Investment Q&A

• Concordia Healthcare (CXR)
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Q: I should have dumped CXR immediately after receiving your email on Friday, but incorrectly assumed that the 20% drop at the time was as bad as it would get and that I would just wait until I made some other portfolio tweaks next quarter.

I've decided that I am going to replace CXR with BIIB. Would I be best to do this immediately or wait another quarter? Can CXR really go any lower? Perhaps it will get a bounce and outperform BIIB in the short term as value investors move in?

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Read Answer Asked by Andrew on August 16, 2016

• Avigilon Corporation (AVO)
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Q: Hi Peter and Team,
Is AVO still worth "B" rating based on Q2 result and MD&A?Thanks

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Read Answer Asked by Victor on August 16, 2016

• Concordia Healthcare (CXR)
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Q: I have to respond to ron’s comments on CXR .
In a diversified portfolio he would have 10% exposure in Healthcare as recommended by 5i. So the dive in CXR would have a small effect on him overall. Thanks to 5i, I am up 16% from February this year with a diversified portfolio.

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Read Answer Asked by Danny-boy on August 16, 2016

• Miscellaneous (MISC)
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Q: Just a word of thanks for doing a very comprehensive job in reviewing my portfolio. It certainly fulfilled my expectations and outlined a valid plan for more productive portfolio. Well worth the cost.
Tom

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Read Answer Asked by Tom on August 16, 2016

• Premium Brands Holdings Corporation (PBH)
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Q: Hi Peter What is your thoughts on pbh acquisition .My guess we are looking at a good bump .This Mgt group are tops in my mind.
King Regards
Stan

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Read Answer Asked by Stan on August 16, 2016

• Miscellaneous (MISC)
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Q: Just wondering what would be the best stocks to hold in my TFSA account. I have $40000 can you give me recommendations and weighings, also should my spouces account look the same thx

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Read Answer Asked by James on August 15, 2016

• OceanaGold Corporation (OGC)
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Q: Good afternoon,
I would appreciate your thoughts upon this company. How significant is the Romarco acquisition for it?
Thank you.

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Read Answer Asked by Peter on August 15, 2016

• Aimia Inc. (AIM)
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Q: could you give me your opinion on aim is the dividend save thanks

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Read Answer Asked by paul on August 15, 2016

• Income Portfolio (Income)
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Q: If I was to copy your income portfolio, what would be the % weights of the individual stocks. Would it be 5% each for the 20 stocks or something a little different? Thank you, Rick

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Read Answer Asked by Rick on August 15, 2016

• Brookfield Property Partners L.P. (BPY.UN)
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Q: good morning:
I own shares in Brookfield property management {bpy] on nyse.
Since it pays dividends in u.s. funds and Canadian dollar so
low would I be smart to sell and buy bpy.un on Canadian side.
Not sure if I would gain since dividend is paid in u.s. funds
Would appreciate your comment.
thanks

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Read Answer Asked by hans on August 15, 2016

• Franklin Core ETF Portfolio (CBL)
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Q: I own CBL but as a retired senior that searches for high dividend plus growth stocks I would like to add beyond my 5.5% holding in CBL. what is your assessment of this Company for, I hope, a long term hold.

Thanks, as always, for your advice.

Don

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Read Answer Asked by Donald on August 15, 2016

• Avigilon Corporation (AVO)
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Q: What are your thoughts on the new quarterly results?

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Read Answer Asked by John on August 15, 2016

• Altus Group Limited (AIF)
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Q: Altus Group (AIF) released good results today and stock reacted positively. Can you comment on the company and its results and if you recommend buying at these levels? If you do recommend it what type of investor or investment objective is this stock suitable for ? Thanks again. John C

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Read Answer Asked by john on August 15, 2016

• Concordia Healthcare (CXR)
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Q: I am still invested in CXR.
1) Is CXR going to be bankrupt, or what is the probability of it happening.
2) The current prices are too cheap for a company that has a decent revenues. Missing a quarter earnings and a lower forecast for 2016 is not something that hasn't happened before. I see a reason to be invested in it for say another 2 yrs. Is that reasonable.
3) Is there a thesis to hold rather than selling off now.

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Read Answer Asked by Vinod on August 15, 2016

• Concordia Healthcare (CXR)
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Q: Please help me to understand that if 5I doesn t have any more intel on company management than that of the avg investor,what is the benifit of membership?
I, like so many others in this forum have been ambushed with the recent developments and incurred losses leaving me disillusioned
with 5 I research.
I really thought that with 5 i"s connections to the market they had more insight,(cxr hasn't been the only surprise)
Please understand I am not blaming 5i for this,it was my decision at the end of the day. I just don't see the benifits of renewing my membership.

Thank you for the education.

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Read Answer Asked by ron on August 15, 2016

• Magellan Aerospace Corporation (MAL)
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Q: Your comments on earnings please. Looks to be priced well, growing at good clip, and beat expectations...yet down ~2% today? Is this a case of "sell on news" - or can something more be read into the weakness?

Thx.

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Read Answer Asked by Adam on August 15, 2016

• TerraForm Power Inc. (TERP)
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Q: Terraform Power

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Read Answer Asked by Mark on August 15, 2016

Q: The acquisition of 140 Proof by Acuity Ads seems to add an important component to Acuity as well as being a very well structured deal all around. Comments? 5i plan on covering some day?

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Read Answer Asked by Richard on August 15, 2016

• Liminal BioSciences Inc. (LMNL)
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• K-Bro Linen Inc. (KBL)
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• Black Diamond Group Limited (BDI)
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Q: Your comments on the quarter from BDI, PLI and KBL please.

Thanks,

Eric

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Read Answer Asked by Erichsen on August 15, 2016

• Ag Growth International Inc. (AFN)
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Q: Hi 5i,
Please give your assessment of Ag Growth's Q report and the current dynamics for the company. It has had a nice recovery since bottoming under 25 and has been in an up-trend most of this year but I am wondering if this quarter's numbers indicate that the cycle is turning down again for AFN. Thanks!

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Read Answer Asked by Lance on August 15, 2016