skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and 5iReseach team,

Can you recommend the best US Dollar S&P 500 ETF?
Thank you, Linda
Read Answer Asked by Linda on March 31, 2016
Q: Could you please give your opinion on TMC for 5% of an income portfolio. Seems that it is trading well below it's peers
Read Answer Asked by Rudy on March 31, 2016
Q: Hello 5i

Could I have your thoughts on the company and the latest earnings? Seems interesting. Earnings appear to be heading in the right direction although illumination was off a bit. Seeing as the stock is trading pretty much where it was a year ago would this be a good entry opportunity as growth from acquisitions is expected to continue?
Read Answer Asked by Dave on March 31, 2016
Q: I know that you generally do not cover US stocks but I would appreciate any thoughts you might have on Fly. It is down approximately 12% over the past year. The yield is 7.72% and I wonder how safe you felt was and is it sustainable. I also see that there is a class action on going with this stock. Any other info would be greatly appreciated.
Read Answer Asked by Ian on March 31, 2016
Q: Interested investing in blue chip corporate debt. Any recommendations of Canadian blue chip companies and also American?
Preferably companies that have strong balance sheets.
Read Answer Asked by Alberto on March 31, 2016
Q: Ontario Teachers’ Pension Plan posts 13% return in 2015 and 10.3% annualized since 1990, see Globe and Mail article. Are these returns for real? Even Warren Buffett’s Berkshire Hathaway did not come close to these results. Do you know any publically traded companies that achieved similar results?
Read Answer Asked by Greg on March 31, 2016
Q: Your comments on its results released on 3/29.Very poor reaction by market.As a aside,I think China's Anbang will outbid Marriott for Starwood hotels.A reliable source in the hospitality industry in Vancouver told me that Chinese companies are interested in buying hotels in Canada
Read Answer Asked by Peter on March 31, 2016
Q: CQE made big but adverse news today on BNN resulting in 32% haircut.It stated that it is ending its strategic review,but will evaluate any subsequent proposal that will enhance shareholder value.It let go its CEO & 2 other directors.Also announced 2015 financial & operating results.Your opinion pleaseShould I hang on.I only have a very small holding'Thanks for your normal great services & opinions
Read Answer Asked by Peter on March 31, 2016
Q: Borrow from heloc to fund tfsa - good idea or not?

Age 56, wife 46. Mortgage free, no other debt; rrsp's maxed out; my tfsa funded to about $30k (with $400/month ongoing contributions), nothing in my wife's. Thinking of borrowing approx $55k from home equity line of credit at prime + 0.5% ( ie 3.2%) to fund balance of my tfsa as well as my wife's to invest in blue chip dividend stocks for long term hold (currently have BNS, FTS, ENB, BCE, TCP, HR.UN, etc). Idea being the maxim that it's not timing the market that matters but rather time in the market. At current 3.2% rate of interest with seemingly little risk of dramatic rate run up anytime soon monthly carrying cost is approx $145 which is not a problem from a cash flow standpoint. Pay off heloc over time as cash flow allows. I realize by using funds for registered accounts we lose the interest tax deduction as well as any potential capital loss carry-forward (hence preference for blue-chip dividend payers). Thoughts re this borrowing strategy or the investment strategy? Anything different you might suggest? Thanks for your insight.
Read Answer Asked by Bruce on March 31, 2016
Q: Which is better, FIE vs ZEB?

Thanks as always for your informative answers! Austin
Read Answer Asked by Austin on March 30, 2016
Q: Hello 5i, last fall you were not "overly worried" about the dividend but on February 8 you said cash flow is not covering the dividend. When I look at ratios on GlobeInvestor-Gold the cash flow has not covered the dividend since 2011. How have they been paying all this time and has anything really changed? Thank you
Read Answer Asked by Alayne on March 30, 2016
Q: IWG is a Nanocap trading at 2x book. They have 14 straight quarters of profitability, are trading at 9x earnings, have consistently high margins, a board/CEO with history in the aviation industry, and contracts with many big aviation manufacturers. Also, based on what I can determine, North American government regulations require potable treatment on air vessels. I am hoping you can answer some or all of the following questions:
- The annual report 2015 indicates IWG has 1 major competitor in the Potable Water Systems & Water Heaters space, who are they?
- What is useful life of an IWG water system?
- What % of revenue comes from the maintenance costs of an installed IWG water systems?
- How many corporate jets are in service worldwide? Is "lower for longer" oil price seen as a corporate jet business catalyst
- Are Bruce Gowan (chairman, former Magellan CFO) and C. Edward Butterfield (CEO) known as "good" management in the aviation industry?
- They are implementing an ERP in 2016, what is the estimated cost?
It's a tall order, but your my research department :) I really appreciate what 5i offers!
Read Answer Asked by Michael on March 30, 2016
Q: please give an update. while the yd is good i was wondering if you see growth. since its move of approx 20% i am no longer under water and thinking of moving on to redeply in to either alaris or badger.
Read Answer Asked by brian on March 30, 2016
Q: As of Last Fri, Tog yielding 3.2% is up 44% ytd while Wcp yielding 5.8% is down 14%
What do you think of the idea that I switch my Tog into Wcp?
Read Answer Asked by Terry on March 30, 2016
Q: What do you think of dollaramas latest financial report and the comparison to your recent comments.

Regards
Read Answer Asked by Robert on March 30, 2016
Q: RDCM put out a shelf-filing for $50MM last night, which is almost half their equity market cap. Why would they do this/what is a shelf filing?
Thanks
Read Answer Asked by CAMERON on March 30, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!