Investment Q&A

• Alacer Gold Corp. (ASR)
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• Kirkland Lake Gold Ltd. (KL)
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• Wesdome Gold Mines Ltd. (WDO)
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• K92 Mining Inc. (KNT)
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• Teranga Gold Corporation (TGZ)
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Q: Hi there, I'm looking to add a smaller gold company to accompany my holding in KL. How would you rank the 4, from best to worst overall? Is there a better name than the 4 I have suggested? Thank you!

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Read Answer Asked by Michael on January 10, 2020

• Stars Group Inc. (The) (TSGI)
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Q: What would be your best guess (just a guess) on how much higher TSGI could go up or down before the deal goes through. Looking for a price range. Maybe an unfair question but just a guess is what I'm asking.

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Read Answer Asked by Marco on January 10, 2020

• Linamar Corporation (LNR)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: I currently own LNR, was hoping for better results. Thinking of replacing it with LSPD, as LNR investment may be dead money with upcoming labour contracts due this fall. Appreciate your input. Thank you

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Read Answer Asked by Donna on January 10, 2020

• CAE Inc. (CAE)
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Q: What impact will Boeing's decision to have pilot simulator training on CAE earnings in 2020 and beyond.
Thanks
Bob Rose

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Read Answer Asked by Robert on January 10, 2020

• Restaurant Brands International Inc. (QSR)
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Q: Thoughts on starting a position in this name for 3-5 year hold. One of few stocks that is trading closer to 52 week low than 52 week high - over time do you Think this will perform well.

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Read Answer Asked by Aleem on January 10, 2020

• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
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Q: Hi,
Is XAW a good strategy and good ETF to easily diversify outside Canada. Also, is there other similar ETF’s that you suggest investing which excludes Canada for a world diversification.
Thank you

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Read Answer Asked by André on January 10, 2020

Q: Can you tell me if it is common practice to use total return or price return as the benchmark when comparing personal year end returns to the TSX or S&P? I'm seeing many sites use the lower return (price return excluding dividends) which obviously makes returns look better in comparison. But if i'm comparing my portfolio which has some dividend income why wouldn't the benchmark also include its dividends to truly see which performed better? Just wondering what the accepted practice is? Thx

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Read Answer Asked by Adam on January 10, 2020

• NFI Group Inc. (NFI)
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Q: Peter i know that NFI pays a big dividend, do you think that it is the right time to buy this and hold for 1 to 2 yrs

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Read Answer Asked by wilson on January 10, 2020

• Twilio Inc. Class A (TWLO)
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• Digital Turbine Inc. (APPS)
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Q: Hello 5i,
Which would you prefer for a long term higher risk investment?
If you could give a brief explanation why I would appreciate it.
Thank you
Dave

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Read Answer Asked by Dave on January 10, 2020

• Boyd Group Services Inc. (BYD)
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Q: For investors holding BYD in a non-registered account, what price does one use for determining capital gain/loss as of January 2, 2020

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Read Answer Asked by Patricia on January 10, 2020

• WSP Global Inc. (WSP)
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Q: why is wsp up this morning

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Read Answer Asked by Ronald on January 09, 2020

Q: I asked a question earlier about Caisse Desjardins Federal Capital Shares. Thankyou for your answer. I left a crucial element out, though. The holder of these shares is 98 this week. If this instrument acts something like a preferred share, it probably wouldn't be appropriate for her . I am thinking, for example, of the performance of CPD, recently. But, it seems to be a bit different than a preferred share, too. But, there still doesnt seem to be any guarantee, like a real fixed income instrument. Thanks

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Read Answer Asked by joseph on January 09, 2020

• Vermilion Energy Inc. (VET)
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Q: Hi ,

I am looking at adding VET for Dividend and Growth. How is their balance sheet ? Do you expect any pull back or good entry point ?

Do you think the dividend is safe here ?

I do have SU.to, WCP.to stocks.

Thanks,

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Read Answer Asked by Prakash on January 09, 2020

• NFI Group Inc. (NFI)
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• Boyd Group Services Inc. (BYD)
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Q: Of these two stocks which do you believe would provide a better return on investment over the next year and why please?

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Read Answer Asked by Danny-boy on January 09, 2020

• Vermilion Energy Inc. (VET)
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Q: What is the mix of oil vs. gas revenues for Vermilion? Are there substantial revenues generated outside of oil & gas? Thanks.

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Read Answer Asked by Marco on January 09, 2020

• Boyd Group Income Fund (BYD.UN)
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• Boyd Group Services Inc. (BYD)
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Q: Hi,

What do you think of these two companies (BYD:CA and BYD.UN:CA for the next few years and which one would you prefer?

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Read Answer Asked by Graeme on January 09, 2020

• Vanguard Balanced ETF Portfolio (VBAL)
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• Global X Balanced Asset Allocation ETF (HBAL)
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• iShares Core Balanced ETF Portfolio (XBAL)
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Q: Happy New Year 5i,
Is there anywhere I could get a complete list of the holdings in HBAL, VBAL, XBAL? I realize VBAL is 12,595! XBAL 16,000 plus! I am thinking there might be spreadsheets available somewhere. I am just doing a bit of education with my children and grandchildren.
Thanks
Chris

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Read Answer Asked by Chris on January 09, 2020

• Descartes Systems Group Inc. (The) (DSG)
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• Enghouse Systems Limited (ENGH)
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Q: Hi 5i Team:
I have a healthy appetite for risk looking at a 5+ year timeline and want to start a new half weight position in one of these two in my RRSP. Which would you give the nod to for best capital appreciation going forward given the current market & their valuations.
Thanks in advance,
Greg.

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Read Answer Asked by Greg on January 09, 2020

• Canadian Pacific Kansas City Limited (CP)
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Q: Hello,
Your thoughts on CP rail, I am copying your balance portfolio and wonder if CP would be a fit for my portfolio.
thanks,
Jim

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Read Answer Asked by jim on January 09, 2020

• BMO MSCI Emerging Markets Index ETF (ZEM)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Hello,
I'm looking at DGRE because I like dividend growth strategy overall. Concerned with less than 100M in assets, relatively new, not sure about liquidity. Thoughts?

Thanks

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Read Answer Asked by Daryl on January 09, 2020