Investment Q&A

• Uni-Select Inc. (UNS)
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Q: Hi team,
what do you think of the UK acquisition announced yesterday by Uni-Select.

Would you be confortable with taking a position in the company at this point?

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Read Answer Asked by Michel on June 03, 2017

• Miscellaneous (MISC)
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Q: Hi Peter, Ryan and 5i Team;
I am curious as to whether or not the ratio between revenue and market cap is actually a useful metric. I present the examples of ALA (Revenue 2.4, Market Cap 5.1), and IPL (Revenue 2.0 Market Cap 9.9)

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Read Answer Asked by Conrad L on June 03, 2017

• Miscellaneous (MISC)
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Q: Can you explain the use of limited partnerships as a tax strategy and can you rate the various companies offering these investments.
Thank you Terry

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Read Answer Asked by TERRY on June 03, 2017

• BlackBerry Limited (BB)
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Q: I have never owned RIM or Blackberry. For years it has had ugly price movements and negative news. Today I quickly read a document from Citron Research which is surprisingly positive. I really like the idea of buying a stock that the "Wall-street shorts" like, since they've proven to be quite effective. It talks about its non-blackberry products and divisions and speculates that they are well-positioned to sell to the auto-industry. It mentions their acquisition of QNX, a microchip and operating systems company located in Ottawa last I checked. Can you read their article and tell us what you think of it?

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Read Answer Asked by Matt on June 03, 2017

• Uni-Select Inc. (UNS)
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Q: Hi Team,
What is your take on this morning acquisition by Uni Select.

Thanks in advance!

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Read Answer Asked by Michel on June 03, 2017

• Trisura Group Ltd. (TSU)
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Q: Always a nice surprise from Brookfield, to find a new stock dividended-out into your portfolio. I see that it's a global (re)insurance company, or looking for global opportunities at least. When BAM dividends out small quantities, prices to tend to drop as they get sold out of portfolios. Assuming that happens in this case, is this a reasonable opportunity to purchase more, to build it into a small position? Is there a projected dividend pay-out that you can see?
Thanks very much...

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Read Answer Asked by Warren on June 03, 2017

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• BMO Covered Call Canadian Banks ETF (ZWB)
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Q: What ETF(s) might you consider best choice(s) for dependable tax efficient income with no concern for capital appreciation whatsoever but capital preservation being very important in both CAD and USD please? Thanks.

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Read Answer Asked by Peter on June 03, 2017

• iShares Core Canadian Universe Bond Index ETF (XBB)
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• Vanguard Total International Stock (VXUS)
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Q: Please give me your three top fixed income etf's.
Also, I would like your top Europe and International E T F's.
Thank you again for your help!
Audrey

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Read Answer Asked by audrey on June 03, 2017

• Miscellaneous (MISC)
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Q: Is Peter supposed to be on Market Call at 1pm today as per your email update yesterday? did the schedule change? Thanks - John

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Read Answer Asked by john on June 02, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I have noted in a couple of your recent answers where I thought Shop might be recommended you haven't. I know you expect great things for the company but was wondering if you are thinking a pause or drop is likely after the run up. Thank You

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Read Answer Asked by Peter on June 02, 2017

• Cardinal Energy Ltd. (CJ)
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Q: Any additional thoughts on CJ's APA asset purchase? What is the likelihood that they will be in financial position to develop the newly purchased assets over the next 12 months?

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Read Answer Asked by Robert on June 02, 2017

• Cardinal Energy Ltd. (CJ)
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Q: Hi! Do you know what is going on with Cardinal Energy and is the dividend safe? Thank you, Chantal

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Read Answer Asked by Chantal on June 02, 2017

• Cardinal Energy Ltd. (CJ)
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Q: I can not figure why CJ is down so much today as they seemed to have completed a fair and accreditive deal with Apache. Could it be Americans bailing on a Canadian asset?

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Read Answer Asked by Stephen on June 02, 2017

• Fortis Inc. (FTS)
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• Utilities Select Sector SPDR ETF (XLU)
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Q: Do you think it's necessary to hold both US and Canadian utilities in a diversified portfolio? I'd like to add to both my non-Canadian position and utilities, so XLU seems like a good way to kill two birds. I currently don't hold any Canadian utility companies.

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Read Answer Asked by Ryan on June 02, 2017

• Sage Gold Inc (SGX)
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Q: Is there anything you can tell me about Sage Gold. I know it is a micro cap but it was up a lot today.

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Read Answer Asked by Cheryl on June 02, 2017

• Enbridge Inc. (ENB)
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• WSP Global Inc. (WSP)
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• Enercare Inc. (ECI)
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Q: Good Morning Peter, Ryan, and Team,
I have some top up cash available to an account which closely follows the "Income Portfolio". Which companies would be attractive today as potential top up candidates ??? Thank you as always for your sage advice. DL

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Read Answer Asked by Dennis on June 02, 2017

• Leaf Mobile Inc. (LEAF)
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Q: Can you help estimate the market value of MedReleaf?

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Read Answer Asked by Fernando on June 02, 2017

• Descartes Systems Group Inc. (The) (DSG)
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Q: Comments on their latest quarter. Worth holding on to?

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Read Answer Asked by Paul on June 02, 2017

• American Hotel Income Properties REIT LP (HOT.UN)
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• Crius Energy Trust (KWH.UN)
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Q: I am an investor with no employment income. I have cash to deploy in both a Registered and Unregistered account. I am looking at KWH.UN, HOT.UN TD and BNS.
Should the REITs or the banks go into the registered or unregistered account?

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Read Answer Asked by Robert on June 02, 2017

• Algonquin Power & Utilities Corp. (AQN)
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Q: To what extent do you think that the withdrawal of the USA from the Paris Accord will effect companies that focus on renewable energy. In addition to Algonquin, which companies will be negatively effected. Thank you for your comments.
Stella

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Read Answer Asked by Stella on June 02, 2017