Investment Q&A

Q: What is your thoughts about the latest statement of AUM. I have half position, is it worth adding here?
Thanks

Q: Any comments on the CEO resignation?

Q: Hi,
Could you please comment on the recent results. Do you still like the company?
Thanks
Luke

Q: Can you provide a price target based on the new balance sheet value per share as a result of the air canada offer? They own some other assets like Cardalitycs and the $500M areomexical points program. But I'm confused about where pension obligations and working capital cash will go if Air Canada buys aeroplan and takes on the redemption liability.

Much thanks

Q: In order to get us exposure, I currently hold a number of individual canadian companies with us operations, e.g. aqn, td, bpy.un and etfs txf and zwu. In addition, I hold about 10% of my portfolio in zwh. I am not unhappy with the latter, but am considering reducing the 10% exposure with something other than a covered call approach. What would you consider appropriate, preferably hedged, to pair with zwh to achieve a more balanced approach to the us portion of my portfolio.

Thanks for the great service.
David

Q: Thoughts on BUS based on risk and reward? Seems to be in a trading range.

Q: Please comment on their latest quarter. Thanks

Q: Do you have an explanation on why GIL was down over 6% yesterday?

Q: How will the sale of shares by Stella Jones International in a private placement impact SJ going forward if at all?

Q: Can I please get your opinion on HCLP? Recently announced a significant increase to their distribution.

Thanks!

Q: WE OWN BOTH IPL AND ALTA GAS AND ARE THINKING OF SELLING ONE TO BUY ENBRIDGE WHICH YOU APPEAR TO LIKE BETTER AND WE ALSO CAN TRIGGER A CAPITAL LOSS. WHICH WOULD YOU SELL TO DO THIS? THANKYOU

Q: Following on from my previous question about Crius Energy Trust (KWH.UN:CA), would you say that it is safe to add a bit more at these levels?

Q: With prices of copper recently hitting a one-year low, just wondering what your thoughts are on RIO for the 2 years.
Great work, guys.

Q: Hello 5i team,
I'm thinking in investing in Preferred shares; to that end and for starters, I examined the CPD chart from 2008 to date.
I noticed that the share value dropped by 25% in the 2008-09 recession; I can understand that. But it also dropped by 25% in 2015; could you please enlighten me as to why?
Could you please explain the pros & cons of investing in a preferred ETF versus in particular preferred shares?
Thanks,
Antoine

Q: I would appreciate any comments on earnings. I read it as a small miss. Management obviously has some confidence in that they increased the dividend. Would you still hold as a core industrial in a US growth portfolio? My other US industrial is UTX.

Q: First, as a new investor, I have learned much from subscribing to your service. It is well worth the subscription fee. I appreciate you guys keeping the answers and advice simple and to the point. Keep it up!

I bought into NFI at a worst possible time as I'm down 17% as of today. I've stuck with them based on research here and elsewhere. Given that, I'm debating using another portfolio to obtain a position in NFI to help recoup losses as now may be a good time to invest. The same thing happened to me with RHT where I had a large loss but I later obtained a position of RHT in another portfolio and so far have a gain where I could really benefit from future growth. However, looking back at previous Balanced Growth portfolios, allocation for NFI is decreasing. Is this due to decreasing confidence with a possible end objective of ditching NFI? Monthly allocation for RHT has been relatively stable so I was more comfortable with my above plan.

Thanks

Q: I'd like to add some U.S. and emerging markets exposure into my TSFA. Could you please recommend a couple of ETF's (or other investment options) that would help me accomplish this. Thanks

Dave

Q: I am trying to get more exposure in the US via VIG etf.
These 2 companies are the laggards in my portfolio.
I was thinking of letting them go and buying VIG
You say?
Thanks

Q: Hi Team,
I am contemplating of switching my full position in AMAT to NVDA and would like to have your thoughts on this intended move.
Thanks,

Q: I have held this company for several years and lately it has risen quite a bit. Why is this? Also from time to time they issue new stock at prices lower that the stock is trading at. Which really irks me. Although the stock has always recovered. Why do they issue stock at less than what it is trading at?