Investment Q&A

Q: if you had to pick at current pricing -which of the three -kkr-bam -or Onex -would you feel most attractive?

Q: I realize the US is not your area of focus, but for a sizeable company that services a wide swath of mid-sized US companies, the type that could possibly be seen as benefiting from a made-in-America increase in the GDP rate, would paychex be a good investment in that? It's off a bit in the last few days after having done quite well, taking more pressure than the market today (-2+%) and pays a nice divi of 3%. Is it investable for the long-term?

Q: I know 5i's focus is not the US but wondered if you have an opinion on these two companies. Norm Rothery uses a modified Graham approach to identify potential deep value stocks & had identified only these two for 2017. I would also be interested in your opinion on the Dogs of the Dow & equivalent high yield approach for the Canadian market. Thanks for the great service!

Q: I would like to sell my positions in these (IPL, PPL) to buy mid cap oil stock to try to get a bit more growth as this is al in my TSFA. I am thinking about companies such as TOG.T CJ. PD. and companies that have been hit a little harder then the bigger oil players thanks.

Q: Could you please comment on the latest results for this company as well as an updated opinion on its prospects going forward. Thanks

Q: I am reading more and more that batteries will become an important market to explore. Seems the demand for Cobalt will increase, especially since the majority of the product comes from Africa. Can I get your comments on eCobalt and Fortune Minerals

Q: Can you recommend one or two lumber names that are a good pick right now? thanks

Q: What are your thoughts going forward ? Is there a concern about bricks and mortar retail in light of Amazon's growing share of the market?
Thanks for the great service.
Philip

Q: What is Michael J. Fallquist background?

If it's business is in the USA, why is the head office in Canada and why would it be registered on the TSX?

Thanks.

Q: Can you plz comment on the news out of SIS today.

Thanks,
David

Q: In Crius's distribution, what percentage might be foreign income? Also, would you classified the stock as "consumer" or "energy"?Thanks very much again Henry

Q: Just read about the addition of Crius to the income portfolio. If you had done a report on it; what rating would you propose to give it?
Regards,
david

Q: Hi folks,almost to embaressed to admit still own some Concordia,but company issued n/r:Concordia International Corp. Makes Final Earn Out Payment to Cinven,Today's payment of £72 million, plus interest of approximately £1.5 million, was paid with cash on hand.But a poster stated,"Had to raise 9.5% 1st lien bonds to pay the earn out. Hardly a good sign.". Could I please get your opinion on todays news and future of company going forward, at least Trump yesterday seemed to throw an olive branch at pharma companies that he would work with them and not bury them. Thanks as always, jb

Q: Hi Team 5I - Sooo many dividend ETF's how do you feel about ZDV and/or do you have another CDN ETF that you favour?

Q: I have 4% of my portfolio in Mastercard. After reporting, RBC has lowered it's target price but still holds it as a Top Pick. My other financial holding is SLF (2.5%). Based on current 3-5 year forecasts is it worth continuing to hold Mastercard or another US or Canadian financial with more torque? I'm 34 and hold the stock in my RRSP.

Q: With the recent run up, do you think I should wait for a pull back to add to my position??

THX

Q: I am looking for rate reset or floating rate individual preferred shares or ETF for US companies. Could you please provide me a list of ETFs listed in the US and Canada. Where can I find a list of preferred shares for US Companies?

Thanks

Q: Hello 5i.
Pushed send on this question Jan 30. Resending.

Hello 5i
I have a couple oil investments(PSK/CPG) and have been using pipelines for Energy sector exposure.

As I have been watching the chatter on 5i about energy growth stocks and with today's pull back, I have been looking to enter positions of producers....possible VII(significant asset in the ground), TOU(after purchase from Shell), RRX(a 5i focus stock).

Would you please comment on preference from above or other from universe - related to search for growth from today's price , political situation and oil/gas price environment?

Peters and Co indicate expectation for $40 oil price going into summer. How would you balance this information in purchases today?

Thanks
Dave

Q: Hi 5i
Any thoughts on company exec buying 5000 shares in December and then blowing out 500,000 in January?

Dave

Q: Hi Peter & Team,

Given furthering global instability, I'm looking a quality Aerospace & Defense ETF - any suggestions?

Thanks!

Jason