Investment Q&A

• iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
  • View CLF Profile
  • View Questions on CLF

Q: Hello,

I have 100k (non-registered) that I need to use for a child's schooling over the next 5 years. I will need 20k each year for the 5 years. Looking to balance preservation of capital while looking to at least match inflation over the 5 years. No interest in equity. How would you recommend going about investing the funds? GIC's? Short term bond funds? Money market funds? Recommendations?

Regards,

Robert

Upvote 0

Read Answer Asked by Robert on November 07, 2016

• Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
  • View ADW.A Profile
  • View Questions on ADW.A
  • View Reports on ADW.A

Q: Regarding the recent conclusion to the CETA negotiations, which industries/companies would you consider could be negatively affected, i.e. would a company such as Andrew Peller be adversely affected given the removal of tariffs on european wines. Thank you.

David

Upvote 0

Read Answer Asked by david on November 07, 2016

• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN)
  • View XIN Profile
  • View Questions on XIN
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
  • View VEE Profile
  • View Questions on VEE

Q: I'd like to get equity exposure outside North America through some ETFs. Could you recommend a few ETFs that would provide sufficient diversification across the rest of the world? Where should I focus? Europe? Emerging Markets?

Thanks,
Jason

Upvote 0

Read Answer Asked by Jason on November 07, 2016

• iShares Conservative Strategic Fixed Income ETF (XSE)
  • View XSE Profile
  • View Questions on XSE

Q: Would you recommend this etf for my fixed income portion of my portfolio, I also own prefs.

regards
Alain

Upvote 0

Read Answer Asked by Alain on November 07, 2016

• Boardwalk Real Estate Investment Trust (BEI.UN)
  • View BEI.UN Profile
  • View Questions on BEI.UN
• Superior Plus Corp. (SPB)
  • View SPB Profile
  • View Questions on SPB
• Labrador Iron Ore Royalty Corporation (LIF)
  • View LIF Profile
  • View Questions on LIF
• Boston Pizza Royalties Income Fund (BPF.UN)
  • View BPF.UN Profile
  • View Questions on BPF.UN
  • View Reports on BPF.UN

Q: Looking for yield with some growth and would appreciate your opinion of each of these.Would appreciate your ranking in order of preference.

Upvote 0

Read Answer Asked by Peter on November 07, 2016

• Horizons Enhanced Income Gold Producers ETF (HEP)
  • View HEP Profile
  • View Questions on HEP
• Global X Gold Yield ETF (HGY)
  • View HGY Profile
  • View Questions on HGY

Q: How would you compare Hgy and Hep as etfs going forweard ?

Upvote 0

Read Answer Asked by terrance on November 07, 2016

• Chartwell Retirement Residences (CSH.UN)
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Extendicare Inc. (EXE)
  • View EXE Profile
  • View Questions on EXE
  • View Reports on EXE
• Sienna Senior Living Inc. (SIA)
  • View SIA Profile
  • View Questions on SIA

Q: Can you compare the key metrics for these seniors REITS and indicate your order of selection. CSH seems most favoured by analysts but has lowest distribution, why? Do you consider these a buy right now?

Upvote 0

Read Answer Asked by Kirk on November 07, 2016

• Sienna Senior Living Inc. (SIA)
  • View SIA Profile
  • View Questions on SIA

Q: I am considering buying SIA. But you comparitve analysis at the end of your Chartwell report indicates SIA has a PE of about 44 vs the average PE of the group is in the mid teens. This scares me. Am I missing something. Your comments please.

Upvote 0

Read Answer Asked by MANFRED on November 07, 2016

• Mitel Networks Corporation (MNW)
  • View MNW Profile
  • View Questions on MNW

Q: Comment please on recent Q3 Mitel results. Losing patience with this stock,which seems to have lots of promise but can't deliver!

Upvote 0

Read Answer Asked by Tom on November 07, 2016

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: I have been told that many small businesses actually sell through Amazon. T2 just opened a facility for Amazon in Ont. SHOP is opening one in Waterloo I believe. My question is; how is SHOP different from Amazon? Amazon is a heavyweight What edge or advantages does SHOP ? Am I missing some concepts ?

Thank You for you always good advice
Clarence

Upvote 0

Read Answer Asked by Clarence on November 07, 2016

Q: The price is falling off , don't know much about the company but some of the multiples look interesting. Is it worth purchasing at current price for a long term mid risk portfolio. (Eurocontrol EUO-V)

Upvote 0

Read Answer Asked by Tim on November 07, 2016

• Artis Real Estate Investment Trust (AX.UN)
  • View AX.UN Profile
  • View Questions on AX.UN

Q: What do you think of Artis as a buy here on its recent pullback? Any other REITS that look cheap to you?

Upvote 0

Read Answer Asked by John on November 07, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Excluding mutual fund management fees for the moment, is it not better to own the entities within a fund vs the fund itself? Putting it another way, if the stocks go up, I go up 'x' percent. However the funds holding the stocks also have to be 'popular' with other investors, so money flows into them, for me to make any money. Have I got that right?
Are we, as investors, getting a continual watered down effect with the many funds out there?
You commented briefly on the industry decline on the past while reviewing CIX for another member.

Upvote 0

Read Answer Asked by Randy on November 07, 2016

• Inter Pipeline Ltd. (IPL)
  • View IPL Profile
  • View Questions on IPL

Q: Comment please on IPL recent quarterly report. Six cent dividend hike is nice, but concerned re. Payout ratio and debt. Will the Williams acquisition provide growth?

Upvote 0

Read Answer Asked by Tom on November 07, 2016

• Superior Plus Corp. (SPB)
  • View SPB Profile
  • View Questions on SPB
• A&W Revenue Royalties Income Fund (AW.UN)
  • View AW.UN Profile
  • View Questions on AW.UN
  • View Reports on AW.UN
• Morneau Shepell Inc. (MSI)
  • View MSI Profile
  • View Questions on MSI
• Manulife Floating Rate Senior Loan Fund Class A Units (MFR.UN)
  • View MFR.UN Profile
  • View Questions on MFR.UN

Q: Hello I5, my cash position is over 25% and would like to reinvest some of it. I would like to have your help to choose the ones with the least downside effect in case of interest rate increases, safest with some growth. Also, would appreciate your assessment of the Manulife (MFR and MBK)ones. Many thanks, J.A. P., Burlington

Upvote 0

Read Answer Asked by Joseph on November 07, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi, I would like to use your balanced model portfolio but with 5 to 7 less holdings, which ones would you delete. thanks, Johann.

Upvote 0

Read Answer Asked by johann on November 07, 2016

• Costco Wholesale Corporation (COST)
  • View COST Profile
  • View Questions on COST
• Sienna Senior Living Inc. (SIA)
  • View SIA Profile
  • View Questions on SIA

Q: Why there has been SIGNIFICANT drops of 2 above stocks recently.?Thank you.ebrahim

Upvote 0

Read Answer Asked by ebrahim on November 07, 2016

• Restaurant Brands International Inc. (QSR)
  • View QSR Profile
  • View Questions on QSR
• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• MTY Food Group Inc. (MTY)
  • View MTY Profile
  • View Questions on MTY
  • View Reports on MTY

Q: I do not own any stocks in this line of business. Which one(s) would you recommend and should I go for a full or half position?

Thank you

Upvote 0

Read Answer Asked by Vee on November 07, 2016

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: I understand there are rumours in the market place that Knight and Endo are in discussions for the sale of their Paladin Labs interest...would you be able to provide a little color as to the size of the unit...ie...Sales / Earnings and also a multiple you feel GUD could pay that the market would like..please and thank you

Upvote 0

Read Answer Asked by Cam on November 07, 2016

• Memex Inc. (OEE)
  • View OEE Profile
  • View Questions on OEE

Q: It seems that your response to Russ's question got lost as the response is BLANK.

November 07, 2016 - Asked by Russ

Q: Could you please give your opinion of Memex! I am considering a small position for a two to three year hold.
Thank you

5i Research Answer:

Upvote 0

Read Answer Asked by Scot on November 07, 2016