Investment Q&A

• Canadian Natural Resources Limited (CNQ)
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Q: DAN DREYFUS make the following points on cnn.
1.pipe line constraint forces CNQ to give more $ to share holders.
2.dividend is good long term.
3.at $45 wti they can still have 4-5billion or so free cash flow for years
4. similar logic works for SU and CVE.
could you comment on the above. would you agree and why or disagree and why.
thank you
Yossi

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Read Answer Asked by JOSEPH on October 28, 2019

• IPL Plastics Inc. (IPLP)
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Q: Hi,
A TD analyst is recommending IPLP with a target price of $13.50 in the next 12 months. At $7.63 today this looks like a very aggressive target. What is your view of this company and should one start a position? If so what % position would you recommend? Thanks

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Read Answer Asked by Marco on October 28, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Algonquin Power & Utilities Corp. (AQN)
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• Superior Plus Corp. (SPB)
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Q: I currently hold the above 3 utilities in equal weights in a well diversified portfolio and am considering adding Fortis or Emera. I'm looking for safety, dividends, and some growth. I would prefer to keep the count down to 3 stocks so could you please rank them for me?
Thanks

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Read Answer Asked by Lyle on October 28, 2019

• Illumina Inc. (ILMN)
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Q: What do you think about Illumina and their recent results? Would you continue to hold, or even buy more, here?
Thanks you.

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Read Answer Asked by Mary on October 28, 2019

• AltaGas Ltd. (ALA)
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• Dividend 15 Split Corp. Class A Shares (DFN)
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Q: Your comments on dfn doing a financing on class a shares at 8.75. Stock now trading in 8.45 range. A buy? What price would the shares stop paying a dividend? Ala dropping this last week. Would this be from cost overrun on pipeline in us that it owns part of? Expected earnings due Oct 30?

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Read Answer Asked by kenneth on October 28, 2019

• Vanguard Health Care ETF (VHT)
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Q: I have a small (1%) position in US dollars that I would like to invest in a US dollar health sector ETF. What would you suggest?

PS -- It is great to have a resource like 5I.

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Read Answer Asked by Ron on October 28, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: How would you feel about shorting Shopify?

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Read Answer Asked by DAVE on October 28, 2019

• Boyd Group Income Fund (BYD.UN)
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Q: i am assuming the decrease in boyd shares is because of this conversion from trust to corporation .
is this correct? dave

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Read Answer Asked by david on October 28, 2019

Q: In July you had a "Portfolio Analytics Walk through and Stock Market Update" video. Is it still accessible ? I would like to review the PA Walk through part as a tutorial for entering my portfolio. Thanks 5i

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Read Answer Asked by mike on October 28, 2019

• Amazon.com Inc. (AMZN)
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• The Walt Disney Company (DIS)
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Q: Would you agree with a switch from AMZN to DIS for security and growth?

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Read Answer Asked by Lyle on October 28, 2019

• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: Hello,
I am considering a new position in both of these Brookfield companies, with BAM going in an RSP (slower growth) and BEP in a TFSA (chance for more growth with this one). Makes sense?

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Read Answer Asked by Robert on October 28, 2019

• Canadian Tire Corporation Limited (CTC)
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Q: Hi Peter and Staff

Please provide EPS per share and dividends per share for the last six quarters

Thanks
Dennis

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Read Answer Asked by Dennis on October 28, 2019

• Boyd Group Income Fund (BYD.UN)
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Q: Hello 5i,
I have read through all the related q&a's and just wanted to ask this:

The conversion is slated for Jan. 1, 2020 and it seems likely to pass the shareholders vote in early December. Their press release mentions the change to a stock company will bring improved liquidity, more shareholders, more global investors (institutional) and it removes the limits on foreign ownership. These are all positives (sounds much like an IPO).
It seems fine to start a new position in it now, as opposed to waiting until after the transaction is completed. If it's going into a reg'd account, there's no tax issues with the conversion; and 1 unit now will equal 1 new share. So a fella can buy it now, correct?

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Read Answer Asked by Robert on October 28, 2019

Q: Hello team,

Is there a time of year where mergers and acquisitions are more likely to happen, or is based more on market conditions?

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Read Answer Asked by Kelly on October 28, 2019

• TWC Enterprises Limited (TWC)
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Q: Would appreciate your comments on the Ontario Superior Court decision of October 23rd on TWC.
Thanks
Bob Rose

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Read Answer Asked by Robert on October 28, 2019

• Microsoft Corporation (MSFT)
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Q: Would appreciate your comments on the awarding of the JEDI contract to Microsoft.
Thanks
Bob Rose

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Read Answer Asked by Robert on October 28, 2019

• Celestica Inc. (CLS)
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Q: comments please on the CLS quarter out today? Thx

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Read Answer Asked by blake on October 25, 2019

• European Residential Real Estate Investment Trust (ERE.UN)
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Q: In a June 28/19 answer to Jim 5I quotes a yield of 8.03 % yield on ERE.UN.... I'm assuming something changed between then and now as any source I can find shows 3.27 %... Could you explain what that was ? You also referred to a special dividend in April. What was that all about ? Thanks for your great work.

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Read Answer Asked by Garth on October 25, 2019

• Chesswood Group Limited (CHW)
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Q: Although the last quarter was not great Chesswood stock has since done well and now trading above $10r. Are you aware of anything that is supporting this?
Thanks John

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Read Answer Asked by John on October 25, 2019

• Canadian National Railway Company (CNR)
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• Canadian Pacific Kansas City Limited (CP)
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Q: Just a short comment on the rails, having been employed at one for my career. These two companies may see volume drop off, but they also have the ability to reduce capex and headcount. In an environment of less traffic, their operating ratio gets easier to reduce. In my mind, very defensive stocks to hold

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Read Answer Asked by Kelly on October 25, 2019