Investment Q&A

Q: My REIT stocks have taken off in the last month or so as yields have pulled back. Interest rates can’t stay this low for too long as the BOC has already started tapering despite no action from the Fed. Do you think the move in REITs is overdone and should I trim and wait for a pullback as rates slowly rise? Do you think the disconnect between BOC and Fed policy will lead to further appreciation in the CAD?

Thank you,
Jason

Q: Flow Beverage Co. went public today with a TSX listing. May I have your analysis and recommendation for building a small position?

Many thanks.

Q: Hi !

If capital preservation was the goal, which of the above would you choose. : )

Q: What would be a good entry price for Eglx? Thx

Q: Hi, can you pls tell me how many total shares have been purchased and cancelled by the company (Real Matters) in the last 3 month and 6 month periods?
Is there a site that can tell me this info?

And is it possible for you to add totals like this in your Company Insiders section? Your section lists the transaction types and the number of buy and sell 'trades' but it does not list the total share counts. ie if i were to ask for the total shares redeemed/cancelled i would have to count x pages of listed entries....but perhaps another site already provides this info. but I'd prefer to just stay in one site. :) Perhaps this can be an enhancement in a future update.

cheers....
SteveMc

Q: Hello 5i Team

With respect to the ongoing take-over/merger of IPL by BIPC/PPL, I have the following questions:

1 – There appears there is a time lag of 22 days from the filing date of BIPC “Notice of Variation” to the meeting date (i.e. third Notice of Variation filed July 15 to proposed meeting date of August 06). Is this a stipulated regulatory
requirement?

2 – If the required notice period is 21 or 22 days, then is it correct that PPL would NOT be able to revise its offer of 0.5 shares of PPL for each IPL share prior to BIPC meeting date?

3 – At current prices, for BIPC/IPL/PPL, who is buying/selling IPL in the market?

If an IPL purchaser would want to vote for the BIPC offer, they could buy shares of BIPC cheaper than the equivalent amount of BIPC they would receive in the BIPC offer.

If an IPL purchaser would want to vote for the PPL offer, they could buy shares of PPL cheaper than they could buy equivalent amount of IPL shares.

It would make sense for existing shareholders (from prior to announcement) to hold and wait for the results of the bidding war unless one wants cash from either proposal.

4 – What are 5i thoughts on who will ultimately win this takeover battle?

Thanks

Q: I recently cashed out of IWO (nearly doubled) but in violation of your rule against selling anything just because the price is too high. It is now a bit below where I sold. Wondering if I should go back in, wait for a stabilized rising trend, or pick something similar (SPY?) that you like better for 2-3 year hold? Thanks Jim

Q: You always seemed to prefer T over BCE. Is this still your preference in a RRIF?

Q: Hi, I'm down 35% on MRS. Is it time to sell? Hold? Or buy more?

Thanks

Q: I want to initial a position in ATZ. Stock has dropped last couple days, what price would be a reasonable entry point?

Thanks,

Q: What would be a couple of rationales for the sell off in WELL after the MyHealth deal closes ?

Q: Could you provide a few ideas for a long term RESP?
Thinking specific company over ETF at this point.
Thanks
Paul

Q: when can we expect to receive the cash after the sale of Photon, and what do you suggest to replace it. thanks, Jean

Q: I am interested in investing in gold. Please advise if this is a good time to put money into this and if so, which company do you think has the most potential. As well please advise which companies to stay away from at this time.
Thank you for your great service
Stella

Q: Would appreciate an updated opinion of this company. At this moment, is it in your opinion a buy, sell or hold? With thanks.

Q: Hi 5i, pls comment on the Kamp acquisition, and the now north of 18% ownership by B&M.

Thx

Q: what's your outlook on superieur plus with the new acquisition today, positive, negative or neutral? thx

Q: According to my portfolio analysis, I need to increase my US & international exposure. I am underweight in materials, real estate, communication services and utilities. Could you suggest 2-3 of your favourites US stocks for each of these 4 sectors? I greatly appreciate all the good advice I received from being a member of 5iResearch.

Q: Could you please update status on Agi, buy, sell or hold? Many thanks

Q: I almost always struggle with selling a stock. Currently in need to trim WSP because it has become too high a percentage of my portfolio but it continues to go up. Would you suggest trimming anyway or wait?