Investment Q&A

Q: Any thoughts on why Norbord is down 5% today?

Q: Any new thoughts on TVK?
Jim

Q: I would like to add either ATVI or MSFT for a two-year hold. Which has the most growth projected for this time span, and what would be their drivers? Thanks.

Q: Hi Peter, Ryan, and Team,

I manage my daughter-in-laws small portfolio, and the sector balances are now out of whack due to her recent cashing out of her TFSA for a major purchase.

She now has almost zero in the Technology sector. After I reallocate some funds from over-exposed sectors in her LIRA and RRSP, I'd appreciate knowing what Technology stock(s) you'd recommend at this time that provide a measure of safety and growth (preferably from the stocks covered by 5i. Thanks as always for your valued insight.

Q: I would like to initiate a position in HON before spin-off. What do you think of the company? Thanks.
Liping

Q: If you owned CA Inc. now would you sell? It's a very small weighting in my portfolio.

Q: Hi Ryan & Peter,

Would like your opinion about MNK.

Thanks,

Q: Hi, I am trying to reduce/consolidate number of stocks in my portfolio and also raise some cash. Except SJ (1.5%), all others mentioned here currently have < 1% position. I am holding YGR and BDI for Energy exposure, as my only other holdings in the sector are ENB (3.5%) and PKI (1.7%). I also like the momentum and prospects, based recent developments and your comments on COV and waiting for an opportunity to add on a pullback. RHT, VB and DOL were purchased in small quantities, at the time of addition to 5i potfolios. I also like SJ, and think, market is not assigning it proper valuation at this time. So, I am considering selling RHT, VB and DOL and use some cash to add to SJ. What is your opinion ? Do you believe, there are any near term catalysts for these 3 companies to hold on for now or it should be fine to liquidate. Thanks

Q: what is the best stock to purchase at this time, from the income portfolio

Q: I know it's like comparing apples to oranges, but which of these two companies would be better sleep at night stocks over a three to five year period, thanks?

Q: Is this a decent buy? Between MG and F, which one would you buy?

Thanks very much for your advice!

Q: Corby Announces New USA Distribution Agreements

July 2, 2018 /CNW/ - Corby Spirit and Wine Limited ("Corby") (TSX:
CSW.A, CSW.B) announced today that it has entered into agreements appointing
new distributors for its products sold in the United States of America (the
"USA"), for terms beginning following the expiration of Corby's agreement with
Pernod Ricard USA, LLC on June 30, 2018. Corby entered into an agreement providing 375 Park Avenue Spirits (http://www.375park.com/) (a dba of Luctor International, LLC ("375 Park Avenue Spirits")) the exclusive right to represent J.P. Wiser's® Canadian whisky and Lamb's® rum in the USA effective as of July 1, 2018 for a five-year period to June 30, 2023. In addition, Corby entered into an agreement providing Hotaling & Co. (http://www.hotalingandco.com/) ("Hotaling") the exclusive right to represent Corby's Northern Border Collection of Canadian whiskies, consisting of Lot No. 40, Pike Creek, and Gooderham & Worts, and Canada's number one super-premium gin, Ungava® effective as of July 1, 2018 for a five-year period to June 30, 2023. Finally, effective July 1, 2018, Polar Ice® vodka, one of the best-selling Canadian vodka brands, will continue to be available in the USA, and will be
imported under an agreement with MHW, Ltd. (http://mhwltd.com/) ("MHW"). This
agreement is for a term of one year, subject to extension as provided for
under the agreement.

Does 5i have any insight into what impact these recently announced distribution agreements will have on the company?

Q: As a follow up to my previous question. Kwh was previously increasing their dividend by 2% every three months. Have they completely gone of that approach as a dividend growth company. Are they still intending to be a dividend growth company.

Q: Hi !
In the event of a significant market sell-off, which U.S. stocks would be on top of your list for good value with superior growth potential in the short term and in the long term ?

Have a good day,

JD

Q: Can you comment on Crius Energy Trust Comments on Unusual Market Activity

Q: Do you now of an ETF which covers medical supplies/equipment/ devices and not drugs? Thanks

Q: I noted Visa is in Business Services industry (software and programming) whereas MasterCard is listed in Financial Services. Shares for Visa currently lower than MasterCard. Going forward which of the two would be better value investment and why? I am thinking it is Visa but would appreciate your input.

Q: Are you familiar with HEAR. If so, can I have your thoughts on it and would you consider it a buy now. Thanks

Q: Management released financials and did a management analysis on Sedar. Could I get your opinion on the analysis going forward. The company seems to be building up a large cash position with selling their properties. Thank you.

Q: Hello
Can you see how much stock or debt ClearWater Captital Management own of ACQ?

An online search suggest they were involved Canexsus selling itself. In this case did Clearwater create shareholder value?

Can you guess a possible scenario here?

Thank you
Stephane