Investment Q&A

Q: In light of the recently-released strong quarterly results, would you recommend that I tender my modest (<2% of portfolio) position to the substantial offerer buyback, or hold on for a rise in the market price (i.e. > $14) over the next year?

Thanks!

Q: Good Morning Peter, Ryan, and Team,
Presently I have a full weighting of Parkland Fuel (PKI-TSX) in an income oriented retirement account. Most of the other equity holdings in this account mirror your 5i Income Portfolio. I have been watching Superior Plus (SPB-TSX) for awhile and it appears to have bottomed with energy prices firming a bit. SPB looks to be a cheap stock even with the recent upward move in share price. Do you think owning PKI and SPB in the same income account makes any sense ??? Also if you were to assign a grade to SPB what would it be ??? PKI is presently a "B". Thank you for your sage insights. DL

Q: What are your thoughts on Absolute Software (TSX:ABT)?

Q: What public companies/stocks are/will be a play onBlockchain?

Q: Hello, could you please comment on the latest earnings for III.V?
As well as their future prospects?
Thank you
Dave

Q: how would you invest in the future of the electric battery industry? would it be in a manufacturer or a miner? and can you suggest a company.
Thank you for all your thoughtful and considered work

Q: Comments please on AYA earnings.

Thanks

Sheldon

Q: For transferring money from the UK to Canada I use Tranferwise. It is a bit of a pain to set up but fast and easy afterwards. I transfer the money to their account and receive in in my bank in two business days.
Most important they have MINIMUM fees and use wholesale rates.
For transferring to/from another country they may suggest another financial institution.

Q: I am overloaded in the Consumer Staples Sector. I have MRU, ATD.B, PBH, & BPF.UN. and would like to lighten up by dumping one. Am loathe to dump Boston Pizza because of its 7.44% Y. Would you please list them in terms of growth possibility and which one you think would generate the least returns over say 1 - 3 yrs time frame.

Q: What happen to MDA lately?

Q: I would like to know if the new debenture issue being offered is safe for capital preservation and if there is anything about this offer such as the conversion of the debentures to equity and its other terms such as early redemption rights after the first 3 years, that would have a major impact on the debentures value and liquidity for a 5 year hold. What would these debenture rate as? Is there a fair possibility of future capital gains based on the conversion price of $44.75 per Share. I presently own 100 shares of EIF and am thinking of buying these debentures for an RRSP and or TFSA for a minimum 5 years or longer. Are there better and safer fixed income opportunities at the present time, that pay a 5.25% dividend that one could invest in?

Thank you for your answer.

Joseph

Q: Would you bet on a better offer coming or is it time to sell at the $4.50 price and move on?

Q: You re opinion on the earnings release.

Thank you

Q: Want to know your thoughts on this company. It was mentioned in a recent financial post article. Its very small and looks to have a lot of debt but would like your opinion. Thanks.

Q: update exe extendicare results and outlook ,thanks

Q: Thoughts on the trading post the 1/4?

Q: It seems that DHX growth was not there in the last Q, although margin improvement looked good. Is there Q below expectations, or is their Q revenue lumpy?

Q: Hi 5i,
I have some Exchange Income series G debentures, which were purchased at a discount to par and are now trading above par. Also, the EIF share price has just nudged up through the debentures’ conversion price. The issue does not mature until 2021 and the 6% coupon is still yielding over 5.5% at the debentures’ recent trading price, a better yield than any fixed income alternatives I have in mind right now. I purchased the debentures primarily to increase my overall fixed income yield and secondarily because I thought they also had some capital appreciation upside. They are held within my RSP so, whatever I do with them, there would be no immediate tax consequence. What I am looking for is a little help with the thought process on whether the unrealized capital gain and the move up through the conversion price suggests that I ought to be taking any action, or whether I should just continue to hold them for their bond qualities. Are there any rules of thumb in these circumstances with this kind of investment vehicle? The increase in value of the debentures is not enough to have substantially altered the balance between fixed income and equities within the RSP. So I wouldn’t need to trim them based on rebalancing the fixed income/equities mix alone. My overall investment time horizon extends well beyond their maturity date. Thanks for any thoughts.

Q: Love the company and the demographic space that it targets. Long time holder so I have done very well. Found the name through 5i, so "thank-you". My only concern, does the large increase in share count over the last 3 or 4 years worry you at all? Do you feel the increase is being utilized correctly?

Regards,

Robert

Q: Over the past 2 years I've invested 10% of my (registered) portfolio in JFS.UN. I saw it as an alternative/hedge style of investment. It seems to be just treading water over the past year. In your opinion:

-Should I consider reducing my position?

-Does it make sense to even have this in a registered fund?

-Is distribution only intended for non-registered funds?

-I contacted First Asset about the distribution and the advisor didn't really answer my questions.

Many thanks