Investment Q&A

Q: Hello Peter and All,

I look after my daughter’s TFSA and Investment Acct. She is 7% under weight in Tech with holdings of: (OTEX 2.3%), (PUR 1.4%) plus ( QQQ and other ETFs provide 4.3% Tech ), total portfolio, 8% Tech. Money will not be required for about ten years.

To bring her up to 15 % total would you suggest buying KXS plus add to OTEX and PUR, or would you use a different combination such as CLS instead of PUR.
Many thanks.

Q: Thoughts on RPI.UN at this point, worth taking up a small position?
I have a small position in CCL.B already and nothing else in that sector.
Ted

Q: PLEASE MAKE YOUR OWN CALL ON WHETHER YOU LIKE TO ANSWER MY QUESTION PRIVATLEY OR PUBLICLY.

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I'm very frustrated with my investment in EIF. I took a loss early after the shorts took the chance to destroy the EIF share price on its Q1 results. I re-acquire EIF later due to the positive signs from management on its Q2 results. Well, the market manipulators (Prescience Point and Cohones and others) once again gang up to give EIF another dunking today.

Why investors would take the words of market leeches (who spread lies for a living) over those of management is beyond comprehension. This is how the market works, unfortunately.

You know you can actually ruin any business by spreading rumours! Take for example, we all know that even the best run banks cannot withstand a run, and collapsing a bank is very easy (see HCG). That is how quick and easy it is to make money in shorting, sadly the law is totally blind on this.

HCG was an earlier victim and thanks Mr. Buffet I hope the shorts took a bloodbath on that one.

My questions are a). can EIF find the Buffet type of back stoppers to rid itself of the shorts? b). if not, can us small retails continue to hang in there and perhaps face the DH type of volatility until management gives up and sell the company, or c). I should just take my second loss on EIF and learn from hereon just stay away from short infested stocks?

Your insight is much appreciated. Thanks.

Q: Hi can you please comment on check point's quarter? They beat estimates from what I understand. The stock is tanking seemingly from lowering third quarter guidance. Down 8%, does this seem to be an overreaction to you? Would you hold? And is the long term thesis still intact? Please clarify the situation

Thank you
Karim

Q: should there be any concerns with chkp.

Q: I'm kind of interested in IBM because they are working with block chain. would you consider this as a play on fintech. I like their dividend and the fact that they generate so many patents. the stock isn't doing great though. Do you think that the stars might finally be aligning for this stock.

Q: I currently hold half position in NNO and have the cash to go to full position. My question is to enter into full position now or wait for a bit to see what happens with the new plant and patent. I would then use the cash to purchase half position in PHO.

Q: Morning-I am a retiree whom is dependent on monthly income to survive.I have 60K to invest in my cash account hoping to create some income. I am thinking of T,BNS,and ENB (alternating 4% monthly returns)...or would 5i think that monthly incomes from CSH.UN , AD and EIF (better tax break) be an OK strategy. I have both BE and Income portfolios covered in registered accounts , full up in TFSA ... what to do with cash??? Thanks for all you do.

Q: AT WHAT PRICE WOULD YOU START BUILDING A POSITION IN THIS COMPANY OR WOULD YOU PREFER SEEING IT BOTTOM AND START ON THE WAY BACK UP? LOTS OF INTEREST IN THE IPO AND NOW DOWN 30 PERCENT AND I AM INTERESTED IN YOUR THOUGHTS. THANKYOU

Q: Brick Brewing Company has shown very good gains since I bought it. Do you see further upside in relation to the fundamentals and momentum? I am at a decision point and considering taking my profits and investing the original amount in another small/medium size brewery. If I were to do this do you have any suggestions regarding this type of company. Thanks.

Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!

Q: (Comment) Going forward I would expect that any acquisitions that are in CRH's pipeline may have just gotten a lot cheaper for them. Why pay up for CI when your share of the business is suddenly devalued ? Could CRH negotiate a different split on the revenue?
Clarence

Q: Without regard for sector diversification and/or weight - If I needed to raise some cash in my portfolio, and wanted to sell some of my losers...which of these names would you sell in order of priority. Could you kindly provide rationale for why you might sell vs. hold. Thanks

Q: What is your opinion of oled as a long term investment?

Q: what would be your suggestion building a balanced portfolio using only us etf's portfolio size about a million, time horizon 10-20 years

Q: Do you have a preference for one of these companies over the other at this time?

Q: it seems to me that your answer on exchange income applies exactly to crh.
my question is why are you still holding crh in the growth portfolio, and why are you somewhat positive on crh as compared to exchange income, home capital etc.,etc.
i think it is over for crh.dave

Q: Hi, another EIF question. Are the shorts like cohodes and consorts paid by commission by a big US hedge fund to take out Canadian companies ?
Regards AEO

Q: Does Royal bank have a etf energy.. Would you recommend it and would now be a good time two buy? She has to invest some cash. Thanx for everything. CLIFF

Q: Re my previous question of Mawer funds in a TFSA, your answer seems at variance with the advice from Mawer.
Mawer advises that:" Mawer mutual funds are structured as a Canadian Mutual Fund Trust.Foreign holdings inside the fund are not classed as foreign holdings for withholding tax purposes"