Investment Q&A

Q: Hi 5i,
Does anything come on your radar to explain the sharp drop in BBU.UN today?

Thanks,

Q: Greetings 5i team:

Once again, thanks for all your sage advice through the latest correction. I am really appreciative of having stocks/etfs like MFT that really held very steady through the latest correction - without you guys i would never have known about it. The value of having a diversified portfolio.
My question is about LIF -it has been on a tear lately with the special dividend etc but what is driving the underlying fundamentals. I didn't think Iron ore was in that much demand but would appreciate your comments. Its the only materials stock i own as i have had real difficultly making any money in the sector.

Q: any thoughts on vanguards value etf in the US.
Thanks

Q: DR just reported today
- Your thoughts on performance and quoted value vs valuation
- Thank you.

Q: What do you think of their latest earnings.

Q: Hi 5i,

What are your thoughts of TNT.UN at this price level? Would you consider this a buy, hold or sell?

Also, do you believe this REIT is a potential takeover target?


Thanks,

Q: I have some funds available to add to one or two of the stated holdings. What looks best at this time?
Much appreciated. RAM

Q: please comment on earnings

Q: In the 5i GROWTH portfolio which holding is likely to do best in a recession? Thanks Ron

Q: Comments on the quarter please? Thx

Q: When I read through "Third Quarter Highlights" I get the feeling a lot of what the company has done is about to start hitting the bottom line, the report seems to hold a lot of potential, yet the stock price is half what it was 2years or even 5 years ago. To be fair, many gold companies are half the price they were 2 - 5 years ago. But regarding Premier Gold how do you interpret the moves this company has been making and thus are they building value for future profits. Finally, if you held a position what actions would you take?

Q: I have been looking for a good exit point for Partners for a long time. If I'm reading it right, we are getting a special distribution soon and I'm wondering if I sell it today, do I still get the special dividend? It sounds like they may dissolve this REIT completely over the next while and I'm wondering if it is best to hold, in those situations or is this a good day to say goodbye. Thanks so much…

Q: Could you please comment on their results and outlook.
Should I sell it?

Thanks,
Milan

Q: Looking for a small cap Oil stock,that pays a good dividend, has a drip and good management. TOG & ARX seem to fit the criteria. Your opinion on these two stocks or a better pick will be greatly appreciated. EXCELLENT SERVICE Thanks Gord

Q: Is this a good time to buy this stock? Thanks

Q: Can I get your take on Dundee Corp. for a 5 year investment.
Thanks for all you do!
B.

Q: hi guys,

wondering if i could get your comments on the earnings reported by the noted companies. deduct necessary credits for question on multiple companies if needed. thanks.

Q: I joined 5i a year ago.

One of my first transitions was to purchase AIF (Altus) it has been on a toboggan run since. You recommended selling last quarter. I wanted to give it one more quarter as past earnings appear stronger in third and fourth quarter. With yet another miss it is time to move on. My Canadian holdings look much like our flag - red and white with no green. Patience is waning here.

I hold the following 5i recommendations:
AIF, ATD.B, ATA, GC, SLF, VB, GUD, CSU, KXS, SIS, MX, PHO, TOY, RHT (yes still could not get out fast enough), TSGI, COV

Also own XIT, XEG, PXT, TD, BAM.A, KL

I am considering replacing AIF with CAE, WSP, TFII or another recommendation?

This is in a registered account 5 - 7 year time to use horizon.

Q: Are there any issues with purchasing a company just to capture the special dividend then selling it afterwards. GMP released good results and I would expect that holding it for just a short time is a low risk to my capital. I prefer to be in much larger dividend payers however the special dividend is compelling.

Q: Either way, I suspect Kinaxis will be a horror show. today. However, for the purposes of assessing its Q3 performance, isn't the eps number, 19 cents, not 10 cents as was mentioned in a previous answer this morning.

"Prior to the effect of the Standards, Profit for the third quarter of 2018 was $5.2 million ($0.19 per diluted share), compared to $6.0 million ($0.23 per diluted share)".

Thanks.

John