Investment Q&A

Q: Would you comment on the risk versus reward if one were to make a small investment in this company ? Do you have an alternate suggestion for a speculative investment in an innovative technology company with momentum or popular timing ?

Q: Dear Team,
Best wishes for another successful year of trading in 2018!
For TFSA investments, I am considering above stocks. Your analysis and ordering is appreciated!
Z.

Q: Is there any growth left in these stocks or are they in a consolidation phase?
Which other stocks would have better potential to move higher?
Thanks.

Q: Thanks for your great service and helpful answers to all the questions answered, which I go through every day. Peter, Ryan and all the staff at 5i , Merry Christmas and a continued prosperous New Year.
Ivan

Q: When you are asked a question,such as James asked on Dec 20 regarding what are your top picks for the resource sector, do you always list the stock names in order of your favorites ?

Q: Just a Thank You for a great year, thanks to all of you at Fabulous 5i. I made good money, but more importantly I did NOT lose much, by just following your insights.

Merry Christmas & Happy New Year
Austin

Q: Hello Peter,
Any idea why Andrew Peller has surged in the last month. Everyday it goes up a little amounting to a sizable increase over a month? Also, can you see a case for a company like Andrew Peller to form joint ventures with Cannibis companies to create a wine/cannibis combination? Covalon Technologies has done well this year but I would have thought with their recent numbers, I would have expected the surge in price to continue. Also, when some companies beat the numbers, they barely move while others take off. Is this because the market thinks the former is not a true growth story and with with time if the company continues to do well, the market finally realizes the story . Finally, i just wanted to add that your service in terms of information and timely responses is truly appreciated and sincere wishes for the holiday season. Many many thanks.

Q: What do you think of Cannabis Wheaton Income Corp's joint venture with FV Pharma Inc.?

Q: Hello,
I see Tinley (California Marijuana Beverages) and Neptune Tech (Marijuana oils) are both up nicely this week. Is there any news on either that is causing the upswing?
Do you have any updated research or review on these two stocks?
Thank you!
Brian

Q: Bip.un dropped 2.16 % today ? I’m up 54% on this stock but down 17.84% on HWO. The fundamentals look good for hwo. Should I sell bip.un and average down on HWO, sell both decreasing my tax bill , or keep existing position with the hope that Hwo will recover in the new year.

Q: World economies look good. People have money to gamble with. What gambling companies look the best in Canada . Chinese are biggest gamblers in the world with Aussies number 2. What companies benefit with this growth in China. I assume USA companies benefit the most. Also what do you think about Pollard PBL ?They print lottery tickets and currencies. All governments like people to Gamble for their share of tax revenue. Super MAX is $ 60,000,000 this Friday RAK

Q: Has there been any news on the Brookfield Infrastructure study to advise on a sale of the White Pass and Yukon Railroad holdings of TWC?Is there an interest by cruise lines to purchase?
Thanks
Bob Rose

Q: Hi 5i team!
I want you to know how much I appreciate the excellent service you provided for us. As a small and first time investor ( I joined you service a year ago and it took me some months to deploy both my wife and mine- very very hard earned TFSA savings -). With the help of you guys via the wonderful client base who are quick to hit button to ask questions and they didn’t give me a chance to as ask one (mark me down for one question for reading this), I’m investing with confidence. Our consolidated portfolio is performing very well with a lots of ++ and less --) including a good move with PUR.TO with 120% gain since I bought it. Merry Christmas and happy holidays,
Sincerely,
hb. Ottawa

Q: What do you make of the take-up on the ALC tender offer? I recognize that there were severe tax disadvantages involved but in a TFSA, RESP, RRIF, RRSP one would not care. 25% take up was even less than I expected. During 2017 there have been 2 dividend increases and the tender offer. Do you think they might be signaling improved operating performance?
Also, with respect to Bob Rose's question regarding the strategic review of ADN, it came to naught. Please refer to the Q1 2016 report of May 9, 2016.

Q: Suggestions for value stocks, any industry, and under 2 billion market cap? Thanks.

Q: There was a typo in my question. I meant UFS not UPS. For simplicities sake I have repeated my question correcting the typo.

Looking over the previous questions on UFS you note debt his a bit too high and little growth has been observed.
1) If we assume online shopping trend strengthens do you think this will increase UFS’s profitability?
2) Does UFS produce the cardboard used to make packaging?
3) Assuming UFS produces newsprint do you think any strengthening in cardboard prices will will be matched with weakness in newsprint prices leading to zero net gain (or worse)?
4) Does UFS own their electricity generation infrastructure and if so is it fully utilized or do they have surplus which could be sold?
5) How vulnerable is UFS to competition from other companies?
I note since the last question in August UFS’s share price has increased by about $8 and set a new high on December 15th on rising volume. Momentum seems to be swinging to the positive.
Thanks,
Jim

Q: I am reviewing my portfolio and find myself woefully short of exposure to industrials. Could you list your 5 favourite Canadian industrials in order of preference. Many thanks and have a great holiday season.
John

Q: It looks like the year is going to finish with a lot of happy people. I'm not asking for a prediction but is this movement cyclical and if so what generally happens as the cycle progresses in the next few months?
I would like to thank 5i and all the question askers, I am learning every day with the many points of view.
Peter

Q: The newbie again... I would like to see a concise list of the companies you HAVE rated and have actual reports on. I could go through your report section and generate that list for myself ... but you have how many prescribers? That's a lot of hours if each of has did that. Instead, could 5i generate that for us?

Q: I currently own full positions in both these stocks in an unregistered account. In January I will be able to move about $35K of one or the other into my TFSA. I see both as having very good chances of a substantial gain in the next year or two. Which would you move, in considering the impact of a large capital gain for the one I keep in the unregistered account? I do not see either as a long-term keeper at this point, so I foresee the sale of both in 1 to 3 years, moving into something perhaps more conservative .
Thanks!
Paul