Investment Q&A

Q: I have owned WEF since late 2014 and am, effective today, back to even par (if you include dividends). Their recent report showed good metrics, but I am wondering about the impact of the SLA negotiations vs the soon-to-be-imposed CVD and AD duties. Some would say we might be better off just paying the duties. At least that gives us some certainty. WEF is in a bit of a different boat than its peer group, since only a very small portion of their exports are SPF softwood-related. I believe < 15% of their exports are duty-related, due to either their species (eg: cedar) or higher value products.

What are your thoughts - keep or move on? Is this likely to be dead money until the SLA is resolved or is the CVD-AD duties going to provide some short term certainty? I am paid to wait via the nice dividend.

Thanks...Steve

Q: Can we get your opinion on TH with regards to:
- financial results announced Feb.8/17
- results of recent tests of their product
- is their a chance this company could become a portfolio changer, I mean should I average up and take this to a 3% position from 1.5%

Thanks for your great service as I would likely not heard of a company like TH without being a member

Q: What do you think at these prices for a commodity play

Q: How do you see the acquisition by QSR of Popeye's?
Thank you,
Maria

Q: Nice calls on these two...I bot them last week with your research and have now covered my next 10 years worth of subscriptions..Thank you very much..learning more and more with your coverage..

Q: How does the news alter the outlook? Why did they do this now?
Thanks.

Q: What are your thoughts on todays announced sale and prospects going forward. I suspect they must have something else fairly major lined up to buy. Todays sale was actually worth more than the market cap (at least what shows on the tsx site, without options etc).

thanks Tom

Q: I always have a couple of speculative stocks in my portfolio.(you know the fun ones that you usually loose you shirt on!) I don't usually deal with penny stocks, but this one seemed to be interesting. I purchased this stock at 0.20. Of course lots of rumours going around about this company, but not worth mentioning as they are not confirmed. The only thing I could see is they hired a new President and communications firm.

I would like your thoughts on this company regarding financials and new management?

Q: What would be your suggestions in the Usa and Canadian for rental residential?

Q: Hi. With Cobalt on fire, what is your opinion on investing in Katanga (KAT). Any other suggestions ? Thanks.

Q: Hi, would it be reasonable to buy Shopify at current level or wait for a pullback? My investment horizon is for long term.

Thanks.

Q: Hello Peter and 5i team,
We were surprised to learn that TIO networks is being bought by pay pal. At an 86% gain we are very happy. Thank you for the recommendation. At the end of the month we will sell our holdings. It is in my wife's TFSA. Her current holdings are ET, KXS,GUD,LNR,SJ, and SYZ. This is our growth account as we have appropriate holdings of large caps and fixed income in our other accounts. In your opinion what would be a good addition to our current holdings or would you recommend adding to any of our current holdings?
thank you for the great service

Q: The market does not seem to like the prospect of MDA acquiring DigitalGlobe with the stock down close to 4% since news of the possible deal was released on Friday. This would be a huge acquisition for MDA. What is 5i’s opinion of the deal and the reaction of MDA shareholders?

Q: With regards to reports of a large acquisition possible for MDA; my question is, would a deal of this possible size require a very large amount of dilution? I don't believe MDA could fund strictly through debt?
Any thoughts on the target beyond how they could structure the deal? Seems like a logical space to go after?

Thanks in advance

Q: GEO is up today over 6% as of 10am. I can't see any news to account for it. Do you see anything on your services? Are you comfortable with completing a full position at this price?

Q: Good Morning all,

Question regarding Russel Metals latest results, could you comment please? Also when I look at my sector allocation, it comes up as Basic Materials because of Steel...should I leave it there or move it elsewhere? Could it be more considered Industrial (even somewhat Energy given its customer base)? thoughts please & Thanks in advance!

Q: Would appreciate your thoughts on recent spike in share price of these two companies in particular WTE where it is a coal play yet TEcK.b share price tanked because of the outlook of coal prices?

Thank you

Q: i currently only hold bns for financials. It has been very good over the last year. I'm thinking about adding slf (to hedge against potential interest rate hikes) and fsz for some extra upswing potential to balance against the security of bns. I'm 31 years old, they're all held in my tfsa, I'm thinking long term and am ok with risk. Do you have issues with either of these two? Is there others you'd prefer to accomplish what I'm looking for? Do you think rate increases will push bns down enough to make it cheaper to add to or is trying to get the timing right with that not worth waiting for?

Thanks!

Q: Thanks for the great advice you provide! Do rising interest rates in the US change your opinion of REITs like HCP, or is the senior living space more immune to rate impacts?

Q: Good results ?