Investment Q&A

Q: 5I Team,

I'd like to get your views on the public offering by Infor Acquisition Corp. It seems to me to be a very unique risk/return dynamic given the special purpose acquisition company structure and, given the people behind it, seems quite compelling. It makes me wonder if there is something I might be missing so I'd appreciate hearing your analysis and comments on the shares.

Thanks

Q: Dear Gentlemen,
In your response to Mr Les, about CCL in Mat'l sector.
CCL is classified in Consumer Cyclical by TMX.
Best Regards

Q: Good Afternoon,
What are your favourite ETFs and/or mutual funds for Emerging Market exposure and EAFE? Thank-you.

Q: Is there a site that gives accurate PEG ratios on a forward earnings basis? Thanks for your help

Q: Hello, thanks to 5I I feel comfortable with my diversified assets here in Canada, and I'm happy with what I have in the U.S.
Can you recommend some ETF's that can help me cover the rest of the world(maybe 3-4)? I'm ok with risk and can hold for 10+ years if needed. What would your total percent weighting recommendation be for these?
I would like to hold these in a TFSA, but what would the tax implications be? Or would it be better to keep them in an RRSP account because of the implications?
Thanks as always, I greatly appreciate your advice.
Patrick

Q: Can you comment on the earning for pivot, seems sales have slowed down quite a bit, was thinking of taking a position now that it has come back from the highs. They are still going a head with their .03 divident which would be a almost a 7% yield, would this divident be sustainable?

Q: Your response to today's report please. Thank You.

Q: I need to get back into oil at some point. Could you please comment on the prospects of Rock Energy and Painted Pony over the next year or so. Many thanks.

Q: After analysis of my portfolio, and finally realizing that building a diversified portfolio is key to limiting risk as much as possible I've discovered that I need to add to the following sectors. Would you please suggest 2-3 companies that I could add to these sectors to help my diversification. Since I'm retired some yield and a company's ability to sustain and increase it would be helpful.
1. Utilities (currently 5% of portfolio) Already own BEP.UN
2. Industrials (currently 7% of portfolio) Already own BIN and WSP
3. Info Tech (currently 5% of portfolio) Already own ESL and XLK.US
4. Energy (currently 4% of portfolio)Already own HSE
5. Materials (currently 0% of portfolio) I own no companies
Thanks again for your guidance.

Q: I've been sitting on POE for a couple of years waiting for a home run. It hasn't happened. There are a few moving parts to the company (Thailand producing oil fields/Indonesia gas exploration/Canadian SAGD test plant)so it's a bit complex. How would 5i rate the potential of POE?

Q: Hello,
Can you please comment on QHR recent earnings, your
thoughts on their restructuring efforts, and of course the impact on their stock going forward.
Thanks Robert

Q: Is there any site where I can access accurate PEG ratios based on forward earnings?Thanks

Q: hi there
i have 2 companys in tfsa acc.
flowserve and oneok (oke) i bought them after the oil price dropped
thinking after a rebound i would reduce or sell out
what do you think of theses copmpanys
tks
sam

Q: With the additional insight provided by recent bank earnings reports do they present value here considering future prospects?

Q: Hi Peter, I'm just starting out with a view to manage the bulk of my portfolio myself. I would like to take advantage of the stronger returns in the US market, and thought I would allocate about a third to this market. What are your thoughts?With a 3-5 year view, I am wondering whether the loonie will be stronger by then and as a result, I could realize a currency loss - the loonie couldn't get much weaker it seems, and will surely rebound by then, or is this the new "normal"? I'm guessing most people believe the potential of the US economy vs the Cdn, more than outweighs the possibility for future currency losses, correct? I also would like to know whether most people put in stops, or not - what is the general strategy bebind doing this, putting them in near purchase price or well beneath it. Do stop positions have priority in the queue ahead of on the day sellers? Thanks, Kristine.

Q: Hi,

Thanks for suggestion that VRX would be a good candidate for a covered call. I bought 100 shares around $270 in early May and wrote a July $300 call for about $1,500. (Un)fortunately, the stock rose quite a lot so now option is in money. Any suggestions what to do? (i.e., do you like VRX enough to suggest I should buy option at a loss so my position isn't exercised?). Thanks for great service!

Q: Would you recommend a few stocks or ETF's for Long term hold. My daughter has just started investing and only has $5000 in an RRSP to work without this time.

Thanks for your great advice.

Q: Which stock do you believe has more upside potential, IT or AYA.
Thx\Jim

Q: Would you consider today's price a very good entry point? I understand there may be some uncertainty surrounding the intended use of funds from the US asset sale but that seems way over done? Also, someone on BNN mentioned that it would likely soon not be considered a "REIT" by definition based on it's income mix and therefore, was being dumped by REIT focused funds regardless of fundamentals. If this is the case, I would think that stock price here is an excellent buying opportunity or is it going even lower? Your thoughts/comments are appreciated

Q: I have had quite a nice return with Enghouse but how does one decide when its time to lighten up or dispose of a position completely? It still only represents a 5% position of my portfolio but I feel that it must now be fully valued if not overvalued. Notwithstanding its attractive fundamentals (no debt, high growth rate, dividend increases) given its high P/E I'm thinking that there will be little upside over the next 12 -18 months with the possibility of a significant drop if there is a market correction. Your thoughts would be appreciated.