Investment Q&A

• Hardwoods Distribution Inc. (HDI)
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Q: May I have your take on recent earnings, please. Also, your thoughts on HDI’s outlook given US housing starts, interest rates, etc.

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Read Answer Asked by Theodore on November 14, 2019

• Boyd Group Income Fund (BYD.UN)
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• Roku Inc. (ROKU)
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Q: Is there currently a stock that 5I considers a "screaming buy" in Canada or the US for a short or long term hold.

Thanks Valter

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Read Answer Asked by Valter on November 14, 2019

• Balanced Equity Portfolio (BEPORT)
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Q: From a valuation/prospects perspective (leaving aside portfolio considerations), what would you buy in BE today? Thanks!

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Read Answer Asked by Chris on November 14, 2019

• Global X Global Sustainability Leaders Index ETF (ETHI)
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Q: Is there a US equivalent to ETHI with a higher AUM? I like the etf but it’s still really small.

Thanks

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Read Answer Asked by Dennis on November 14, 2019

• CubeSmart (CUBE)
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Q: Looking at the Reit space in the US and I have been watching this one for awhile. It has come off a fair bit since its high. Thoughts on their latest quarter and their business going forward.

cheers

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Read Answer Asked by kelly on November 13, 2019

• Knight Therapeutics Inc. (GUD)
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Q: I have a half position in GUD. Would this be a good time to top up to a full position?

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Read Answer Asked by Larry M. on November 13, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Hi,
I have a 1% starter position in Goose. I was holding off on adding till after they reported. Would you add now during this pull back? Is the growth story still intact?
Thanks,
Kerri

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Read Answer Asked by KERRI on November 13, 2019

• Gildan Activewear Inc. (GIL)
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Q: BGE,BPY.UN ,COV, GIL ,LSPD ,MFI ,PBH ,QSR,ALL TSE stocks,which one to sell for tax loss
and which has a potential to comeback

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Read Answer Asked by Nizar on November 13, 2019

• Amarin Corporation plc (AMRN)
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Q: FDA apparently has positive views on AMARIN's new drug Vascepa so approval for broad use seems likely; hence the recent pop. How much more upside does the stock have in the medium term.
Thanks for your insight.
Ian

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Read Answer Asked by Ian on November 13, 2019

Q: I'd be grateful to know of 5-10 stocks which can be purchased on the LSE. Blue chip, good dividend, long term hold (10-30 years), consistent past growth and future potential. For my neice in the UK. Many thanks in advance.

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Read Answer Asked by TOM on November 13, 2019

Q: Hello,

The following REITs make up 25% of my TFSA: NVU, NWU, CSH, DIR, HR
The following make up 10% of my TFSA: AD, SIA, AW

Other Holdings: AQN, BCE, BNS, BIP, BEP, ENB, FTS,SLF & T.

Am I too concentrated in REIT's? I am in my mid 60's.

Thank You.

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Read Answer Asked by Larry on November 13, 2019

• Chesswood Group Limited (CHW)
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Q: Hmm. Why did the shares tank today. The financials didn’t seem to look that bad.
Mike

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Read Answer Asked by Mike on November 13, 2019

• Home Capital Group Inc. (HCG)
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Q: i have owned home capital since 20.00, their earnings were excellent, but up 5.00 seems excessive, i had a position, sold a little. whats do you think. dave

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Read Answer Asked by david on November 13, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Just to polish off the answer to Adam's question on GOOS, what do you reccomend to those holding the stock given all of the new info brought to light?

Sheldon

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Read Answer Asked by Sheldon on November 13, 2019

• Fortis Inc. (FTS)
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• Emera Incorporated (EMA)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: Why the sudden jump in these stocks today? I must have missed something?!

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Read Answer Asked by John on November 13, 2019

• Whitecap Resources Inc. (WCP)
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• Surge Energy Inc. (SGY)
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• TORC Oil & Gas Ltd. (TOG)
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• Cardinal Energy Ltd. (CJ)
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Q: Please comment on their result and general assessment  or the stock.Also could you compare with SGY,TOG and WCP .
Thanks
Yossi

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Read Answer Asked by JOSEPH on November 13, 2019

• iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
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• iShares Core Canadian Long Term Bond Index ETF (XLB)
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Q: Hello 5i
I have CLF at 6% weight, the highest of the portfolio. I am tired of seeing it constantly dropping over these many years. Would it be of a benefit to exchange this for XLB with the higher dividends and what appears to be an up trend over time? I am 73 with a 60 /40 split, value investor seeking dividends holding some growth equities among the blue chips.
Thank you
Stanley

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Read Answer Asked by STANLEY on November 13, 2019

• BMO International Dividend ETF (ZDI)
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Q: Hi Guys
I cant find the top 10 holding ,please list ,where is
Bob

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Read Answer Asked by bob on November 13, 2019

• Fortis Inc. (FTS)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Northland Power Inc. (NPI)
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• BMO Low Volatility Canadian Equity ETF (ZLB)
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• BMO Low Volatility US Equity ETF (ZLU)
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• Brookfield Renewable Power Preferred Equity Inc. Class A Preference Shares Series 1 (BRF.PR.A)
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Q: Hi,

Looking for a long term hold, preferably lo-volatility and some growth. I own the banks, AQN, BAM, and ZQQ. Can you recommend your top two picks and why?

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Read Answer Asked by Graeme on November 13, 2019

• Vanguard Total World Stock ETF (VT)
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• iShares Core MSCI All Country World ex Canada Index ETF (XAW.U)
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Q: Hi 5i team: I am looking to add to my portfolio an International ETF ex Canada (in US dollars), I want to get more ex-Canada diversification. Am leaning toward XAW:U (shares Core MSCI All Country World ex-Cda) as it seems to get high marks from the research I have done. Could you suggest another 2 or 3 as alternatives in US dollars. What do you think of VT ? Thanks as always for your guidance.
Steve

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Read Answer Asked by STEVEN on November 13, 2019