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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: Hi 5i,
Just a follow up on the first part of my previous ALA question. Thank you for your response to it. I understand that according to the release you quoted, any receipt reimbursement necessary would be "plus any unpaid Dividend Equivalent Payments owing to such holders of Subscription Receipts (the "Termination Payment")." What I had in mind was the part about the reimbursement being 'in full' unless there were insufficient funds available in the cash pool for paying the reimbursement. What I was thinking was that the dividend equivalent payments issued to receipt-holders are likely being drawn from that same cash pool, so a shortfall relative to 'in full' reimbursement might be reasonably foreseeable. The unused pool may well be invested in short term instruments in the meantime but I wouldn't think that could fully offset the 6.77% yield of the receipts (on the $31 issue price). Thanks again!
Read Answer Asked by Lance on September 20, 2017
Q: Each of the above stocks I have owned for a number of years and am enjoying a good profit. However, in the past year they have just drifted and are simply no longer growth stocks. I am considering selling all or parts of these positions. Could you rank order them for me in terms of what would you sell first and what % of the position. I understand you might also suggest not to sell any of them and in fact add to them. This type of reassurance would be welcome as clearly I have lost conviction in these names. There is no rush here and I don't need to raise capital for other purchases.
Read Answer Asked by Chris on September 20, 2017
Q: Any comments on the current excitement at ACR.UN? Sandpiper seems to be making some noise about shaking up the board to increase the value of their investment. The Company's response is negative as expected.

Is ACR.UN's move to internalize management "Opportunistic" (per Sandpiper) or is Sandpiper just taking advantage of Agellan's "completion of its thorough due diligence process... to internalize". There always seems to be a big number attached to this process that is offensive on the surface.

So far, management's response seems more professional that Sandpiper's sensationalist press releases. Is Sandpiper for real?

Thanks for your thoughts!
Read Answer Asked by Robert on September 20, 2017
Q: Hi 5i team, I'm looking to add one more name in the real estate sector. I currently have BTB Reit, Artis Reit and the etf XRE. Could you please suggest a few ideas. What are your favourite reits at this time and would you replace any of my current holdings? Thanks. Mario.
Read Answer Asked by Mario on September 20, 2017
Q: I have been following AAOI through a rather wild journey in past couple of months from the 60s to the 90s, then a plunge back to the 60s and, very recently, from 58 last Friday to 66 (~14% inc) on Monday and to 70 (another 6%) to-day, both days on very large volumes. I have looked for explanatory information both on the co. website and the RBC-DI site to no avail. Another startling feature of AAOI is that the shorts are 57% of the float and have been so for the past couple of months.
My questions are: what are the rules surrounding the obligations of a co. to make a statement on such dramatic moves? and do you have any information?

Thanks as always, Bob.
Read Answer Asked by Lynn on September 20, 2017
Q: Hi team, looking for some advice for a small LIRA account 40k, that won't be touched for the next 15 years. I would like to grow this as much as possible at a medium risk level with maybe a small position in higher risk, thinking maybe Square? Canadian or US companies, doesn't matter. Current holdings are FID 669 which is going no where but down and EFA. I'm thinking to keep the EFA and sell FID to reinvest in growth.
Thanks for your advice
Read Answer Asked by Nancy on September 20, 2017
Q: First off I am 30yrs old slightly more growth investor and plan on holding for long term. I have a 25 CND stock portfolio of approx. 300k and Pension of 100k split between a Global Fund and CND Fund. In reviewing my personal portfolio I feel my financial exposure maybe needs some work (17% Weighting). I have a full position in GSY, TD,SLF and a half position in CXI. My question is because TD and SLF are probably already represented in my pension fund and they don't really fit the style of my portfolio would you look at switching them out? If so what suggestions would you have that would compliment GSY and CXI. Thanks
Read Answer Asked by justin on September 20, 2017
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