Investment Q&A

Q: Hi Peter and team,

Can you kindly comment on IBI Group Inc. Is the company structuring is finish and turning things around. The company's revenue is solely on infrastructure. How is there revenue and profit growth since they last report, they have 12 months of backlog. What is the 5-10 years trend with the company. Can it go back to a strong company it once was. Thank you in advance.

Norwood

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Read Answer Asked by Norwood on February 25, 2016

Q: How risky is this company? Saw them featured on ctv and the marijuana breathalyzer seems like a cant lose as long as they don't get beat to market.

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Read Answer Asked by Mark on February 25, 2016

• Stantec Inc. (STN)
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Q: Hello Team,

All things considered going forward with the Government's plan on Investructure spending, which company would consider the better investment.

Thanks,

Stephen

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Read Answer Asked by Stephen on February 25, 2016

• TFI International Inc. (TFII)
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Q: Hi Peter et al, My daughter's TFSA holds TFI which has gone down about 30% in the past year. With a 3 to 5 year outlook do you think a switch from TFI to MG? or to another industrial name would make sense?
Many thanks.

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Read Answer Asked by Robert on February 25, 2016

• IGM Financial Inc. (IGM)
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Q: Hello,

What do you think about replacing TD (5% loss) with IGM?

Thanks
Marios

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Read Answer Asked by Marios on February 25, 2016

Q: Hi Peter and Team! There has been a lot of babble on the potential for negative interest rates. My portfolio is a 50/50 split of stocks and bonds, with the majority of the stocks being dividend aristocrats and 35% growth. The bonds are in an RRSP. Should anything change in my investment strategy should these negative rates come to fruition or should I just hold the course? What would your general advice be should we encounter negative interest rates.? Thank you for your help, Tamara

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Read Answer Asked by Tamara on February 25, 2016

Q: Can you comment on this company please and whether or not this company is vulnerable to competition notwithstanding their patents in digital imaging.

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Read Answer Asked by Victor on February 24, 2016

• Maxar Technologies Inc. (MAXR)
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Q: What would be the rationale for holding MDA in the portfolio? I have held it now for over 2 years and probably could have done better with a GIC.

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Read Answer Asked by Rajiv on February 24, 2016

• Maxar Technologies Inc. (MAXR)
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Q: Can you comment on its recent earnings. Thx

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Read Answer Asked by Patrick on February 24, 2016

• Capital Power Corporation (CPX)
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Q: Hi Peter and Team,
The dividend of this stock is 8.2%, I am concerned how substainable it is.
Pls give your insight as to their cash flow, payout ratio and whether their debt level is a concern. Would you think all these are manageable for such a high dividend.
Thank you for your professional advice.

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Read Answer Asked by Pui on February 24, 2016

Q: I'm adding to my energy holdings and was considering Cardinal Energy. What is your current risk/reward view of the company? I also own CPG, WCP, BTE, RMP and Surge.

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Read Answer Asked by Curtis on February 24, 2016

• BCE Inc. (BCE)
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Q: I am making over 10% with BCE, should I sell half and with the rest buy another stock?

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Read Answer Asked by James on February 24, 2016

• Barkerville Gold Mines Ltd. (BGM)
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Q: This stock was presented as a Top Pick by Michael Smedley, I would appreciate your opinion as to its merits as a speculative investment.
Thanks for your response, Jerry

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Read Answer Asked by Jerry on February 24, 2016

• Dorel Industries Inc. Class B Subordinate Voting Shares (DII.B)
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Q: Dorel has recently shown some positive momentum. While this is welcome, is there anything to account for this? Since it has been a while since your last report on DII.B, I'm wondering if your opinion has evolved at all.

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Read Answer Asked by Douglas on February 24, 2016

• Intertape Polymer Group Inc. (ITP)
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Q: Hello 5I Team,

I recently sold Intertape Polymer and looking for a replacement in the same category, prefer dividend paying stocks but not a mandatory.

long term hold in tfsa and cash accounts

Suggestions ?

Thanks
Dave

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Read Answer Asked by David on February 24, 2016

• Zecotek Photonics Inc. (ZMS)
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Q: Can I please have your latest opinion on zms please?

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Read Answer Asked by Lois on February 24, 2016

• Gildan Activewear Inc. (GIL)
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Q: Could you provide your view on Gildan's results, and your view going forward.

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Read Answer Asked by Marco on February 24, 2016

Q: Good morning
Would appreciate your view on CPH quarterly report today. How would you rate prospects for CPH in comparison to PHM?

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Read Answer Asked by richard on February 24, 2016

Q: Peter and Team:
I am looking to add to a position that is currently down 25% from purchase. Current thoughts on BOS for a 5 year+ hold. What does the balance sheet look like, current p/e, and thoughts on what it will take to get this stock moving again.

Thank you as always. I will be renewing my subscription shortly.

Phil

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Read Answer Asked by Phil on February 24, 2016

Q: Earlier this year, in response to a question about the usefullness of holding gold, you responded that gold can provide portfolio insurance against inflation and investor fear. Could you expand on this idea that investors turn to gold out of fear. What kind of fear drives this behaviour? What kind of events could cause gold to increase in price, because if it is only inflation, it would seem hyper inflation is a long way off. Is gold as "portfolio insurance" no longer applicable?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on February 24, 2016