Investment Q&A

Q: Hello 5i team,
I have learned that, with a positively sloping yield curve, lending institutions provide much needed liquidity into the economy; but the current situation seems, to me, to defy all logic. Mind you, compared to the rest of the world with negative yields across the spectrum, the US yield curve seems OK despite the fact that it is dangerously flattening. How does all this affect liquidity? and is this a precursor of an eventual recession?
Given the uncertainty, 20% of my equity RRIF portfolio is in cash.
Thanks,
Antoine

Q: What Canadian companies represent the best promise is liquefied natural gas gets exported from north America. Could you please give pipelines as well as producers. Thanks all your the best.
Chris

Q: What would you see as the best play on LNG type stocks?

Q: Hello,

Could you please provide your views/commentary on the recent earnings report of First Service.

Thanks

Q: So now that Sinoenergy has been announced as the buyer, what do you think of the risk/reward in realizing the buyout price of 52 cents, an almost 45% upside form the current share price (36 cents).

Q: Hello Peter
Further to your response to Steve this morning, would you recommend a sell and reset on the entire sector? I hold TOU WCP PPY RMP
Regards

Q: Have been away from 5i for a while, hope you will consider this as one question.
Kinda stupid, but I am still holding Husky and Cenovus, down a lot of course. What do you think of their future, and which might be the best one [if either] to hold, or should I cash out and look for something else?
Thanks

Q: I have almost no direct energy exposure except for 2% in a services firm with high recurring revenue. Of course, there is lots of indirect exposure through banks, industrials, etc. I am interested in wading in, mostly for a yield play with some growth, not looking for a ton of torque. I understand that no dividends are entirely safe in this environment. I was wondering if it is better to go for a mid-size E&P such as Whitecap or Cabot, a pipeline such as Interpipe, a services firm such as Gibson Energy, or a global giant such as Chevron? Generally my portfolio is diversified across geography, industry sector, and market cap. I would look for an initial half-position and prefer a yield above 4%. Which names would you recommend? Thanks as always!

Q: Hi folks,can u please comment on Q1/16 of rkn/t,appears to be miss of eps -.04 vs est of +.03.Is there hope for company in their guidance going forward as most analysts have Buy/Outperform with higher targets.Would 5i rate redknee a buy,hold or sell. thanks as always,jb

Q: The assets held in this ETF seems to fit well with your own selection.
Your views, please ? Would you buy it now ?

Q: Would appreciate your analysis of today' results announcemt.
Thanks

Q: I am thinking of selling some positions I feel will be a long time recovering and using proceeds to add to my DHX position but it keeps going lower. Do you have a sense of how far into oversold this name is?

Q: Would you comment on articles on Bloomberg and CNBC websites, among others, indicating China's potential banking crisis could be 5 times worse than the US subprime crisis? Very daunting article! Thanks.
Steven

Q: Hi,

I'll be taking over my spouses RRSP account. She's dual citizenship, American/Canadian and we've had mixed counseling with respect to whether she can hold mutual funds in an RRSP or not. Can you shed some clarity on whether or not she can? Can she hold US listed stocks?

Any other comments on an RRSP account of someone of dual citizenship would be much appreciated.

Best,

Cam

Q: Hi 5i, would be interested in your current comments on Crombie Reit and its 7% dividend. Thinking of going to a full position from a current half weighting...

Thanks as always

Gary

Q: Hi,team thanks for all your great insight. I would like your views on Linamar and would you expect this company to benefit more than Magna from the low dollar.

Q: This morning Kel announced operating results for ye Dec 31/15 & provided updated 2016 guidance.Please comment.On BNN today,2 guests said that it is well managed,but "short" by investors especially Americans to the tune of 10m shares.Please confirm & what is the percentage of outstanding shares.Bouht a small portion @ $12.66.Buy,sell or hold.Appreciate your usual great views & services

Q: Did their Q come in as you expected?

Thanks

Q: I own Royal Bank shares--is there another of the big 5 banks that would compliment this holding and is it a buy now? I would like to just hold two banks and add as they get cheap.

Thanks.

Q: I have a question about Bank of Nova Scotia
Ive been watching Bank of Nova Scotia and its dividend is now above 5%. I'm confident the stock price will eventually recover. However, what are the chances the dividend will be cut if the economy doesn't improve? Is there a better alternative bank?