Investment Q&A

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $42.41)
  • $42.41 P/E (TTM): 0.16X Cap: $2.71B
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Q: Peter, my workplace DCPP holdings are already well-diversified but I have some accumulated cash to place. Our investment options are quite limited. As between three broad-based funds, a Canadian, a US and an International, which one would you be inclined to see the best return for - over, say, a 5 year period? Thanks for the great service!

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Read Answer Asked by James on January 12, 2017

• Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $169.55)
  • $169.55 P/E (TTM): 27.08X Cap: $16.26B
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Q: Would you recomment Bombardier at this point? Looks like things are better than they were last year.

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Read Answer Asked by Jean-Bernard on January 12, 2017

Q: Hi,

On your Jan 3rd 5i Coverage report ABT has a P/E of 388.64. Doesn't seem right. Are you still fond of this company? Down 20%. Keep, sale add?

Thanks
M

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Read Answer Asked by Marios on January 12, 2017

• S&P/TSX Composite Index (TSX $27,775.23)
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• S&P 500 (SPX)
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Q: Good Afternoon,
How much would you advocate an average 40 year old working Canadian invest in the US and Global using the Mawer Funds for example. Something along the lines of 75% CAD, 15% US and 10% Global? Thanks

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Read Answer Asked by Chris on January 12, 2017

• Miscellaneous (MISC)
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Q: Just wondering if you could repost the link to mr Hodson' s latest conference talk on how to choose a stock.

Thx

KR

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Read Answer Asked by Karim on January 12, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.43)
  • $79.43 P/E (TTM): 16.1X Cap: $13.97B
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Q: Is CCL in danger of being penalized by the possible US import tax that may loom in Canada's future?

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Read Answer Asked by Susan on January 12, 2017

• Brookfield Renewable Partners L.P. (BEP.UN $34.08)
  • $34.08 Cap: $22.38B
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Q: Thank you for your reasoned response e to my question about the negative view on BEP. UN presented by Dividend Sensei in Seeking Alpha on Monday. Here is his response to your analysis. He emphasizes AFFO, you emphasize cash flow. I would appreciate your comments on his comments. Thx for your ongoing excellent service. Frank

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Read Answer Asked by Frank on January 12, 2017

• Miscellaneous (MISC)
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Q: Good morning. My son has $17K to invest in his rrsp. Can you suggest 5 firms or etf's for him, for a 24 to 36 month hold. Thank you.
David

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Read Answer Asked by David on January 12, 2017

• DryShips Inc. (DRYS $5.24)
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Q: would you be a buyer of DRYS?

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Read Answer Asked by manochehr on January 12, 2017

• Agnico Eagle Mines Limited (AEM $185.97)
  • $185.97 P/E (TTM): 41.93X Cap: $93.90B
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Q: Is the divdend paid in US $ for AEM?
Thanks
D

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Read Answer Asked on January 12, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: What BE companies would you add to at today's prices? Long term hold. Thanks!

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Read Answer Asked by Chris on January 12, 2017

• Miscellaneous (MISC)
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Q: In my son's RESP we hold AW.UN , ATD.B , BEP.UN , BNS , L , and PBH and all have done well ( thank you 5i ) . We were thinking of cashing out Alimentation to pay this year's tuition fees , but we are not sure if that would be the best move .
Which baby should we sacrifice ?

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Read Answer Asked by Thomas on January 12, 2017

• Algonquin Power & Utilities Corp. (AQN $7.94)
  • $7.94 Cap: $6.01B
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Q: hello 5i:
could you please comment on the debenture issued today by Algonquin? Good investment on the income side of a portfolio? Do you have a "favorite" or favorites in this space, as you do with stocks?
eg. you have said PBH is one of your "favorite" stocks.

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Read Answer Asked by Paul on January 12, 2017

• Aritzia Inc. Subordinate Voting Shares (ATZ $73.95)
  • $73.95 P/E (TTM): 36.48X Cap: $8.14B
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Q: I am curious to know why ATZ is selling off so much after their secondary offering?

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Read Answer Asked by Cory on January 11, 2017

• Constellation Software Inc. (CSU $4,771.44)
  • $4,771.44 P/E (TTM): 96.06X Cap: $101.75B
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Q: Have you any comments on the article in Grant's Interest Rate Observer, Dec 9, 2016 which is not very complimentary about Constellations management practices?
http://maximizer.veritascorp.com/virdocs/Grants-Article-on-Constellation-Software-Past-Performance-Inc.-January.9.2017.pdf

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Read Answer Asked by Elliott on January 11, 2017

• Tenaz Energy Corp Com (ATU)
  • P/E (TTM): 4.3X Cap: $103M
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Q: 2nd request. Like by the Acumen guys.

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Read Answer Asked by Richard on January 11, 2017

• Axis Auto Finance Inc. (AXIS $0.01)
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Q: Tiny company, but do you have any comment about recent growth numbers, industry, management?

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Read Answer Asked by tony on January 11, 2017

• Currency Exchange International Corp. (CXI $20.26)
  • $20.26 P/E (TTM): 25.66X Cap: $126M
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Q: Can you please comment on their latest earnings. Looks like a big miss from expectations, although taking into account seasonality a nice improvement over Q3 2015?
Thank you

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Read Answer Asked by Marty on January 11, 2017

• Miscellaneous (MISC)
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Q: What would your Top 3 dividend companies with growth be. Keep in mind I plan to initiate a full position in each company. I have a diverse portfolio so sectors do not matter. I also have a moderate appetite for risk.

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Read Answer Asked by Richard on January 11, 2017

• Capital Power Corporation (CPX $60.22)
  • $60.22 P/E (TTM): 18.52X Cap: $8.39B
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Q: What are your views on this stock now and do you see the dividend as sustainable?

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Read Answer Asked by Jean on January 11, 2017