Investment Q&A

Q: Could you give me an opinion on CT REIT

Thanks,

Peter

Q: I don't know if you cover preferred shares but what is your opinion about this new issue from Bank of Montreal on a five year rate reset preferred share for five year with an annual coupon of 4.85%

Q: knight, has been trending lower, is this because he is slow deploying the 600 million of cash or am i missing something. dave

Q: Q 2 2016
Net revenues
Net revenues are defined as revenues less direct costs for sub-consultants and other direct expenses
that are recoverable directly from the clients. Net revenues are not an IFRS measure and do not have
a standardized definition within IFRS. Therefore, net revenues may not be comparable to similar
measures presented by other issuers. Investors are advised that net revenues should not be construed
as an alternative to revenues for the period (as determined in accordance with IFRS) as an indicator of
the Corporation’s performance.

For WSP this is a very large number 330 million $ +.. is this typical in the engineering business and is it
variable ? With 34000+ employees why do they need sub-consultants ? and overall
is WSP seriously exposed to wage inflation ?

A lot of questions here, Thank you,

Ian

Q: Was not familiar at all with CBL back in 2014 when it was trading as high as $23-24. For a financial off-market lender with a strong Balance Sheet - what happened? Thank you.

Q: Notice that Kxs dropped sharply today after announcement of date of results.Ditto for MNW.Is it possible that the market smell forthcoming poor results?Thanks for your usual great services & views

Q: Our advisor has recommended that we sell some of our equities and purchase more fixed income funds. His recommendations are Manulife Strategic Income F (CAD); TD Retirement Balanced Portfolio F Series; Fiera Defensive Capital Global Equtiy Fund and Lysander-Canso Corporate Value Bond Fund. We are already invested in Pimco Monthly Income Fund (PMO 205), DFA Five-Year Global Equity and CBO. We are leaning in favour of investments we already own as well as XSB, XBB and CLF. We are looking for Canadian, US and International diversification. What would you recommend?

Q: What is your assessment of SOT.UN's late afternoon announcement regarding the lease extension with Medavie? Will it have a material impact on the company's earnings, cash flow and its monthly payouts?

Thanks for your help.

Q: I have read your comments about companies records of meeting/missing/beating estimates. ULTA just raised their guidance and is up over 10% at the moment, but where would I find their record of beating estimates?
Thx as always.

Q: Interesting comments from David Baskin yesterday on why he still holds HCG. Only 8% of their portfolio is insured, so new mortgage rules should have a limited impact, and estimated earnings are $4.00 so very cheap at current price. As a longterm holder I'm considering averaging down. Appreciate your advice.

Q: Any news on abt today. The price is up over 3%. Is this a good time to buy?Thanks

Q: Great mgt. team . 5 % bump today
Regards
Stan

Q: Hi, Kinaxis just announced the date of its third quarter release and the stock immediately dropped sharply. Do you anticipate them mentioning problems with the quarter?

Q: Dear team, After the recent surge in price, netflix stock is coming down. In your opinion, is it worth to re enter again now? Do the reasons for the recent volatality in stock still hold good? Thanks in advance

Q: What is your opinion about the failure of the merger with Infor? Thank you

Q: Recently, CSU is struggling to remain over 600$. Any cause for concern ?

Also, since a month, BEP.UN is struggling as well to keep its advance. Any cause for concern ?

Q: Westdome gold recent events - released production #'s for Q 3, a new CEO, a very positive news release on Aug 24th. What do you make of these events, including price pull back. Also your take on CEO's comments in today's release. Thanks

Q: Can you please comment on this quarter, I am specifically looking for growth outlook, at a glance it looks better to me but I am not an expert in financials.

Can you also please comment on the recent resolving of litigation and the partnership that was just formed. How do you see these affecting sales and bottom line, if at all?

I have owned this name for a while and need to decide whether I should hold or take my losses. Any names you would replace it with in the same sector?

Q: Hello 5i team,

Which ETF is best suited for a long term hold (30 yrs) in a TFSA that will be DRIPPED and contributed to annually. I like the equal weight positions of ZRE but with a higher MER of .61% over the long term it seems the fee's could really start corroding my capital. VRE is the cheapest but also has the smallest yield and is market cap weighted. Is it possible BMO could lower these fee's in the future to stay competitive? I would eventually like to draw income from the holding.

Always appreciate the you insights

Q: I read the blog on U.S. dividend aristocrats but unless I missed something there was no specific ticker or recommendation made. Does 5i have suggestion for an etf to take advantage of this strategy?