Investment Q&A

Q: Abt
Excellent results by Absolute, new management is doing a great job.....and then the news of a big contract with a very large US schooldistrict.
Everything is lining up for a takeover here.....I am convinced that this will happen sooner than later.
Stadium Capital has a 15% stake and the new CEO sold a company to BlackBerry before.
Is there a chance that ABT comes back in your portfolio?

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Read Answer Asked by Josh on February 05, 2019

• Methanex Corporation (MX)
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• Agnico Eagle Mines Limited (AEM)
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Q: What are your top 2 picks in the materials sector? For a long term hold.
Thanks.

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Read Answer Asked by Robert on February 05, 2019

Q: What is your opinion on these two Enbridge capital structures? ENS, although riskier, offers currently a higher dividend than the issue price. I could not find the current value of the preferred shares.
Thank you for your input!

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Read Answer Asked by Sigrid on February 05, 2019

Q: Peter; Could you comment on this Enbridge hybrid as to safety of dividend and just generally your opinion of it ? Thanks. Rod

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Read Answer Asked by Rodney on February 05, 2019

• Sylogist Ltd. (SYZ)
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• Stars Group Inc. (The) (TSGI)
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Q: The market does not like these securities. 5i does like these securities. There must be better stocks on the Canadian market that you could replace these with. Thank you. Dennis

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Read Answer Asked by Dennis on February 05, 2019

• Antibe Therapeutics Inc. (ATE)
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Q: Hi folks,
Do you see ATE's bought deal positively because the company is setting the stage for Phase 3 development, or negatively because the company has yet to attract big pharma interest? Would you consider the current price weakness a buying opportunity or just another dilution?
Thanks,
Glen

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Read Answer Asked by Glen on February 05, 2019

• Canadian Pacific Kansas City Limited (CP)
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Q: Hi Guys,
I like to own one of the railways. Which one would you prefer?

Thanks, Henry

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Read Answer Asked by Henry on February 05, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: The stock I love to hate. With it now being close to 8% of the growth portfolio do we trim prior to earnings release.

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Read Answer Asked by andrew on February 05, 2019

• CI Enhanced Government Bond ETF (FGO)
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Q: GREETINGS:
Barry Allan was on Berman's call Jan 28. He has launched a new ETF
FGO, which is designed to outperform in times of recession. Only 125 mil
now, mer .60%. They are targeting 5-6% return after fees if we have a recession and 3-4 %, if not. He says that he is very cautious on prep
shares and floating rate instruments at this time. please comment.
Thanks, BEN. I would appreciate as much criticism of the ETF as you
will offer.

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Read Answer Asked by BEN on February 05, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Hi 5i - can you see a total return of 10% per year over 5-10 years on BEP.UN (currently yields 7%)? Thanks, Neil

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Read Answer Asked by Neil on February 05, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: I bought Fiera some time ago and am at a loss, but, do appreciate the dividend being paid. I am a senior, very conservative investor and a "buy and hold" investor to a serious fault. Please advise if the dividend is sustainable. Should this be sold or can I buy more to bring my cost down? I know you are not a fan of averaging down. Please suggest other stocks that provide a good dividend and have a favourable outlook.
Thank you for your great service.

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Read Answer Asked by Stella on February 05, 2019

• Stars Group Inc. (The) (TSGI)
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Q: Can you provide the short interest on TSGI from last July, 1 month ago & now. Thanks

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Read Answer Asked by Darcy on February 05, 2019

• iShares S&P/TSX Capped REIT Index ETF (XRE)
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Q: I have a question about XRE and the real estate stocks in general

I noted that the above has been going up recently
is there a fundamental reason for it ?

I have REI.un, I am thinking of selling it and putting it in XRE

thanks
Michael

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Read Answer Asked by Michael on February 05, 2019

• Cardinal Health Inc. (CAH)
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Q: As of June 2018, when the last question was posed on Cardinal Health , you were lukewarm on it at that time. Would your opinion be any different now?
Thanks

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Read Answer Asked by steve on February 05, 2019

• Toronto-Dominion Bank (The) (TD)
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Q: I have noticed a lot of press about fund managers shorting Canadian banks. I have TD, Royal and BNS. Is this a time to unload them?

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Read Answer Asked by Howie on February 05, 2019

• Sylogist Ltd. (SYZ)
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• Descartes Systems Group Inc. (The) (DSG)
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• Enghouse Systems Limited (ENGH)
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• Kinaxis Inc. (KXS)
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Q: Of the companies listed,SYZ has been declining while the others have been rising.It is now below its’ 150 DayMAvg.Is the price drop due to lower liquidity as SYZ has a much lower volume than the others?

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Read Answer Asked by Allen on February 05, 2019

• Vermilion Energy Inc. (VET)
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• Surge Energy Inc. (SGY)
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Q: I am considering borrowing to invest in these two companies to take advantage of a rise in the oil price,if it ever happens.Perhaps SU or CNQ would be safer choices.What do you think?

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Read Answer Asked by Allen on February 05, 2019

• TC Energy Corporation (TRP)
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Q: I own some TRP.PR.E (TransCanada rate reset preferred shares) which have taken a beating over the past 6 months (down around 20%)
What is the prognosis for recovery? Should I hold for long term or sell and move on?
Your good advice is greatly appreciated.

Thanks

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Read Answer Asked by Todd on February 05, 2019

Q: Would appreciate your assistance in finding a list (preferably US) of large cap Cos. that offer pref. shares covering broad market segments. Thank you.

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Read Answer Asked by Robert on February 05, 2019

• G6 Materials Corp. (GGG)
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Q: Greetings 5i crew,
If one were interested in investing in the graphene industry where would you suggest we park some capital to do so?
One company came on my radar called Graphene Nanochem symbol GRPEF. Unfortunately cannot find enough information on it to make an educated decision upon. Any info would be much appreciated. http://www.graphenenanochem.com/

Cheers
Stew

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Read Answer Asked by Alex on February 05, 2019