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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: Hi 5i Team, can you please explain the impact of interest rates of CPD. I understand that last year the rate cut had a negative impact on the ETF and that a couple of years ago talk of rising interest rates hurt preferds. Can you please explain the impacts of either rate increase or cut on CPD?
Thanks
Read Answer Asked by Nancy on October 28, 2016
Q: What do you recommend is the best way of gaining exposure to the Indian stock market? In the past I have purchased Excel India mutual fund and I am considering Fairfax Indian fund. I am a long term investor and plan to hold my position for at least 5 years. I welcome your comments.
Read Answer Asked by Robert on October 28, 2016
Q: Hi Team,
Can you please provide an overview of Union Gas (UNG-C or UNG-P)? What is it's risk/reward profile? TD Waterhouse shows a tiny market cap of ~$7.5M with $1.8B revenue TTM. Is that correct? I don't understand the corporate structure (searches say it is a subsidiary of Spectra Energy with assets of more than $7B). Union Gas issues bonds in its own name though. Can you please shed some light on this?

Thank you, Michael
Read Answer Asked by Michael on October 28, 2016
Q: Many darlings of the past year or so have been hit hard,some very hard eg VRX,CXR & DH(yesterday) & today it was ZZZ.Bruce Campbell#2,who made ZZZ his top pick 4 times since 6/30, voluntarily told Market Call(3pm pt) that he had sold ZZZ as it no longer meet his metrics of EPS growth rate & valuation,& replace it with a better choice,but still like the co.Today ZZZ dropped 6% on big volume(385k).A very volatile market.Hard to make a buck.Note that the big 6 Canadian banks are slow & steady,but returns(average 4% dividend-40/50% p.o.-plus capital appreciation are lower than those darlings in their hey day
Read Answer Asked by Peter on October 28, 2016
Q: I have no exposure to materials (I include SJ as an industrial) in my portfolio. I am reluctant to have exposure to this sector as the volatility and lack of earnings are generally beyond my comfort level. I still feel that I should have some exposure so I was thinking MDI would be a good candidate as it is a lesser risk with leverage to this sector. Can you comment please that this is an appropriate strategy for my risk profile and would you recommend buying MDI at this time?
Read Answer Asked by Robert on October 28, 2016
Q: Good afternoon

I am thinking of making an investment to profit from what appears to be strong future secular growth in robotics.I have noticed that companies such as irbt have been performing well lately.Can you please provide your opinion on this thesis and what currently would be your best investment ideas in this area either an etf or specific companies (which companies irbt,avav,etc)

Thanks for all the amazing insights!
Read Answer Asked by Thomas on October 27, 2016
Q: Hi 5i team, I would like to know more about your investment thesis on Dbox Technologies, one of your growth portfolio stock. It seems like there's growth ahead for them, so I am looking to buy half a position for now, and wait to see if it pulls back even further. Also, do you plan on publishing a report on it in the future? Much thanks.
Read Answer Asked by Sam on October 27, 2016
Q: Hi 5i - I'm up about 20% on BPF.UN (with a 7% yield) - 5% position in my portfolio. I'm contemplating selling and investing the proceeds in MG. Over a 5 year time frame, I would need MG's share price to go up considerably to offset the yield that I would be giving up. Would you make this switch? Thanks, Neil
Read Answer Asked by Neil on October 27, 2016
Q: Can you please comment on the preferred shares, series B, specifically the dividend payment terms and whether a change in control of GMP would trigger a requirement of the company to redeem the shares at par. Lastly, what would constitute a change of control under the indenture and what is your assessment of a potential change in control in the company prior to year end? Thx
Read Answer Asked by Patrick on October 27, 2016
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