Investment Q&A

Q: With lumber prices spiking, do you have a favorite company that will gain from this price improvement

Thanks as always for the great service

Mark

Q: Hello, I am looking for another income security and am considering Valener. Can you explain why it has not been selling off with the likes of Fortis etc? Is there something unique about it? Thank you.

Q: Hello 5i,
This question may not be in your mandate but i thought i would run it by you to see if yoh have any comment. It is about "green bonds". They seem to help the environmsnt and they seem to have a good return. But i was wondering how safe they are? The brochuresays they are secured by revenu produced by the companies lent to. The name of the company is CoPower. ihttps://copower.me/en/products Here is a blurb from their website:
Secured by real assets

Our Green Bonds are backed by operational clean energy projects that earn steady returns from energy savings or the sale of clean energy.

Expertly Managed

Each project loan backing the Green Bonds is vetted and structured by our team of experts following a rigorous due diligence process.
Competitive Returns

Earn up to 5% annually by investing in markets under-served by mainstream finance and earn steady income with quarterly payments.

Q: I have a 20% overall weighting in above names. At 57 do you feel this weighting is excessive? Thanks!

Rob

Q: Just reduced short term position in OR with a 30 % annualized profit. Used money to take a position in MFC at 26.88 having second thoughts after today’s news on mfc. How will this right down affect the price or is it already price in ? This. Is my only position in insurance. Your thoughts.

Q: Would appreciate your thoughts on the steady decline of ENB since December.

Q: This is a followup to my question on PSA. For shorter term funds how would you rate the safety/risk between PSA and HFR ? Are there any tax implications in a TFSA for either product .
Also, a suggestion - I notice a number of people are looking for a place to park money with some degree ( including 100% ) of safety but don't necessarily want to get locked into GIC's. Any chance you could do a comparison chart for various alternatives that you feel would be appropriate, including tax impact for TFSA, other registered funds, and non-registered ?
Thanks again.

Q: Hi 5i.

I've owned BCE (-6%) and T (+9%) for ~ 18 months -not including dividends. I'm patient, but tired of BCE losing money, plodding along. Comparing CMCSA (Comcast) (4.8), BCE (3.3), T (3.8), RCI.B (4.0) Morningstar Broker Analyst Recommendation ratings, there's a clear winner: CMCSA (USA) (up +377% over last 10 years). When I plot these 4 Financial stocks over 10-years, the others are hardly visible on the graph.

Why not move my $35K (RRSP) from BCE to CMCSA, leaving T? Risk?

Thank you for sage advice. Paul.

Q: I currently have a full position in BNS & 1/3 in LB, can you recommend some foreign banks that I could buy on the NYSE that you feel are more undervalued than their North American counterparts and may offer good equity growth. Risk is not a huge concern but if you could outline that as well for any recommendations that would be great and if you feel taking a position would be ok. I understand this isn't 5i's focus but any suggestions would be appreciated.
Craig

Q: Hello Peter,
It is a bit sad that shareholders of Canadian energy companies are not able to take advantage of the increase in oil prices as the stocks have hardly moved. I am assuming it is due to the restrictions on pipeline capacity. However, why are Enbridge and Transcanada down? I understand they are impacted by oil prices, but I am surprised at the reaction to their stock prices (downward). Comments please. Thanks very much.

Q: Do you see any particular reason for the recent weakness in the pipeline co's lately?. Is it NAFTA related and if so how?
Many thanks
Bob

Q: Could you give me your thoughts on Diversified's Preliminary Results for Mr Lube, Air Miles and Sutton Group in anticipation of the end year results please?
Thank you, Stephen S

Q: Hi Peter
Since the cara take over I have lost copius amounts of money on this stock on a decline every day .
The company don't answer phone calls or return emails that is a bothersome as losing the money,
I am going to bail out and take my lumps.However I believe this is not a stgck 5ishould recommend to investors
Kind regards
Stan

Q: Hi Peter and Staff
With a decent dividend is this a buying opportunity? Seems to me comsidering it's a royalty company the sale of the Keg to Cara should not affect it?
Thanks for all you do
Dennis

Q: Hi I was thinking of buying some zwu for income and hopefully a little growth it continues to drop what would be a good entry point and any reasons for the continue drop thanks

Q: Could you please rank these holdings - in terms of a hold...If i wanted to raise some cash, which would you sell first in order?

Q: We have major positions in TRP and PPL in our joint and two TFSAs and both stocks have fallen substantially in the past few days. Hold, sell, or add to the positions? Cheers, Edward

Q: HI 5iResearch team,
Can you please advise re: US utilities? I believe Stephen Jarislowsky's view that the US $ will increase relative to Can $ in near term, so have converted some US$ to Cdn$ recently with plan to repurchase at better exchange. He recommended US utilities for a longer term hold. Do you concur and if so, what would you buy?
Thank you, Linda

Q: Your thoughts on Richelieu's last results ?

Thank you

Q: Is this a risk-free place to park money ? If not, could you please explain what and how likely, the risk might be ?
Many thanks.