Investment Q&A

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
  • View FIH.U Profile
  • View Questions on FIH.U
• Helios Fairfax Partners Corp Com Sub Vtg (HFPC.U:CA)
  • View HFPC.U:CA Profile
  • View Questions on HFPC.U:CA

Q: Hello 5i Team,
I was curious on your thoughts about Fairfax India and Africa Holdings and why are both these positions down significantly (below BV). I hold both a 5% position in my account and wondered if I should add a bit on the premise that the USD is near its all-time high as well as benefiting from tax-loss selling.
These appear to be well managed holding companies that are invested in the growth of emerging markets.

I appreciate your response and thank you for the great service you offer.

Massimo

Upvote 0

Read Answer Asked by Massimo on November 02, 2018

• Western Forest Products Inc. (WEF)
  • View WEF Profile
  • View Questions on WEF

Q: Forest Stocks.. Why the bounce in the last few days RAK

Upvote 0

Read Answer Asked by bob on November 02, 2018

• ZCL Composites Inc. (ZCL)
  • View ZCL Profile
  • View Questions on ZCL

Q: Did zcl report today? If so what we're the numbers and your thoughts going forward. Is that why it's down again today?

Upvote 0

Read Answer Asked by Luca on November 02, 2018

• Suncor Energy Inc. (SU)
  • View SU Profile
  • View Questions on SU
• Canadian Natural Resources Limited (CNQ)
  • View CNQ Profile
  • View Questions on CNQ

Q: Both had solid results today. Time to start building a position in both at these prices? Thx.

Upvote 0

Read Answer Asked by John L on November 02, 2018

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B

Q: Which looks the best to you ccl.b, transcontinental, tcl.a or intertape. itp ? Any others in packaging, labels etc.look good ? Any of these associated with Amazon ? RAK

Upvote 0

Read Answer Asked by bob on November 02, 2018

• TomaGold (CGN)
  • View CGN Profile
  • View Questions on CGN

Q: Peter could you please give me your opinion on this small company that has come up with a test to diagnosis early stage dementia. Sounds very interesting. Is it to early to put some money to work?
Thank you!

Upvote 0

Read Answer Asked by Debbie on November 02, 2018

• Altus Group Limited (AIF)
  • View AIF Profile
  • View Questions on AIF
  • View Reports on AIF

Q: Hi Peter, Ryan, and Team,

The last question about AIF was on August 8. We are down about $2700 on 572 shares in an otherwise balanced portfolio. What is your current opinion? Is it a sell or hold?

Thanks in advance for your assistance.

Upvote 0

Read Answer Asked by Jerry on November 02, 2018

• BCE Inc. (BCE)
  • View BCE Profile
  • View Questions on BCE

Q: markets seemed to like the numbers. does 5i have any additional comments Thx

Upvote 0

Read Answer Asked by blake on November 02, 2018

• Park Lawn Corporation (PLC)
  • View PLC Profile
  • View Questions on PLC
  • View Reports on PLC
• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
  • View ADW.A Profile
  • View Questions on ADW.A
  • View Reports on ADW.A

Q: During this pullback I have been adding what I think are high quality Canadian mid to large caps with decent growth profiles and pretty good balance sheets (CAE, TOY, GIB.a, WCN, KXS, X).

I'm thinking now of adding to my existing small cap positions starting with Park Lawn (PLC-ca) and Andrew Peller (ADW.a-ca). How would you view each company's debt levels and growth profile.

Thanks.

John

Upvote 0

Read Answer Asked by john on November 02, 2018

• Stamps.com Inc. (STMP)
  • View STMP Profile
  • View Questions on STMP

Q: I would appreciate your opinion on the quarterly results. Based on the market reaction, does seem very positive.

Upvote 0

Read Answer Asked by Leo on November 02, 2018

• Sentry Select Primary Metals Corp. Class A Shares (PME)
  • View PME Profile
  • View Questions on PME

Q: The yield is curious. Where does the distribution come from? Not underlying dividends, and probably not from capital gains over the past year(?)

Upvote 0

Read Answer Asked by Peter on November 02, 2018

• Apple Inc. (AAPL)
  • View AAPL Profile
  • View Questions on AAPL

Q: Trading down 6% pre market. Would you add to today on the dip? Do you like the stock ?
Thanks

Upvote 0

Read Answer Asked by Karim on November 02, 2018

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi,

What is your recommendation in terms of no of stocks should be held between US and CDN markets among all the sectors. For Canadian stocks I am focusing on about 22 stocks from the BE, INC and GRO Portfolios with heavy focus on FInancials, Energy, Utilities, Materials and also other sectors. For US stocks I am targeting for 20 - 25 stocks in Industrials, Healthcare,Tech,Con cyclical and Staples primarily large blue chips in growth and dividend income.

Appreciate your guidance as always.

Thanks
Ninad

Upvote 0

Read Answer Asked by Ninad on November 02, 2018

• DowDuPont Inc. (DWDP)
  • View DWDP Profile
  • View Questions on DWDP

Q: What are your thoughts on the plan to spin off into three separate companies (Dow, DuPont, Corteva Agriscience)? I have read that typically spin offs do well because they can command a higher multiple than the parent company. What do you make of this situation? Thanks.

Upvote 0

Read Answer Asked by Marco on November 02, 2018

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
  • View TECK.B Profile
  • View Questions on TECK.B
• Vermilion Energy Inc. (VET)
  • View VET Profile
  • View Questions on VET

Q: At current price ,P/E,yield,P/C,P/B for Vet.to what are your thoughts on purchasing it compared to Teck B

Upvote 0

Read Answer Asked by Douglas on November 02, 2018

• Parkland Corporation (PKI)
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: why pki selling off, a bought more when it was down 5 for a brief second, earnings seemed fine. dave

Upvote 0

Read Answer Asked by david on November 02, 2018

• Polaris Renewable Energy Inc. (PIF)
  • View PIF Profile
  • View Questions on PIF

Q: Market certainly seems to like the UEG acquisition. How does it look to you?

Upvote 0

Read Answer Asked by Alex on November 02, 2018

• Africa Oil Corp. (AOI)
  • View AOI Profile
  • View Questions on AOI

Q: Good Morning,
What do you think of AOI's move into Nigeria? Looks good from an oil producer standpoint and cashflow but if they mess it up somehow then most of their cash on the balance sheet has been spent. The market seems to like the move.
Thanks

Upvote 0

Read Answer Asked by Chris on November 02, 2018

• BlackRock Inc. (BLK)
  • View BLK Profile
  • View Questions on BLK
• JPMorgan Chase & Co. (JPM)
  • View JPM Profile
  • View Questions on JPM
• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD

Q: Hi,

Does JPM, BLK offer better value as compared to BNS, TD. Do we need to diversify in to US Banks or Canadian banks and insurance companies are a good diversification for the Financials sector allocation.

Thanks
Ninad

Upvote 0

Read Answer Asked by Ninad on November 02, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ
• Gluskin Sheff + Associates Inc. (GS)
  • View GS Profile
  • View Questions on GS

Q: Good morning...we own gs and are down but this had a good dividend and we are long term investors but are looking to add fsz for both dividend appreciation and larger company. Would you have an equal allocation to these two or move out of gs which we are down on in a cash account and move that money into fsz...thanks for the great service...Gene

Upvote 0

Read Answer Asked by gene on November 02, 2018