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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning,

Do you think all 4 or any of the 4 companies will see improved SP with the announcement that LNG will likely be announced next week - announcement being that it will be a GO!

Thanks,
Sean.
Read Answer Asked by Sean on September 27, 2018
Q: What would be your two top picks in the following sectors:-
Materials, Consumer Cyclical s, Energy, Industrials and Utilities.
Thanks
Ivan
Read Answer Asked by Ivan on September 27, 2018
Q: The stock started trading today after the bankruptcy filing. New board, new CEO in place.
Flowerday the ex CEO gets a good deal leaving as others not sure why they would be so generous.
Would you buy into this new DXD. Would GUD be interested, not sure if they still have their initial shares of DXD. Comments please.
Thanks for your help.
Read Answer Asked by Luc on September 27, 2018
Q: I hold the above utility stocks and can't help but notice the daily declines. Is this related to current and forecast interest rate increases, and/or something else? I appreciate that, like everyone else, you don't have a crystal ball. But is it possible that the downward trend may continue for at least a while until the cause plays itself out? Thanks as always.
Read Answer Asked by Thomas on September 27, 2018
Q: Hi 5i,
Thanks to your recommendation I am currently at a double with gsy. I was looking for your outlook with this company going forward from these levels. I know you have previously said it was still cheap? Do you see the SP continuing to rise nicely over the next 12 months? The main reason I am asking is I am considering trimming my position and buying some CRM (Salesforce). Would you consider this an ok move? Or do you see gsy share price climbing as much or better than CRM possibly will over the next 12 months? Thanks for your opinion.

Read Answer Asked by Shane on September 27, 2018
Q: Why do you think VICR has sold off so aggressively from its highs?
Read Answer Asked by CAMERON on September 27, 2018
Q: Hi,

Some sector classifications clarification needed in balanced equity portfolio with respect to morningstar.

1) TSGI - Tech (MStar Cons Cyclical)
2) BYD.UN - Cons Non cyclical (Mstar - Cons Cyclical)
3) CCL.B - Materials (Mstar - Cons Cyclical)
4) NFI - Industrial (Mstar - Cons Cyclical)

Thanks
Read Answer Asked by Ninad on September 27, 2018
Q: Dear 5i
It was great seeing you at the Money Show.
I have been a member for 6 months and love your service. I would like clarification on something that I have read regarding very active investment accounts that are TFSAs but perhaps it also applies to RRSPs. Although I am not currently an extremely active investor in terms of number of trades placed, and it doesn't really suit my temperament, I have read that the CRA has designated some of these very active accounts as a "business" and removed the tax shelter from any gains realized within these accounts. What is the actual rule regarding this? What I read was very ambiguous and not quantified. Thanks so much for your help.
Kind regards,
Murray
Read Answer Asked by Murray on September 27, 2018
Q: hi Peter what are the 2019 earnings per share estimates for SIS DOL COV PBH and TGSI. thanks Richard
Read Answer Asked by richard on September 27, 2018
Q: What 5 metrics would you suggest an investor should look at before buying a security? P/E, p/b, etc.
Read Answer Asked by Cory on September 26, 2018
Q: Good morning...the above mentioned companies represent about 7.8% of my portfolio which consists of 50% balanced portfolio and 50% income portfolio with 3% cash which is enough for a two year income …. I know that you like all of these companies and endorse a 5 year hold on them...in my position would you reduce any of these or wait for the market to rebound...thank you for the great service....gene
Read Answer Asked by gene on September 26, 2018
Q: Something feels odd in the Canadian markets over the last couple of months. The overall market isn't off much (maybe because of pot stocks), however there has been considerable volatility and a drop in quite a number of BE Portfolio stocks (AEM, CCL, CLS, CSU, MG, PBH, RHT, TOY, TSGI, WEF). Do you think there is some kind of sector rotation going on away from 'growth-type' stocks (concern with valuation levels of stocks that have done well for quite a few years)? Is it just Canada? Or is it just coincidence with a concentrated portfolio? Also, are you any more concerned now that a couple of months ago? Thanks in advance!
Read Answer Asked by Darcy on September 26, 2018
Q: A friend of mine advised me to buy CYP.V. Apparently the company has some new development that should really give this stock a lift. What is your opinion of this company? Thank you
Read Answer Asked by Hans on September 26, 2018