Investment Q&A

Q: Would EXLP be a good addition to help improve my portfolio.Eddie

Q: What are your views on GVP?

Thanks.

Grant

Q: I own SIO and SEV. I have owned SIGM in the past. All of these companies in my view are trying to cash in on the "next big thing". Are any of these companies real winners in this space or are there other companies that are worth buying.

Thanks.

Grant

Q: Hello Peter, I think I need to add to my US holdings. Air travel doesn't look like it's going away any time soon. And while I'm not interested in an airline stock, can you please offer any comments you might have on Boeing (understanding that you don't focus on US companies). Thanks, James

Q: What are your views on GPRO? It has a 38% short interest. Do they still have a competitive edge?

Thanks.

Grant

Q: Can IWO be held inside a TFSA since it consists of american stocks. Is there a 15% claw back on the dividend. Would it really be considered a growth name since it consists of many companies. Thank You for the great service.

Q: Reported recently & missed by .01. Based on TTM: ROE 76%, EGrowth 59% -reports Q1 15 mid May, I believe? I was thinking of waiting for these results before buying for longer hold as oil prices start increasing later in the year as long as the dividend is sustainable-pay me to wait??

Q: The yield of 12.9% on Ellington Financial is very tempting and it seems to be favourably looked at by the US analysts -- what do you think of it?

Thanks

Q: Good morning,General tax question.Bought US shares in 2012 at exchange rate of 1.0008 and sold in 2014 at rate of the day of 1.1074. Do I adjust the cost at rate of day and sales price at rate of day before calculating gain/loss or calculate gain/loss and convert that figure only at rate of day of sale?
Makes a big difference! Thanks.

Q: bought Dis at 42 many years ago. It's less than 3 percent of my portfolio in cdn$. With the new Star Wars coming out, would you let it ride or sell? Isn't as cheap as it once was but I think the earnings potential is there. Thx

Q: Is Flextronics breaking out?

Q: A Toronto Star article on Teachers Pension Plan investment successes mentioned that they invested in XPO, a USA stock. Would you recommend buying this now for a growth holding?

Q: As a shareholder in National Oilwell Varco (NOV.us) , I received shares when NOV spun off Now Inc (DNOW.us). Shares in DNOW are worth significantly less than now. Is DNOW worth keeping?
Adam

Q: Hello,

I know that a lot of folks would benefit if 5iResearch would start covering US stocks. I understand (from your previous answers) that this is very hard as you would like to have the same internal rules apply (that the team will not be allow to trade US equities) and because of that it's hard to find (good) people. I was wondering if we can find a middle of the road solution. The US market is much (much) bigger than the Canadian one and as such (and considering the size of 5iResearch membership) I think it's highly unlikely that will move the market one way or the other. And on top of that (not sure if it can be enforced 100%) you can require that any team member will not be allow to buy the stock(s) before the portfolio is made public.

Just a thought. Maybe there are other ideas out there.

Thank you
Marios

Q: At what point would it be safe to start looking at Molycorp again? From a $77 high in 2011, when the market seemed to be in love with it, it is now trading below $1. This morning's announcement -- that Siemens has selected MCP to supply its rare earth materials for the next 10 years -- has given it a tremendous bounce of course, but what should we be looking for before deciding to get back in -- if ever? Your comments are always valued.

Q: Agent. Would this be a good share to have in my portfolio.Eddie.

Q: Many cannabis startups are stagnant or declining, but CANN seems to be finding its feet. Is this just noise, or is CANN's pick-and-shovel focus getting traction in the market?

Q: Would appreciate your opinion on JOY. I bought at $44.04US and watched it go down. Thomson Reuters rates it a average score of only 3. Is it time to sell, or hold for a turn around in the mining sector, where most of their equipment is sold. Thanks Art

Q: Can I get your opinion on this company and how does it compare to SHAK? I'm looking for exposure to the US consumer and feel that the restaurant stocks might offer a good opportunity to capitalize. Thoughts?

Q: Hi Peter
I have this company and have made my money on it This rail company will be hit by the reduction of coal .do I sell and go elsewhere ?