Investment Q&A

Q: Hi,

In a diversified portfolio, what is a prudent allocation to REITs? If I wanted to be more aggressive, what would be the maximum exposure you would recommend? Finally, is it okay to focus this exposure on what sector in the REIT space, i.e. multi-family properties?

Thank you,
Jason

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Read Answer Asked by Jason on August 24, 2018

• Enbridge Inc. (ENB)
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• Enbridge Income Fund Holdings Inc. (ENF)
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Q: In light of the upcoming share exchange with ENB is now a good time to be selling ENF as it has been hitting 52 week highs?

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Read Answer Asked by Kim on August 24, 2018

• Pieridae Energy Limited (PEA)
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• Ikkuma Resources Corp (IKM)
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Q: Hello

I own shares of IKM at a cost of $0.74. With the announcement today should I sell or hold on for the shares in the new company and PEA?

Many thanks

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Read Answer Asked by Amy on August 24, 2018

• Aurora Cannabis Inc. (ACB)
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Q: Now Diageo shopping for a "WEED" ? Which one ? Thanks

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Read Answer Asked by Kamal on August 24, 2018

• GreenSpace Brands Inc. (JTR)
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Q: Could you comment on their earnings report.

Many thanks.

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Read Answer Asked by Amy on August 24, 2018

• Copa Holdings S.A. Class A (CPA)
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Q: Do you have an opinion on COPA Holdings? Has sold off on a disappointing quarter but the dividend is decent and has performed well in the past.

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Read Answer Asked by Rick on August 24, 2018

• Maxar Technologies Inc. (MAXR)
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Q: Your thoughts of the cie's response about short selling. Tks

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Read Answer Asked by Daniel on August 24, 2018

• Miscellaneous (MISC)
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Q: Quantitative, Fundamental and Technical Analysis are the three basic disciplines used to analyze stocks. What is 5i's preferred method and why?

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Read Answer Asked by Keith on August 24, 2018

• Arena Pharmaceuticals Inc. (ARNA)
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Q: Hi Peter and Staff
I know you are not as familiar with the US. A family member is thinking of a small investment in his portfolio of ARNA Arena Pharma in the US.
Would you be able to give some comments on your thoughts and whether for a younger person not risk adverse how far devoting a half position to this company would be any wiser than a casino visit?
Thanks and have a great day
Dennis

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Read Answer Asked by Dennis on August 24, 2018

• BMO Real Return Bond Index ETF (ZRR)
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• iShares Canadian Real Return Bond Index ETF (XRB)
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Q: Hi 5i,
If one was concerned about inflation, it has been suggested that real return bonds could be something to consider investing in.
What is your opinion of these as an inflation protection? Do you currently have a view on where inflation is headed?
I have listed a couple of ETF's I might consider. Can I get your view and the pros and cons of each please?
Thanks in advance for your help.
Dan

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Read Answer Asked by Daniel on August 24, 2018

• Mawer International Equity Fund Series A (MAW102)
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Q: I hold roughly full positions ing MAW102 and VIGI which is my full exposure to the international market. I have done quite well with MAW102 in the past. Can you suggest a better mix or alternatives to the International markets?
Thanks for your help, I will definitely renew my subscription.
Doug

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Read Answer Asked by Doug on August 24, 2018

• The Goodyear Tire & Rubber Company (GT)
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Q: Any comments on Goodyear? It just can't seem to get it together.

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Read Answer Asked by Gregory on August 24, 2018

• Raging River Exploration Inc. (RRX)
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Q: You are advising people that it is time to unload Raging River. I see it is still in the Growth Portfolio. Do you plan on selling it soon, I am interested in what you will replace it with. Thanks.

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Read Answer Asked by Ken on August 24, 2018

• Photon Control Inc. (PHO)
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• Stars Group Inc. (The) (TSGI)
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• Premium Brands Holdings Corporation (PBH)
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Q: You have repeatedly recommended PBH, TSGI and PHO in your portfolios, so I am interested at starting positions in PBH and TSGI, and adding to my existing position in PHO.
While I like that they have all come down in price, I am hesitant to buy because you recommend buying into positive momentum not negative.
I use stockcharts for my evaluations before I buy so my question is: How would you determine when to enter a stock showing negative momentum using technicals? Do you wait until it crosses the xx day ema, MACD crosses positive, RSI above 50, etc.?

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Read Answer Asked by Curtis on August 24, 2018

• Enbridge Inc. (ENB)
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Q: What are your thoughts on on the acquisition of Spectra? Is it just sort of tidying things up or is it noteworthy in some way? Thank-you.

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Read Answer Asked by Alex on August 24, 2018

• Constellation Software Inc. (CSU)
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• Dollarama Inc. (DOL)
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• Great Canadian Gaming Corporation (GC)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Hi 5I team, of the above mentioned companies, which one would you add today to bring into full position ? thanks.

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Read Answer Asked by victor on August 24, 2018

• Miscellaneous (MISC)
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Q: Hi there, I've been reading the Q&A section regrading optimal portfolio size. If you had to craft the "perfect" portfolio ranging from the 15 - 20 small to mid cap holdings, what would it look like? A guidance for risk tolerance for me would include names along the lines of KXS, SIS, DOO or GSY. Thanks so much.

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Read Answer Asked by Michael on August 24, 2018

• BlackRock Inc. (BLK)
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Q: What are your thoughts on the weakness in BLK after Fidelity announced their 0% MER mutual funds?

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Read Answer Asked by Adam on August 24, 2018

• Sanderson Farms Inc. (SAFM)
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Q: SAFM released the 3rd qtr results today which were underwhelming. I can understand a slight decline in sales but there must be something in the expenses which was not explained in the release. The company has been disappointing for several qtrs now. Your thoughts about this company going forward will be appreciated.

Regards
Ian

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Read Answer Asked by Ian on August 24, 2018

• Skyharbour Resources Ltd. (SYH)
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Q: I am buying a few junior uranium companies as speculations. Can you tell me a bit about this company's cash position, debt, cash burn, and how long it could survive until the uranium market improves? Any other comments you have would also be very much appreciated. Thank you so much.

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Read Answer Asked by Donald on August 24, 2018