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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 have Brookfield Global Infrastructure (BGI.UN). I want exposure to global infrastructure, which is massively underfunded right now, but question whether this is an appropriate vehicle for me.

According to their annual report, they charge 1.25% fee plus 20% of everything over 6% profit. Last year that meant more than a 4% fee.

Any suggestions?

John
Read Answer Asked by John on April 24, 2014
Q: Would appreciate your current take on AXX
Thanks
Read Answer Asked by Behrouz on April 24, 2014
Q: Crescent Point Energy is a name I've held for just over 2 years now. I was essentially even prior to the deal being announced yesterday in terms of stock price but had collected 6.5% per year in dividends. I am curious on the 5i Teams' opinion on CPG's acquisition.

On first blush I was disappointed to see them issuing shares yet again and swore I'd sell if they did that. However, my rough calculations show that, even with the share issue, they should generate more cash flow per share. So maybe its not so bad?

I'd love your thoughts!
Read Answer Asked by Marc on April 24, 2014
Q: Premier Gold PG does not seem to keep pace with other miners in this space. There is a lot of insider buying and the projects look good, can you explain why this stock seems to lag. I hold it along with others, MUX,TMM,TML,BTO,TGZ. What would you do with it? I think the miners will continue to gain strength thru the summer but I am perplexed about PG. Thanks.
Read Answer Asked by Maureen on April 24, 2014
Q: Hello 5i researchers,
Please advise your views on LOYALIST. You have been very optimistic in the past and yet this company can't seem to
keep it's gains.
Read Answer Asked by lorrie on April 24, 2014
Q: For someone retired, age 60, no debt, no pension other than Gov't, and capital of 1.5 million, what would be your recommended asset allocation between cash, bonds, stocks etc and which, if any, of your recommended portfolios (or both as the case may be) would be appropriate in the equation. Thanks as always.
Read Answer Asked by Bruce on April 24, 2014
Q: Hi,

I'm looking at adding a large technology Company to my RRSP. I currently own Enghouse and I'm looking at adding either Open Text (OTC) or Constellation Software (CSU)? Any preference?

Also, Open Text is making an announcement tomorrow with the premier of Ontario. I assume its something related to additional investments in Ontario. What are your thoughts?

Thanks again,
Jason
Read Answer Asked by Jason on April 24, 2014
Q: Where to park cash in my trading accounts? I find myself holding large amounts of cash in my trading accounts waiting for a market pull back that hasn't really happened! This cash sits "not invested" Do you have any suggestions on where I could park this cash inside my trading accounts that's flexible for trading while earning income? I love the 5I concept and I have done very well following the 5I recommendations, thanks.
Read Answer Asked by Pat on April 24, 2014
Q: Hi Peter,
It's difficult to get a technical analysis of Dundee (DC.A) due to all the spin off. It's current SP shows it's at about 50% of book value. What is the % of book before all the spin offs? I own CF and GMP but like to add DC as a value play and like the discount to NAV. What is the reason for that big discount? Is because it's valued like a close end fund? Thanks in advance.
PS. Your team is doing a great service for Canadian investors. Every investor should be a member just for the education.
Read Answer Asked by John on April 24, 2014
Q: As a followup to a recent inquiry regarding Tricon (TCN), I am wondering if the recent decline in new home sales is good for this company's prospects as lower prices mean they can continue to increase their home inventory at more depressed valuations plus more families will need to rent from their existing inventory. Similarly, will it hurt their business when home sales and prices rise or will that be the timeframe that they will begin to liquidate their inventory?
Thank you.
Steven
Read Answer Asked by Steven on April 24, 2014
Q: Could you comment on Paramount Resources pls - is this a good entry point? Tx
Read Answer Asked by hugh on April 24, 2014
Q: In regards to MORL and CEFL. They both have redemption clauses that can be exercised by the company at any time. Is this something to be worried about? And are these normal for these types of funds and ETNs? Thanks.
Read Answer Asked by Max on April 24, 2014
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