Investment Q&A

Q: Please comment if this loosing position is Hold for 6 month to a year.

Thanks

Q: I would like your opinion on BLX. I especially like the cash flow that BLX generates. Thank you in advance.

Q: In your response this morning you stated: "we think adding a bit of unhedged exposure (VUN) is still worthwhile from a diversification perspective." Does this mean you are recommending the hedged ETF as the largest purchase? I understood from your past responses that for long term investments you favour unhedged ETFs.

Q: Regarding the recent question on Brookfield renewable, it is a TSX-listed company and the distributions are treated as Canadian rather than American for tax treatment.

Q: hi guys whats your opinion of scl dropping to 29.50 is this good value now

Q: 5i Team,

How similar are these 2 companies? I have 2.5% positions in both (at a healthy profit - thank you).

Should I sell one? I own DSG in a cash account at +100% - hence have to pay cap gains, and KXS in my TFSA. I know KXS is a top pick of yours..

I'm fine with risk.

Thanks,

Q: Thanks for your response to my recent question. I understand some of the short term issues re share performance but I wonder about the Spectra purchase long term. Is the acquisition accretive and the debt load manageable longer term to continue to make ENB an attractive investment?

Q: Would you kindly rank the following bank ADRs: LYG, SAN, IBN, for a the next year or two, and your rationale. They are potential buys within a TFSA. I realize the currency conversion and dividend tax are major drawbacks. But the single digit prices of these ADRs and apparent change in sentiment for the financial sector in Europe, as well as the sentiment in emerging markets, as well as India in particular is currently compelling to me. What are your thoughts. I'm leery of etf's these days, for example XID. Too many piling into etf's may not end well in my opinion. Finally I'm also curious whether your opinion of Fairfax India has become more favourable at all since the last question on it was answered. To me Fairfax India avoids currency conversion and potentially benefits from watsas knowledge and resources. What are your thoughts

Q: Hello
Is there a reason the recent options price will be set on the second day after earnings? Thank you
Dave

Q: BROOKFIELD RENEWABLE PARTNERS L.P. is, I believe, the legal name for the Brookfield business with TSX symbol BEP.UN. Is BEP.UN a U.S. Master Limited Partnership (MLP)? An article in the May 27 Globe Report on Business discusses the risks to a Canadian investor holding U.S. MLPs, including a 39.6% withholding tax on payments to non-residents (according to the article, the tax applies to both registered & non-registered accounts). Is this applicable to BEP.UN.? Thanks for your reply. Edward.

Q: Considering a switch from sia to ruf. Could I get your thoughts. Thanks

Q: Which of these two co's would you purchase today, and why?
Thanks Peter.

Q: Hi 5i, what are your top 5 small or mid-cap dividend growth stocks? Also, please provide a few companies that you believe may be initiating a dividend in the near future. Thanks Rob

Q: In the Globe today....
"CALGARY — New rules to reduce methane emissions from Canada’s energy sector will cost the industry an estimated $3.3-billion over the next two decades, and will hit conventional oil and natural-gas producers the most dramatically."

Will Questor be in line to benefit directly fromn this change?

Q: Please give your opinion on WI-LAN. Is their new strategy to acquire Companies and become more of a "holding company" an effective strategy for shareholder value increases?
Thanks Gord

Q: Would you kindly compare the two companies? I have been holding on to NMX but LLG is climbing much faster for some reason.

Q: Your take please on the large acquistion announced today and your forecast as to its overall impact on earnings and stock price.

Sheldon

Q: BTL Group Ltd. your opinion about this stock

Q: Enbridge has been steadily drifting lower, down about $5 a share in the past month. Would you have any incite into the reasons for this decline? Also do you foresee anything on the horizon that might stop this erosion in share value?
A roughly 10% drop does seem excessive for a conservative company such as this.

Q: Your opinion on XSD (etf / semi-conductor).
Thank you.
Pascal