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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: I just took a position in BEI.UN, based on a BNN report showing a return of almost 6%, distributed monthly. When it showed up in my BMO account the actual amount of the dividend is $2.04 annually, or 3.55%. I sold an 8% reit to buy this so, is there any 'bonus' that would raise it to 6%, or should I dump it now?
Read Answer Asked by Edward on July 31, 2015
Q: What impact is FX gain having on AVO's revenue growth? Also, is any portion of revenue recurring?

Does the board approve of a strategy that solely focuses on revenue growth with no regard for profit because the market (common shareholders)appears to not be on side? My understanding is that the CEO has stated that revenue growth will be the primary motive WHILE still maintaining profitability. He seems to be ignoring one half of his commitment.

Carl
Read Answer Asked by Carl on July 31, 2015
Q: I have been adding to my holdings in the Income Portfolio and with the cost/share down I was considering ZRE at this time. In looking at the BMO site (http://www.etfs.bmo.com/bmo-etfs/distribution?fundId=80001 ) I note the following statement under 'distributions' -

" The distributions will either be paid in cash or reinvested in the BMO ETF at the discretion of the manager."

I am wondering your thoughts on how likely it might be that one would not get a cash distribution? If owning individual REITs could this be the case as well? Do you recommend buying ZRE at this time? We are looking for income.

Thank you ever so much for your insights.





Read Answer Asked by Len on July 31, 2015
Q: Are you planning an update on KBro in the near future? Does it still look good to you and would your concerns still be the same as last year?
Thanks
Read Answer Asked by steve on July 31, 2015
Q: Having a little correction, think it's a buy with its postponing of the ExactEarth ipo?
Read Answer Asked by Marie on July 31, 2015
Q: I had planned to add to my holdings of MDA, I would like to move it from 3% to 5% of my portfolio. However I see it has dropped significantly today, and the recent chart looks like a waterfall. I would appreciate your recommendation - should I buy now on this dip or should I wait to see where it goes from here. Do you have any information regarding today's drop?
Thank you.
Read Answer Asked by Dennis on July 31, 2015
Q: I am very happy with my suscription and have been since 5i was started. I am sure you are very busy with the questions, updates, portfolio analysis and all but was wondering if we can expect more reports on new compagnies and new ideas in the coming months/ year. I often find new ideas in the question section but usually prefer your summary analysis including rating and detailed comments. Just my 2 cents. Thank you again for your great work.
Read Answer Asked by Pierre on July 31, 2015
Q: CDV postpones exactEarth IPO and stock plunges. Management needs to learn that market doesn't like uncertainly. What's your view on this and is it presenting good entry point? Thanks for your unbiased advise!
Read Answer Asked by Rebecca on July 31, 2015
Q: Good Morning 5i,

I hold 5% of each of MDA and GIB.a. On MDA I am down approx. 10% today but On GIB.a I'm up 41%. Both of those holdings have missed expectation in this quarter. Should I sell or Hold?

Thank You

Paul
Read Answer Asked by Paul on July 31, 2015
Q: Today Paul asked a question in which he included the following statement: [Plus I have PPL, ENB and IPL which you consider as utilities; all in very positive territory.]
Could you please confirm that you do in fact consider PPL, ENB and IPL to be utilities? Even if they are, I notice that their price tends to have close correlation to the price of oil.
Thank you.
Read Answer Asked by Dennis on July 31, 2015
Q: After the recent results, the share price has gone way up. What are your current thoughts on going forward for a long term hold? Would you recommend buying at these levels? Thanks
Read Answer Asked by Janice on July 31, 2015
Q: What do you think of Shopify now that it's had a first financial report? It has really shot up today. If you recommend it would you wait to see if the price goes down or buy at this level? I hold about 2% in PDP.V Pediapharm and about 2% in SPN.V Snipp both of which are down since I purchased. Would you use some of these monies to buy SH? My total holdings in biotech are about 12% and include PHM, NHC, GUD, and PDP. My holdings in tech companies are about 10% and include SPN, WIN,EL,GIB.A,CBX (scant amount),FEYE.US,SIMO, and GRMN.US. CSU is another one I have on my radar. Thanks!
Read Answer Asked by Lisa on July 31, 2015
Q: Hi Peter, I own the oil stocks: BTE, CPG, CNQ, WCP, TOU, SRG, in different portfolios, would it be worth adding to the ones that are down the most to hold for the long term until oil rebounds I would hate selling them now, is there a risk that some might not be around in 5 years? or would you just wait out the storm holding what you now have. Thanks, Nick
Read Answer Asked by Nick on July 31, 2015
Q: RE: Information Technology stocks in the TSX.

I am looking to buy a stock in the IT sector of the TSX as part of my portfolio diversification.

I prefer a IT stock that pays a dividend.
Absolute software, Constellation, Com Dev, DH Corp, Open Text are some of the names I came up with.

I always try to get familiar with the businesses I buy stock in but in the IT sector I do have difficulty understanding these businesses even after reading the company description on their websites.

Could you give me your opinion on IT stocks listed in the TSX that pay a dividend. And also possibly give me a description of the business in layman's terms?

Thank you very much.
Best regards



Read Answer Asked by Stephane on July 31, 2015
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