Investment Q&A

• Check Point Software Technologies Ltd. (CHKP)
  • View CHKP Profile
  • View Questions on CHKP

Q: Hi can you please comment on check point's quarter? They beat estimates from what I understand. The stock is tanking seemingly from lowering third quarter guidance. Down 8%, does this seem to be an overreaction to you? Would you hold? And is the long term thesis still intact? Please clarify the situation

Thank you
Karim

Upvote 0

Read Answer Asked by Karim on July 21, 2017

• Check Point Software Technologies Ltd. (CHKP)
  • View CHKP Profile
  • View Questions on CHKP

Q: should there be any concerns with chkp.

Upvote 0

Read Answer Asked by andre on July 21, 2017

• International Business Machines Corporation (IBM)
  • View IBM Profile
  • View Questions on IBM

Q: I'm kind of interested in IBM because they are working with block chain. would you consider this as a play on fintech. I like their dividend and the fact that they generate so many patents. the stock isn't doing great though. Do you think that the stars might finally be aligning for this stock.

Upvote 0

Read Answer Asked by Anthony on July 21, 2017

• Photon Control Inc. (PHO)
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Nano One Materials Corp. (NNO)
  • View NNO Profile
  • View Questions on NNO

Q: I currently hold half position in NNO and have the cash to go to full position. My question is to enter into full position now or wait for a bit to see what happens with the new plant and patent. I would then use the cash to purchase half position in PHO.

Upvote 0

Read Answer Asked by Scott on July 21, 2017

• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• TELUS Corporation (T)
  • View T Profile
  • View Questions on T

Q: Morning-I am a retiree whom is dependent on monthly income to survive.I have 60K to invest in my cash account hoping to create some income. I am thinking of T,BNS,and ENB (alternating 4% monthly returns)...or would 5i think that monthly incomes from CSH.UN , AD and EIF (better tax break) be an OK strategy. I have both BE and Income portfolios covered in registered accounts , full up in TFSA ... what to do with cash??? Thanks for all you do.

Upvote 0

Read Answer Asked by Alan on July 21, 2017

• Real Matters Inc. (REAL)
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL

Q: AT WHAT PRICE WOULD YOU START BUILDING A POSITION IN THIS COMPANY OR WOULD YOU PREFER SEEING IT BOTTOM AND START ON THE WAY BACK UP? LOTS OF INTEREST IN THE IPO AND NOW DOWN 30 PERCENT AND I AM INTERESTED IN YOUR THOUGHTS. THANKYOU

Upvote 0

Read Answer Asked by John on July 21, 2017

• Brick Brewing Co. Limited (BRB)
  • View BRB Profile
  • View Questions on BRB

Q: Brick Brewing Company has shown very good gains since I bought it. Do you see further upside in relation to the fundamentals and momentum? I am at a decision point and considering taking my profits and investing the original amount in another small/medium size brewery. If I were to do this do you have any suggestions regarding this type of company. Thanks.

Upvote 0

Read Answer Asked by Rob on July 21, 2017

• BCE Inc. (BCE)
  • View BCE Profile
  • View Questions on BCE
• Power Corporation of Canada Subordinate Voting Shares (POW)
  • View POW Profile
  • View Questions on POW
• Pembina Pipeline Corporation (PPL)
  • View PPL Profile
  • View Questions on PPL
• RioCan Real Estate Investment Trust (REI.UN)
  • View REI.UN Profile
  • View Questions on REI.UN
• Emera Incorporated (EMA)
  • View EMA Profile
  • View Questions on EMA
• SmartCentres Real Estate Investment Trust (SRU.UN)
  • View SRU.UN Profile
  • View Questions on SRU.UN
• Alaris Equity Partners Income Trust (AD.UN)
  • View AD.UN Profile
  • View Questions on AD.UN
• Magna International Inc. (MG)
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Alimentation Couche-Tard Inc. (ATD)
  • View ATD Profile
  • View Questions on ATD
• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!

Upvote 0

Read Answer Asked by Lizette on July 21, 2017

• CRH Medical Corporation (CRH)
  • View CRH Profile
  • View Questions on CRH

Q: (Comment) Going forward I would expect that any acquisitions that are in CRH's pipeline may have just gotten a lot cheaper for them. Why pay up for CI when your share of the business is suddenly devalued ? Could CRH negotiate a different split on the revenue?
Clarence

Upvote 0

Read Answer Asked by Clarence on July 21, 2017

• CRH Medical Corporation (CRH)
  • View CRH Profile
  • View Questions on CRH
• iShares S&P/TSX Global Gold Index ETF (XGD)
  • View XGD Profile
  • View Questions on XGD
• High Arctic Energy Services Inc. (HWO)
  • View HWO Profile
  • View Questions on HWO
• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG)
  • View NGG Profile
  • View Questions on NGG

Q: Without regard for sector diversification and/or weight - If I needed to raise some cash in my portfolio, and wanted to sell some of my losers...which of these names would you sell in order of priority. Could you kindly provide rationale for why you might sell vs. hold. Thanks

Upvote 0

Read Answer Asked by Jeff on July 21, 2017

• Universal Display Corporation (OLED)
  • View OLED Profile
  • View Questions on OLED

Q: What is your opinion of oled as a long term investment?

Upvote 0

Read Answer Asked by John on July 21, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: what would be your suggestion building a balanced portfolio using only us etf's portfolio size about a million, time horizon 10-20 years

Upvote 0

Read Answer Asked by mario on July 21, 2017

• WSP Global Inc. (WSP)
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• NFI Group Inc. (NFI)
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Do you have a preference for one of these companies over the other at this time?

Upvote 0

Read Answer Asked by Christopher on July 21, 2017

• CRH Medical Corporation (CRH)
  • View CRH Profile
  • View Questions on CRH

Q: it seems to me that your answer on exchange income applies exactly to crh.
my question is why are you still holding crh in the growth portfolio, and why are you somewhat positive on crh as compared to exchange income, home capital etc.,etc.
i think it is over for crh.dave

Upvote 0

Read Answer Asked by david on July 21, 2017

• Exchange Income Corporation (EIF)
  • View EIF Profile
  • View Questions on EIF

Q: Hi, another EIF question. Are the shorts like cohodes and consorts paid by commission by a big US hedge fund to take out Canadian companies ?
Regards AEO

Upvote 0

Read Answer Asked by Alan on July 21, 2017

• BMO Equal Weight Oil & Gas Index ETF (ZEO)
  • View ZEO Profile
  • View Questions on ZEO

Q: Does Royal bank have a etf energy.. Would you recommend it and would now be a good time two buy? She has to invest some cash. Thanx for everything. CLIFF

Upvote 0

Read Answer Asked by cliff on July 21, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Re my previous question of Mawer funds in a TFSA, your answer seems at variance with the advice from Mawer.
Mawer advises that:" Mawer mutual funds are structured as a Canadian Mutual Fund Trust.Foreign holdings inside the fund are not classed as foreign holdings for withholding tax purposes"

Upvote 0

Read Answer Asked by Hans on July 21, 2017

• CRH Medical Corporation (CRH)
  • View CRH Profile
  • View Questions on CRH

Q: If you were a holder of CRH, what would you do?

Upvote 0

Read Answer Asked by Andie on July 20, 2017

• Exchange Income Corporation (EIF)
  • View EIF Profile
  • View Questions on EIF

Q: Hello Peter & team. I have a full position in EIF, as of today would you sell this stock or not? In the answer to Richard you say that Prescience Point piled on to the short attack, with a tweet indicating EIF is a "terminal short". What is a "terminal short"? Best regards, Gervais

Upvote 0

Read Answer Asked by Gervais on July 20, 2017

• AltaGas Ltd. (ALA)
  • View ALA Profile
  • View Questions on ALA
• Artis Real Estate Investment Trust (AX.UN)
  • View AX.UN Profile
  • View Questions on AX.UN

Q: I have a small ($35k) car account - bought a new car and financed most on basis of keeping my capital, hopefully offsetting the low interest cost with dividends. Portfolio: AD,AX,CWX,DFN & PZA. ax represents 37% and has given me a 12% capital gain in addition to the 8% dividends. It now seems range bound at $13. Thinking of taking that capital gain and replacing AX with a combination of ALA and IPL both of which seem to have some upside potential, while still paying 6-7% div. What do you think? Thanks, continue to love your service.

Upvote 0

Read Answer Asked by Mark on July 20, 2017