Investment Q&A

• Altus Group Limited (AIF)
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Q: With reference to Antoine's question.
I am a real estate developer and can assure you that Altus is primarily a real estate services company. I have used them for many years and know them well.
I will leave it to 5i to analyze the stock but I might add also that the company, in Canada at least, is well run and well regarded. As a developer there are many studies required to get gov't approvals and Altus is a go-to name for many big players. Their fortunes will surely rise and fall with the real estate market (specifically develoment) generally.
Hope that is helpful

John

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Read Answer Asked by john on January 27, 2017

• Toronto-Dominion Bank (The) (TD)
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Q: Hello 5i team. My question is in regards to taxation. I have an investment account at a CDN discount brokerage in US dollars. If I was to buy a cdn company say TD bank that trades on the US market and buy it in US dollars how would the dividends be treated? Would the dividends be paid in US dollars or paid in CDN dollars then converted back to US dollars? If they are paid in US dollars then are they subject to the 10-15% US withholding tax? I am trying to find investments that I can buy with US dollars but not be subject to the US withholding tax. Thanks

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Read Answer Asked by pietro on January 27, 2017

• Opsens Inc. (OPS)
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Q: In view of the latest financial results from Opsens where sales doubled (compared to same quarter 2015)but sales and marketing expenses quadrupled, would you say that Opsens is making progress?

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Read Answer Asked by richard on January 27, 2017

• Enbridge Inc. (ENB)
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Q: Is the 2.5% sell off in ENB primarily due to the announcement re Midcoast Energy Partners. Do you expect this to be dilutive in any way such as issuing new equity? Thanks.

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Read Answer Asked by Gary on January 27, 2017

• Miscellaneous (MISC)
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Q: Why are Peter's top picks on BNN not covered by Research Reports on the web site?

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Read Answer Asked by Terence on January 27, 2017

• Mandalay Resources Corporation (MND)
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Q: Good Morning! Mandalay took a significant drop this morning!! Is there any reason for the drop? Is there cause for concern? MND s my only gold holding with a weighting of about 3%.......should I average down?

Thanks!

DON

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Read Answer Asked by Donald on January 27, 2017

• Altus Group Limited (AIF)
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Q: Hello 5i Team,
You have classified AIF as Real Estate, but the TSX classifies it as Technology; I'll go along with your classification.
My holdings in the Real Estate sector are TCN, CIGI and FSV; would you consider AIF as complementary?
Thanks,
Antoine

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Read Answer Asked by Antoine on January 27, 2017

• Alphabet Inc. (GOOG)
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• International Business Machines Corporation (IBM)
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Q: Looking to add to my US holdings. Please rank the above companies with your insight.
Thanks RAM

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Read Answer Asked by Ray on January 27, 2017

• Avigilon Corporation (AVO)
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Q: Hi Folks,any updates on Avigilon avo/t as has had a nice run lately into $14's,any news,rumours or inside info you know. I am holding at $20sh and finally some light at the end of the tunnel hopefully, thanks again,jb

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Read Answer Asked by John on January 27, 2017

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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• FirstService Corporation (FSV)
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• Altus Group Limited (AIF)
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Q: I have owned cigi AND FSV through the split. Would you move into aif.No tax worries.

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Read Answer Asked by andrew on January 27, 2017

• Exchange Income Corporation (EIF)
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Q: Did the CEO of EIF not tweet Donald properly? Does the threat of dismantling NAFTA have anything to do with the steady decline ? Whats happening with Exchange?

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Read Answer Asked by Alan on January 27, 2017

• Exchange Income Corporation (EIF)
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Q: Hi Peter
What do you fell is causing the downward pressure on this stock ?Any change in fundamentals?
Kind Regards
Stan

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Read Answer Asked by Stan on January 27, 2017

• Altus Group Limited (AIF)
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Q: Hello 5i Team,
Please give me an idea who AIF's peers are?
Thanks,
Antoine

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Read Answer Asked by Antoine on January 27, 2017

• Lumenpulse Inc. (LMP)
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Q: Current thoughts

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Read Answer Asked by j stuart on January 27, 2017

• Elbit Systems Ltd. (ESLT)
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Q: Hello Gentlemen,

With what is going on in the world right now what do you think of Elbit Systems Ltd? Would you be a buyer? It seems it has the right mix of business.

Thanks as always!

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Read Answer Asked by Saeed on January 27, 2017

• Blackline Safety Corp. (BLN)
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Q: What are your thoughts on BLN here?

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Read Answer Asked by CAMERON on January 27, 2017

• Sunco Logistics Partners LP (SXL)
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Q: Hi Peter
In view of President Trumps pipeline decision, can you please tell me what you think of Sunoco Logistc Partners
Thanks

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Read Answer Asked by Richard on January 27, 2017

• Tricon Residential Inc. (TCN)
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• Slate Grocery REIT Unit Cl U (SRT.UN)
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• American Hotel Income Properties REIT LP (HOT.UN)
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Q: Hi Peter, I have the above real estate plays (~2.5% each) in my RRSP along with a good mix of other 5i non-real estate income and growth picks (~62.5%) plus ~30% cash at present. Is this a reasonable mix (TCN, HOT, SRT) ? Thank you.

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Read Answer Asked by Paul on January 27, 2017

• Algonquin Power & Utilities Corp. (AQN)
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• TransAlta Renewables Inc. (RNW)
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Q: Good Morning
I currently have a 3% holding of AQN and 2% Rnw. Would you recommend increasing AQN by reducing RNW? If yes by what %? My Utility portfolio is 8-9%.

Thanks Team

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Read Answer Asked by Warren on January 27, 2017

• Starbucks Corporation (SBUX)
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Q: Hello there. New member here asking first question. Based on recent earnings report would you hold on to SBUX long term? Thx/Rob

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Read Answer Asked by Robert on January 27, 2017