Investment Q&A

• Miscellaneous (MISC)
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Q: I recently read the Economist's Special Report on AI and the billions that are being invested in this area. Can you recommend any investable companies in this area?

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Read Answer Asked by Ken on July 11, 2016

• SIR Royalty Income Fund (SRV.UN)
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Q: Do you have an opinion on this royalty trust?

Thanks
David

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Read Answer Asked by David on July 11, 2016

• A&W Revenue Royalties Income Fund (AW.UN)
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Q: I have a question about 941
would AW.UN be considered Consumer Discretionary?

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Read Answer Asked by Brenda on July 11, 2016

• Sun Life Financial Inc. (SLF)
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• iA Financial Corporation Inc. (IAG)
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Q: Can you correlate USD strength to Canadian life insurance companies . For clarity if USD gains strength do the life co's usually go lower?

Thanks

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Read Answer Asked by David on July 11, 2016

• Miscellaneous (MISC)
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Q: Hi Peter and Team.
This is an asset allocation question for a 23 Yr old in a Defined Contribution Plan.
Which sectors and percentages would you suggest.
Thanks for your time.

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Read Answer Asked by David on July 11, 2016

• Sirius XM Canada Holdings Inc. Class A Subordinate Voting Shares (XSR)
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Q: Really confused.$4.51 on Jun 27 & closed on July 8 @ $4.71($4.77 h).Reports on July 12 with meeting on Aug 30 to vote on parent's( has the upper hand)take out offer of $4.50.Please shed some light.If the price is above $4.50 prior to Aug 30,I am thinking of voting to reject offer.What do you think?Appreciate your usual great views & services.Though I hve not sold XSR yet I did buy 3 of 4 of your suggested replacments-SIS,BOS & SyZ.Syz hit the $11 resistance & hopefully breaks out soon

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Read Answer Asked by Peter on July 11, 2016

• Medicure Inc. (MPH)
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Q: Wondering your opinion on recent news about MPH -- FDA seems to want more information on their drug application. From what I can gather this seems to be a bump in the road from which MPH can recover. Do you think this development is enough to change fundamentals? Would this trigger a sell for you on a longer term hold?

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Read Answer Asked by JONAS on July 11, 2016

• Miscellaneous (MISC)
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Q: I am considering adding some preferred shares to my portfolios for income. Would you stay away from them for now? If not, would you recommend rate resets or perpetuals?
Thanks

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Read Answer Asked by steve on July 11, 2016

• abrdn Asia-Pacific Income Fund VCC (FAP)
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Q: Can you tell me the dividend payout ratio on "FAP,TO", also where can I find this information myself?
Thanks,5i,
Ken

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Read Answer Asked by kenneth on July 11, 2016

• Magna International Inc. (MG)
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Q: Hello Peter
I am currently down about 30% on MG which is 5% of my portfolio.
I hold 60% of MG in unregistered account & 40% of MG in my TFSA acct.
My concern is would it be wise to sell it now and buy instead NFI or SIS and if so which one would you prefer first NFI or SIS, which one has more "growth" left.

Thanks for great service!

Andrew

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Read Answer Asked by Andrzej on July 08, 2016

• Mitel Networks Corporation (MNW)
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Q: Do you think the earnings/debt situation looks situation looks more promising with the Polycom deal off, $60 million fee payment, and no share dilution for now? Is their business in Europe likely to be negatively impacted and off-set the possible pluses of the cancelled Polycom deal?

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Read Answer Asked by Gayle on July 08, 2016

• GoldMoney Inc. (XAU)
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Q: Hello Team,What is your opinion of the Schiff acquisition and agreement by XAU.Do the cost benefits appear appropriate.

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Read Answer Asked by ANDREW on July 08, 2016

• Boston Pizza Royalties Income Fund (BPF.UN)
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Q: Any idea what is behind the breakout in Boston Pizza? Thx Scott

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Read Answer Asked by Scott on July 08, 2016

• TELUS Corporation (T)
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Q: I am wondering if you have the 10 year averages for price to book and p/e for Telus. Compared to the current numbers and the expected growth do you consider the current valuation reasonable?
Thanks
Mike

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Read Answer Asked by michael on July 08, 2016

Q: •Foreign property held within registered plans like RRSPs, LIFs, RRIFs, LIRAs, TFSAs, RESPs and RDSPs. As to my understanding if I have over $100000 in u.s. stocks held in one of the accounts above I do not have to report it on cra form 1135..hopefully that gives this question more clarity ...thanks

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Read Answer Asked by gene on July 08, 2016

• iShares International Fundamental Index ETF Common Class (CIE)
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Q: What are your thoughts on this ETF?

Thanks
Dolores

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Read Answer Asked on July 08, 2016

• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA)
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• BMO Low Volatility US Equity Hedged to CAD ETF (ZLH)
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• BMO MSCI EAFE Hedged to CAD Index ETF (ZDM)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Q: I own HEWJ and ZDM as my International exposure (5% of my portolio). Neither are doing well, especially after the Brexit vote and I'd like to replace them with ETFs with a more positive outlook for the next 2-3 years. Your thoughts and recommendations please!

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Read Answer Asked by Michael on July 08, 2016

• Great-West Lifeco Inc. (GWO)
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• Sun Life Financial Inc. (SLF)
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• Intact Financial Corporation (IFC)
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Q: Good morning,

I own GWO and IFC for an aggregate position of about 3.5% in my portfolio. What do you recommend as a guideline allocation for "insurance" in one's portfolio?
If I'm low at 3.5%, would you recommend I add to my existing holdings or initiate a position in Sun Life?

Thank you,
Robert

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Read Answer Asked by Robert on July 08, 2016

• Badger Infrastructure Solutions Ltd. (BDGI)
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Q: I have held Badger for approximately 18 months and it has done very little. It also has a small dividend so it is not paying me to be patient. Do you see any catalyst for the stock in the next 6 to 12 months?

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Read Answer Asked by Ken on July 08, 2016

• SSR Mining Inc. (SSRM)
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Q: Hi 5i team:
You chose Endeavour and Great Panther Silver for the question posed by David.
Now that the dust has settled (?) with SSO's acquisition, any thoughts about it?
Worth adding to existing position or simply leave it alone? I am down about 10% or so.

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Read Answer Asked by Savalai on July 08, 2016