Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Brookfield Property Partners L.P. (BPY.UN)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: I currently hold a full position of BPY in a taxable account.
An overweight position of BIP and a half position of BEP in
a non taxable account. The three comprise sixteen percent
of my total portfolio. I have sizable gains in both BPY and BIP.

Too many eggs in Brookfield companies? What would you
suggest as a reasonable percentage and how would you rank
the companies as to quality?

Thank you for considering my question(s)
Gail

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Read Answer Asked by Gail on June 29, 2017

• Pacific Insight Electronics Corp. (PIH)
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Q: Hello 5i: Do you have any comments to make about PIH? It looks like a very interesting, under-followed Canadian small cap

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Read Answer Asked by David on June 29, 2017

• Kinaxis Inc. (KXS)
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• Open Text Corporation (OTEX)
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Q: My tech sector comprises OTEX & KXS.
KXS has done very well this past year whereas OTEX is now back where it was at that time. It seemed to be on a losing trend before it acquired COVS - which only seemed to make it worse. What's your opinion, where do you think it might be heading? Anything positive to say? Your advice very much appreciated.

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Read Answer Asked by Arthur on June 29, 2017

• Exco Technologies Limited (XTC)
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Q: I don't know about Exco down 20% holding for a long time. Magna and Martinrea doing so much better. I know you keep saying it is cheap but I want to make some money. Bought at $14.00 and it is now $10.75.

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Read Answer Asked by Helen on June 29, 2017

• Home Capital Group Inc. (HCG)
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Q: An ex-client of HomeCapital who has made a few posts on Twitter has been saying that Home Capital illegally over-charges customers in trouble. Something about a section 8. Could you look at the statement shared in this tweet and tell us what you think? It seems unbelievable that clients could have been over-charged by tens of thousands of dollars without this having surfaced in the news before now. Apparently management has not answered questions regarding this. Truely, this story is turning into a mystery novel. Thanks.
https://twitter.com/AlderLaneeggs/status/880055838097915904

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Read Answer Asked by Matt on June 29, 2017

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
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• Exco Technologies Limited (XTC)
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• Premier American Uranium Inc. (PUR)
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Q: The number cruncher column in today's Globe picked 10 companies in your wheelhouse. Can you pick three that you like the best ? Thanks

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Read Answer Asked by Glenn on June 29, 2017

• Miscellaneous (MISC)
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Q: Wow! I asked my first question and it was answered with an hour or two. Spectacular service folks (not just the quick answer, but everything else too). I have really enjoyed this service over the last couple of years. Oh yeah, and that goes for the ETF and Mutual Fund Update as well as Canadian Money Saver Magazine. Much appreciated.

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Read Answer Asked by Doug on June 29, 2017

• Constellation Software Inc. (CSU)
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• WSP Global Inc. (WSP)
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• Celestica Inc. (CLS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Market is down so which stocks due see unfairly punished and will be good to pick up.

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Read Answer Asked by Nizar on June 29, 2017

• Franklin Core ETF Portfolio (CBL)
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Q: Hi 5i,
I hold some Callidus (CBL) and I am inclined to keep holding and collecting the dividends while management works on growing the business and works out some kind privatization deal that they will find acceptable. I noticed though that my online broker recently updated its indication of the number of floating shares, reducing it from 12M to 9.24M. Aside from liquidity issues, are there any risks (for shareholders like me) associated with the share float becoming too small? Also, what is the extent of the short interest in the stock and, if indicated in percentage terms, is that a percentage of the issued shares or a percentage of the floating shares? Thanks.

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Read Answer Asked by Lance on June 29, 2017

• BMO Covered Call Utilities ETF (ZWU)
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Q: Do you expect ZWU to fall substantially with a Cdn rate hike? Would you move out of utilities into something else that would perform better with rising rates?

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Read Answer Asked by Curtis on June 29, 2017

• Knight Therapeutics Inc. (GUD)
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Q: GUD. GUD a bit unstable today. Everything still fine ?

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Read Answer Asked by Serge on June 29, 2017

• Agrium Inc. (AGU)
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Q: Agrium has pulled back some, is it a buy?

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Read Answer Asked by Curtis on June 29, 2017

• BCE Inc. (BCE)
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• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B)
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Q: I currently hold BCE and am looking at Corus as well for the dividend more than growth. Any ideas on this?

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Read Answer Asked by Bonnie on June 29, 2017

• Corus Entertainment Inc. Class B Non-Voting Shares (CJR.B)
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Q: Hi Peter, This company pays a high dividend, but looking at the balance sheet 83% of its assets are goodwill and intangibles. What are the long term prospects of this company and is the dividend safe?

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Read Answer Asked by Randip on June 29, 2017

• Maxar Technologies Inc. (MAXR)
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Q: With a nice contract yesterday would this be a good time to buy?
Do you think it is fair value?
Value trap?
Thanks for your advise!

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Read Answer Asked by Kim on June 29, 2017

• StorageVault Canada Inc. (SVI)
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Q: SVI-x Do you have any info. on this small co? Thanks for all your great help.I now have one of my grandkids interested and is following with great interest in all of the questions so my small investment has paid off. Jim

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Read Answer Asked by jim on June 29, 2017

• Balanced Equity Portfolio (BEPORT)
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Q: Hello,
My wife has $45K in her RRSP and would like to invest it in stocks, she is 46 years old and we would like to use stocks from your balanced portfolio, how many and which ones would you recommend?

Thanks.

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Read Answer Asked by rick on June 29, 2017

• Steadyhand Income Fund Series A (SIF120)
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Q: On June 28th, under misc, Donald asked your thoughts on a fixed income fund. I thought of your answer as a possible investment fund for me, but you did not name the fund. Could you please tell me the fund’s name. Thanks.

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Read Answer Asked by cal on June 29, 2017

• Constellation Software Inc. (CSU)
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Q: Any news (or maybe some concerns) with CSU since it is down about 7% this week alone (even though it is up nicely for the year)?

Doug

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Read Answer Asked by Doug on June 29, 2017

• Gildan Activewear Inc. (GIL)
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Q: Hi 5i:
Any recent news on Gildan, other than the resignation of a Director? He went to UnderArmour I think, so that should not cause any sudden drops in the stock.

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Read Answer Asked by Roland on June 29, 2017