Investment Q&A

Q: Do you think that PAR.UN will lower their dividend again in the near future? What is your outlook now?
Thanks, Ron

Q: Peter, Lana & Team,

I am rounding out a 15% financial sector weighting. My existing holdings are approximately 2% for each of: Sun Life, Home Capital, TD, Scotia, Fiera and JP Morgan (12% total thus far). I have 3% left that I want to throw behind some small cap names, and have shortlisted the following 5i favourites: Firstservice corp, Tri-con, Element Financial, Rifco and CI Financial.

Questions:
1. Would you throw 1% behind 3 names, or 1.5% behind 2 names?
2. I know you like all these companies, but which 2/3 would you buy today?

Investor Profile = Young and risk on. Will be deploying new capital routinely, so ideally names that I can average up with over the next few years.

THANK YOU FOR EVERYTHING.

Q: What is your opinion of Pure Industrial REIT (AAR.UN)?

Q: ESN is down over 10% in the past 2 days on heavy volume. Do you hear anything on the street? I know you like the stock and I'm considering buying more while it's on sale. Thanks

Q: For long term S&P 500 exposure would you go with a leveraged ETF like HSU or the un-leveraged XSP? Are there additional risks with the leveraged HSU besides the greater downside potential in a market crash?

Q: 5i, in general, do you recommend investing in the retail clothing space?

I can't help but look at the charts of Urban Outfitters, A&F, Aeropostale, Reitmans and see it going continually downward. Are there any in this space that you think can be good medium to long term investments?

Q: Hi Peter,

I am thinking of closing out my losing position in wi-lan and
converting it to a combination of svc sandvine and aj junction
How do you like this idea.

Thanks
Paul

Q: It seems the market likes the Q3 earnings and production guidance from TOU. Are these ahead of expectations and is there a chance of an initial dividend in the next year or so? Thanks, J.

Q: Hi Peter and team, could I have your comments/opinion on the Q3 release for Carfinco. A strong negative reaction this morning. Do you feel these numbers warrant such a reaction. Thanks.

Q: I noticed DHX had reported good results and declared a dividend. What do you think of the stock?

Q: Hi Peter & Team,
Would you still recommend 65% fixed income/35% equities for a retired 65yr in current market? Presently 65% cash and pondering deployment. With XBB/XSB/XRB trending down and with low GIC,it is a tough decision.Your guidance would be appreciated

Carl

Q: It looks like the market does not like Carfinco's last quarter results. What do you think? I have a partial position. Would you add to it? Hold? Sell?

Q: General question , but at what time and when is the next webcast?

Q: To me the result for current quarter is not bad for CFN, but the market seems like disappointed. So what's disappointing if any?
Thanks

Q: I have a small position of BNP (400) purchased a number of years ago around $22. Would you recommend averaging down with an equal number (400) of shares at the current price?
Thanks as always.

Q: SJR.b It has been a few months since you commented on Shaw, and given Telus' continued success with winning over cable customers, and the Industry Minister announcing that if you don't use your spectrum, you will lose out, is Shaw becoming less attractive as both a growth stock, and as a take-out candidate? While a seemingly good geographic fit for Rogers, if Rogers can't expect to capture the spectrum that Shaw purchased in an earlier auction, and cable TV is apparently the government's next target, is it time to throw in the towel on Shaw? Yes it's still good for income, but its yield is only just above 4 today; did the Shaw family miss the sweet spot in timing a sale?

Q: There is always a lot of news on Apple but very little is said about Microsoft.. Would you consider MSFT to be a buy?

Q: Peter - I am wondering where you go to in order to find out when individual companies are giving their quarterly reports and what the street consensus is for their upcoming performance. Is there a specific website to go to for that information. I really appreciate your service and have truly benefitted more that ever before. You are to be congratulated for setting this up.

Q: Hello 5I Team. Last night I sent you a question but have had no reply. I am assuming you did not receive it so I am re-sending it again.

I am considering 2 different REITS: HOT.UN and WIR.UN. Both companies are registered in Canada but have their portfolios of properties in the US. HOT.UN (American Hotel)has a portfolio of hotels that have most of their occupancy contracted for up to 10 years to rail companies. I would like your opinion if their model is sustainable to protect their current valuation and dividend of approx. 8% and if the dividends are considered eligible dividends for income tax purposes and finally do you see any upside for this company. WIR.UN (WPT Industrial) owns and manages high quality industrial properties, and its stock trades in US$. Would their dividends which are paid in US$ considered eligible dividends & my final question: Which of these 2 do you feel is a better play on the US recovery, as well as which of these would be safer as an income play & preservation of capital, assuming that neither of these would appreciate very much in the current uncertainty about interest rate direction and do you feel that REITs still have momentum to the downside. Thanks again for your time to answer my question.

Joseph

Q: re. EXFO Inc. (EXF-T)

I have a number of questions about EXFO Inc. First, what is your current opinion and insights about this company? I would also appreciate an explanation of their technology in layman terms. Finally, what is their competitive position in their industry?

Thanks, as usual, for your efforts on my behalf and, of course, other retail investors.

Owen Neal
Drumheller, Alberta