Investment Q&A

• Enercare Inc. (ECI)
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Q: ECI gapped up after a hammer, and went into “overbought” territory.
It did the same thing in mid April and "stuck"
It's PE and PB are high ...
Am I being too nervous ?. Would you stick with the name , or is it set up to tumble ?
You seemed to like the company but thought it was pricey , and that was a dollar ago.

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Read Answer Asked by Thomas on May 11, 2016

• SunOpta Inc. (SOY)
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Q: Please give your opinion of Sunopta SOY

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Read Answer Asked by Doug on May 11, 2016

• BMO Equal Weight REITs Index ETF (ZRE)
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• iShares S&P/TSX Capped REIT Index ETF (XRE)
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Q: Sentry Global REIT Fund cut their distribution at the beginning of the year. Is it still a good buy?

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Read Answer Asked by Graham on May 11, 2016

• Boardwalk Real Estate Investment Trust (BEI.UN)
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• iShares S&P/TSX Capped REIT Index ETF (XRE)
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Q: I currently hold a 2% position and would like to increase my REIT holdings. Would you suggest a single position or an ETF ? Would you continue to hold Boardwalk ?

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Read Answer Asked by Gerry on May 11, 2016

• InterRent Real Estate Investment Trust (IIP.UN)
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• Pure Multi-Family REIT LP (RUF.UN)
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Q: looking over the residential reits, wondering what you think of these two. They are smaller and perhaps have been overlooked.
Thank you.

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Read Answer Asked by howard on May 11, 2016

• Miscellaneous (MISC)
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Q: Could you suggest 5 companies with a dividend and with some growth projected in the next years. The objectives is to start using the dividend in around 4-5 years as an income source. I would appreciate if you could focus on companies that are 'cheap' right now or at a discount to their usual price ratio.
I already own AW.un, DIV, KBL, NFI, PBH, ECI, GSY and WSP that sort of fit in the kind of companies i'm looking for. Note that the portfolio is more diverse than that with around 30 names. I'm looking to slowly move from pure growth to dividend with some growth. So i will select names from your list and rebalance the portfolio accordingly.

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Read Answer Asked by Olivier on May 11, 2016

• Knight Therapeutics Inc. (GUD)
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Q: your take on knight going to market again to raise cash,so instead of 425,000,000 cash they will have 625,000,000 cash, but he doesn't seem to do anything with it, he has done deals but nothing major,with this war chest i am not sure i get the need to go to market again. dave

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Read Answer Asked by david on May 11, 2016

• Caledonia Mining Corporation Plc (CAL)
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Q: Good afternoon:
I hold a small position in CAL. Unlike some others in my precious metals portfolio, it is actually showing a very healthy profit. It seems to be virtually unfollowed. I would appreciate your analysis of this company.
Thank you.

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Read Answer Asked by Peter on May 11, 2016

• Pure Multi-Family REIT LP (RUF.UN)
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Q: Could I please have your analysis of Pure Multi Family Reit first quarter results?

Thanks

Dave.

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Read Answer Asked by David on May 11, 2016

• Dream Office Real Estate Investment Trust (D.UN)
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Q: Hi Guys

What is your take on Dream Office Reit

Thanks Mike B

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Read Answer Asked by Mike on May 11, 2016

• BMO Covered Call Canadian Banks ETF (ZWB)
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Q: What do you think about Strathbridge funds? As a retired income investor I like covered call funds as I do not mind missing the big upside for stead and reliable income. Their finds seem small and their 1.1% fee seems high for investing in blue chip TSX stocks but the &+% return is attractive.They say they us a propriety method of doing covered calls.
Dont ask many questions but am an avid reader of everyone elses.
Thanks for the great service.
Don

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Read Answer Asked by Don on May 11, 2016

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: Can I please get your thoughts on Dream Hard Asset as a long term income holding. It looks to have a pretty nice dividend (sustainability?). I wonder how you view it relative to either BIP.UN (which I already own) or MIC south of the border (which would not benefit from the dividend tax credit).

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Read Answer Asked by Dave on May 11, 2016

• Nemaska Lithium Inc. (NMX)
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Q: Good Morning 5i
NMX announcement yesterday for purchase of Shawinigan facility and today's announcement of signed off-take agreement with Johnson Matthey are milestones. What effect do you see it having with institutional and other retail investors?
Thanks.

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Read Answer Asked by Randy on May 11, 2016

• Sienna Senior Living Inc. (SIA)
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Q: Hello Peter,
With the recent gains, i reduced my chartwell residences to 4% from 8% weighting. I was thinking of reducing it to 2% and using the proceeds to buy Sienna Senior Living. Do you think this is a good switch or the risk reward is better by simply keeping chartwell and collect the dividends. I am thinking of doing this as chartwell has gone up quite a bit this year. Thanks

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Read Answer Asked by umedali on May 11, 2016

• Ravelin Properties REIT (SOT.UN)
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Q: Hello Peter and Team, What do you think about the first quarter results ? Thank you.

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Read Answer Asked by Norman on May 11, 2016

• Tricon Residential Inc. (TCN)
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Q: Hello 5i
Would you please comment on what is going on with TCN these days. Seems to be weak and not participating with market up swings. It has been in a downtrend since Aug2015 a recent purchase has me underwater and the stock price appears to be heading back to the 2016 lows.
Has something happened to this stock from the viewpoint of major investors - making it a sell?
Thanks
Dave

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Read Answer Asked by David on May 11, 2016

• Great Panther Mining Limited (GPR)
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Q: Hello,

Can you please comment on Great Panther Silver (GPR) and its most recent earnings report. Also what is your outlook on silver going forward.

Thanks

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Read Answer Asked by sean on May 11, 2016

• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• iShares Core MSCI EAFE IMI Index ETF (XEF)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Hello,

I am looking to get some exposure in emerging markets. I currently own only Canadian and US equity. I am looking into ETFs, more specifically; XAW, XEF, VEE, amongst others. I'm looking to invest moderate to long term.

Doing you have a preference amongst those, or other suggestions? Secondly, do you think the timing is right, especially with respects to China? And finally, which countries/continents would you have a preference for?

Thank you

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Read Answer Asked by Karim on May 11, 2016

• WSP Global Inc. (WSP)
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Q: Wasp reported yesterday. Can you elaborate on the results. Thanks

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Read Answer Asked by Rick on May 11, 2016

• DHX Media Ltd. Common and Variable Voting Shares (DHX)
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• AirBoss of America Corp. (BOS)
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Q: Which would you say has more upside at this point, DHX.B or BOS?

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Read Answer Asked by Andrew on May 11, 2016