Investment Q&A

• Dream Global Real Estate Investment Trust (DRG.UN)
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Q: The stock has had a nice run. Will it be affected by possible interest increases in Europe which are very low?
For an long- term income investor with the target of reasonable capital appreciation, should it be held, sold, or reduced by half in the current environment?

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Read Answer Asked by Harold on April 02, 2018

• AltaGas Ltd. (ALA)
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Q: I'm interested in buying more ALA for a long term hold, primarily for income. I have a couple of questions:
1) It seems the market is pretty negative on the acquisition. What do you think the main concerns are?
2) Normally, when a dividend yield gets this high the market is saying it is not sustainable. What's your opinion?
Thanks
Peter

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Read Answer Asked by Peter on April 02, 2018

• Constellation Software Inc. (CSU)
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• Kinaxis Inc. (KXS)
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Q: I currently have positions in Kinaxis and Constellation with allocations of 4.28% and 2.07% respectively. Would it be advantageous to reverse the allocations. Selling Kinaxis would involve taking a large capital gain.

Thank you for the great service.

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Read Answer Asked by Lynda on April 02, 2018

• Toromont Industries Ltd. (TIH)
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Q: What is your opinion of Toromont?

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Read Answer Asked by Raymond on April 02, 2018

• Liminal BioSciences Inc. (LMNL)
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Q: Did you glean anything from the company call?

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Read Answer Asked by Robert on April 02, 2018

• UrtheCast Corp. (UR)
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Q: Do you think there is any possibility that urethecast will be taken over; I have a [very] small position but am getting tired of waiting for something to happen
Thanks

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Read Answer Asked by steve on April 02, 2018

• Premium Brands Holdings Corporation (PBH)
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Q: Hello 5i, I am up over 70% on this company. So I am wondering if it is time to consider selling or should I accumulate more. It's still under 5% of my portfolio. Do you see any reason to sell? What is your assessment of the company. They seem to be doing all the right things for some growth. Do you see anything in the near term that could cause some downward pressure? Thanks for your service..

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Read Answer Asked by pietro on April 02, 2018

• Liminal BioSciences Inc. (LMNL)
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Q: Do you think a buy-out or partnership is likely in the cards for PLI? Would GUD have any interest?

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Read Answer Asked by Henry on April 02, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Gentleman your opinion on Shopfied

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Read Answer Asked by Peter J. on April 02, 2018

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
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Q: I am reaching for YIELD and at 9% the yield on QYLD is very appealing.
If the tech sector falls out of favour and drops like FaceBook did this week, what are the implications for the dividend? Would the share price drop too?
As a long term "HOLD" I can live with a lower share price because it would most likely recover over time.
But what about the dividend? Can I count on it holding at current levels or possibly even increasing?

Thanks.

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Read Answer Asked by Donald on April 02, 2018

• Parkland Corporation (PKI)
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• Cascades Inc. (CAS)
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Q: Hi Peter and team,

My bond portfolio needs some new additions and would like your take on the above, they are all in the 4 year time frame paying around 5%, these are high yield bonds available through my broker. Thanks and Happy Easter to all.

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Read Answer Asked by Anthony on April 02, 2018

• Pure Industrial Real Estate Trust (AAR.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: I was looking to replace AAR.UN with an industrial reit. I found WIR.U which has P/E of 9.12 and DIR.UN has P/E of 26.19. Both are not 100% industrial reit. I will appreciate if you could give me some info on how come DIR.UN is having such high P/E? Or you can suggest some reit which has more growth rather then yield.

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Read Answer Asked by Piyush on April 02, 2018

Q: Would like clarity on what 5i defines as a position. My understanding is that if I buy a stock/ETF etc that I have a position. That is how I find it defined in literature. In reading your Q&A I see references to 1/2 a position, 3/4 of a position. Is this a dollar value or % of a portfolio?

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Read Answer Asked by Betty on April 02, 2018

• Snipp Interactive Inc. (SPN)
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Q: Hello,
I'm wondering if you have any update on Snipp Interactive? It is a very small cap but appears to be growing. No analysts, but Thompson Reuters seems to like it more recently.-
"The score for Snipp Interactive Inc reached its 3-year high of 7 this week.
- The recent change in the Average Score was primarily due to an improvement in the Price Momentum and Risk component scores".

I'd appreciate your fine insights.
Thanks,
Brian

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Read Answer Asked by Brian on April 02, 2018

• Maxar Technologies Inc. (MAXR)
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Q: MAXR has been beaten up recently and justifiably so due to its expanding debt and poor earnings forecast. Lately they have been issuing a few press releases detailing new contracts, some from repeat customers. The contracts don't seem large enough to have a material impact on the company but they are good news none-the-less. The stock appeared to bounce on Friday up 3%. I am thinking of averaging down to my very long held position. The weighting would increase from 1.7% to 2% so I wouldn't be risking too much. Any comments or concerns?
Thanks,
Jim

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Read Answer Asked by James on April 02, 2018

• iShares Core S&P 500 Index ETF (XUS)
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• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
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Q: Is XSP a good option for the us holdings portion of a balanced portfolio or is there a better option to consider ?

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Read Answer Asked by Peter on April 02, 2018

• Park Lawn Corporation (PLC)
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Q: Park Lawn made another drop on Thursday based I assume on its earnings announcement. It would appear that profit dropped , despite increased sales. However it also appears cash flow was much stronger and I think it may be a great opportunity to add more. Am I reading this correctly?

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Read Answer Asked by Barry on April 02, 2018

• Park Lawn Corporation (PLC)
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Q: Can you comment on Park Lawn's earnings, released on March 28? There seems to be a lot of moving parts with one time items all over the place, making it a little difficult to objectively assess.

Can you also comment on their debt profile?

Thanks.

John

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Read Answer Asked by john on April 02, 2018

Q: Good Morning
I have to start to re balance / clean my PF soon.
Can You please name 3 undervalued growth stocks followed by 5IR (Can or US) on each sector.
Thanks
Best Regards

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Read Answer Asked by Djamel on April 02, 2018

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: Fiera is paying the quarterly dividend on May 2nd. If they were on schedule, this would have been paid on March 15th. Just wondering if the gap in time is included in the May 2nd payment?

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Read Answer Asked by Bradley on April 02, 2018