Investment Q&A

• Comcast Corporation Class A Common Stock (CMCSA)
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Q: Your thoughts on Comcast please.

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Read Answer Asked by Mark on May 15, 2017

• Real Matters Inc. (REAL)
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Q: Real Matters look like a short. growth last year came almost all from acquisitions.trading near 4x revenue for a low margin, no net profit, marginal ebitda+ thin gross margins even after "growing" (doesn't scale well). Does this business do better when rates go down (refinancing) and shrinks when rates go down ? And thus why they recently went public ?

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Read Answer Asked by Chris on May 15, 2017

• ECN Capital Corp. (ECN)
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• Acasta Enterprises Inc. Class B Shares (AEF)
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Q: Both companies still an interesting long term buy after "Acasta Announces Acquisition of ECN Capital's Commercial Aviation Business" ? Is this win-win deal?

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Read Answer Asked by MG on May 15, 2017

• Chemours Company (The) (CC)
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Q: Hello 5i, any insight you can provide on this US company would be appreciated.
Thank you!!
Dave

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Read Answer Asked by Dave on May 15, 2017

• WESCO International Inc. (WCC)
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Q: U may or may not folllow this us stock, but ur opinion is appreciated. Many thx.

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Read Answer Asked by Clayton on May 15, 2017

• Miscellaneous (MISC)
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Q: Hi, I recently joined 5i. I see a lot of remarks about full and 1/2 positions. Does a full position mean 5% of your portfolio?

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Read Answer Asked by LUIGI on May 15, 2017

• BMO Short Corporate Bond Index ETF (ZCS)
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• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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Q: Could you compare these two ETFs for me. I'm trying to figure out what advantages CBO has over ZCS to justify the differences in fees.

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Read Answer Asked by Cheryl on May 15, 2017

• Clearwater Seafoods Incorporated (CLR)
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Q: Can you please comment on their recent earnings report and long term prospects? I am slightly overweight and underwater. I'd like to see a 13 handle before I trim it back. Do you see that happening this year?
Thanks.

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Read Answer Asked by EVAN on May 15, 2017

• Freehold Royalties Ltd. (FRU)
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• Swiss Water Decaffeinated Coffee Inc. (SWP)
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Q: I currently have half positions in these two companies. Can you please comment on the recent earnings reports and long term prospects? Are the dividends safe/could they grow? Time to add?

Thanks,

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Read Answer Asked by EVAN on May 15, 2017

• High Arctic Energy Services Inc. (HWO)
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Q: In light of the recent good Q & your positive comments,but weak sector & "sell in May & go away",it is advisable to increase my 1/4 position(p/p $6.11) to 1/2 position? Thanks for your normal great services & views

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Read Answer Asked by Peter on May 15, 2017

• CI Tech Giants Covered Call ETF (TXF)
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Q: Thanks for your great service. In your response to Raj this morning, you state that "The ETF TXF has been liquidated (closed)." I currently hold this and it trades daily albeit at low volumes. Is there something happening to this ETF that I don't know about?

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Read Answer Asked by Fraser on May 15, 2017

• Integra Gold Corp (ICG)
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Q: I hold a few thousand common shares of Integra. What is my best option now and when should I do it? I have never held takeover shares before and will appreciate your advice.

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Read Answer Asked by Charles on May 15, 2017

• Power Corporation of Canada Subordinate Voting Shares (POW)
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Q: I have held POW for many years and am thinking about a switch, what do you think about selling POW and replacing it with FSZ?
appreciate your efforts.

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Read Answer Asked by ralph on May 15, 2017

• Crius Energy Trust (KWH.UN)
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Q: Given the recent pullbacks (profit taking on news) in companies which you like (KWH.UN, OTEX, ZCL, ECI,PHO and GPS), do all still represent good buys and are any more compelling buys than the rest.

Thanks

Dave

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Read Answer Asked by David on May 15, 2017

• Kinross Gold Corporation (K)
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Q: some of the indicators i use are showing some strength in Kinross gold. can i please have your thoughts ?
thanks , ed

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Read Answer Asked by ED on May 15, 2017

• CRH Medical Corporation (CRH)
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Q: I am down more than 30% on CRH on a small position. Is it still wort keeping or time to move on to better stocks..

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Read Answer Asked by Shyam on May 15, 2017

• BMO Mid Corporate Bond Index ETF (ZCM)
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Q: I am considering this ETF. What would be the principal drivers of performance for this ZCM? My understanding was that the return of corporate bonds more closely parallel equities compared to government bonds, but I see that in 2015, ZCM still managed to eke out a positive return despite the overall decline in Canadian equities. I also note that it has produced a positive return every year since inception. How closely correlated to stock returns do you expect ZCM to be? What is the likelihood of this product generating a negative return in any one calendar year, and what kind of scenario might have to play out in order for that to happen?

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Read Answer Asked by Walter on May 15, 2017

• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Can you suggest an etf similar to XIN with lower fees that trades in Canadian dollars? The objective is to try and get some international exposure.

Thank you

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Read Answer Asked by Rose on May 15, 2017

• NFI Group Inc. (NFI)
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• Toromont Industries Ltd. (TIH)
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• Boyd Group Income Fund (BYD.UN)
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Q: Hi 5i, can you please advise me if TOROMONT INDUSTRIES (TIH) is a good company to own for the next 3-5 years? This company had appreciation over 100% in the last 5 years and had an approximate gain of 25% in the last 12 months. With the price being around 9% below its most recent high, would you think that it would be a good time for an initial purchase? or can you suggest another company you would recommend in this sector, Thank you for all your help!

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Read Answer Asked by Valter on May 15, 2017

• iShares Biotechnology ETF (IBB)
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Q: Would IBB be best in a TFSA or non-registered

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Read Answer Asked by Carla on May 15, 2017