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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I had just recently bought this company in my TFSA prior to the 2nd quarter earnings report, and the stock has dropped over 25% since my initial purchase. It would seem that 5i still likes the company do you consider the market reaction overblown, would you consider averaging down with this company or would you hold the position for the longer term.
Thanks Tom
Read Answer Asked by Thomas on August 23, 2018
Q: Been listening to the talk of Shell building a Liquid Natural Gas plant on the west coast. What is your take on the possibility of this happening? What impact could this have on the companies Ive listed? Which company do you prefer? Are there other investments we as 5i members should be considering based on this possibility? Any other ways this possibility could impact Canadians?
Thanks as always for your opinion.
Read Answer Asked by Les on August 23, 2018
Q: Peter,
In your opinion, what is a better predictor of future cash flows, Earnings vs Cash Flows? The FASB indicated operating earnings are a better predictor but just wondering your general thoughts on this topic? Also, which earnings do you prefer: EBITDA, EBIT, EBT or Net Income?

Thanks.
Read Answer Asked by Rod on August 23, 2018
Q: There are not many Canadian stocks in the healthcare sector. Telus is now in the Electronic Health Records business, and Loblaws now owns Shoppers Drug Mart. Would you consider L and T to be partially healthcare?

Do you have any stock suggestions for healthcare in Canada? If not, could you recommend US or European stocks that would be advisable?

Thank you,

Fed
Read Answer Asked by Federico on August 23, 2018
Q: hello 5i:
I'm a long time holder of HAC, about 7 years now, and have been very happy, both with the performance and the lack of volatility in the stock. For the most part, its just been a steady eddy. I've reduced the weighting, but its still crept up to be close to 10% of our portfolio. Any comment on what you perceive to be a proper weighting for an ETF such as this? Do you have any comments to add as to your ideas about HAC?
thanks
Paul L
Read Answer Asked by Paul on August 23, 2018
Q: Press release from last week:
American Hotel Income Properties REIT LP ("AHIP", the "Company") (TSX: HOT.UN, HOT.U, and HOT.DB.U) discloses that Rob O'Neill, CEO, purchased 5,000 additional units today, through open market purchases.
Since January 1, 2018, Mr. O'Neill has acquired 163,398 additional units of AHIP, including 15,498 units provided as part of his agreement with the Company to take 100% of his 2018 compensation in the form of equity.

Seems to me a CEO taking 100% of his 2018 compensation in equity is a great sign and bullish for the stock. Do you agree? Also, how common is this for a CEO to be 100% compensated in equity?
Read Answer Asked by Robert on August 23, 2018
Q: For better returns compared to individual stocks, my investment advisor recommended the above mentioned mutual funds. I would appreciate your assessment. In addition, I wonder if these funds are better investments than ETFs and if so, which ones would you suggest.
Thank you as always!
Read Answer Asked by Sigrid on August 23, 2018
Q: Hi, I'm looking to add another stock in the "Materials and Energy" category in which I already hold Methanex, Parkland and Chemtrade all at about 1%. I'm not keen on a pure energy (i.e no oil, Nat Gas or pipeline) play but have been watching the three mentioned stocks. Of these three, which would you prefer today and would you add any? Long term holder.

Thx.
Read Answer Asked by Cameron on August 23, 2018
Q: I hold a full position in both ONEX and BAM (BAM in US$). I'm 79 and have cash to see me through the next 2 years. I look to my portfolio to mainly provide growth with reasonable security. Is this too much private equity, and if so which one would you sell and what would be a better investment?
How do you allocate these two when considering geographic and sector allocation. It doesn't seem right to classify both as Canadian Financial
Read Answer Asked by Doug on August 23, 2018
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