Investment Q&A

Q: I am fine with my weighting in the Energy Sector and rebalance at least bi-monthly.

Within the energy sector I have the following weighting in dollars:
WCP 30K
PKI 105K
TOU 72K
VET 11K
PPY 9.2K
PEY 10K

Since I am losing the most from initial buying price in TOU as I have had it for some time, and it provides no dividend.. and seems not to be anyone's favourite, would you suggest selling any of the above such as TOU and buying more of the other?

Q: Hi Folks! So many thanks for the great work that you're doing. Any update you could please provide on HealthSpace Trading Symbol: HS on The CSE would be well received. I've been following this company for several months now and they seem to be doing some great things and executing their strategy. I've been trading its volatility and, so far, have done really well.

Dave

Q: Is your report out on Freshii - where do we find it? thx

Q: Hi 5i team, my IA has me in FID269 in my LIRA and RRSP, do you think that this is a good fund to hold in either of these funds? I won't be accessing either for many years so I would like to take advantage of both these registered accounts during that time. Can you suggest an alternate?
Thanks

Q: Two Questions:

1. I am overweight in these 3 pipeline/utilties due to run of share prices, ala,ipl and ppl should I trimm back all 3 or sell one, if you were to sell one which would it be?

2, With the recent sell off in energy stocks Vermillion is holding up better than most especially compared to similar companies such as Esso and Exxon, is this another sign of what a good core position Vermillion is or should we expect Vermillion to decline?

Thanks again for the great valuable source 5i provides.

Q: Good morning<

Looking for your opinion on Vanguard US Financials ( VFH)- seems to have a lower MER than the "i shares" version (IYF), which I believe is your primary vehicle for this sector. Can you help differentiate ?


With thanks
Brad

Q: Thoughts on this company? buy sell or hold. Thanks

Q: Hello 5i Team,

Which one of these ETF's would you prefer for a basket of diversified dividend stocks held for the long term (10-20yrs) in a non-reg account with contributions reinvested annually?

Thanks

Q: What is your opinion on Halogen Software?

Much appreciated.

Raymond

Q: Hello

What are your thoughts on the energy services sector? What 3 stocks would you recommend in order of preference?
Thanks
Amy

Q: I thought submitted this question yesterday, but didn't see response so resubmit again

Someone introduced us Principal protected notes (PPNs), which offer 100% principal protection and attractive return on investment. PPNs is new to us so we wonder comparing with bonds from risk-reward perspective, which one is prefered income investment vehicle.

Thanks,

Q: Does your January12 answer to " John" re BPF.UN AW.UN and PZA imply a negative view of BPF.UN? What growth do you see for it ?

Q: Report on Business in the Globe and Mail had an article entitled "How lenders skirt Canada' mortgage rules" in today's paper (January 12, 2017). The first two sentences of the artilce state: Canada’s subprime mortgage providers are increasingly teaming up with unregulated rivals to sidestep rules designed to clamp down on risky lending.

The results of these partnerships are so-called "bundled" loans, which pair a primary mortgage with a second loan from unregulated groups called mortgage investment corporations (MICs).

It later states that HCG uses this bundling technique.

Do you think this article is being fair to HCG? Could HCG be at risk if it is following this practice? Will the shorts find this another reason to put HCG in a negative light?

Q: A recent question on the 3 restaurant royalty stocks about future growth covers your expectations for 2 of the 3 but omits BPF.UN. In your last report Dec. 2015 when the stock was at $17 states "we think BPF looks slightly undervalued but not by a great deal."

Does this imply that BPF at $23 is now fully valued or even overvalued and that holders can expect no further future growth? Thanks, J.

Q: Hi, i'am thinking of selling Bep.un, I read an article saying it has a $33 target,and is paying out over 100% on AFFO,it also goes on to say because of its unique structure it has numerous conflicts of intrest ,therefore is a weak position for its unit holders.
Just wondering if you somewhat agree and if I sold,what two or three replacements could I buy with a good dividend.
Thanks,Brad

Q: Hi 5i,

Just wanted to congratulate Michael Southern on obtaining the CFA charter. Well done - 5i is now a force to be reckoned with! Keep up the great work.

Elliott

Q: Current thoughts for long term hold.

Thanks

Q: Good Morning
Can you please elaborate as to hoW the merger announced yesterday will affect the following preferred shares:

ALA.PR.U in US Funds
ALA.PR.I
Thank you
Terry

Q: ALA-tsx was halted yesterday, Thursday, Jan. 12, around news reported in "The Wall Street Journal" (the only place I could find info at 4:00 pm..)

"Canada’s AltaGas in Talks to Combine With D.C. Utility WGL
Deal could value the parent of Washington’s natural-gas utility at $5 billion to $6 billion"


Do you have more info or thoughts? I am not a subscriber to the Journal so could not read the complete article.

I suspect this will be good for both companies.

I hope ALA does more dividend increases & wonder what will happen to ALA's DRIP/SPP plan I have been in for years.

Q: As being 75 plus I am looking at safety, growth, income. would you recommend efn--tcn or other I also need 2 Tech. and 2 Industrial stocks or etf's I only have WSP and Xit which I need to replace. Many thanks for your advice.