Investment Q&A

• Bridgemarq Real Estate Services Inc. Restricted Voting Shares (BRE)
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Q: It's been a little bit since BRE has been in the question spotlight. The stock has been acting well and the div is juicy. Are you still lukewarm because of its size? Any other concerns? The Brookfield name has to be a positive, yes?

Thanks!

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Read Answer Asked by Kim on June 14, 2018

• Canadian Natural Resources Limited (CNQ)
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• Vermilion Energy Inc. (VET)
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Q: I would like to bump up my energy holdings in RRSPs, looking at CNQ and VET.
I'm leaning towards VET because of higher yield and lower debt. Your comments would be appreciated and thanks for the great service guys!

Scott

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Read Answer Asked by scott on June 14, 2018

• Alimentation Couche-Tard Inc. (ATD)
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• Premium Brands Holdings Corporation (PBH)
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Q: Looking to add to consumer staples exposure. I am looking for best-in-class in the sector. PBH has performed spectacularly, and ATD.B has a great long-term track record, but poor 12-month performance. Leaning somewhat towards PBH, but would like to hear your thoughts. Thanks so much!

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Read Answer Asked by Domenic on June 14, 2018

• Enbridge Inc. (ENB)
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• Algonquin Power & Utilities Corp. (AQN)
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• Exchange Income Corporation (EIF)
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Q: Have held CHE.UN and growing tired of its performance.
Can you suggest replacement for dividend equivalent and growth potential

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Read Answer Asked by Peter on June 14, 2018

• Apple Inc. (AAPL)
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• NVIDIA Corporation (NVDA)
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• The Boeing Company (BA)
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• Edwards Lifesciences Corporation (EW)
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• Constellation Brands Inc. (STZ)
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• Visa Inc. (V)
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• Tencent Holdings Ltd. ADR (TCEHY)
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Q: I hold these in my us tfsa and each are weighted to about 4% of my total portfolio except nvda which grew to a nice 7%. I have some cash to add and wondering which I should top off first?

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Read Answer Asked by Jerry on June 14, 2018

• Adobe Inc. (ADBE)
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Q: Hello, What are your thoughts on Adobe as a long term hold? If would rather own some thing else in the US which shows a lot of promise in the long run what would it be? Thanks.

Shyam

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Read Answer Asked by Shyam on June 14, 2018

• Dominion Lending Centers Inc Com (FCF)
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Q: any current thoughts about FCF. Seems to be weakening lately. Thanks

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Read Answer Asked by george on June 14, 2018

• Mason Resources Inc. (LLG)
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Q: Hello team,

What is the issue with LLG? Is this still a viable speculative investment or is it time to move on?

Thanks for making investing possible for us all!

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Read Answer Asked by Saeed on June 14, 2018

• Synergy Pharmaceuticals Inc. (SGYP)
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Q: Could you update your view on SGYP
Thank you

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Read Answer Asked by Tova on June 14, 2018

• Covalon Technologies Ltd. (COV)
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• Photon Control Inc. (PHO)
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• Red Hat Inc. (RHT)
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Q: Hi,
All the forecasts I’ve read for 1 year target for photon put it around 2.2-2.25. At 2.3 today, do you see much upside left or is the best part of this ride over? I’ve done well with it, so thanks to 5i for making me aware of it. If I was to cash out, do you have any other names for high growth companies that you would recommend a switch to? please name your top 3-4 as I own many of the companies you regularly recommend.

Thanks

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Read Answer Asked by david on June 14, 2018

• Canopy Growth Corporation (WEED)
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Q: I would like your thoughts about WEED and if it is worth buying again. FYI I originally had it at $2.80 and have made a lot of money on it, but am concerned that it has a 7 Billion market cap with small revenue and could be vastly overpriced at these levels. Is it a buy or sell. Thanks in advance.

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Read Answer Asked by David on June 14, 2018

Q: With regard to Jim's question about helium-related companies, there is also DME (Desert Mountain Energy, after a recent name change from African Queen Mines) on the Venture Exchange. It also definitely falls into the extremely small and risky category. Market cap $5 million. Who knew that you "mined" helium? It also has a tiny O&G presence in Oklahoma and some gold interests in BC.

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Read Answer Asked by David on June 14, 2018

• DocuSign Inc. (DOCU)
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Q: I have 5 stocks. I would like you to rank them for growth over the next twelve months. They are DOCU, OKTA, AMOT, FNKO and TTD. Thank you, Dennis

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Read Answer Asked by Dennis on June 14, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Peter; It seems to me that the announcement this afternoon re the convertible dispute was obviously known by some traders which accounts for the drop and volume. Surely IROC and/or the OSC should be aware of this and take some sort of action? I guess this a question but more of how it can happen?
Rod

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Read Answer Asked by Rodney on June 14, 2018

• Dollarama Inc. (DOL)
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Q: DOL splits 1 to 3 as at close,June 14.If I buy tomorrow before close,do I get the split?Thanks for u usual great services & views

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Read Answer Asked by Peter on June 13, 2018

• AT&T Inc. (T)
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Q: Your thoughts on the court ruling in favour of AT&T's acquisition of Time Warner please. With the price drop today it yields 6% with a P/E of 7. Seems attractive. Can you offer any insight as to why the markets hold it so out of favour?

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Read Answer Asked by Marco on June 13, 2018

• AT&T Inc. (T)
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• Time Warner Inc. (TWX)
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Q: Hi. What are your thoughts on the AT&T - Time Warner merger?

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Read Answer Asked by Mario on June 13, 2018

Q: 5i team,

Your general opinion of the fed hike decision and commentary yesterday? Thoughts on the impact to markets moving forward?

Thanks, as always for your insights.

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Read Answer Asked by Ray on June 13, 2018

• Stars Group Inc. (The) (TSGI)
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Q: I am confused,so please help me to understand.TSGI had a decent run the last 2 weeks esp. yesterday(when it was up $2.41),but drop today as there was a bond financing..In my mind,equity financing creates an overhang as dilutive & price set lower than market's price,so how does bond financing comes into play.Guess today's increase in rate by the Fed (as expected)plus 2 more in 2018 may have a negative impact.Thanks for u usual great services & views

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Read Answer Asked by Peter on June 13, 2018

• AT&T Inc. (T)
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Q: at&t are paying 6 pct dividends .do I get dividend tax credit on US companies. thank you. mike miller

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Read Answer Asked by mike on June 13, 2018