Investment Q&A

Q: Company investor update today. Have a great day.

When: March 1, 2018, 8:00am – 9:00am PST / 11:00am – noon EST

ID: 8886577

Dial In: Canada and U.S. – (844) 461-9931

International – (636) 812-6630

Q: What is your assessment of Glencore PLC. Would you recommend it a buy and if not is there another company you like better in this sector. Thanks for your expertise.

Q: May I please have your comments on First National’s recent earnings. Thank you.

Q: Well, KWH.UNs stock price seems to have caught the attention of 5i members! Thanks for your replies to those inquiries. Seems like "the sky is falling" or, more appropriately, the airship -- given that "Hindenburg Research" (how fitting!) is predicting cataclysm.

Q: Looks like institutions are pulling funds out of the energy sector. Is this mainly due to the federal budget or are the millenials the new porfolio managers and do not care about investing in the energy sector.
Oil is still at $62 yet these company stock's are acting like oil is at $29
What is your opinion going forward?

Q: Hi, If GUD were looking to put some money to work as you expect it to do, where could they do that. What might a company like this look at. Thanks, Nick

Q: Wondering if you see any reason why MX is on a downward trend after reporting record numbers at the end of Jan.
Thank You

Q: Hi Guy's,

ECN is purchasing, via a Dutch auction, a fair amount of common stock.

I own the preferred stock and feel that this action makes the preferreds less secure.

What is your take on how the preferred are affected.

Thanks for the help
John

Q: I hold Crius primarily for income. The sharp drop today though was a big surprise...despite knowing that Seeking Alpha is behind it and they could be spreading misinformation.
While I plan to continue holding for now I would like to be reasonably confident that Crius has been and is being responsible in managing dividend payouts. That information will be pivotal in deciding whether or not to buy more.

Would you please outline the “math” to support the fact that Crius. been fiscally responsible in this regard ....or not.

Thank you for helping out here.

Q: What etf holds visa as a significant holding ? James

Q: If the deal don’t settle till June what is the status of the div. We should be entitled to feb at least .
I have noticed that peter is not the ceo of 5 I is this so.?
Stan

Q: Hello to all at 5i:
Is there some proxy you can suggest to gain an alternative exposure to the telecom sector other than the traditional companies in the space? I own Telus common shares and Bell preferreds and don’t want to increase those positions but am still underweight the sector. I’m really not interested in owning “more of the same” in Canada (RCI.B) and really don’t want Vodofone, AT&T, Verizon or a U.S. telecom ETF (which I think will be largely the latter two companies?). All I really see are slowing revenues and slowing dividends and lackluster share performance. I’m having trouble identifying opportunities that fit my usual investment thesis in this sector. Is there another way to play it that I’m not seeing?
Thanks for your thoughts,

Q: My question on ENB is that its earning is $1.66/sh., and its dividend is $2.68/sh., Do u think that a cut of dividend is forseeable like TRP in early 2000's? Thank you.

Q: What is the FASTEST way for ordinary shareholders to get news about a company.. any news that's significant, but especially earnings reports.... it seems some get the news much earlier than others, and of course, i cases where it's bad news, have a considerable advantage over the ordinary investor
Thanks

Q: Would it be possible to have your opinion on the latest quarter and explain the difference between Ducht Auction and regular buyback. What is the benefit? I am sure some shareholders will appreciate.

Many thanks

Q: STB seems to be selling at its offer price. There seems to be no reason to hold. Am I right? Is it time to sell and move on? I have a very large capital gain as I have held this for 8 years.
Thanks for your excellent advice.

Q: Please comment on earnings. Thanks :)

Q: I have been reading and general feeling i believe is the feds are going to raise rates in 2018, do you feel that is right?, if so, to what affect will that have on bank stocks and IF, you were going to pick 2 in each of canada usa which would you pick, in the order you like them
thanks

Q: What's your thoughts on NWC. Can you see any reason for recent sell off.

Q: What are your current overall thoughts on AT? also what do you think of today's acquisition ? the market seems to like it. Would you be comfortable with a 2-3% holding of AT?

thanks Tom