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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: In your email of February 15 you provided a list of changes to portfolios and reason for these changes. (Model Portfolio Changes) where can I find a copy of these reports on your website?

Thanks
Read Answer Asked by Saad on February 17, 2018
Q: This is not a question, but rather a comment on your statement that ALA.r distributions are mostly income for tax purposes. That is incorrect. It is mostly ROC. ALA put out a link to the month-by-month income vs ROC for distributions in 2017 here:
https://www.altagas.ca/sites/default/files/2018-02/Subscription%20Receipts%20Taxation%20Information.pdf

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RE:
Asked by Rajiv on February 14, 2018
5I RESEARCH ANSWER:
Utility and income stocks are not having a good year at all, on fears of higher interest rates. ALA is down 9% YTD. But we have no particular worries on the company itself and do not see the dividend at risk. As 'part' of a portfolio designed to generate income, we would be comfortable with it. Note the receipts pay interest income (for tax purposes).
Read Answer Asked by arnold on February 17, 2018
Q: Vanguard has come out with some total portfolio ETFS and I'm wondering what you think of them. They include a basket of vanguard ETFS, a low MER and are rebalanced regularly. I have two questions:

1. I was thinking of using one for my 2 year old daughters RESP. What are your thoughts on this? And if you like the idea would you go with VGRO or VBAL?

2. I 'm also considering maybe using them for my RRSP in the future as it would be an easy solution. However, you've mentioned before never to have more than 10% in one ETF? So in this case how safe would it be for someone to have their whole RRSP in this? Does the fact that it is made up of underlying ETFS make a difference? If at some point vanguard decided to discontinue the product, what would happen to the money?
Read Answer Asked by Carla on February 16, 2018
Q: Hi 5i,

With recent Q4 earnings announcement beating analysts' estimates Q4 EPS by $0.03 and revenues by $2.6M, and with the sale of its division to Google why is the market reacting negatively to such news? Also there is an analyst upgrade. Appreciate your insights!

Read Answer Asked by Sean on February 16, 2018
Q: This is not really a question but an observation. In response to your reply to Gervais copy below you indicated you would give Abt “another quarter or two.” I was therefore quite surprised/disappointed when you announced next day the sale of your full position.
John

Asked by Gervais on February 14, 2018
5i Research Answer:
Results were not great, and we would like to see more than a 3% revenue increase. EBITDA margins and cash flow improved, which is positive. We are still OK with its prospects, but it did miss most estimates. We will give it another quarter or two.
Read Answer Asked by John on February 16, 2018
Q: With just about every car manufacturer bringing out electric cars in the near future, how is the increase in electricity going to be produced? In Alberta 45% of their energy is produced by coal; 10% of energy in Canada is produced by coal and it is around 40% for the US. Hydro and nuclear plants are very expensive and time consuming to build; and getting new ones built are extremely difficult. Are any of these existing plants under utilized? Wind or solar power - I don't think so. So, does that leave fossil fuels to take up the increased demand? If that is correct, which existing energy companies would you think are best positioned?
Read Answer Asked by stephen on February 16, 2018
Q: Hello,

We are seeing M&A activity in the REIT space. Any thoughts on why we have not seen much activity yet in the beaten down energy sector?

Regards,

Robert
Read Answer Asked by Robert on February 16, 2018
Q: ATE is set to release final Phase 2b results of their lead drug ATB-346, in 4weeks. I'm curious if you have any relevant information on the outlook of this drug and the company overall? I understand GUD has funds deployed here. And my main question is if the trial results show less GI tract bleeding (the issue with prolonged doses of Naproxen) and better efficacy results than Aleve then how could the drug or company's valuation be estimated? Sales numbers for Bayer's Aleve that could be extrapolated? thanks
Read Answer Asked by Gordon on February 16, 2018
Q: I want to buy a half position in a US financial investment services company for a US dollar registered account. Please rank the following for potential capital gain with medium risk accepted. CME,IBKR,AMTD,SCHW,ETFC.
Please explain your rational.
Thanks, Tim.
Read Answer Asked by tim on February 16, 2018
Q: Hello team,

What would you suggest for water and solar themes. I have looked at XYL and SolarEdge (SEDG). I am looking for GREAT companies with low debt and good management and positive shareholder history. What do you think of these two companies. I welcome any other suggestion you might have for better plays out there and for a very long term hold.

Thanks a lot as always for your great work.
Read Answer Asked by Saeed on February 16, 2018
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