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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: With CU being at a 52 week low and it's long history of raising dividends, I am wondering your comments on purchasing a small position mainly for income. Stability, and increasing dividends are a goal. We do own FTS and EMA, TRP and PPl and wondered if adding CU would give some worthwhile diversification within the utility space? Are there risk factors of concern?
The continuing education I am getting through 5i is so very helpful. Thanks, Len
Read Answer Asked by Len on May 26, 2015
Q: I currently have 26 holdings in my portfolio.I am down on BTE, CVE and CPG. My only other energy stock is WCP ( a hold ?) . I am getting impatient with the energy recovery. Do you think I should hold these and wait it out or should I dump them? If I had to dump just one or two which would you recommend I sell?
Thanks in advance. John
Read Answer Asked by John on May 25, 2015
Q: Can you explain the difference between zwh anb zwh.u and your opinion on both
Read Answer Asked by Larry on May 25, 2015
Q: In an RRSP thinking on Alaris or Freehold looking at a 5 to 10 year hold..Or to add to my Parkland fuel position..
What do you figure??
Read Answer Asked by Warren on May 25, 2015
Q: following article discusses recent portfolio changes made by the Direxion iBillionaire Index ETF.

Please post this if you feel it is worthy...

http://www.benzinga.com/general/biotech/15/05/5532607/billionaire-tracking-etf-just-bulked-up-on-health-care
Read Answer Asked by Gord on May 25, 2015
Q: Can you please comment on the biggest risks you see (outside general economic environement) for this company?

Is their portfolio protected in case of a rise in interest rate ?

Can you please comment on management compensation (note 17 of the last q4 fs) and options granted. At fist glance it seems high vs revenue and profit generated?

Thank you
Read Answer Asked by Pierre on May 25, 2015
Q: Tog has gone down a lot what is your view with this company now , I got out At $10.43 but thinking about buying back in ,what would be a good re-entry $ .
Dose it still have a Div.
Jim.
Read Answer Asked by James on May 25, 2015
Q: 5i team,

Pursuent to my previous question. Could you recommend your favourite ETF for each of the market sectors? I am ambivalent whether these are CAD or US ETFs you choose.

Thanks as always.
Read Answer Asked by Peter on May 25, 2015
Q: Hi Peter
I am attempting to reduce the number of smaller holdings. Which
one of Gibson, Teck or Trican would you keep for long term growth and income?
Thanks
Read Answer Asked by Gary on May 25, 2015
Q: Dear 5i team,

In the current economic climate could you provide an appropriate percentage attributed to each of the main sectors to comprise a diversified portfolio?
Read Answer Asked by Peter on May 25, 2015
Q: Could (or will) Kicking Horse's production in the Alberta Montenay be potentially tied into the Pacific Coast LNG projects? The co. also has an interest in an East Coast (New Brunswick) LNG project. What are your thoughts about the merits of this project? Would you place any economic value in KCK's holding in this project?

Thanks, as usual, for your efforts on my behalf. Your insights are invaluable.
Read Answer Asked by Owen on May 25, 2015
Q: Bought this for my RSP 5 years for income (12% yield) and am 10% down even after currency adjustment. Small part of portfolio (2%) NAV is 10 % higher than share price. I figure that if I am underwater with interest rates and US $ the way they are now, then maybe I should sell. Your thoughts please and thanks. DEREK
Read Answer Asked by Derek on May 25, 2015
Q: From an investment standpoint, would you rank Brookfield Property Partners (BPY.UN) in the top 10% of real estate investments listed on the TSX? Which others would you consider for an investment ahead of BPY.UN?

I already own a 4% weighting in another Brookfield investment - BIP.UN. In your opinion, would I be better diversified from a company standpoint by considering an alternative real estate investment?

Thanks.

Jim
Read Answer Asked by James on May 25, 2015
Q: Hi Peter and group, I presently own LNR (Linamar) and am up 80%.I am thinking of selling it to buy MRE. I believe that MRE may have more upsize/growth potential. LNR has had a great run but am thinking any more upside may be limited. Your thoughts please
Read Answer Asked by Terence on May 25, 2015
Q: OTC is getting squeezed by the shift to cloud computing. To what extent, if any, are the verticals within other software companies such as ESL, CSU and CGI subject the same pressures? Is the shift to the cloud a potential risk factor for these companies or perhaps an opportunity?
Read Answer Asked by Joel on May 25, 2015
Q: Hi . Wondering if you could tell me which of the health insurance cos could merge. I have Aetna.
Any insight on health care companies which might do the same, or pharma companies?
Many thanks for your service.
Read Answer Asked by Helen on May 25, 2015
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