Investment Q&A

• Miscellaneous (MISC)
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Q: I am considering adding some preferred shares to my portfolios for income. Would you stay away from them for now? If not, would you recommend rate resets or perpetuals?
Thanks

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Read Answer Asked by steve on July 11, 2016

• abrdn Asia-Pacific Income Fund VCC (FAP)
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Q: Can you tell me the dividend payout ratio on "FAP,TO", also where can I find this information myself?
Thanks,5i,
Ken

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Read Answer Asked by kenneth on July 11, 2016

• Magna International Inc. (MG)
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Q: Hello Peter
I am currently down about 30% on MG which is 5% of my portfolio.
I hold 60% of MG in unregistered account & 40% of MG in my TFSA acct.
My concern is would it be wise to sell it now and buy instead NFI or SIS and if so which one would you prefer first NFI or SIS, which one has more "growth" left.

Thanks for great service!

Andrew

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Read Answer Asked by Andrzej on July 08, 2016

• Mitel Networks Corporation (MNW)
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Q: Do you think the earnings/debt situation looks situation looks more promising with the Polycom deal off, $60 million fee payment, and no share dilution for now? Is their business in Europe likely to be negatively impacted and off-set the possible pluses of the cancelled Polycom deal?

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Read Answer Asked by Gayle on July 08, 2016

• GoldMoney Inc. (XAU)
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Q: Hello Team,What is your opinion of the Schiff acquisition and agreement by XAU.Do the cost benefits appear appropriate.

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Read Answer Asked by ANDREW on July 08, 2016

• Boston Pizza Royalties Income Fund (BPF.UN)
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Q: Any idea what is behind the breakout in Boston Pizza? Thx Scott

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Read Answer Asked by Scott on July 08, 2016

• TELUS Corporation (T)
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Q: I am wondering if you have the 10 year averages for price to book and p/e for Telus. Compared to the current numbers and the expected growth do you consider the current valuation reasonable?
Thanks
Mike

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Read Answer Asked by michael on July 08, 2016

Q: •Foreign property held within registered plans like RRSPs, LIFs, RRIFs, LIRAs, TFSAs, RESPs and RDSPs. As to my understanding if I have over $100000 in u.s. stocks held in one of the accounts above I do not have to report it on cra form 1135..hopefully that gives this question more clarity ...thanks

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Read Answer Asked by gene on July 08, 2016

• iShares International Fundamental Index ETF Common Class (CIE)
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Q: What are your thoughts on this ETF?

Thanks
Dolores

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Read Answer Asked on July 08, 2016

• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA)
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• BMO Low Volatility US Equity Hedged to CAD ETF (ZLH)
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• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Q: I own HEWJ and ZDM as my International exposure (5% of my portolio). Neither are doing well, especially after the Brexit vote and I'd like to replace them with ETFs with a more positive outlook for the next 2-3 years. Your thoughts and recommendations please!

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Read Answer Asked by Michael on July 08, 2016

• Great-West Lifeco Inc. (GWO)
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• Sun Life Financial Inc. (SLF)
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• Intact Financial Corporation (IFC)
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Q: Good morning,

I own GWO and IFC for an aggregate position of about 3.5% in my portfolio. What do you recommend as a guideline allocation for "insurance" in one's portfolio?
If I'm low at 3.5%, would you recommend I add to my existing holdings or initiate a position in Sun Life?

Thank you,
Robert

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Read Answer Asked by Robert on July 08, 2016

• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: I have held Badger for approximately 18 months and it has done very little. It also has a small dividend so it is not paying me to be patient. Do you see any catalyst for the stock in the next 6 to 12 months?

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Read Answer Asked by Ken on July 08, 2016

• SSR Mining Inc. (SSRM)
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Q: Hi 5i team:
You chose Endeavour and Great Panther Silver for the question posed by David.
Now that the dust has settled (?) with SSO's acquisition, any thoughts about it?
Worth adding to existing position or simply leave it alone? I am down about 10% or so.

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Read Answer Asked by Savalai on July 08, 2016

Q: I have been doing research but am not getting the answer i require. How much u.s. stock exposure can we have in rsp and lira accounts and not be subject to u.s. capital gains tax. I have heard about $100000 u.s. dollars as a threshold but cannot find that for sure. Could you enlighten me on this matter.

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Read Answer Asked by gene on July 08, 2016

• NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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• American Hotel Income Properties REIT LP (HOT.UN)
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Q: Would like your view on hotun, nwhun, after their bot
deals Tues and Wed. Thnks

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Read Answer Asked by howard on July 08, 2016

Q: Can you give me your thoughts on Jerome Hass, and the Lightwater Funds, both the Nimble Fund, and the Long/Short Fund? Do you know him? Have you heard of any problems or issues with the company, and can you comment on the pair trade approach? To me, it seems like a logical way to mitigate market and sector risk. Thanks for your help.

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Read Answer Asked by Donald on July 08, 2016

• Miscellaneous (MISC)
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Q: If US Limited Partnerships are held in a RRSP/RRIF are the distributions liable for US tax? If yes, does the broker withhold the tax ?

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Read Answer Asked by tim on July 08, 2016

• DH Corporation (DH)
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Q: Hi Peter and team :
Do you have the DH new evaluation ?.
Do you think that gold will keep going up ?, what will be the catalyst that could trigger a reversal in this price run up ?
thanks for your good service

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Read Answer Asked by Alejandro (Alex) on July 08, 2016

• NFI Group Inc. (NFI)
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• TFI International Inc. (TFII)
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Q: Peter and team:

I am currently down about 20% on TFI in a well balanced long term hold portfolio.
I am considering cutting my losses and buying NFI. Would you consider these in the same "sector", and what is you opinion of this switch.
My concern is how much upside is left in NFI. I have owned it in my kids RESP and done well (2.5x), but am wondering how much "growth" is left.

Than you as always for a great service!

Phil

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Read Answer Asked by Phil on July 08, 2016

• NFI Group Inc. (NFI)
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Q: Hi,
You added NFI with a 2.5% weighting. Would you be comfortable recommending someone add it as a full position (ie. 4%)
Thanks

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Read Answer Asked by Mike on July 08, 2016