Investment Q&A

Q: Hi I want to increase my position in Consumer Stocks by about $40,000 to be balanced and defensive plus receive some dividend income, currently hold Conagra ($20K); Lamb Weston ($8K);Magna ($18K); Mondelez $18K);Rogers Sugar ($21K); and Saputo ($25K).
Are there some better choices out there I can buy, your ideas appreciated, thanks!

Q: Hello! In the consumer sector of my portfolio, I have MG, ATD.B, PBH, TOY & DOL. I'm considering selling Dollarama and switching to Sleep Country. What do you think about this move? Do you agree ZZZ has more potential than Dollarama? Which one is cheaper? Thanks in advance.

Q: Good day, I understand (from your responses to other questions) that you like EFN, and, looking back a few months ago, it was that you held in your model portfolio (and switched out of it just before it dropped somewhat significantly), my question is this, at what price will you find it compelling value to add back into your portfolio? Thanks.

Q: Good aft,
What do you think the prospects are on this one. Can they sustain the payout, any development with the problem accounts ? I can use the tax loss if it's going to be a slow recovery I would rather move the money in something else that pays a good dividend.
Thanks for your insight
Denis.

Q: Hallo Peter, how would variable preferred ETFs would be effected by interest rate increase? Thinking of VRP, PGX (us), can you suggest a couple more of Canadian and US ETFs. Many thanks, J.A.P. Burlington

Q: Could you comment on the Shanta Gold offer for Helio Resource.
It looks like there is very little premium on the offer. I'm debating whether to cut bait and sell my HRC position now or take a chance that the "sum of the parts" is worth more and the Shanta share price appreciates into the August deal date.

Q: My wife and I are voting these days on a number of proxy votes. My questions are about directors:
-- For some companies, particularly oil and gas companies, the proposed directors sometimes seem to be affiliated (director or executive) with a competitor. Is it reasonable that directors are affiliated with competitors?
-- Some directors who are a Chairman or CEO of one company are also directors of multiple other companies. How can they have the time to do this? How many outside directorships is it reasonable for a Chairman or CEO to have?

Q: Good day team,

Could you please give me your analysis on Ebix Inc.? Is this a good buying opportunity for a long term hold?

Thank you,
Marco

Q: Do you have a preference between these funds as a income generator and can you rank them from best to worst? Thank you!

Q: I presently have no exposure to Europe in my portfolio and wish to add a 5% position by buying a ETF. Should I buy edge or not edge ETF, seeing the weakness in the currencies? Income is not the primary goal but I want good total return of course. I prefer good quality companies, participating in the recovery as opposed to momentum plays or startups. Could you suggest one or two Canadian ETF.

Q: If memory serves me well, at one time you were recommending the FEZ ETF for European exposure. I bought some two years ago. More recently you have been recommending VE. What I like about FEZ in the current environment is that it has no direct exposure to the UK, a country that seems to have a cloudy economic future these days. VE, in contrast, has 29% of its assets in the UK. FEZ’s MER is a bit higher, but not by much, and its yield (before withholding tax) is also higher. FEZ has 50 holdings while VE has 1262. Are you leaning more toward VE these days because it can be bought directly in Canada while FEZ must be bought in the US market? Or is it the (modest) small cap exposure in VE that you like? Or the much greater number of holdings? Or something else?

Q: I would appreciate your assessment of this exploration and development Lithium company.
I realize that it is a very small micro cap company (25 million) but it has been performing very well recently and just purchased a 17 % stake in project in Chile. Could you also comment on the Lithium space in general. Thank you. Ian

Q: Greetings 5i,

What are your thoughts on BAD? Off of its 52 week lows it seems to be moving in the right direction.

Cheers!

Q: Hi 5i Team:
A couple of thanks first before getting to my question.
1. Thanks for the fantastic job you did on my portfolio review and the suggested transactions.
2. Thanks for your opinion and feedback on annuities.
I have some money to add to my fixed income. Are you still liking CLF for government bonds and CBO for investment grade corporate bonds. Time horizon is very long term. Or do you have some other suggestions.
Thanks so much.

Q: Is Cargojet a possible beneficiary in the expansion/growth of Amazon ?
Are there other Canadian companies in the transportation / logistical /distribution sectors that might also benefit from Amazon's success?

Q: Where do you think the bottom is for oil/WTI? Thanks for your help.

Q: Just like sudden turnaround of HOME TRUST,Do you see any possibility of any other stock such as VRX OR CRX or any other with some possibility?.

Q: alimation couch tard,dollarama

Q: Can I have your analysis of the results - enough to put a buy
on the stock? MD&A seems positive

Q: This stock is being dropping over a month while the sector is moving up, anything wrong with this stock? I have the stock and am under the water. Should I hold or sell move on?

Thanks,