Investment Q&A

Q: Are you planning to get rid of a lot of stocks,so you can polish up your portfolios?
Excellent way of doing this.
PHO,CLIQ,KXS,SPB,VNR,ENB,ALA,COV,TSGI
Which companies will be left in your portfolios?

Q: Can I please get a quick review of your thoughts of these ETFs - are they worth adding/ investing in for a growth tilt - young investor. Is CYBR the product of choice to play this space with Can$

Q: In my daughter's RESP i have TD, PBH, TSGI, GUD, AX-UN, ECN and 8 years to go.
I have 7000 I can deploy. I would like to add a stable dividend payer with upside potential. Could you suggest one or two companies? I was thinking of BEP.UN
(I decided against diversification into VIG as per my last RESP question).

Q: My mother, presently retired (almost 80) has a little bit of extra savings that I would like to invest in very safe businesses (she has no equity investments at the moment). I am not anticipating much upside, as safety is more important; however, with recent market turmoil there has been no place to hide. As a result a lot of companies, both big and small, both profitable or not, both stable or not have all seen their evaluations erode.
Can you please provide the names of 5-6 Canadian companies preferably in more than on sector (along with a few words explaining why you like these companies) that pay dividends (the higher the better but should not be the only determining factor), that you feel are good companies (and have demonstrated this quality for many years, possibly decades), that have eroded in price for little/no reason and have a good chance of recovering their lost market value.
As an aside, I sometimes feel (without having done any historical analysis) that these are the winners in the long run. They tend to be stable, are of low risk, consistently have some growth, regularly return money (dividends) to their owners, may buy back shares,... And if bought at the right price become pretty good investments with limited risk.
Thank You and Happy Holidays :) !

Q: I have a question about Twilio . Can you provide an updated view of the prospects for this name?

Q: I have been following this company on a watch list for sometime, and it really has held up quite well in spite of market swings. What can you tell me about this company and would you consider it investable.
Thanks and look forward to an early reply
Rick

Q: I am in my 70s and my focus is on capital preservation, income and, hopefully, a bit of growth. Would you recommend the income portfolio with a sprinkle of equities from the B.E portfolio? Have you ever given thought to developing a portfolio for seniors?

Q: I am interested in energy infrastructure ETF, preferably, trading in the US. This would include any energy pipeline ETF. The two I know are MLPX and AMLP. Any preference between these two ? Any others that you recommend in this space?

Thanks kindly.

Q: Hi Guys, thank you very much for your great guidance and service in these turbulent times. My question is regarding a question asked about inverse ETF vs shorting the ETF You mentioned you would prefer to short as buying an inverse fund, what Canadian index should I be looking at to short. Thanks Anthony

Q: I was watching BNN today and the CEO for Gevo was on discussing the company.
I would love to hear your comments on this company.
Thanks
Paul

Q: What would your top three small or micro cap stocks in Canada and the US that could have a nice bounce once the market settles down. Thanks and Merry Christmas to all at 5i.

Q: wondering your thoughts on this company- lots of cash and a growing divi. thanks !

Q: I am watching as the weed stocks decrease in this downturn. Just wondering what you think would be a good entry point for Canopy Growth Corp? I only want the largest of CDN companies.....let me know if you like others as well. At the time of writing this the stock is down to just over $35.00. 52 week high is 76.68.....I realize that valuations are pretty skewed with weed stocks.......just looking for a guide here.

Q: Hi, I'd love some feedback on this company. Looking forward their potential seems great, and partnerships smart. One project, the Delta greenhouse at an eventual 2.2 million sq ft would place it near Canopy Growth for production, throw in Houweling's involvement and it looks promising. I have a long term outlook and don't mind the risk here.
Thanks in advance!

Q: Hi All:

Hope you all have been enjoying the X'mas season. Happy 2019 to each one of you!

I noticed the cost per unit on the monthly statement changes sometimes for the ETFs I own. I own another one other than ZBK. I wonder what makes it change? When I sell them should I use the cost per unit on the monthly statement as ACB? If I sell part of it that I should use that month cost per unit to calculate the ACB?

Thank you.

Louisa

Q: Earlier this Fall, ahead of the recent correction, I moved 12% of my portfolio to cash (I was fully invested in equities). My thought is to hold the cash until we hit the top of the ongoing interest rate increases the deploy the cash into corporate bonds, BBB or higher, spread over 2-6 years maturity. Recent reports have maybe another 2 rate increases in 2019. Given this has been signalled to the market do you think bond yields are already accounting for this?

Q: Hello Peter, Ryan, and Team,

I sold some holdings in my margin account to take advantage of tax loss selling. My Industrial allocation needs to be increased, and I'm considering purchasing CNR, as a large-cap holding that's recently been beaten down. Our other Industrial holdings across all accounts are BAD, CAE, NFI, SIS, STN, and TFII. Would CNR complement our other industrials? Or do you have other suggestions?

Thanks as always, and Season's Greetings to everyone at 5i.

Q: I would appreciate if I can have payout ratios for NFI, PBH, SIS, CGX. Merry Christmas and Happy Holidays to Ryan, Peter and excellent team.

Q: hi there,

i know that BCI is an odd trader especially with the low volumes. However it seems to be down in an up market - is there any news i missed? It has been a very stable stock to own through all the market girations and i was looking to slowly add to my position unless i missed something.

Cheers

Q: I would like to invest for long term and am looking at either KXS or CCL as both are down. Would you have a preference? and what are the risks with either stocks?