Investment Q&A

Q: Is there a way to capitalize on arbitrage opportunities between US and Canadian stocks of the same company. For example, sh.to was up 2% today but shop.us was up 4%, what are the factors to consider when you buy a us stock and trade it in tsx or vice-versa?Thanks very much.

Q: Would you kindly provide your analysis on ITP's acquisition of Powerband?

Q: Hello,

Could you please comment on the results released yesterday? It seems LULU met most of the expectations but has pulled back a fair bit. Do you consider it a buy at this time?

Thanks for your great work.

Q: Could you please give your comments on Russel Metals. I have a small position that is currently losing 18%. The dividend is attractive but it does seem to be struggling. If you feel it should be sold, your thoughts on replacement ?
Many thanks.

Q: You cover FSV still but not CIG. Might 5i cover CIG or is the focus on other opportunities.Thx

Q: Could I have your opinion on AGT, is this a good entry point?

Q: Peter, as I build up new cash balances to invest, I need to resist the temptation to keep buying new stocks but, rather, to add to existing positions - simply to avoid to point where I'd have 80 or more stocks! I have an account that currently holds modest positions in Exco, K-Bro, and Tourmaline. With a 5-year time frame, which of those three would you expect to produce the best total gain? Or, since the account also holds the Horizons ETF HXT, would you be inclined to prefer that broad basket (although, obviously, diversification is not my concern!). Thank you.

Q: why prefer IWO over IWM for US small cap ETF? Also what are the best US stocks for a concentrated portfolio?

Q: Could you please list your favorite company's for strength, growth and income for each of the 11 sectors. A couple of extras would not hurt.
Thank you. PB

Q: Not that I am comparing the companies as acknowledge there are no similarities, but I find the performance of BAM frustrating, as like MDA, it doesn't go anywhere, notwithstanding the brilliant management, etc. Tempted to redeploy the monies. Can you please advise as to why I should not. What is your outlook? Thx,

Q: Hi, I currently have ,Bpy.un-Bep.un-Enf-Sia-and-Td in my cash account.Are these holdings ok for a soon to be retired person?
Could you suggest two more stocks for a conservative and and more diverse portfolio. I do use the dividends to supplement my income.
Thanks,Brad

Q: Callidus Capital has been increasing the share price amount (now at 16.50) and extending the duration of its buyback offering for quite a time now. I am trying to figure out what the end game in this is. Does this mean they will go private and are trying to clear out stock at lower valuations or are they propping up the price, building awareness, etc. so they do not have to go private? Perhaps they are testing the market perception of a fair share price in a beneficial way to the company? I purchased a full position at $20ish range and I held on. I enjoy the dividend and feel the company has strong potential. I hope your greater experience in the markets can educate me on this one. Thanks

Q: How would you characterize Dream Unlimited and would you think it would be better to invest directly in a REIT or renewable energy opco instead (focus, transparency, dividend)? Thank you.

Q: What kind of portfolio should one have to lower risks while having a good return? By having most of my investment portfolio in equities am I necessarily taking too much risk. I am 41 have a well diversified portfolio of canadian equities (all 5i recommended, mostly from model portfolio, some growth and some income portfolio stocks) and some blue chip US equities and etfs and some bond etfs. It is currently 70% canadian equities, 25% US equities and about 5 to 6% fixed income. Is this considered too agressive. The RBC direct investment website does an analysis based on their standard ratios of fixed income to equities and put me at higher risk than agressive growth profile..I am fairly comfortable with this mix and I tend to keep my cool in adverse situations..Your thoughts and suggestions are much appreciated. Thanks. Shyam

Q: Hi guys,

Please comment on today's results. Is it still a buy?

Thanks,

Jim

Q: I have sold puts on AGU 3 times and they expired worthless and I currently have no possition in AGU either equity or option.

With the current rise in price AGU technicals signal a buy. Given the large price jump and the resulting gap on the charts, would you wait till/if the price settles or would you sell another put on AGU at this level?

Thanks

Sheldon

Q: Could you comment on sale to Cara of Franworks ?

Q: Hi 5i
If the US moves interest rates higher. Will that have any immediate influence on Canadian GIC rates. If not what will make them move higher?
Thank You Dave

Q: Hi
In my portfolio I'm underweight in both materials and energy sectors. I currently have full positions in CCL.B in materials, and TOU and VET in energy and am looking to add one or two other names to these sectors for a long-term hold in my TFSA. Can you please suggest some names for each sector in order of preference. Thanks!
Lois

Q: Any idea why both the preferred and the common shares of Mosaic have fallen so much today?

Thanks!