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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: CAE announced public offering of common shares priced at $27.50USD to raise $250,000,000USD to finance a portion of the purchase price and related cost of L3 Harris Military training business. What are the pros and cons of public offering versus brought deal from a company’s and investor's point of view? Is one financing deemed "better" than the other? Thank you.
Read Answer Asked by Karen on March 10, 2021
Q: I am growing concerned about Line 5 as the Michigan governor is trying to close it down. I realize there are several strategies in play to keep it open, but given how big line 5 is to enbridge, to michigan, to ontario and quebec, I can't help but wonder what will happen to the stock and future growth if it is closed down Your opinion please?
Read Answer Asked by arnold on March 09, 2021
Q: I am looking to add new position in the C.Non Cycl. sector. My lean is to the balanced and income portfolios. How would you rank the above and which companies represent the best buying opportunity now( or is now not the time for this sector) and why?
Thanks,
Mike
Read Answer Asked by Mike on March 09, 2021
Q: AS Oil stocks were much beatonup and now recovering very well,Which other sector is in similar position.Being A Realtor I think Commecial reits,office and retail US AND
Canadian are but Need your Opinion and advice.
Read Answer Asked by Nizar on March 09, 2021
Q: Dear 5i team,
I've owned CHO100 since 2006 and I've had approximately a 75% ROI since this time which is in my opinion lackluster. I had high hopes for the is fund and its manager but things have not worked out as well as I would have hoped. That said, recently it has done well compared to pears but still. Do you think it's time to cut to the cord? Any opinions on its future prospects.

I've also owned MAW107 since 2004 and have had phenomenal results of over 500%. So much so that I am wondering if it would be a good time to cash in profits Again, any thoughts on the fund's future prospects? Both are in my RRSP and I have still at least 15 years before I will be needing to draw from it.
Many thanks in advance.

Read Answer Asked by B on March 09, 2021
Q: In the last 5 from 5i the first article about rising interest rates contained this statement: “Investors should consider adding economically cyclical sectors that can take advantage of global reflation. We also suggest maintaining positions in defensive sectors that would likely do well if the faster-growth, rising-rate scenario takes longer to materialize than indicators now suggest.”

Can you suggest a handful of individual companies and hopefully some ETF’s that would address those two strategies?

Thank you.
Read Answer Asked by Stephen R. on March 09, 2021
Q: I have been a long-time holder of the CHO100 fund since 2006. The fund has had ok returns but in the past few years has not kept up with the market. That said, recently it's done very well compared to industry peers. After 15 years, I've gained approximately 75% over my initial investment in both appreciation and distribution. I realize you can only comment in general terms but what do you think of its prospects moving forward? Thanks in advance.
Read Answer Asked by B on March 09, 2021
Q: DOC closed a bought deal today at 2.70 in the face of a market price which is much lower now but was a bit above the deal pricing when announced. I assume the brokers and/or underwriters will want to recover the value of their investment but I do not know how this sort of event generally proceeds. Can you clarify please, including the role and obligations of the parties and the likely outcome for the share price. Thanks
Read Answer Asked by Mike on March 09, 2021
Q: Hello
Thinking of retiring and drawing the dividends from our RRSP to replace income from employment until age 71.
Would it make sense to sell the first 4 mentioned and buy only EQL.
This move would give us $5,000. more yearly income from dividends (before taxes).
I mentioned selling VIG because of the currency variability and EQL pays a higher dividend..
We would still maintain growth ETFs like IWO, ICLN, KWEB, PSCH etc.
Thank you for your time.
Mike

Read Answer Asked by Mike on March 09, 2021
Q: I owned Dowdupont and in the spinout of 2019 received shares of DOW, DD and CTVA. I originally purchased the stock with the belief that the spinout would unlock the potential of each entity......ie the sum of the parts was worth more than the whole. So far, after 2 years that thesis has not played out. CTVA (the smallest of the spinouts) has performed well, DOW has been relatively flat and DD (the largest of the spinouts) has been a dog. Can you please comment on each holding and tell me if they were in your portfolio which ones are worth holding, which are best to let go and most importantly why.

Thanks for your guidance and wisdom

Scott
Read Answer Asked by Scott on March 09, 2021
Q: How do you like Preferred's these days? I've recently replaced some of my bond ETF's with ZPR. I understand they carry equity/credit risk but do you see pref's as offering better protection against rising rates? Thanks.
Read Answer Asked by Curtis on March 09, 2021
Q: Hi 5i team,
I would like to own U.S. companies in the ‘Industrial’ sector that are well managed, with strong balance sheets and good growth on earnings. Could you please recommend a US listed ETF that focus on these companies? Thanks.
Read Answer Asked by Willie on March 09, 2021
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