Investment Q&A

Q: Hi 5i Team,
Can you please comment on Keyera's latest quarterly results? The stock appears to be drifting lower in recent trading. Is there anything to be concerned about?

Q: Can you please give me your thoughts on DVA? Would it be a good investment at this price? Thanks.

Q: I'd appreciate your thoughts on the recent performance of Hydro One, how it stacks up against other utilities, and whether a Trump admin might somehow affect its prospects going forward. Thanks very much.

Q: Could you comment on agt earnings thanks so much for your service Kim

Q: After the latest earnings reports, which would you prefer?
Thanks for all your great advice!

Q: Clearwater is down quite a bit today, they are supposed to report but I dont see any results yet. What are your thoughts on this stock?
Thanks

Q: After reporting CLR is dropping. What is causing this fall and do you believe CLR is a buy today?

Thanks

Q: AFN is having a good day on the 1/4 and deal news. Thoughts?

Q: Technology is really taking a hit at the moment which is focused I believe on Trumps attitude towards goods being produced out of country.
This may or may not provide a buying opportunity, and could you please shed some light on my thinking. Does CCl.B produce goods abroad.
Thanks for your info

Q: Hi, I noticed both stocks dropped a lot today. I was wondering why. Time to add more？ Thanks for your comment. T

Q: Do you think the drop today provides an opportunity to pick up a position in this stock? Thanks

Q: Hi

Why aren't the tech companies participating in this after election market rally?

Q: do you still maintain a buy on this company and also is the last few days down draft just a reflection that it had went up so much
how much lower do you think it might go

Q: Results look very good do they not?

Q: I see your last update on SSW was in August (when it was trading for $14/share). Many things have changed in the shipping business since then. Could I have your thoughts please as it is now into the single digit space.

Thanks for the election commentary special, was appreciated.

Mike

Q: Why not consider nmx as a mining company that has a solid functioning mine , is fully cashed up, is building a production facility that will be complete in late 2017 or early 2018, has sold 50% of the initial production at I assume a profit? Should this be the case why will it take decades for this co. to get anywhere. After meeting the CEO at a function almost exactly a year ago I got into this at 30c. Can you look at the financials on this co. and its realistic prospects and give an investment thesis . PS I think the comments you make at various market crises are very important to your individual investors. Do not hesitate to continue them Thanks as ever

Q: As a retired income investor, I own TRP (3.7%), ENB (3.5%), ENF (0.7%), PPL (1.7%), IPL (2.8%), ALA (3.7%) representing ~16% of the Canadian investments across all my accounts (registered & unregistered).

I am uncertain whether I should continue to hold all of these because the overall percentage is too high. Keeping in mind that I need income, should I perhaps cut the 16% down to ?? or is it fine to continue with this percentage? Which are your preferred picks for a longterm hold?

Should I rationalize down to 3 or 4 of these names or cut percentages of specific stocks? Do you view any of them as especially risky?

(Canadian banks and telcos represent 24% and 10% respectively of my Canadian investments.)

This may count as another question which is fine:
• Have you any insight into the geographies served by the smaller pipeline companies?
• Is there any likelihood of acquisition/ merger activity between them or with TRP or ENB or ?

Thank you 5i, as always!

Heather

Q: TEVA has been quite volatile recently. Can I have your analysis, particularly in light of yesterday's election result?
Ted

Q: What is the consensus for Q3 revenue, adjusted ebitda and eps?

thanks

Q: What do you think of their latest results ? Thanks.