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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Could you please comment on WETF on Nasdaq at current price? You had comment on this one last year and in 2013. Have you changed your view?

Thanks
Read Answer Asked by Victor on December 15, 2015
Q: Hello 5i,
One of the comments has prompted me to write and say "Thank You!!!" for a very valuable service that I find indispensable. While on occasion I shake my head at some of the questions, I remind myself that there is never a "stupid" question and that the answer is the important part. Not everyone has the same level of knowledge, experience or risk tolerance and this will be reflected in the questions.
So, to keep this short, Thank You!!! You are much appreciated!!
Merry Christmas and Happy New Year to all at 5i and the 5i community.
Cheers,
Mike
Read Answer Asked by Mike on December 14, 2015
Q: Peter; I think I saw some babies being thrown out with the bathwater this morning - what do you think? Rod
Read Answer Asked by Rodney on December 14, 2015
Q: Seems Mr. Market is underwhelmed or not paying attention to the SYZ announcement as shares are up only the amount of the special dividend on 100 traded as of the time I write this. Have they made a habit of specials in the past and do you agree with the CEO's statement that, "...our relative company value remains a fraction of our peers."? Which peers does he refer to? Thanks, J.
Read Answer Asked by Jeff on December 14, 2015
Q: The company can attribute a great deal of its success to its remarkable culture. Are we still in the early innings of this transformative behemoth.
Read Answer Asked by Norman on December 14, 2015
Q: This sector is incredibly exciting. What's your take on medical devices please. Thanks.
Read Answer Asked by Norman on December 14, 2015
Q: Another stock that you recomended and I am down substantially.
why is this stock down so much?
And can you tell me again why I shouls hold?
Read Answer Asked by Josh on December 14, 2015
Q: Wondering whether a Kinder Morgan type dividend cut could happen to Cdn pipeline cos in a sustained low price environment. With negative sentiment in the sector and depressed share prices companies will be hard pressed to raise capital to fund significant cap ex programs. If they cannot fund growth organically they may need to cut dividends to free up capital. I realize Kinder's situation was exacerbated by an untimely large acquisition but the need to fund large cap ex programs remains in a depressed share price environment. Your thoughts please. Thanks..
Read Answer Asked by Gary on December 14, 2015
Q: Please give us an update on BUI's management stewardship and your general thoughts...Thank You
Read Answer Asked by MG on December 14, 2015
Q: I am a bit surprised that there isn't more talk about the potential effect of lifting the U.S. oil export ban on WTI pricing, and of course, by extension, on Canadian oil. My thinking is that it narrows the gap between Brent and WTI favourably for WTI. I have read the recent EIA report which suggests the effect will likely be fairly neutral but I wonder what your thoughts are and if you know of any good links on the subject. Thank-you very much.
Read Answer Asked by Alex on December 14, 2015
Q: If you were to buy a couple or rate-reset preferreds, what might they be and why.
Is it a good time to get into them, considering "negative interest rates" have come up as a possible option to deal with economic issues?

As always, thanks.
Read Answer Asked by John on December 14, 2015
Q: In the past you have suggested a 30% weighting outside of Canada. If using vxc or xaw for said international esposure and the remainder 'canadian' stocks from the balanced and growth portfolios(atd,csu,cxr,bns,cxi,phm,mg,mda,enb,it,bos,sj,wsp) is 30% still appropriate today? Assuming this is a young investor that would work toward 20 names from the 5i portfolios as funds become available. Thanks
Read Answer Asked by Josh on December 14, 2015
Q: hello 5i:
I currently hold small amounts of TRP, ENB AND BIP. I also hold a full position in BEP.UN, and a smaller position in FTS. Dividend Growth is important, as are present dividends. I am considering taking a full position in BIP.UN. To do this, I'd have to sell the TRP and ENB holdings. Can you compare the stocks, and does this seem like a sound move for a portfolio that has too many holdings?
Read Answer Asked by Paul on December 14, 2015
Q: Please provide your general insights about this company, the insider ownership levels and the quality of the stewardship, thank you.
Read Answer Asked by MG on December 14, 2015
Q: TA has been a destroyer of asset value for many years. How will buying assets from TA benefit RNW? How can an investor know that assets are being sold at fair market value?How much overlap is there on the boards of the two companies. If there is a high degree of overlap, I see little reason to expect RNW to be a better managed company. TD has a price target of $14.50, which seems very aggressive to me. Your comments please.
Read Answer Asked by George on December 14, 2015
Q: Hello Peter,
I have a very small position in QHR within my registered account and some available cash. I could either buy some more and have a small position or sell and use the proceeds and cash to take a small position in Tio Networks (TNC) instead. Or I could just have very small positions in both. With your past experience in portfolio management what would you suggest?
Regards.
Read Answer Asked by Rajiv on December 14, 2015
Q: Just wish to second everything Lance wrote with one addition, if you think it is too long, go directly to the answer, it may tell you some good information and in most cases you may want to go back and read the question then.
Read Answer Asked by Paul on December 14, 2015