Investment Q&A

Q: Is it possible to get your 2 favorite names for each sector? One balanced and the other one more growth related? Thanks for great service.

Q: Hi Peter and Team,
For this year's RRIF payment, I need to sell approximately 14K of stocks as I've been almost fully invested over the last year, in large measure due to 5i's superb recommendations. The stocks listed above are in sectors where I am overweight. I have several questions, so please deduct credits as you see fit:
(1) If I sold CGX outright, I'd obtain roughly 14K and would reduce my total number of holdings and lower my overweight consumer discretionary stocks. Even though CGX has fallen from its lofty heights, I'm still up, especially when factoring in the accumulated dividends. Also, there would be only one sell transaction. Are you OK with this plan?
(2) Are there any others in the list that could/should be an outright sell?
(3) Or, would a better plan be to reduce holdings in each stock by taking profits?
Of course, this would mean more sell transaction fees.

As always, I defer to your recommendations, and have been rewarded for doing so. Thanks in advance.

Q: Hi,
I'm interested in adding a cannabis pharmaceutical to my portfolio and am curious if you have any input or recommendations. I like ISOL but am having a hard time finding reports for them. I'm aware that this is a high risk speculative investment but I feel there's a promising future for CBDs in medicine and would like to start a small position. I've listed a few companies I'm interested in but am open to others.

Thanks

Q: Good Morning 5i
What is your view of this stock? Coming on BNN today at 11:30 or 1:40 Monday. Says it has first Hops derived Non-Cannabis cannabidiol CBD for world-wide medical market. Product not-marijuana based therefore not regulated as heavily world wide. What are your thoughts on whether this has legs? Any financials or discussions world-wide showing demand potential for such a product?
Thanks.

Q: What is your opinion of Miniso's effect on Dollarama? I was going to start a position on the current pullback but am reconsidering now...

http://business.financialpost.com/news/retail-marketing/is-dollarama-about-to-meet-its-match-miniso-japans-2-99-store-plans-to-open-500-shops

Thanks

Q: Where do you see the sources of institutional funding or private investment in the Canadian Cannabis Industry ?

Q: What is the forward P/E on a few of the weed stock leaders? They seem crazy expensive.

Also, do you think P/E is the best metric for those types of stocks?

Q: Hello
I am looking at Canadian non-cyclical segment stocks.

What are your thoughts on TPX.B and SAP?
Can you also comment on their projected growth for 2018?

I currently own some Premium Brand, Aliment Couch Tard, Coke, and Mondalez.

Am I over diversifying by adding two more names to my Non-Cyclical segment in your view?

Thank you!
Stephane

Q: Hello Peter and Ryan,
What do you think of Cannibix as a speculative play? Also, are you aware of companies that do breathalyzers for alcohol so that i can get an idea if the concept will take off from a market potential? Any idea why Aurora keeps going up while Cannimed is stagnant at 19-20 range when the offer is at 24? The results for Couche Tard were good. I would have expected a surge in the stock but it closed only a percentage higher. Was there anything in the news that may have tempered the stock price? Thanks very much.

Q: Hi team,
I am not sure if this is a question or a comment. My curiousity was raised earlier today when I read a question from Kenneth on MYM. I thought I was the only one who heard of it and it was barely for me as it was only a week ago. Many years ago, I used to dabble in the penny stocks but that is usually a losing game. These days I am mainly a large cap momentum style.
Anyway, through a friend of a friend out in Vancouver (you get the picture), I heard of MYM and PUF a week ago in the cannabis space, planning to build a greenhouse in Australia. I think MYM owns 25% of PUF who is leading the construction phase of the project in a joint venture with a construction company that I think is really a company. So, I think there is a question here. Is PUF the best symbol ever for a stock and are its prospects just another puff of smoke?
Thanks again,
dave

Q: Any idea what is happening with CNR right out of the gate, this morning? Big volume and down $4. Is there an unfavorable analyst report out today?

Thanks.

John

Q: In a cash account, I have 18% loss on this. I don't need this money for now. For growth or growth with torque where would you go. Or I should keep it.
Thanks.

Q: Any thoughts about RTI these days?

Q: Hi,
What is the best way to trade or have exposure to bitcoin without actually having to open a bitcoin trading account? Are there any stocks or ETF's that track these cryptocurrencies? I usually just check GBTC.

Thanks!

Q: Hi Peter, I am looking in buying cp or cnr. Any thoughts.? Thanks. Alnoor

Q: The laggards in my portfolio are currently NFI, CCL, GTE (only oil & gas exposure) and CBL. Would you suggest dumping any of these names/replacing them with other names or would you suggest holding them for now? Thanks for the great service.

Q: Someone mentioned APH was de-listing on TSX and listing elsewhere. Can someone please tell me WHEN and to WHICH exchange?

Thanks!

Q: I have owned MAXR/MDA(in my RSP; approx 2.5% of my Portfolio) since 2015 and currently Market Value slightly greater than the Book Cost . I am a long term investor ,however, I am undecided re keeping MAXR or to sell and invest in another stock. Your input would be appreciated. Second question-what two stocks would you recommend regardless of sector/weighting at this time?

Q: with all this online buying there's probably a need for cardboard pkg. and the like. I was thinking winpak or Richards pkg. or...? any good names out there, what's the best way to play this angle or am I chasing a rainbow. tkx pat

Q: Hello Peter
As a recent new member, I am both impressed and a little overwhelmed with all the information. I started making a lists of potential companies to invest with, but decided to cut to the chase and just ask you....I am looking for your recommendation for both income and growth companies.... perhaps 4 or 5 of each. I am fully invested in TD, which has done well for me this last year, as well as a couple energy stocks.... Spartan and Ring. I am retired but have a steady income flow with pensions and dividends from an ongoing business. Thank you for offering such a great service and look forward to a bright and lucrative future. Brian