Investment Q&A

• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: Hi there,

Thanks for the great service! I purchased KXS when it was added to the Balanced Equity portfolio at 5% weighting. It has performed well and is now about a 7% weighting in my portfolio. Their results are coming out shortly which I presume may have the ability to move the stock much higher or much lower. In your opinion, should I trim my 7% weight to 5% BEFORE or AFTER the results?

Thanks!

Upvote 0

Read Answer Asked by Michael on August 02, 2016

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
  • View CIGI Profile
  • View Questions on CIGI

Q: Market seems to like the latest quarter. I have some cash to put to work.
I like what this management team has done historically. Sold when 5i did last year.Any comments.

Thx

Upvote 0

Read Answer Asked by blake on August 02, 2016

• Exchange Income Corporation (EIF)
  • View EIF Profile
  • View Questions on EIF

Q: We are elderly and fully invested in 23 dividend paying stocks now, and have full positions in TRP, IPL and PPL. I am considering selling IPL and PPL down to a 1/2 position, adding to my VET and AAR.UN to bring each of them to 2/3 pos'n and taking a 2/3 pos'n in EIF. I should add that our present portfolio is 28% in the green with nothing in the red and I manage it daily. Do my changes sound reasonable to you given the present environment? Thanks, Ted

Upvote 0

Read Answer Asked by Edward on August 02, 2016

• Peyto Exploration & Development Corp. (PEY)
  • View PEY Profile
  • View Questions on PEY

Q: Hi 5i; I sold all my natural gas stocks well over a year ago and would now like to get back in, slowly. Can you suggest a couple of stocks I should consider? Many thanks for your advice.

Upvote 0

Read Answer Asked by Roland on August 02, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: What are the best websites to keep genarally informed on the U.S. markets throughout the day ?

Upvote 0

Read Answer Asked by Jacques on August 02, 2016

• Phillips 66 (PSX)
  • View PSX Profile
  • View Questions on PSX

Q: PHILLIPS 66 (PSX:NYSE)... I am looking for a combination of refiners for a pullback. The movement in the oil/gasoline is indicating that prices will retract again from current levels. I would like your thoughts on Phillips 66 and one other to hold for the next 12-18 moths. Consensus is looking at mid 2017 before the market really starts to get a hold of the supply side. Do you see this company able to grow revenues and possibly increase profitability?

Thank you
Jason N.

Upvote 0

Read Answer Asked by JASON on August 02, 2016

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Canadian Natural Resources Limited (CNQ)
  • View CNQ Profile
  • View Questions on CNQ
• Peyto Exploration & Development Corp. (PEY)
  • View PEY Profile
  • View Questions on PEY
• Tourmaline Oil Corp. (TOU)
  • View TOU Profile
  • View Questions on TOU
• Ovintiv Inc. (OVV)
  • View OVV Profile
  • View Questions on OVV

Q: With gas price increase and coming heating season, which of these companies would you recommend? If your favorite is any other company, please mention. Thanks

Upvote 0

Read Answer Asked by Shah on August 02, 2016

• Sleep Country Canada Holdings Inc. (ZZZ)
  • View ZZZ Profile
  • View Questions on ZZZ

Q: I have been planning to buy a position in Sleep Country but while I was analyzing what positions to reduce t o free up cash, the stock rose 11% on Friday on a very good earnings report. If you did not yet own a position, would you buy now or wait for a pullback?

Don

Upvote 0

Read Answer Asked by Donald on August 02, 2016

• Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX)
  • View VXX Profile
  • View Questions on VXX

Q: What is your opinion on using call options on the VIX Short Term Futures ETN (VXX:US) as a hedge against a market decline? I see the VIX index up over 7% today, but the VXX is down slightly. I have noticed this several times. What is the explanation for this divergence and how should it be interpreted?

Upvote 0

Read Answer Asked by ROB on August 02, 2016

Q: Hi 5iResearch Team
I am reviewing the tax treatment of distributions for companies I hold shares/units in and I am having trouble finding information on the tax treatment for the distributions from kwh.un, acr.un, apr.un and xhy.
Can you help me out?
Thanks

Upvote 0

Read Answer Asked by Gordon on August 02, 2016

• Joy Global Inc. (JOY)
  • View JOY Profile
  • View Questions on JOY

Q: Is there much risk to buy here, as it is selling to Komatsu for higher?

Upvote 0

Read Answer Asked by George on August 02, 2016

• Bragg Gaming Group Inc. (BKD)
  • View BKD Profile
  • View Questions on BKD

Q: Insight into a company called Breaking Data ? Is it a decent speculative play?

Best,
Linda

Upvote 0

Read Answer Asked by linda on August 01, 2016

Q: I was wondering where to sign up for the portfolio review
Thanks

Upvote 0

Read Answer Asked by joseph on July 31, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi guys,

I noticed you posted a report entitled Target price Data but did not see any reference or explanation of what it was for, how it was developed, nor any comments on this board when I did a search.

Can you shed some light on that report please?

Thanks

Sheldon

Upvote 0

Read Answer Asked by Sheldon on July 29, 2016

• Canoe EIT Income Fund (EIT.UN)
  • View EIT.UN Profile
  • View Questions on EIT.UN

Q: I would appreciate your views on EIT.UN . It trades at a considerable discount to NAV, and pays almost 11% ( .10/ month nonstop since 2009). Are there hidden dangers lurking?

Upvote 0

Read Answer Asked by Don on July 29, 2016

• Canopy Growth Corporation (WEED)
  • View WEED Profile
  • View Questions on WEED
• Aphria Inc. (APHA)
  • View APHA Profile
  • View Questions on APHA

Q: just a comment , but i am quite sure you guys are missing the boat on maryjane stocks, i own the above 2 and all i do is make money.
the point is you do not value these stocks on financial metrics, but on the future and the market is astronomical and legalization is coming in a hurry where licensed producers will mint money.and medical maryjane is huge and getting a lot bigger especially for the elderly with all their aches and pains including me. please comment. dave

Upvote 0

Read Answer Asked by david on July 29, 2016

• NeuLion Inc. (NLN)
  • View NLN Profile
  • View Questions on NLN

Q: NeuLion is creeping up nicely...........is it a time to Buy? Thanks

Upvote 0

Read Answer Asked by Austin on July 29, 2016

• Horizon North Logistics Inc. (HNL)
  • View HNL Profile
  • View Questions on HNL

Q: Can you provide your latest insight on Horizon North Logistics? Are they buyable here? Or is BDI or other competitor a better choice? Thanks for the help!

Upvote 0

Read Answer Asked by Christopher on July 29, 2016

• Rocky Mountain Dealerships Inc. (RME)
  • View RME Profile
  • View Questions on RME

Q: Do you have an opinion of RME , rocky Mountain dealerships. Looks good for income, but don't know anything about the company.

Upvote 0

Read Answer Asked by Tim on July 29, 2016

• FirstService Corporation (FSV)
  • View FSV Profile
  • View Questions on FSV
  • View Reports on FSV

Q: Could you please comment on the latest quarter. A good buy at this level? Thanks.

Upvote 0

Read Answer Asked by Paul on July 29, 2016