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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What can you tell about it's recent acquisition? It looks like it is trying to expand it's geograhic footprint - Ontario - perhaps open some branches at some point? How are they paying for this acquisition? I already own all five Canadian banks in my RIF and Non-registered accounts, and have for many years - added to positions in early 2009; however, I was thinking of buying this bank for the upside when oil slowly makes it's way back up again & the AB economy picks up.
Comments please & thank you ... JP
Read Answer Asked by James on March 10, 2016
Q: GGG seems to be on the cusp of radical new products.Your last comment on the stock in response to a question in 2014 was not positive.Has anything changed with the company concerning products,markets,cash on hand,debt,& prospects for the future?Would it be good for long term investors or should we run?
Thanks ,as always, for your valuable information
Dave
Read Answer Asked by Dave on March 10, 2016
Q: What is your opinion of the Q4 earnings report, and how does it compare to that of MRE?
Read Answer Asked by Jim on March 10, 2016
Q: Dear Sirs,

Could you please comment on the holdings og BGI.un, specifically as it pertains to their ownership of MLP's in the U.S. and if this is the case , the percentage of the fund devoted to this asset class.

Best regards,
Brads
Read Answer Asked by Brad on March 10, 2016
Q: Hello, I just read your updated report on NAL. What percentage of their revenue comes from the oil sector ? Considering they are reducing their workforce, would it be difficult for them to grow again when the market turns ? What oil price do they need to get their business going again (rough estimate if possible) ? thank you, just looking for general comments.
Read Answer Asked by Pierre on March 10, 2016
Q: Hello, I have this left over from the days of having a broker/advisor. This fund has a management fee of 1.6% and an MER of 1.84%. It appears to be a "fund of funds" and and the information presents that it is to emphasize income wiht some potential for capital appreciation. The returns have been (starting in 2011) 4.8%, 4.3%, 2.9%, 6.9% and .1%. Seems the return/performance has been lacklustre at best and would it not be better for me to put some of the monies in a bond etf and the rest in either a stock etf or individual equities? Recommendations for the bond etf? You thoughts would be appreciated. Thank you. Bill
Read Answer Asked by Bill on March 10, 2016
Q: After languishing in the 55 cent range for months, the stock price has recently increased. On March 9th it seems to have gone up to 71 cents, (18% rise) on double the normal trading volume. I can't see any specific news. Any ideas ? Is this a sector rally ?
Read Answer Asked by Don on March 10, 2016
Q: Good morning

Can you provide an updated investment opinion on this company. It has been performing very well for a technical perspective llately.Do the potential rewards outweigh the risks at this time?

Keep the beard Ryan!
Read Answer Asked by Thomas on March 10, 2016
Q: Goodmorning. What r ur thoughts on this company as a long term hold for a tfsa for a conservative investor?
Read Answer Asked by Marcel on March 10, 2016
Q: Good Afternoon
The price of AFN.DB.B has slumped of late. How would you view a 2-3% position in a RRIF?

Thanks Team
Read Answer Asked by Warren on March 10, 2016
Q: Hi 5i, there's been a close to 4% rise in today's share price. Any reasons for this bump up?
Read Answer Asked by Eugene on March 10, 2016
Q: Hello 5i Research Team,
In the investment world, as in life, one has to have an objective. Before starting to invest a few years back, I followed the advice of Yogi Berra who is known to have said: « If you don’t know where you’re going, you’ll find yourself somewhere else ».
My first task was therefore to determine a specific objective, a specific compound annual return target ; that was and still is my prime reference.
Later on, I identified Jason Donville’s DKAM Portfolio as another benchmark ; a few years later, I became a member of 5i Research and the Balanced Equity portfolio became yet another benchmark. Both use different stock filtering methodologies that are quite complementary ; after all, that’s what makes a market.
For your info, since its inception date in mid-March 2013 to the end of February 2016, the 5i BE portfolio returned 86.1% (or 23% pa) ; for the same period DKAM returned 67.5% (or 19% pa)...and I handily beat my personal objective.
Congratulations and Thank you,
Antoine

Read Answer Asked by Antoine on March 10, 2016
Q: Hello to everyone at 5i

With acknowledgment to the variations in the businesses in each of KXS, CSU and GOOGL, is there a clear winner amongst these 3 for a long term hold?

Thanks very much
Read Answer Asked by Brad on March 10, 2016
Q: Hi team,
I think I kind of understand but just for sake of certainty:
1- What does it mean when the status on a given stock is HOLD? Does it mean: don't sell if you have it or don't buy if you don't have it?

2- What is the difference between Indicated Annual Dividend and Dividend Yield? For example, BDI right now has each of these at $0.60 and 13.57%, respectively. Let's say I buy 100$ worth of stock at $4.00 today, how much would I earn in dividend in one year if the dividend does not change in one year? With a big thank you! :)
Read Answer Asked by Saeed on March 10, 2016