Investment Q&A

• Miscellaneous (MISC)
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Q: In follow up to my previous question, what sectors would you consider adding for diversification? And also your reasoning why.

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Read Answer Asked by Nino on February 10, 2017

• Miscellaneous (MISC)
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Q: Dear 5i
I am considering moving my rrsp investments from my acct with my financial planner to an rrsp acct withQuestrade who I deal with as a brokerage company . Am I best to sell all holdings to cash and then have all the cash wired over to Questrade or just transfer in kind convert to cash then rebuy what I want ?
Thanks
Bill

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Read Answer Asked by Bill on February 10, 2017

• Income Portfolio (Income)
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Q: With respect to portfolio construction, do you recommend:
a) Weighting each of the 11 sectors equally? (i.e. 9% to each sector).
or
b) Weighting each of the 11 sectors according to their proportion on the index?
If you recommend option b, which index would you use, the TSX or S&P?
Thanks in advance!

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Read Answer Asked by Jonathan on February 10, 2017

• Premium Brands Holdings Corporation (PBH $87.11)
  • $87.11 P/E (TTM): 33.0X Cap: $3.91B
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Q: In our RESP Account, we have LB, MFC, and T. What stock csn we add for the current year. The time frame is about 12 yrs with two participants.

Thanks

Tom

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Read Answer Asked by Thomas on February 10, 2017

• Algonquin Power & Utilities Corp. (AQN $8.14)
  • $8.14 Cap: $6.25B
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Q: I have been a holder of AQN for a fair while and have been very satisfied and even have added to the position on dips. I notice that the "short" position of this stock was increased by 51% as at Jan31/17. I don't usually become concerned by changes in short positons however this increase is considerable. Should I view this as a concern by the so-called better informed?

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Read Answer Asked by gary on February 10, 2017

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.91)
  • $42.91 P/E (TTM): 522.13X Cap: $28.09B
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Q: Could you please comment on today's earnings releases of BAM.A and BIP.A?

Thank you, Peter

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Read Answer Asked by Peter on February 10, 2017

• Northview Apartment Real Estate Investment Trust Trust Units (NVU.UN $36.23)
  • $36.23 P/E (TTM): 11.76X Cap: $2.51B
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Q: I am looking to buy NVU and would appreciate your thoughts about their strengths and weaknesses. Also, do you consider it a buy or hold at current price level.
If you do not like NVU, can you please recommend another one in a similar space.

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Read Answer Asked by Harpinder on February 09, 2017

• TELUS Corporation (T $21.54)
  • $21.54 P/E (TTM): 27.27X Cap: $32.61B
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Q: I took this morning's post-earnings weakness as a chance to purchase Telus, which has been on my "to buy" list for a while. There was a one-time contract issue affecting their profit this past quarter, but they seem on pace with respect to wireless subscriptions, low attrition rates, and dividend increase schedule. I purchased it in my RRSP for a 30+ year hold. Good move?

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Read Answer Asked by Jonathan on February 09, 2017

• Manulife Financial Corporation (MFC $42.02)
  • $42.02 P/E (TTM): 15.86X Cap: $72.40B
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Q: Following up on earlier question today by Stephane about MFC. I agree with your assessment that results were good. Any explanation why stock is underperforming today? Is there 'new' news that I missed?

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Read Answer Asked on February 09, 2017

• DH Corporation (DH $25.49)
  • $25.49 P/E (TTM): 12.42X Cap: $784M
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Q: Hello Peter and Ryan,

DH has been slowly creeping up the last few weeks. Have you heard any new developments on the potential takeover or has the gains come from Trump's plan of deregulation of financial sector?

Thanks for the great service!
Angelo

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Read Answer Asked by Angelo on February 09, 2017

• Bank of Nova Scotia (The) (BNS $76.53)
  • $76.53 P/E (TTM): 16.04X Cap: $95.32B
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.51)
  • $6.51 P/E (TTM): 20.34X Cap: $703M
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Q: Hi,

I am looking to increase my weighting in the financial sector. I own SLF already. What company or companies would you recommend at this time?

Thanks
Paul

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Read Answer Asked by Paul on February 09, 2017

• Avigilon Corporation (AVO $26.98)
  • $26.98 P/E (TTM): 10.95X Cap: $18.39B
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Q: as a follow up question on Redknee rkn/t,after another poor Q,I took your advice and dumped. I have 300 shares Avigilon at $20.80 and question is should I use my Rkn/t proceeds to double down on Avo at $15sh level,or would you suggest another 5i tech like pho/v or Intrynsic itc/t. Thanks as always, jb (you keep me sane haha)

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Read Answer Asked by John on February 09, 2017

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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Q: Good morning, would you recommend selling Amaya to buy Shopify (SHOP)?
Shopify seems to be on an upward trend, while Amaya has not done much.

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Read Answer Asked by David on February 09, 2017

• Great Plains Metals Corp. (GPS $0.04)
  • $0.04 Cap: $1M
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Q: Hi Peter,
GPS reports after the close today.
Do you think the first quarter will be as good as Q4.
Thanks

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Read Answer Asked by Debbie on February 09, 2017

• AirBoss of America Corp. (BOS $4.83)
  • $4.83 Cap: $131M
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Q: What is the future of BOS over the next two years?

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Read Answer Asked by Donald on February 09, 2017

• Miscellaneous (MISC)
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Q: This is a repeat. Where did the February "Coverage Summary" report go? I am trying to access it.

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Read Answer Asked by Greg on February 09, 2017

• Titanium Transportation Group Inc. (TTR)
  • P/E (TTM): 10.6X Cap: $108M
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Q: Could I have your thoughts on Titanium Transportation Group TTR please. I am looking for something in the transportation segment and I thought this might have some growth to it.
Thanks
Jeremy

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Read Answer Asked by Jeremy on February 09, 2017

• Miscellaneous (MISC)
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Q: I would like to add another gold name and am looking for something of a low cost, levered play. I currently own Silver Wheaton, Agnico and the Central fund in my portfolio. Can you offer me a couple complimentary names? Thank you

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Read Answer Asked by Martin on February 09, 2017

• AltaGas Ltd. (ALA $41.28)
  • $41.28 P/E (TTM): 21.84X Cap: $12.34B
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• Enbridge Income Fund Holdings Inc. (ENF $31.88)
  • $31.88 P/E (TTM): 5.5X
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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Q: I am looking to add a long term (2-4 years) dividend payer to my open portfolio. Of the 3 above which has the safest dividend? best growth potential? Your favorite and why?
Thanks for your assistance,
Dick

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Read Answer Asked by Richard on February 09, 2017

• Redknee Solutions (RKN)
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Q: Hi folks,can please opinion on Q results for Redknee rkn/t and guidance going forward. Looks to be another miss and company withdrawing guidance for rest of 2017. Is there any hope for Redknee or just sell at loss and move on, thanks as always, jb

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Read Answer Asked by John on February 09, 2017