Investment Q&A

• iShares Russell 2000 Growth ETF (IWO)
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Q: Hello 5i: Can you provide me with two Canadian ETFs equivalent to VIG and IWO.
I believe the foreign exchange rate + 15% withholding tax (clipped at source) + CAD dollar uptrend (It could happen), are sufficient reasons not to go US-bound
Thanks

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Read Answer Asked by Fernando on September 15, 2016

• Skechers U.S.A. Inc. (SKX)
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Q: Hi, While US stocks are not your mandate can you help me with this one? Down almost 40% from when I bought it, it keeps going down tho you said earlier it's "growth prospects are good." Why? Should I give up or hold on?

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Read Answer Asked by Graeme on September 15, 2016

• Sierra Wireless Inc. (SW)
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Q: Please let me know what you think of Sierra Wireless.
Thanks

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Read Answer Asked by DEBORAH on September 15, 2016

• Sylogist Ltd. (SYZ)
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Q: SYZ has been weak the past few days. Anything to be concerned about? Is this a good point to buy to complete a full position?

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Read Answer Asked on September 15, 2016

• Miscellaneous (MISC)
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Q: Hi 5i , I guess when you talk about growth of a company, you are referring to their estimated future earning. Do you have a list of top 10 growth companies and their rates of growth?

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Read Answer Asked by victor on September 15, 2016

• Algonquin Power & Utilities Corp. (AQN)
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Q: My portfolio consists of 6-7% Utilities. I would like to add AQN. With everyone targeting Utilities as a sector to suffer under higher rates, is this a good idea? If so would you suggest the common or the Investment receipts and how big a position.

Thanks to the Team


.

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Read Answer Asked by Warren on September 15, 2016

• McKesson Corporation (MCK)
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Q: Hello.
With the big drop in this company and the insider selling would you suggest selling or holding. Your advice will be appreciated

Thank you
Barbara

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Read Answer Asked by Barbara on September 15, 2016

• Great-West Lifeco Inc. (GWO)
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• Sun Life Financial Inc. (SLF)
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Q: Hello Guys,

How do you feel about these two insurance companies ? Currently, my position in insurance companies is strictly GWO. I am considering taking my loss in GWO, selling some GWO and purchasing SLF to better balance that sector.

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Read Answer Asked by Robbie on September 15, 2016

• First Solar Inc. (FSLR)
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Q: Hi 5i,
What would you do with First Solar given the factors behind its recent plummeting? Is it an outright sell? I can afford to take a 3-5 year view with it, if it makes sense to do so. I am down substantially on the position but it is in a registered account so there is no tax loss angle to it. Nominally I think of the holding as part of a relatively small speculative pool within my portfolio so there are no real sector balancing consequences one way or another. Grateful for any thoughts. Thanks!

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Read Answer Asked by Lance on September 15, 2016

• Agrium Inc. (AGU)
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Q: I modeled my income fund portfolio on the 5IR portfolio. One opening is an AGU position. I am hesitating taking a position because of merger with Potash. Question...what is the down$ide risk of getting into AGU now, in particular to market share price, aka the book value, or is there a substitute TSX name or ETF?
......Thanks......Tom

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Read Answer Asked by Tom on September 15, 2016

• Pacific Insight Electronics Corp. (PIH)
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Q: I recently purchased PIH based on its growth prospects and low multiple. I'm down 20% in two weeks and wondering if I missed something. I know that they have had huge run and that the quarter was only okay but it still looks cheap to me. I would like to hold PIH for a minimum of 4 quarters. I appreciate your thoughts.

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Read Answer Asked by Brad on September 15, 2016

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Open Text Corporation (OTEX)
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Q: Would you advise a full position for both OTC and GIB.A at this time ?

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Read Answer Asked by Serge on September 15, 2016

• Sylogist Ltd. (SYZ)
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• Stella-Jones Inc. (SJ)
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Q: Ryan's article,"Very shareholder friendly" shows 5I has 4 of the 10 companies with SYZ as the clear winner.Last week a guest on BNN stated that SYZ is very good in maximize value of acquistions,so hope to see some deals soon.Recently signed an agreement with Microsoft.I have a 2% position so please advise if it is time to add more in this volatile market. On Sep 9,The Motley Fool recommend SJ as a top growth stock for high returns today.Have a 7% position,so it is prudent to add a bit more. Always appreciate your great services & views

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Read Answer Asked by Peter on September 15, 2016

• Sylogist Ltd. (SYZ)
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Q: Can you please comment on this Seeking Alpha article from September 6th?

http://seekingalpha.com/article/4004343-sylogist-curious-buyback-behavior

Regards,

Robert

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Read Answer Asked by Robert on September 14, 2016

• QHR Corporation (QHR)
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Q: Given that Telus has been working closely with QHR; I had been wondering even before the Loblaw offer why Telus would not just buy QHR. Is Telus an aquisitive sort of company? What are the odds on a last minute offer from Telus? Is QHR worth more than $3.10/share?
Thank you for your honest advice and opinions
Clarence

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Read Answer Asked by Clarence on September 14, 2016

• Mitel Networks Corporation (MNW)
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Q: Could I get your analysis on MNW and would you consider it a buy at this time.
Thank You Dave

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Read Answer Asked by DAVID on September 14, 2016

• Maxar Technologies Inc. (MAXR)
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Q: In your recent response to Helen you noted an almost doubling of earnings over the next 2 years. RBC shows earnings of $6.08 2015,$6.16E 2016,$6.70 2017E. I am wondering what numbers you are projecting.
Many thanks.
Mike

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Read Answer Asked by michael on September 14, 2016

• Home Capital Group Inc. (HCG)
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Q: Good afternoon,

Would you increase holdings in hcg at this time; the model portfolio is slightly underweight on the equity as am I. With the stock repurchase plan announced, would you go to 5-6% of total portfolio?

Thanks,

Eric

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Read Answer Asked by Erichsen on September 14, 2016

• Brick Brewing Co. Limited (BRB)
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Q: Peter&team,
Brick has been mega hot the last few days! Do you have any idea why?

Tx Jon

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Read Answer Asked by Jon on September 14, 2016

• Evertz Technologies Limited (ET)
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Q: Good morning team, Any reason for the big drop? Still worth holding or better put that money somewhere else?

Thanks!

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Read Answer Asked by Silvia on September 14, 2016