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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: I am looking to take advantage of opportunities in the Calgary office space segment given the low price of oil. I purchased Boardwalk at $43 and I'm quite happy with it. I'd like to purchase a best in class REIT that focuses on the Calgary or Western Canada office segment. What would you recommend? This investment is for my RRSP and I consider it to be long term.

Thanks,
Jason
Read Answer Asked by Jason on April 14, 2016
Q: Hi, This is to send a note of commendation for how you set your stock selection strategy and discipline. It was clearly evident when you recently added PBH and KXS to the Balanced Portfolio with a full 5% position undeterred by the fact that stock traded at $55.69, close to its all time high. I would not have had the guts to initiate a position in PBH at these levels, watching stock price for 3 years, climbing steadily from $15-$16 level to present. New addition of PBH to my favorite 5i Portfolio was a your strong vote of confidence in the co. helping me to finally decide to pull the trigger and I am quite happy about it. I already had a full position in KXS from before. Thanks for the incredible value you offer to retail investors like me, everyday
Read Answer Asked by rajeev on April 14, 2016
Q: Hello,
Hoping to get your thoughts on Guestlogix. I own the Convertible Bonds.
It looks like they sold Openjaw but I don't think the sale price has been disclosed...PWC said the sale would provide enough to pay off all secured creditors and that there would be "significant" funds available for unsecured creditors.
Would you be able to:
1) provide your thoughts on the future of the remaining company
2) would the convertible bonds be considered unsecured or could they lump them in as equity?
3) Would you be willing to take a stab at a recoverable amount for the CV's, if any? Don't worry, I'm not expecting much.

Thanks in advance - appreciate your service.
Read Answer Asked by Don on April 14, 2016
Q: I have read that one or two "super" stocks can make up for a lot of losers. How is a super stock different from a growth stock with momentum which tends to fizzle out. Would averaging up be recommended or just let the weighting grow in the portfolio.
Thanks.
Read Answer Asked by Ken on April 14, 2016
Q: Hi 5i, I just received a package from GWR for a special shareholders meeting later this month. One of the items to vote on is to move the stock listing over to the US Nasdaq listing. The rationale is to add more value to the stock, open the stock up to a larger pool of investors and to simplify the structure of the company. It looks very positive to me but could I get a second opinion on this development? The only downside I see is the stock will be a US security and there are tax considerations for Canadian investors. Thanks, greatly appreciative Dave T.
Read Answer Asked by David on April 14, 2016
Q: I haven t followed the market much in the last 3 months or so but i wonder what has really changed (growth story, oil output, china, somewhat rich valuation) and when i see the S&p500 almost at all time high i wonder about the risk / return in the next 12-24 months and i hesitate to add new money. Can you please comment on the macro picture at the present time and other related comments if any. Thank you.
Read Answer Asked by Pierre on April 14, 2016
Q: Hi 5i team,

I have a 3 month old son and have opened him up an RESP. Can I get your opinion on what 2-3 stocks you would invest in that provide decent income (in the form of a dividend), and are relatively safe knowing that he will need the money in 18 years. I was thinking of playing it more conservative, but I have been contemplating taking a shot at something with a good growth potential.

Thanks so much.
Read Answer Asked by Francesco on April 14, 2016
Q: Have read a few of your answers regarding Veresen and some concerns that there may be a dividend cut. I wonder if you realize that 61% of their cash flow (attributable to dividends) is retained for investment in the new Montney gas plants and they issue shares for that amount thru their DRIP. Unlike many capital intensive companies that do separate offerings for new projects Veresen uses the cash saved from the DRIP, same end result though, some dilution associated with each project. Only 39% of their dividend is actually paid out in cash. Actually companies like Inter Pipeline see 50% of their dividends also paid out thru their DRIP as well, but they also do offerings associated with individual projects. If you look thru Veresens 2016 guidance you will see $200 mill a year being reinvested from their DRIP into the $1 bill Montney plants under construction. Whether you do it thru a DRIP or a separate offerings it would seem so long as they are getting an appropriate ROI this may be prudent. It also suggests that there is less risk than might otherwise be considered here given their planning and guidance is based on these facts. They have met guidance three of the last three years if you look at what was said and what has happened. Any thoughts on this information? Of course I realize no dividend is 100% safe, just wanted to point out that the actual cash portion paid out is substantially lower than their annual cash flow.
Read Answer Asked by Wyatt on April 14, 2016
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