Investment Q&A

• WEQ Holdings Inc. (WEQ $2.13)
  • $2.13 Cap: $34M
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Q: Can you explain the news that came out June 30? Not sure I understand any of it. The stock is down substantially today so it is obviously pretty bad.

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Read Answer Asked by Eric on July 05, 2016

• Miscellaneous (MISC)
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Q: I have a fairly well diversified portfolio based on your Balanced Equity portfolio, including 20% from the Growth portfolio. I have some cash to invest.
Please advise your recommended sector allocations at this time plus two or three stocks in each of those sectors which you think will do particularly well over the next 2-3 years.

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Read Answer Asked by Michael on July 05, 2016

• Balanced Equity Portfolio (BEPORT)
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Q: I have about $60,000 to invest in your balanced portfolio. Invest now or wait until after the US election? Do I buy at equal weight for each company or at the percentage you now have?
Thank you
Jean

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Read Answer Asked by Jean on July 05, 2016

• Growth Portfolio (Growth)
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Q: Hi there,

I am starting to purchase 5% weightings of the 5i BE portfolio. I will have a bit of money left over and am looking to add 1-2 names from the growth portfolio. Which of the names in your growth portfolio would be the best ideas at this current time. I already own the names which overlap between the BE and Growth portfolio.

Thanks!

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Read Answer Asked by Michael on July 05, 2016

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B $0.09)
  • $0.09 Cap: $18M
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Q: Could I have your opinion on CJR.B for a half, or possibly full, position in a primarily dividend portfolio. Thanks, Ted

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Read Answer Asked by Edward on July 05, 2016

• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
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Q: Tio Networks is having a nice run up right now. What is the cause? I bought around $1.90. I'm considering adding to my position. What do you recommend?

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Read Answer Asked by Grant on July 05, 2016

• iShares S&P/TSX Global Gold Index ETF (XGD $44.78)
  • $44.78 P/E (TTM): 23.44X Cap: $3.07B
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Q: I have a question about XGD. I believe you like this fund and I've been keeping an eye on it, with a view to purchase. It keeps going up and I haven't had to guts to purchase. I have this feeling that once I purchase it, the downward trend begins! What is your view of the current price and when the party might stop?

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Read Answer Asked by Brenda on July 05, 2016

• S&P/TSX Composite Index (TSX $29,958.98)
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• S&P 500 (SPX)
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Q: Given the global macroeconomic conditions and low interest rate environment, what do you think is a reasonable return of return to expect from the Canadian and US stock markets for the next five years?
Peter

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Read Answer Asked by Linda on July 05, 2016

• Chartwell Retirement Residences (CSH.UN $19.19)
  • $19.19 P/E (TTM): 87.55X Cap: $5.58B
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Q: Hi, REITs have seen a strong YTD and 52 weeks returns, on the back of market volatility and "lower rates for longer" syndrome, more so after BREXIT uncertainty. I have no REITs in my portfolio now. Your recent report on Chartwell Housing is interesting. Based on demographics tailwind and low interest rates environment, if I want to initiate position in one REIT name, will CSH.un fit the bill ? Also, do you think current level at $15.70 is reasonable, although it's flirting with 52 weeks high? Thanks

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Read Answer Asked by rajeev on July 05, 2016

• NexOptic Technology Corp. (NXO $0.01)
  • $0.01 Cap: $1M
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Q: Is it time to take a position in NXO?

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Read Answer Asked by Gerald on July 05, 2016

• Miscellaneous (MISC)
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Q: Hi Peter and Team,

I noticed the www.investorpedia.com recommended Master Limited Partnership (MLP) in the US for dividend income. Some of these MLPs have been posting 8-10% yield for a long term of periods. What's your opinion on this type of securities?
Thanks for your great services.
Jim

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Read Answer Asked by Jim on July 05, 2016

• Engagement Labs Inc. (EL $0.02)
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Q: We have been invested in this company, we have been unable to find any questions pertaining to this company. Do you have an opinion on it? Thank you

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Read Answer Asked by Victor on July 05, 2016

• InterRent Real Estate Investment Trust (IIP.UN $13.35)
  • $13.35 Cap: $1.87B
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• InnVest Real Estate Investment Trust (INN.UN $7.25)
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Q: Hello
In an answer today you recommended INN.UN. I thought it was being sold?
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on July 04, 2016

• American Hotel Income Properties REIT LP (HOT.UN $0.41)
  • $0.41 Cap: $32M
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• BTB Real Estate Investment Trust (BTB.UN $3.77)
  • $3.77 P/E (TTM): 8.57X Cap: $332M
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Q: Looking for 5% growth in addition to the 8% yield, which would be more probable choice, American Hotel or BTB? Other?

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Read Answer Asked by JACK on July 04, 2016

• TSO3 Inc. (TOS $0.43)
  • $0.43 Cap: $39M
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Q: Any thoughts on today's FDA approval would be appreciated

Robert

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Read Answer Asked by Robert on July 04, 2016

• Constellation Software Inc. (CSU $4,200.28)
  • $4,200.28 P/E (TTM): 109.08X Cap: $93.60B
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Q: Please comment on Constellation's announcement that it is acquiring NCCW. Is NCCW a large acquisition?

Thank you, Peter

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Read Answer Asked by Peter on July 04, 2016

• FMC Corporation (FMC $35.53)
  • $35.53 P/E (TTM): 31.5X Cap: $4.52B
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• Lithium Americas Corp. (LAC $4.56)
  • $4.56 Cap: $1.09B
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• Albemarle Corporation (ALB $80.38)
  • $80.38 Cap: $9.45B
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Q: On Thursday, the stock jumped 10% on Volume > Double the norm. There was/is no news on why. Any idea? Is it too late to jump on board?

Thanks!

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Read Answer Asked by Austin on July 04, 2016

• First Solar Inc. (FSLR $219.20)
  • $219.20 P/E (TTM): 18.16X Cap: $22.78B
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• Monitronics International Inc (SCTY)
  • Cap: $1M
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Q: Hello,

I am looking for something in the green energy space for a longer term hold. I would like to buy something in the solar industry and prefer a non utility stock as I have enough yield from that sector. I already own CSIQ and can buy either in the U.S. and Canada and have been looking at TSL. What are your thoughts on this company and do you see anything particularly interesting in the sector? Thank-you very much.

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Read Answer Asked by Alex on July 04, 2016

• TechnipFMC plc (FTI $38.78)
  • $38.78 P/E (TTM): 18.68X Cap: $16.12B
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• Albemarle Corporation (ALB $80.38)
  • $80.38 Cap: $9.45B
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Q: I just read your blog of June 11th on lithium and I cannot find Rockwood Holdings you are talking about. Is it a public company ?
What do you think of Albermarle (alb)relative to FMC ? Do you see any good alternative at this time ?

Many thanks,

Jacques

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Read Answer Asked by Jacques on July 04, 2016

• WPT Industrial Real Estate Investment Trust (WIR.U $21.77)
  • $21.77 P/E (TTM): 4.06X Cap: $1.83B
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Q: Further to the question asked by Brent on this company. I'm have US $ I wish to invest in Canadian companies paying dividends in US $ What is your opinion on WPT Industrial REIT?

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Read Answer Asked by Edgar on July 04, 2016