Investment Q&A

Q: I have roughly 5% exposure to infrastructure, exclusively through WSP. I am comfortable with my position (my entry point is quite favourable), and do not wish to trim it. I have been making a concerted effort to consolidate the number of positions in my portfolio (aiming for roughly 30-40 in total) as I feel it makes it easier to make decisions on what to include, as well as when to enter and exit a position. My question is whether I should increase my exposure to this sector, either through STN or SNC, or if I should focus on improving exposure to other sectors. If I were to increase my exposure to infrastructure, I would only pick one position. Any comments would be greatly appreciated. Thank you very much.

Q: I would much value your choice as always! Thanks.

Q: Hi Peter and Ryan, what is your take on ILLINOIS TOOL WORKS in the U.S.?
Thomson Reuters has a buy rating.
S&P has a hold rating.
Morning Star has a sell rating. What do you use or what should one use as metrics to determine whether a stock should be bought or not. As usual, your toughts are deeply aprreciated and valued. Thank-you! Sam

Q: I would like to sell one of my pipelines- which one

Q: RMP Energy Inc hasn't seemed to rally with the other Energy equities. Can you think of any reason this is? Can you give your impression of their financial health and how they are doing?

thank you,

Wes

Q: What do you think of PFB Corp? The share price has dropped significantly, despite good fundamentals. Do you think now is a good time to buy this stock?

Q: Sabina and Belo Sun are both up over 35%. Any news/ideas as to why these stocks are breaking out?
Nothing on co's websites, Thx Gordon

Q: thinking of buying CAM;ur opinion please.
tks

Q: Hi Peter! I hold a large position in GWO through a stock purchase plan. The stock hasn't really moved a lot in recent years and I'm wondering what you think the prospects are for the company over the next 2-3 years as an investment? Ian

Q: What is your insight into GDI Integrated Facility Services please? Is there anything better out there? Do you consider FS to be in this space? Thanks

Q: How would you compare VSN and Gei going forward and dividends sustainability

Q: Hello Peter and team,
I am trying to mirror the Model balance equity portfolio. I have other positions(ATD.B,CCL.B,CXI,ESL,HCG,KXS,MG,PBH,SIS,SJ,SLF,WSP) as is from model portfolio, but a few positions I am holding in my portfolio which I am considering equivalent as below:

For AEM- ABX, BNS-CXR, CGX-BEP.Un, CSU-ESL(8% ),ENB-PPL, MDA-DH, PKI-IPL, SYZ-AVO, T-CJR.B

Do you see any issue with it. Are these switch equivalent. My portfolio is fairly diversified, almost in line with model balanced equity portfolio, except I have energy (including IPL&PPL) at 16%.

Thanks,

Kuldip

Q: Hello Peter and team,

Please comment on Pif.to Polaris infrastructure.
Nice updates to the website

Thank you Mike

Q: Hi,

What is 5i's opinion of EL Financial (ELF) as a long-term hold?

Thanks,
IF

Q: CPD has been slowly rising since hitting $11.13 on February 25 but it is still down 20% from its 52 week high of $15.33. What are your thoughts on this ETF?

Q: What are your thoughts on MTY Food Group?

Q: It's been a year since someone asked your opinion about Mediagrif. When I look at their financial results, they seem to be a steady performer, with nice incremental growth. And yet the share price is not reflecting this. Is this share a bargain at today's prices, or am I missing something?

Q: What are your thoughts on Chipotle? Is the e-coli issue sufficiently behind them that the stock should continue to climb? Where would you think it might level out?

Thank you

Jim

Q: Is 5i planning any educational meetings/conferences in 2016/17? If so, when would the details be available? And if not, what recommendations do you have for ongoing educational opportunities for members? Thanks, as always, for your advice!

Q: Hi team, I love the new site. The ability to save to watchlist is fantastic! In my RRSP, I hold GUD, IT, PLI, WCP, SPE (.5 position) and SGY. These are part of a multi-account balanced portfolio, so my question is not so much to do with sector, but with SGY and PLI. I am down 50% on SGY and wondering if these funds are better deployed elsewhere. I am up 100% on PLI and can sell half for another position. My RRSP is a very long-term hold account. I keep an eye on things, but don't usually make any moves except to trim gains. As you can see from my list, I can handle some risk if I was to replace SGY and sell half of PLI. Am I better off to continue to stomach the 50% loss on SGY or move into something else with better growth potential? If so, what would you suggest for 2 long term growth positions? I have been watching OTC, BCE, SPB (I bought CUS on your suggestion), FSZ.