Investment Q&A

• Peyto Exploration & Development Corp. (PEY)
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Q: Good afternoon,
Happy New Year to all. Peyto has been on a downward path since Aug 22 of 2016. It is still recommended by 5i regularly as a natural gas energy holding. What am I missing here? A profitable position has now become a small loss.
Regards, Ted

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Read Answer Asked by Ted on January 05, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Why there is always big difference on percentage in trading SHOP on TSX and trading SHOP on NYSE.
Is it better to buy SHOP on NYSE or TSX and why? I have US$ acct. and CAD $ acct.
Thanks Andrew

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Read Answer Asked by Andrzej on January 05, 2017

• Open Text Corporation (OTEX)
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Q: Do I get the 2 to 1 split if I buy today as the record date is Jan 9 Appreciate u normal great services & views.

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Read Answer Asked by Peter on January 05, 2017

• Hudson's Bay Company (HBC)
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Q: The sector took a big hit today is it best to avoid or do think HBC is undervalued at these levels (currently $12.40)

Thanks David

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Read Answer Asked by David on January 05, 2017

• Hudson's Bay Company (HBC)
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Q: Peter; Hate to waste my dwindling question box but any news on HBC to account for the big drop on big volume. I searched all the places available - nothing from the TSX- Thanks. Rod

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Read Answer Asked by Rodney on January 05, 2017

• Miscellaneous (MISC)
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Q: Hi Peter.
I do not have any tec or health care stocks in my Tsfa. What 3 stocks would you recommend for each sector. Looking for a 3 year hold as a minimum.
Thanks
Marc.

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Read Answer Asked by Marc on January 05, 2017

• Protech Home Medical Corp. (PTQ)
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Q: Any views on whether Trump's possible repeal of Obamacare would be good or bad for PHM?

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Read Answer Asked by Douglas on January 05, 2017

• Veresen Inc. (VSN)
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Q: Is this a good entry point for Veresen? Tx

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Read Answer Asked by hugh on January 05, 2017

• Peyto Exploration & Development Corp. (PEY)
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• Vermilion Energy Inc. (VET)
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Q: Hi Peter and Team, I know that Peyto is one of your top choice in the energy sector. How do you explain that Peyto stock has decreased by about 12% over the last 6 months? Vermilion has increased by about 40% during the exact same period. Am I missing something here? Thank you, Gervais

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Read Answer Asked by Gervais on January 05, 2017

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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Q: Income investments - preferred shares
On Jan 4, you posted an answer for an income investor, expressing approval of ZPR (BMO Laddered Preferred Share Index ETF). I am somewhat cynical about preferred shares, their being subject to the interest rate sensitivity of bonds, lacking the upside of common stock and generally lacking a fixed redemption date or any other assurance of capital preservation. I wonder whether, even on a reset date, they would necessarily trade at their face value. If I am right, I can't understand in what circumstances they would be suitable (without fixed redemption or as an interest-rate play with a high coupon). What am I missing?

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Read Answer Asked by Carl on January 05, 2017

• Miscellaneous (MISC)
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Q: Could I please get your current 5 top picks for growth plus income. Thanx Robbie

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Read Answer Asked by Robert on January 05, 2017

• Lonestar West Inc. (LSI)
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Q: Should I hold LSI for a few more quarters to see whether it survives and maybe prospers...or let it go.

Many thanks. Bob

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Read Answer Asked by Robert on January 05, 2017

• Northern Dynasty Minerals Ltd. (NDM)
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Q: Could I have your opinion on NDM. It has pulled back sharply the last couple days. Any news on it. Thanks

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Read Answer Asked by Bruce on January 05, 2017

• Open Text Corporation (OTEX)
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Q: What's up with Open Text ? Share split ?

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Read Answer Asked by David on January 05, 2017

• Richards Packaging Income Fund (RPI.UN)
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Q: RPI.un, WPK and Bemis/N have all been treading water and relative strength has faltered for at least six months also. Do you have any concerns such as input costs from energy, etc. or end-markets for Richard's specifically? Thanks.

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Read Answer Asked by Michael on January 05, 2017

• S&P 500 (SPX)
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Q: Some economists argue that as debt to GDP ratio rises, it reaches a certain point when further fiscal stimulus will have little effect. Debt can be measured as Government Debt or Total debt (Government, Corporate and Individual). David Rosenberg in his New Year musings about the way things might be going in 2017, (a rare freebie for cheapies like me who don't pay for his missives) uses nonfinancial debt. How is "nonfinancial debt" defined, pray? Happy New Year and many thanks for your help again. Henry

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Read Answer Asked by Henry on January 05, 2017

• Photon Control Inc. (PHO)
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Q: Happy New Year to the 5i team! I was checking out Photon Control on my TD Waterhouse site, in particular the insider trading and am curious as to why the directors' holdings fell from about 13 million shares to 3 1/2 million last August/2016. Also, in the 10% holders group, the number of shares held went from 0 to 100 million then down to 10 million all in the month of November/16. Also the INK insider trading report shows net selling as around $1,600,000. First of all are these numbers accurate and secondly can you explain the large swings in insider ownership. Thanks.

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Read Answer Asked by Rob on January 05, 2017

• People Corporation (PEO)
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Q: Looks to me like one trade bought around 330,000 shares today at 4.40. Kind of unusual. Any ideas on what, if anything, might be going on?

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Read Answer Asked by Neil on January 05, 2017

• Constellation Software Inc. (CSU)
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Q: Happy New Year Every One!

Has CSU become the steady Eddie already or do you expect it to pop and surpuse $700 in 2017?

All the best to you and your families in 2017!

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Read Answer Asked by Saeed on January 05, 2017

• Ovintiv Inc. (OVV)
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Q: I own stock in this company in my TFSA and since they pay there dividends in US dollars, how will the dividends be treated when it comes to Revenue Canada. Or are the dividends converted to Canadian dollars before I receive them?

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Read Answer Asked by Jacques on January 05, 2017