Investment Q&A

• BMO Long Corporate Bond Index ETF (ZLC)
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• BMO Long Federal Bond Index ETF (ZFL)
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• iShares Core Canadian Long Term Bond Index ETF (XLB)
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Q: Hi Peter,
These long bond etf (ZLC, XLB, ZFL) have done very well with YTD total return of 10.48, 10.35 and 8.91 respectively
Why have they done so well?
Is it too late to consider them for RRIF income investment going forward? If so, which one do you recommend, thanks

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Read Answer Asked by Karl on November 10, 2016

• Questor Technology Inc. (QST)
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Q: Hi. I own QST and and am down more than 80%. Where do you see QST in 5 years from now? Would you sell it or add to an existing position at these levels? If so would you add to 1/2 position or full position? Thanks

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Read Answer Asked by Marco on November 10, 2016

• TransAlta Corporation (TA)
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• Atlantic Power Corporation (ATP)
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Q: Hello, can you comment on 3rd quarter results?

Seem somewhat less negative than the last recent quarters.

Thank you

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Read Answer Asked by Stephane on November 10, 2016

• Aimia Inc. (AIM)
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Q: COULD YOU COMMENT ON THE QUARTER, PAYOUT RATIO, DEBT, DIVIDEND SUSTAINIBILITY, IT'S BUSINESS GOING FORWARD AND WOULD YOU ADD TO A 1/2 POSITION OR WAIT?

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Read Answer Asked by Ozzie on November 10, 2016

• DH Corporation (DH)
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Q: I don't own this stock, & know you are not a big fan of this stock, but I read a blog a week ago or so, where the person was highlighting the positive of this company. From what I recall it was stated that there div. was in the range of 40 -45% of cash flow. In there last q report there cash flow increased. Also, the miss was due to a change in progressing charges from a one time up front charge to a unit charge & he claimed this is what caused the miss on earnings. Would you agree with this statement. I question why they wouldn't cancel the div. & thus be able to pay down more than 20 million dollars as reported. Would greatly appreciate your insight.

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Read Answer Asked by Earl on November 10, 2016

• BMO MSCI Emerging Markets Index ETF (ZEM)
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Q: The Emerging Markets took a bit of a hit today with ZEM being down about 2.5%. Would you consider adding to my position now or should I wait a bit to see how things shake out with the change in the U.S.? Currently ZEM is about 5% of my portfolio

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Read Answer Asked by Rudy on November 10, 2016

• Stella-Jones Inc. (SJ)
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Q: Hi Gents,

Is the continued sell off in SJ warranted by yesterday's surprise electoral news? Could you please comment on your understanding of how the company's long term prospects may be affected?

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Read Answer Asked by Patrick on November 10, 2016

• Constellation Brands Inc. (STZ)
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Q: Why did it take such a hit because of Trump?

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Read Answer Asked by Danny-boy on November 10, 2016

• Miscellaneous (MISC)
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Q: Hello 5i Team,
Do Peter &/or Ryan make a point of meeting the management of the companies in your three portfolios?
Thanks
Dave

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Read Answer Asked by Dave on November 10, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Hi, Could you lease comment on CCL Industries earnings please. Thnaks

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Read Answer Asked by rajeev on November 10, 2016

• Algonquin Power & Utilities Corp. (AQN)
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• Northland Power Inc. (NPI)
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Q: Both Northland Power and Algonquin Power are down over 3% today.

Is this in reaction to the US election results, or perhaps the interest rate outlook, or some other reason?

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Read Answer Asked by Russell on November 10, 2016

• Algonquin Power & Utilities Corp. (AQN)
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Q: Algonquin Power has been week as of late and lost 3% today. Is this something to be concerned with? Would you prefer Fortis ,Emera, or Hydro one instead?

Please feel free to post to everyone.

Antoine

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Read Answer Asked by Antoine on November 10, 2016

• ATS Corporation (ATS)
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Q: Please comment on the latest financials for ATS.
Thank you.

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Read Answer Asked by Larry M. on November 10, 2016

• Morneau Shepell Inc. (MSI)
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Q: Please provide your comments on the latest earnings. Is it reasonable to buy or should wait for a pull back? Am looking for income n some growth. Thanks!

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Read Answer Asked by Rossana on November 09, 2016

• High Liner Foods Incorporated (HLF)
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Q: Could you comment on High Liner's latest earnings. Were they really bad enough to warrant an almost 20% drop in price? Would you consider this a buying opportunity?

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Read Answer Asked by Peter on November 09, 2016

• Cervus Equipment Corporation (CERV)
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• Rocky Mountain Dealerships Inc. (RME)
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Q: Hello , can you comment on last quarter results?

They both seem to have some success cutting expenses and reducing inventory which is good. Good crop this year.

Thank you.

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Read Answer Asked by Stephane on November 09, 2016

• SilverCrest Metals Inc. (SIL)
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Q: what are your thoughts on this silver stock

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Read Answer Asked by William on November 09, 2016

• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: Good Morning Peter and 5i group,
It has been said that BAD did not book the proper amount of depreciation in the last statement, do you think this will lead to a meaningfull drop in share price.
Ken

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Read Answer Asked by kenneth on November 09, 2016

• Boralex Inc. Class A Shares (BLX)
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Q: Is the BLX Q3 results as bad as I think they are? I made a bad gamble and added more BLX just before closing yesterday, thinking they will do better in Q3. Guess I might have caught a falling knife. What is your expert assessment of the BLX prospects from hereon. Thanks.

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Read Answer Asked by Victor on November 09, 2016

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Q: Thoughts about adding to my position in CGI. Results looked good. Net debt down to $1.3 billion or 15.8% net debt to total capitalization. Down nicely from over 40% after Logica acquisition. Company is buying back shares even though there is no dividend. Double digit eps growth over the past year.

Jason

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Read Answer Asked by Jason on November 09, 2016