Investment Q&A

Q: PLZ.DB.C 7%, 31DEC17
Hello 5i. Recognize this question is outside of small cap equities but would like to know if you will tackle this question.

Despite calling the company, reviewing SEDAR document and even reaching out to Hank Cunningham, I am left not knowing exactly what I own in this debenture. The question I have is in what are the options for company and investor at Dec 31, 2017.
Given these debentures came from take over of KEY REit, I can not follow the trail or find the specific document that identifies the features and options.
I am currently up 4%(capital) trading at $106.12 plus the income payments over a few years.
If this reverts back to PAR(Dec 31,2017) the capital will show a loss (paid $101.97). I would rather sell now and move on instead of waiting for a final income payment but do also realize 7% yield in a company I believe can keep up the payments is a very good investment.

Can you comment and/or offer facts about this debenture?
Thanks
Dave

Q: Would you take profit now, as FTS is close to a 52 week high, or just hold for the dividend? Has never seemed to be a growth stock up until recently. About 7% of my current portfolio.

Q: What is causing TCK.b to rise like it has recently? With it's high debt @ 4x cash flow as indicated in a previous Q it's confusing. I know u don't do price targets but can u see this going up much more?
Tks

Q: The Q2 earnings are a little above estimates but with the commodity price soaring Q3 should be spectacular. Can you give me an explanation of why Zacks would go from a hold to a strong sell on these results? What type of credence do "insiders" give to these recommendations?

Q: Interested on your take of Americas Petrogas. They are divesting oil assets and becoming a phosphate play. Given their unusually large cash balance (for a Venture stock approx .24/share) and JV with a co-op presumably ready to buy their product why is it languishing around cash value? Is it just a waiting game before their assets are reflected in the share price?

Q: Hi 5i Team - Big or small having trouble with it all would like a REIt so thought I'd ask you gents who know a whole lot about the street! (sorry it's been a long day and I needed to be poetic).

Q: Would you consider EIF a buy today or is it too expensive at these levels?
What is their payout ratio? Do you expect the dividend increases to follow their historical pattern?

Q: Hello Peter,
What is happening to Gold standard ventures? It was doing quite well and now it seems to dip every day. Also, would you consider concordia as a good buy right now and in the gold sector, would Agnico Eagle be considered a good buy now. Thanks

Q: Hi Team Could you give me your views on intertain group
Thank You

Q: Just wondering if you could provide info on some of the best solution(s) to tracking my investment progress including cash balance. It would encompass performance intraday, monthly, YTD, yearly, etc etc. What are some of the best software tracking companies? Maybe this would require to be answered through your clientele.

Q: would you own FAP in a income account.
PHIL

Q: Hello 5i,
Which two currencies would you chose to invest in after the Canadian loonie and the American dollar. The term of the investment would be similar in length to the aforementioned currencies and have a single purpose of diversifying the overall portfolio, regarding currencies.
Kind regards,

Q: Your thoughts on Verizon would be appreciated.
Thanks so much.

Q: Hi 5i team, what are your thoughts on GPS (BSM Technologies)? Is it a good growth stock?
Thanks

Q: Hi folks,
Would you be able to comment on afn? The technical and fundamentals seem to be lined up. Mabe it,s to high already?
There is a huge crop needing bin space.

Thanks,
Larry

Q: Good morning...In the world of a Trump President and his dislike of the NAFTA and potential dismantling of that agreement..What names /sectors would suffer the most...Would you see a major readjustment to your portfolio in preparation of any action? If so, how far in advance would you adjust?

Thanks

Q: Good morning Peter, Ryan, and Team,

I submitted this question about a week ago, but guess that it must be "floating" in cyberspace! Here it is again:

There was an article in the July 18th Globe & Mail called "It’s time
for investors to reassess their rainy-day funds". The author
believes that too many investors keep too much money in low-
interest bank accounts and money-market funds. Instead, he
states that "intermediate-term bonds, over the long run, are
superior not just to cash but to long-term bonds as well. So when
thinking about where to invest your fixed income assets,
remember Goldilocks: The best place to be is not too long and
not too short. The place to be is what is essentially a large “sweet
spot” between short and intermediate. That’s where the reward-
risk trade-off is at its greatest."

Assuming that one agrees with this thesis, what fixed-income ETFs would you recommend that could fit the bill?

Thanks as always for your valued advice.

Q: Hi, could you please comment on DH earnings. At the first glance, Revenue, EBITDA and FCF, all seem to have meet or beat estimates. Laser Pro renewals are still weak (as expected) but organic growth in other areas appear to be decent. Debt reduction seems to be a priority. How do you read their commentary on outlook ? DH stock has gone thro' quite a roller coaster, after past two quarterly reports. Any thoughts on reducing or adding to present position. Thanks

Q: Peter and His Wonder Team
I realize this is not your "cup of tea". However ...please give your current assessment. The new phone, winning the law suit and more demand for security...may this create a small catalyst? I have held it for a while...The stock has moved up slightly...please give your opinion. Do these positive developments support "holding" for a while or best to sell in this little upswing?
Thanks for your thoughts!
Dr.Ernest Rivait

Q: Significant loss in TFS (SGY,PUR,AMAYA ) ( 45% ).

Late 70 (age ).What do you advise as a replacement for above stocks?thanks.ebrahim