Investment Q&A

Q: I own most of the stocks in the Balanced Equity portfolio and applaud the recent changes. I sold AYA last July and purchased some KXS recently (picking a momentum stock from the Growth Portfolio). Now have placed an order for PBH. Would have welcomed a replacement for MDA as it has not done much but maybe next time.
So thank you for some interesting new additions and keep up the good work.

Steve

Steve

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Read Answer Asked by Steve on April 05, 2016

Q: I think you meant to say that Hydro One pays a 3.5% dividend yield, right? Their initial dividend following the IPO was $0.34 per share which included $0.13 for the post IPO period of Nov 5 - Dec 31 2015, plus $0.21 for the full first quarter ending March 31, 2016. The regularly quarterly div is $0.21 per share or roughly 3.5% at the bought deal price.

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Read Answer Asked by Zach on April 05, 2016

Q: What about this secondary offering of shares of Hydro by the province do you think is a good deal for income oriented investors?

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Read Answer Asked by OSCAR on April 05, 2016

• FirstService Corporation (FSV)
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Q: Have done very well with this stock. Rated a B and thus is there a better place for my money?

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Read Answer Asked by Greg on April 05, 2016

Q: Hi, I noticed RCH dropped a lot today. I was wondering why you think it dropped so much？Thanks

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Read Answer Asked by Esther on April 05, 2016

Q: hi,

How the Tesla news will affect the graphite industry? Do you think that it is a good time to buy-in this Co?

regards,

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Read Answer Asked by Nick on April 05, 2016

Q: What is your current view of bip? Noticed no current questions on your list.
Thanks

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Read Answer Asked by don on April 05, 2016

Q: Hi 5i Team,

Do you consider Allergan "cheap" with the stock trading around at $235.00?
What is their EPS 2015, 16 and/or 17? How is their balance sheet and would you consider them one of the "better" US healthcare companies?

Thanks, Shane

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Read Answer Asked by SHANE on April 05, 2016

Q: Your response to Elliott Apr. 4th you commented you are "holding cash and deciding from a list of 10 potential additions to growth:" - can you suggest some names sooner than later?



'






holding cash and deciding from a list of 10 potential additions to growth for a few weeks or so

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Read Answer Asked by don on April 05, 2016

Q: I am considering selling Direct Cash. But before making this decision, I was wondering if you could supply the following information. What are DCI's growth prospects? Is it in a dying industry? How safe is its dividend? Also,what is its debt load?
In your opinion is it a hold or sell.

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Read Answer Asked by Jane on April 05, 2016

Q: What are your thoughts on the article written by Mr. Craig McKee in the Globe and Mail on REIT? Some of 5i favourite REITs don't seem to be there. For example HR.UN, CSH.UN, CAR.UN, REF.UN, CRR.UN and INN.UN Is it b/c of methodological problems or the use of different metrics?
Comments and your suggestions are always appreciated.
Thanks.

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Read Answer Asked by Savalai on April 05, 2016

• Enbridge Income Fund Holdings Inc. (ENF)
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Q: Your current view of enf-t is appreciated.

Thanks

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Read Answer Asked by don on April 05, 2016

Q: Would you choose BCI or NFI for growth? or perhaps both?
Thank You Ron

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Read Answer Asked by Ronald on April 05, 2016

Q: i am a novice investor and currently have shares in bnk the company is in the process of being purchased by a chinese oil co for 2,20 /share share value is currently1.80 my question is what happens to my shares when and if is purchased or am i required to sell before or does the share go to 0 if i hold

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Read Answer Asked by michael on April 05, 2016

• Estee Lauder Companies Inc. (The) (EL)
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Q: An update on your opinion on this stock would be appreciated. Many thanks.

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Read Answer Asked by Clayton on April 05, 2016

• Alimentation Couche-Tard Inc. (ATD)
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Q: I've been thinking about the long term prospects of ATD.B recently. In a North America where non-gas vehicles may see adoption rates that could outpace even the most optimistic estimates (cue the Tesla Model 3 and general Silicon Valley enthusiasm), where does that leave ATD.B?

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Read Answer Asked by JONAS on April 05, 2016

Q: If bought today, whats your guess on the best to worst performer over the shorter term; ENB, Altagas or Fortis?

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Read Answer Asked by Charles on April 05, 2016

Q: My Canadian portfolio closely follows your BE Model and is approx.75% of the total. The remaining 25% is invested as follows in more or less equal amounts: Apple, Abbvie, Bank of America, Alphabet, HEWJ, Wells Fargo, and ZDM. I have sufficient US$ for another foreign position. I'm leaning towards IWO or EEM/VWO. May I have your thoughts and advice please.

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Read Answer Asked by Michael on April 05, 2016

Q: I hold Amaya shares in both my Canadian and U.S. accounts. I would like to sell my U.S. shares (at a loss) and use the money to buy shares in a U.S. company that is growth oriented rather than income and is small to mid-cap. It does not have to be specifically related to the gaming field. Thanks.

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Read Answer Asked by Rob on April 05, 2016

Q: if you were to choose between rrx and vii which would you choose
and why. thanks donald

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Read Answer Asked by donald on April 05, 2016