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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: Hi 5i Team: In an anticipated rising rate environment I am leaning towards adding more ZPR in my preferred share segment of my fixed income portfolio. Am I correct in thinking ZPR is (no pun intended) preferable over HPR at this time? Or should I take HPR as a little diversification as I only hold rate resets in my preferred share portfolio at the present time.
Read Answer Asked by Dennis on March 16, 2017
Q: Hello

Could you comment on most recent earnings?

To me it sounds like both are managing costs and inventory well but their hands are tied due to the cyclical nature of the Agri business.

I have owned a small position in both for five years or so now.

Thank you
Read Answer Asked by Stephane on March 16, 2017
Q: Dear 5i
I recently bought AIF and ITC (half positions).
Both are down between 15 and 20% . Should i let things settle down a bit first before buying into a full position in each ?
In other words do you still have positive thoughts on these two stocks over the next 2-3 years ?
Thanks
Bill C
Read Answer Asked by Bill on March 16, 2017
Q: Can you rank these co's based on growth potential over a 6-18 month term?

Thanks for all the great insight and information. This service has been a great "investment."
Read Answer Asked by Jeff on March 16, 2017
Q: Peter:

This week Ralph Garcea at Echelon Partners initiated coverage on Intrinsyc with a Spec. buy rating with a C$3.35 12m target. This is ITC's first analyst. As a former small cap fund manager did you pay attention to new reports from small cap's who are not raising capital? Do you think this report will begin to draw some institutional attention to ITC?
Read Answer Asked by Charles on March 16, 2017
Q: What are your thoughts on acquiring shares of the new issue to average down, thanks.
Read Answer Asked by STEVE on March 16, 2017
Q: Hi, I know TMG is a micro cap and highly risky. However the fundamentals seem to be moving in the right direction, and the products seem relevant in a growing space (energy efficiency). I'm interested if you're familiar with any of the management team or board members history? Specifically if any of the team have a recognizable track record or success or failure.
http://www.thermalenergy.com/board-of-directors.html
http://www.thermalenergy.com/senior-management.html
Read Answer Asked by Michael on March 15, 2017
Q: Could you please comment on the recent deal between Glencore and Trevali that sees Glencore selling the majority of its stake in 2 of its zinc mines to TV and in exchange receiving exclusive rights to sell all of TV's zinc and increasing its stake in TV from 4% to 25%.
-Do you view this as a positive for TV shareholders?
-If so, why did TV shares drop on the news?
-Would you still consider TV a compelling commodity play?
-Why would Glencore sell 2 of its own zinc mines if it had a strong conviction to the potential of zinc?

I have learned a great deal from you in the 3 months I have been a member - THANK YOU!

Scott
Read Answer Asked by Scott on March 15, 2017
Q: Since August 2016 has your interest in this little company been peaked more? Would this be a good growth prospect it seems to be chugging along well. Or could it possibly get bought by a bigger company one day?

Thanks
Read Answer Asked by Kolbi on March 15, 2017
Q: I have owned CRH from around $3.00. After it doubled i sold half my position. It has now almost doubled again. I am not overweight the name but would it be wise to reduce it to a half position now as it seems to have run up so quickly? Basically should i be locking in some gains or do you have confidence it will perform in the medium term?
Read Answer Asked by justin on March 15, 2017
Q: This is a comment on Jerry's question this morning. DFN holds a portfolio of 15 high quality large cap companies. Its net asset value now is about $ 19. The preferred shares can be surrendered at maturity on December 2019. If he is comfortable with holding these preferred shares until maturity and getting a 5% yield I think the dividends and the redemption price of $ 10 are reasonably safe. It will take a total market collapse to reduce the net asset value to below $ 10. There are many split preferred with different maturities, yields and risks. Considering their price stability and yield, with the right choice, I think these split preferred are better than holding GIC's or money market funds.
Read Answer Asked by Saad on March 15, 2017
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