Investment Q&A

Q: I'm planing on selling my position in Avigilon, sector weightings aside, which would you choose at this time between TNC and TOY

Q: So an "A" rated company, MDA, gets kicked out of the Balanced Porfolio for TOY. TOY seems to have public for about a year and looks to be much smaller than MDA. So why do you prefer TOY over NFI? Are you sure TOY should be in the Balanced portfolio - it looks to me to be more a candidate for the Growth portfolio?
Jim

Q: Hi, Could you please comment on the follwoing news item. Is there more to read in this appointment ? Thanks

Stella-Jones Announces Appointment to Board of Directors
07:00 EDT Thursday, September 01, 2016
MONTREAL, QUEBEC--(Marketwired - Sept. 1, 2016) - Stella-Jones Inc. (TSX:SJ) ("Stella-Jones" or the "Company") is pleased to announce the appointment of Ms. Katherine A. Lehman to its Board of Directors.

Ms. Lehman is Managing Partner of the private equity firm of Hilltop Private Capital LLC, based in New York, NY. Before joining Hilltop Private Capital, she spent 15 years at the private equity firm of Lincolnshire Management, where she served in various roles, including Managing Director and Deal Team Leader, as well as Investment Committee Observer.

Q: Hi. Any thoughts on Michaels? (mik). It looks cheap on a forward P/E basis and RSI is around 30. Thanks and have a great day.

Q: What's your opinion on United Natural Foods (NASDAQ)? It claims to be North America's biggest supplier of natural foods. Natural Foods seems like an emerging/growthy segment. Is this a good investment? How does it compare to While Foods Market Inc.?

Q: FR is down a lot this morning, do you know why? What do you think of buying some at these prices?

Q: How would you characterize Dream Unlimited and would you think it would be better to invest directly in a REIT or renewable energy opco instead (focus, transparency, dividend)? Thank you.

Q: Hi, I own about 30 stocks 60% Canadian(mostly balanced portfolio) and 40% US stocks. I also own 4 ETF's for international exposure but feel that 2 should be sufficient. Which 2 would you keep and why? FEZ.US, EFAV.US, VWO.US and VCE.CA. All are in a RRSP so I don't think there are any tax implications?? Currency is not an issue. Thanks

Q: Do you have an opinion on Oshkosh Corp. NYSE:OSK

Cheers!

Q: evaluate SGY please - not mentioned when considering good E&P,s such as VET/RRX/WCP - how does it compare?

Q: What kind of portfolio should one have to lower risks while having a good return? By having most of my investment portfolio in equities am I necessarily taking too much risk. I am 41 have a well diversified portfolio of canadian equities (all 5i recommended, mostly from model portfolio, some growth and some income portfolio stocks) and some blue chip US equities and etfs and some bond etfs. It is currently 70% canadian equities, 25% US equities and about 5 to 6% fixed income. Is this considered too agressive. The RBC direct investment website does an analysis based on their standard ratios of fixed income to equities and put me at higher risk than agressive growth profile..I am fairly comfortable with this mix and I tend to keep my cool in adverse situations..Your thoughts and suggestions are much appreciated. Thanks. Shyam

Q: Hi 5i team :

would you buy National at this point (46.19) ?, the financial report issued today "looks" OK, but the price drop is concerning. Also many analysts have it as a "hold", why ?. Would you prefer CIBC instead ?, yields and forwards P/E are very similar for both according to Thomson Reuters.

thanks !

Q: I am wondering what the payout ratio is for the above company. Also, how is the valuation at present compared to other financing companies? Thanks.

Q: Can you give me the names of one good/liquid US and one good/liquid canadian ETF - primarily holding banks or other entities that will go up when interest rates go up?

Q: Hi Peter,why are you warming up to absolute software?did their last quarter looked that good?
Would you prefer ABT over ET?
Could ABT be a takeover target as well?

Q: HPE was top pick on BNN. What are your thoughts on HPE. Is this same as OTC.
Currently I own ESL (1.49%) and 1% in each PUR, OTC, SH, KXS, SVC and ET.
Am I overlapping if I add HPE.

Q: I don't follow the balanced portfolio but rather use your coverage to buy B+ and up companies ensuring that I am diversified as well. But does your latest move with this stock out of the balanced portfolio mean I should sell MDA out of my portfolio even though it is A- rated? Are you changing the rating?

Q: hi can you please sugest me a u s stock in tecnology and one in finance. thanks. Alnoor

Q: Can you give me your thoughts on the oil & gas equipment/services sector in general and SES specifically? I'm wondering whether I should go down to this level of leverage in oil and gas or just stick with producers instead? Thanks for your service!

Q: Hi guys,

Please comment on today's results. Is it still a buy?

Thanks,

Jim