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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: Could I get your opinion of the new BIP.UN preferred issue (series 5, reset with floor of 5.35%)? Would you agree with the S&P rating of P-2 low? I already hold both BIP.UN and BEP.UN in the Brookfield group. What would you consider to be the maximum percentage (based on total portfolio value) for BIP.UN + BIP pfd, and would you include BEP.UN in the total or view it as completely different, regardless of ultimate ownership?

Thank-you
Read Answer Asked by grant on July 25, 2016
Q: I am considering initiating a position in Edgefront. It is a HIGH yield small cap REIT that trades on the Venture. It is an owner operator of commercial real estate properties in Western Canada and Atlantic Canada with a primary focus on industrial properties. I currently own 3500 units of Pure Industrial (AAR). I feel that AAR may be nearing the top end of its market price, so am considering taking some profits and investing them in ED.UN. I would appreciate your thoughts on this potential move.
Read Answer Asked by Linda on July 25, 2016
Q: Hello team. I currently have a small position in Antibe Therapeutics and considering adding more. This is a stage 2 drug company. No profit and sales really that tie in to the real story of the drug being created at the moment. Essentially they are trying to create a pain medication that will compete with the likes of Advil/Tylenol without the negative side effects of damaging the stomach lining and creating ulcers. The most interesting component is that amount of activity of old Paladin Labs/ new Knight Therapeutics people moving in and out of the company, setting up acquisitions and financing deals. Considering you guys cover Knight I was wondering if you had any further analysis or information on Antibe or the financing deals that Knight puts together? Or perhaps you could criticize or add to my qualitative analysis for other areas I should be concerned about?

Pros:
From what I can tell it's the only other company that Johnathan Goodman holds a position in besides Knight.
In the 50% region of insider ownership.
The fact they acquired a sales force shows confidence.

Cons:
One patient got something similar to Jondis, this forced the company back to the drawing board. If the product is not considered safer than Advil, it will have a hard time selling.
Further dilution will have to occur to proceed in product testing.
Read Answer Asked by Liam on July 25, 2016
Q: Which of the Aerospace/Defense companies do you think is the cheapest with the highest growth potential for next few years from the list.
Read Answer Asked by Imtiaz on July 25, 2016
Q: Hi 5i team

I continue to hear Marin Katusa and Frank Curzio say they expect significant further upside due to large amount of gold in ground plus uranium assets. They speak very highly of Amir Adnani. Can you comment firstly on the 3 men mentioned and then your thoughts on Brazil Resources potential? Thanks, Greg
Read Answer Asked by Greg on July 25, 2016
Q: Hello 5I,

This is a question about Student Transportation (STB). I have read your comments that 'it is not one of your favourites'. However a new report out by National Bank (July 6) highlights the growth opportunity for STB as it moves into asset management (school boards & other 3rd party) part of the bus fleet business. They suggest that fleet management could represent 25% of STB total revenue by 2021. They see payout ratios falling and free cash flows potentially doubling in this 5 year timeframe. Finally National suggests that STB could become a dividend growth story 'in the not to distant future'.

Would this information be a cause for you too rethink your views on STB, take a wait and see stance or are you still not inclined to view the company favourably.

As always. take your opinion very seriously.

Cheers,
Bob Ahearn
Read Answer Asked by Robert on July 25, 2016
Q: Just a comment on CXR. I like your advice to hold on and not take a big loss through panic. How often have we seen a general market panic? Brexit being the most recent example. I see it as a similar thing. The sector is in a panic and CXR seems to be the favorite whipping boy with perhaps influences from a short seller or two.
Anyway having your confirmation to stand pat makes me feel better about my decision to hang on.
Read Answer Asked by David on July 25, 2016
Q: I bought HCG during it's "glory" days, in Oct. 2014, at $51.10. Currently, I've been patiently waiting for the good days to return for the stock price. I have a 40% capital loss. It seems you like the company and the stock. Since it's in my TFSA, I can either wait for a recovery, or take a loss and deploy what's left of my capital elsewhere. What do you see for the stock in the next 1-2 years?
Read Answer Asked by Helen on July 25, 2016
Q: Hi,
My son is taking a break from active stock picking and has gone with this ETF model: VUS(15%), VBU(5%), VCN(22.5%), VAB(5%), VI(22.5%). His investing horizon is very long (10-20 years). Your thoughts on the individual ETFs? How about sector & geographic diversity? Any other concerns?
Thanks!
Read Answer Asked by Gordon on July 25, 2016
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