Investment Q&A

Q: Hello 5i,
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave

Q: could you give me your opinion on if you were starting a new dividend stock between AltaGas or emera which would you choose. Emera has just guided down dividend growth for a few years and just wondering your take on both as a dividend investment with some growth.
thanks

Q: Hi Guys,
According to BMO, CAR.un is trading at 29 times AFFO. It normally trades at an average of 17.7 times AFFO.
Would this not suggest a very large over valuation and therefore a sell would be in order?

If you answer no, what is your justification for a buy at this valuation?
Thanks
John

Q: Greetings! I am looking to add to my TFSA (long term), holdings that have good yield and strong dividend growth. I was considering either AQN or EMA, or should I divert from utilities and go with something with more potential for capital appreciation, TCL?
thank you!

Q: Which companies do you like better than MG in the consumer cyclical sector for a growth-oriented investor focused on the long term?

Q: Do you think this one has turned the business around - is it time to reinvest and do you think the dividend is safe. I am wondering about the impact on CLCT with the Asian slowdown.

Q: these mittleman brothers with an 18% stake in aimia put out a press release saying the nav of aimia is 7.50 a share, and they release a sum of the parts,the stock closed at 4.30. is this realistic or just pie in the sky. dave

Q: Similar to Dave I am having trouble assessing the value of Aimia and specifically assessing expected tax impacts of the sale of Aeroplan. Aimia's largest shareholder (Mittleman Brothers LLC) issued a statement supporting the recent offer - however, in this statement it notes expected taxes on the sale should be minimal - can you please confirm this?
The statement also notes that their "sum of the parts" valuation for Aimia is C$7.50 per share. This is based on a "full valuation" for PLM Premier - however, even discounting that to the recent offer received the valuation is closer to C$5 per share. Also no value is being assigned to potential tax losses that could be carried forward.
What is driving the substantial discount in the share price? Does 5i have a view on what the "fair value" of Aimia is based on the revised Aeroplan offer?

Q: Hello -
Is TSGI suitable for an RESP, or is there too much risk with the stock? For what it is worth, my two grand daughters are still over a decade away from withdrawing any funds from this account.
Thanks.

Q: Our worst performing investment is CIX, which we've held for several years, that's currently 40% below book (inc. of dividends). It represents 1% of our investments, 3% of our equities. The charts seem to indicate it's falling even faster in recent times. Your advice please.

Q: Hi- looking for your comparison of the two - thinking of dumping ATD
for PKI. Like better yield and growth coming from PKI. Thoughts?

Q: Hi 5i,

For diversification I would like to buy Bidvest Group. They are located in south Africa and own a lot of Companies, can you help me form an opinion on them.

Bidvest Group Ltd
OTC Pink - Current Information:BDVSY

Q: Is Goldcorp still worth holding. What is your present opinion on this stock? Thanks.

Q: My question is on VIVO. It's a rebrand from former Abcann Global and apparently your system has not yet updated so I couldn't put it into the box above. Just wondering if you have any further insights in regard to this stock. I recognize that it is just one more entry in a large field of cannabis "wannabees". They suggest on their website that they have some proprietary technology in regard to cannabis production that might give them an advantage but I'm not sure how much credence to put in this claim. Generally, please give your opinion on VIVO currently in regard to valuation, management and forward guidance, to the extent that you are able. Also, do they have any free cash flow at the moment and what is their debt level like. Thanks.

Q: I have been seeing more questions on TH recently and see no reason not to begin a modest position but I wanted to compare it to two companies you have endorsed and which I own. Do you see more or less upside in TH vs RHT and COV? Could you rank these three according to growth potential and risk? To clarify, please rank 123 based on which have the most upside and 123 based on which are risky from least to most. Deduct credits as you see fit.

Thanks!

Q: ESRX:Q is going to be acquired by CI:N by Dec 2018 and holder of ESRX will receive $48.75 in cash and 0.243 shares of CI. In my case I will be receiving less than 25 shares. Hence I like to sell ESRX:Q before conversion and want to invest in some other US health stock. Should I keep odd number of CI:N or you have some better alternative in US health sector? I own ESRX:Q and BAX:N in Healthcare sector.

Q: Hi team, Just curious on your take for a 2-3 year hold for exposure to driverless tech sector.Concerns? Thanks in advance , Mike

Q: It has been often suggested that an easy way to create a portfolio is to select the top 2 highest market cap stocks in each sector on the TSX and
hold them. What is your opinion of the performance of such a portfolio? Joe

Q: For Canadian dividend investing, this article is an amazing piece of work and a superb reference.
https://www.dividendgrowthinvestingandretirement.com/2018/08/canadian-sectors-industries-dividend-paying-dividend-growth-stocks-specific-stocks/

Q: I sold all my Kinaxis last week for considerable capital gain - Thank you. Should I re-enter now or wait in the expectation of lower prices? Rick.