them much to get out of these contracts and will this affect their next quarter results?

2) Given it has pulled way back from its highs do you see it as a buy here?

Much thanks

Stuart

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Read Answer Asked by Stuart on November 14, 2016

• Miscellaneous (MISC)
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Q: Hi Peter
Can you comment on Binary Options? My friend put $10,000 with Magnum Binary options two weeks ago and has been told that she is now at $10,750. They recommend that she increase her investment to $50,000 and they will manage it to make her some money. She is dealing with a fellow out of Bulgaria and it sounds a little scammish to me. Any thoughts?
Guy R

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Read Answer Asked by Guy R. on November 14, 2016

• NFI Group Inc. (NFI)
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• Savaria Corporation (SIS)
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Q: Investors are spooked,angry,feel cheated ,& sick & tired of owners selling their stock @ a discount to market price after the stock has gone up sharply sometimes to near or new highs.How could one feels if purchased SIS @ 0r near recent high of $12.68 & it took a 10% haircut to $10.74 after owners bought deaL @ $11.34. NFI also dropped after owner sold in the low $40 & just returned to $40.21 after good reception to its q report yesterday.I bought @ $41

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Read Answer Asked by Peter on November 14, 2016

• Sylogist Ltd. (SYZ)
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Q: Thanks for recent encouragement to buy @ or around $9 after drop.Yesterday announced special Div of 0.05 in addition to normal 0.07.As a result up 0.32 @ 10.77

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Read Answer Asked by Peter on November 14, 2016

• Enbridge Inc. (ENB)
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• Pembina Pipeline Corporation (PPL)
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• Inter Pipeline Ltd. (IPL)
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• AltaGas Ltd. (ALA)
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Q: I would like to increase my holdings in pipeline stocks. My interest is a combination of dividends and capital gains. Which of the following would give the me the largest return over a 3 + year period - ALA, ENB, IPL, or PPL. My only current pipeline holding is TRP.

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Read Answer Asked by George on November 14, 2016

• BCE Inc. (BCE)
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• TC Energy Corporation (TRP)
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• WSP Global Inc. (WSP)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: Is it a good time to buy above stocks for RRSP?I appreciate your order of preference.Thank you.Ebrahim

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Read Answer Asked by ebrahim on November 14, 2016

• Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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• Shaw Communications Inc. Class B Non-voting Shares (SJR.B)
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Q: I would like your opinion of rogers and shaw.Would you buy either both or neither? Would either one be a take over target? Thanx Robbie

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Read Answer Asked by Robert on November 14, 2016

• Dollarama Inc. (DOL)
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Q: Hello Peter & team, Dollarama price share has decreased by about 3.4% yesterday, is it just market volatility? Is Dollarama still a good investment? Would it be a candidate for your growth portfolio? Do you plan to produce a report on this company? Regards, Gervais

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Read Answer Asked by Gervais on November 14, 2016

• Kinaxis Inc. (KXS)
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Q: Why the 5 % drop in Kinaxis shares, is it a case of too much too fast

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Read Answer Asked by Jean on November 14, 2016

• Ikkuma Resources Corp (IKM)
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Q: Would you please provide an update on your opinion of this company. About six months ago you indicated that you were concerned about its debt levels. Has the situation improved since then? Do you have any new concerns? I have a very small position in it and was considering supplementing it depending upon your response. Alternatively, considering its risk level do have any others in this field that you would prefer?

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Read Answer Asked by Robert on November 14, 2016