Investment Q&A

• Growth Portfolio (Growth)
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Q: Please offer your 5 Highest conviction names In your growth portfolio. Can you please rank them?

Regards,

KR

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Read Answer Asked by Karim on April 02, 2017

• Alaris Equity Partners Income Trust (AD.UN)
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Q: should i keep the stock

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Read Answer Asked by gabriel on April 02, 2017

• DH Corporation (DH)
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Q: DH Corp.insiders continue to hold their shares. Can they legally sell now or are they committed to tender their shares directly ? I am still holding on to my shares for now in case a better offer comes forward.

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Read Answer Asked by John on April 02, 2017

• Cannabis Wheaton Income Corp. (KWF)
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Q: Hi 5i. What is your view on Knightswood? Do you know management? Any reason for the huge pop this week? Any insight on this company would be much appreciated. Thanks Rob

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Read Answer Asked by Robert on April 02, 2017

• Osisko Mining Inc. (OSK)
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Q: The chart for OSK keeps moving up, quite unlike
the other gold charts.
Can you explain why and is it a buy?

CV

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Read Answer Asked by claudette on April 02, 2017

• Distinct Infrastructure Group Inc. (DUG)
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Q: More of a comment than a question. They announced on Thursday that they have refinanced their debt with RBC and paying out the Crown capital debt. Aside from the significant interest expense saving, I have found that if a bank like RBC gives a small company the thumbs up then this is almost always a good sign that the business prospects are improving.

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Read Answer Asked by Murray on April 02, 2017

• Magellan Aerospace Corporation (MAL)
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Q: Hi Peter, follow up to your last answer on MAL, I know you like to see how companies and management fared during '08 (i.e. EPS). Did MAL do well during those times and what happened? Thx.

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Read Answer Asked by Michael on April 02, 2017

• Premium Brands Holdings Corporation (PBH)
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Q: Love PBH but have been reducing my position because it represents 20% of my portfolio and keeps going up. Should I keep selling this winner ?

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Read Answer Asked by John on April 02, 2017

• Cineplex Inc. (CGX)
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• Celestica Inc. (CLS)
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• Knight Therapeutics Inc. (GUD)
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Q: With the recent changes to the balanced equity portfolio is it now tech heavy or are you considering CLS Consumer Cyclical (Discretionary) to replace CGX because it is a hardware based business and not software?

Thank you.

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Read Answer Asked by Terry on April 02, 2017

• Miscellaneous (MISC)
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Q: In answering Kelli's question March 30, you said that when a sell trade is made on the ex-dividend date, the seller gets the dividend. Are you sure? That's not what I was taught. Thanks.

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Read Answer Asked by James on April 02, 2017

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: Hi Peter and team, do you know when Financial results of Goose will be available? Goose shares are down by more than 3% today, is there any specific reason? Thanks, Gervais

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Read Answer Asked by Gervais on March 31, 2017

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Q: Good morning 5i Team,

I'm interested to buy a position in CCL B. Please advise if the stock will continue to grow in the next few years. Is it better to buy before the split or after the split in May this year? Is it better to buy the A or B shares? I note the PE is high! What is your opinion on management, ,divident growth, momentum and valuation?

Thank you!
Rossana.

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Read Answer Asked by Rossana on March 31, 2017

• Methanex Corporation (MX)
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Q: I know you don't like buying options but when MX is cheap and funds not enough to buy BUYING 10 CONTRACT WILL give a good opportunity if stock rebounds in a month,would you advice that?

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Read Answer Asked by Nizar on March 31, 2017

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: DOO was a top pick on BNN yesterday.
Would like your opinion.

CV

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Read Answer Asked by claudette on March 31, 2017

• Cenovus Energy Inc. (CVE)
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Q: Hi is there any chance the bought deal financing at $16 will not be filled

Thanks
David

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Read Answer Asked by David on March 31, 2017

• Extendicare Inc. (EXE)
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Q: Any insight on the drop today or can it be attributed to the chairman leaving (still running for a director position)

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Read Answer Asked by Mayur on March 31, 2017

• Methanex Corporation (MX)
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• AirBoss of America Corp. (BOS)
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Q: I have a question about 949
Hi, I currently own BOS at $15.60 and i'am not seeing a lot to like. Would it be a good move to sell BOS and buy MX.
Thanks, Brad

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Read Answer Asked by Brad on March 31, 2017

• Alphabet Inc. (GOOG)
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Q: Further to a member's question concerning the high cost of board-lot purchases of (for example) GOOG: I have never had any problems buying (or selling) as little as a few shares of GOOG, CSU, etc. The only oddity I've noticed is that my bid (or ask) doesn't show up on the exchange's order book, which might have the effect of providing no reference price for the other side of the trade. But others' brokers may handle these differently (I'm using TDW.)

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Read Answer Asked by John on March 31, 2017

• Methanex Corporation (MX)
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Q: Any reason for the pull back today?

Craig

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Read Answer Asked by Craig on March 31, 2017

• Global X Marijuana Life Sciences Index ETF (HMMJ)
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Q: Could you please give me your thoughts on The Horizons Medical Marijuana Life Sciences ETF (TSX: HMMJ). It is an ETF that will be offerred by Horizon this Thursday. It has a fairly high MER of 0.75. Might be a safe way to hold a basket of marijuana stocks. Here is a link to an article about it http://business.financialpost.com/investing/marijuana-etf-the-most-scrutinized-fund-that-weve-ever-launched-horizons-ceo-says

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Read Answer Asked by Ken on March 31, 2017