Investment Q&A

• Miscellaneous (MISC)
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Q: Hello, as a follow up to my questions on us equities; I am simply looking for investment ideas. I would appreciate non financial names and names not Already on my portfolio( 4 of the 6 you provided were equities I already owned ).

If possible, this would be much appreciated,

Thx

KR

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Read Answer Asked by Karim on January 04, 2017

• ARC Resources Ltd. (ARX)
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Q: How would you compare these two companies from an investable perspective, i.e. short or long term?
Thank you

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Read Answer Asked by Sigrid on January 04, 2017

• Amgen Inc. (AMGN)
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• Gilead Sciences Inc. (GILD)
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• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)
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Q: The very best for 2017! May positive trading continue throughout the year!
I would appreciate your input in stock selection, i.e. biotech Amgn vs. Gild, and generics Teva vs. Acorn.
Thank you!

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Read Answer Asked by Sigrid on January 04, 2017

• Peyto Exploration & Development Corp. (PEY)
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Q: A recent Seeking Alpha post argued that Peyto's hedges would prevent it from cashing-in on the natgas recovery. This isn't to say that Peyto didn't make the right call in writing the hedges; just that it's now growth-constrained. Under these circumstances, have other natgas plays become more attractive than PEY?

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Read Answer Asked by John on January 04, 2017

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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Q: Regarding your answer provided to Carla today on CVD and CPD, I understand your comments on CVD, but I am still not clear on how rising interest rates can impact CPD. How do rising interest rates affect a preferred share ETF such as CPD? Should I be cautious about buying at this time? Thanks for all the awesome info you provide.

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Read Answer Asked by Pamela on January 04, 2017

• Savaria Corporation (SIS)
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Q: Whats going on with savaria it just keeps going down.

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Read Answer Asked by don on January 04, 2017

• Miscellaneous (MISC)
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Q: Could you give me your opinion on the advantages (if anything) of the company called INVESTOR VEST. They advertise just about every day on TV it seems to be too easy.
Tks in advance.
Al

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Read Answer Asked by Allen on January 04, 2017

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Q: Ryan and Peter. Best of the new year to you and the rest of the 5i team. Thanks to Ryan for his article about re-balancing portfolios. I agree that health care is the sector that provides some value. I have some exposure to Canadian health care but would like to buy some exposure to specific American health care companies. If possible, could you suggest a few companies that offer some growth in 2017 and provide a bit of a dividend? Thanks in advance for your appreciated guidance.

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Read Answer Asked by Les on January 04, 2017

• AutoCanada Inc. (ACQ)
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Q: Last year you mentioned that a 60% growth was expected in 2017 for ACQ. Does that still hold?

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Read Answer Asked by James on January 04, 2017

• Amazon.com Inc. (AMZN)
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• Broadcom Corp. (BRCM)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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Q: Hello, above are the list of us securities i hold. Can you give me your top 5 US conviction names, mid to large cap, preferably not financials as I am already overweight this sector. Your choices do not have to be sector specific. Thank you!

MSFT (Microsoft),CVS (CVS Health),IBB (iShares Nasdaq Biotechnology ETF),AMZN (Amazon Com),RIO (Rio Tinto PLC),PG (Procter and Gamble),LULU (Lululemon Athletica Inc.),DIS (Walt Disney),NFLX (Netflix),DY (Dycom Industries),RTN (Raytheon 'B'),CVX (Chevron),TWX (Time Warner),JPM (JP Morgan Chase and Company),BAC (Bank of America)

KR

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Read Answer Asked by Karim on January 04, 2017

• Miscellaneous (MISC)
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Q: Hi 5i team, what is growth referred to ? Does it eventually reflected in the earning and then the price ? Any correlation ?

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Read Answer Asked by victor on January 04, 2017

• iShares Russell 2000 Growth ETF (IWO)
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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Q: I have not been as successful with my wifes TFSA as my own; currently have T 11%, AX.UN 6%, HR.UN 19% POW 29%, CDZ 18% and FN.PR.A 5%. Can you suggest a better mix? We are both in our early 70's and have RRIFs, trading accounts also with about 25 equities, plus about 150K in laddered GICs

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Read Answer Asked by steve on January 04, 2017

• Suncor Energy Inc. (SU)
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• Parkland Corporation (PKI)
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• Raging River Exploration Inc. (RRX)
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• High Arctic Energy Services Inc. (HWO)
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Q: would you consider all of these stocks energy and oil related? How much of total weight would you give in this sector at this time? Would you consider 13% total too high in this sector?

Thanks
D

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Read Answer Asked on January 04, 2017

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Q: I want to use this year's TFSA contribution to make it my highest risk/reward investment. I have narrowed it down to TIO, SHOP and ITC and I would appreciate your assessment. (I am open to others if you there is something else you have in mind - sector doesn't matter).

As always, appreciate your insight.

Paul F.

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Read Answer Asked by Paul on January 04, 2017

• Clearwater Seafoods Incorporated (CLR)
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Q: Why the drop in Clearwater Seafoods today?

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Read Answer Asked by John on January 04, 2017

• Titan Medical Inc. (TMD)
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Q: This company jumps 80% in a little over a day on announcement of new CEO. Does this guy have that great a resume and have you heard of him before? Other than the extraordinary risk, do you have any thoughts on this company/technology? thx

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Read Answer Asked by Tom on January 04, 2017

• Gilead Sciences Inc. (GILD)
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Q: Hi Peter and Ryan. What are your regarding Gilead (Gild)

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Read Answer Asked by John on January 04, 2017

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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• iShares Convertible Bond Index ETF (CVD)
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Q: Hello,

Are the distributions for CPD and CVD considered dividend or income? Which would be better in a TFSA and which would be better in a non-registered? My understanding is that both of these ETFs should do well in a rising interest rate environment.

Best,

Carla

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Read Answer Asked by Carla on January 04, 2017

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Q: In my RRSP I petty well diversified and have all the sectors covered with 22 names. The only exception is the health care sector.What are your current favorite 2 or 3 names you think I might add this year both for income and growth? I,m 68 and won't start drawing down the RRSP until I'm required to covert to a RIF.

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Read Answer Asked by Henry on January 04, 2017

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Q: Hello,
Looking for a suggestion on a new name to add to RDSP portfolio. Prefer individual stocks over ETFs. Currently approximately equal weight: AAPL, BNS, CXI, GUD, KXS, NFI, PBH, SHOP, SIS, TOY, and cash. Looking for a portfolio addition to invest the cash in. Time frame is: 4 year old beneficiary withdrawing at age 50+. Current names reflect risk tolerance, and plan is to diversify with names as new money is added to the account
Any suggestions greatly appreciated.
Thanks
John

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Read Answer Asked by John on January 04, 2017