Investment Q&A

Q: Hi Team, Thank you for clarifying several 5i Portfoilo stocks' sectors. I think I'm almost there. Can you Please also confirm if all the following 5i portfolio stocks are in IT sector?
WIN. ESL. OTC. All IT sector? Thanks for your valuable service.

Q: In reference to another member's question from earlier today, isn't it likely that there will be no Grexit and that the EU will simply force a Cyprus-style bail-in of the Greek banks and country? If so, I'd expect to see very little contagion but I would be highly concerned if a citizen of Greece or any other financially "borderline" EU state.

Post at your own discretion, of course.

Q: Which stocks that you guys cover, including the growth portfolio, have a decent chance of becoming ten baggers, I fully understand the risks associated with this, thanks?

Q: Shopify has rocketed up since IPO and going higher each day, espcially last few days and Globe and Mail said many shares are bought by institution as their holdings has become very substantital.
How is their business revenue and profitability, and growth prospect. Is this a hype or fundamentally very sound?
Is it too late to buy?

Q: Your opinion on Cott? Still a buy at this stage? Thank you.

Q: Hi Team, I hope I am correctly identifying the stock-sectors. Please correct me where I am wrong.
GROWTH Portfolio:
CDV- InfoTech.
PUR- InfoTech.
TC- InfoTech.
EFN- Financial.
IT- Cons. Discretionary.
BALNCED EQUITY Portfolio:
AYA- Cons. Discretionary.
DSG- InfoTech.
FM- Minerals/Materials.
WCP- Minerals/Materials.
ATD.B- Cons. Staples? Thanks so much. sarah.

Q: Thoughts on their royalty agreement with the dutton group announced June 9th?

Thanks

Robert

Q: I believe we are on the cusp of a technology super cycle - vehicles/homes/workplace. What are some companies poistioned to benefit from this cycle?

Q: Hey Peter & Team,

This one has me a little confused. I am in at a little over $2.00. Was excited when the news surfaced about the Harvest takeover for $5.00. Saw the jump and watched the stock as it understandably hovered around the $4.80 to $4.85 mark and assumed this is where it would sit until the deal was done and I received the $5.00/share as per the deal.

Now in the past week or so it has dropped almost 11% to $4.35.

Can you please explain why the share price has dropped so low considering there is a done deal at $5.00/share...

Also, what advice you can give moving forward re when this deal will complete and as a shareholder what I should do in the meantime...

And am I correct to expect I will eventually receive $5 per share.

Thanks for all you do

Gord

Q: Hi, Can you please specify the Sectors The following companies are in?
Growth Portfolio: DRT. GXI. KXS. LMP. PLI. PUR. PEO. QHR. SCR.
Income Portfolio: DH. ET. SPB. MCB. VNR. WSP.
Bal. Equity: WSP.
Since this is a long list, feel free to charge question credits at your discretion. Thanks for everything. sarah.

Q: A corus bond maturing in 2020 is yleiding 4.64%. Any thoughts on the safety of this bond.

Many Thanks

Paul

Q: I need a transportation company in my balanced portfolio and was wondering which company you would choose today and why. Is there any other "transport" company you would choose instead of these 2 companies if you had a choice?

Thanks!!

Q: As a follow up to the answer you gave Donald today regarding companies that may be benefit from Europe infrastructure spending, you may wish to consider IBI group on the TSX-- ticker IBG. A risky play given its recent financial difficulties but they may be turning the corner this year. Tons of upside.

Q: Can you please comment on why you would not recommend a hedge fund to be more than 2% of someone s portfolio (i might have misread but my question is in reference to an answer to Bohdan about uber strategies on june 12). Thanks

Q: Watch PHM and they now have stopped trading again. What gives?
With regard to CXI it is very volitile, and I was wondering if it might have something to do with Greece.

Many thanks

Q: A couple weeks ago I bought half of a planned 2% of portfolio position in POT, at a bit above $39. Hoped to buy the other half a little lower, but it has fallen more than I expected and I have not bid further. Would you suggest adding the other 1% at current prices, or just stay at 1% for now? This is being bought for sector diversification and income. How secure is the dividend?

Thank-you

Q: What would you need to see before making a purchase of shares for a potential turnaround? Is there any value in the real estate?

Q: Good afternoon,

I am underwater on this stock. I know the dividend is good and safe. The company does not seem to do very much to counter the crtc decision that I am aware of. Do you know something that is affecting the stock negatively lately?

Thanks

Q: I would like to know your thoughts on PhytoTech Medical & their upcoming merger with MMJ Bioscience inc?
MMJ is a late stage licence producer applicant under the MMPR in Canada (Currently awaiting final inspection on one facility) and also will be a first to market in July with its one of a kind gastro resistant CBD capsule.
thoughts/opinions? And would you consider this a buy or...?
Thank You.

Q: As a relatively new subscriber and who values your service greatly, what is meant by a " full position, half position" etc.
Thanks again your team has helped me a lot.

Hal