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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: Hello Peter and Ryan,
i. Apologies, but i need a clarification. Are Shopify's existing shares Class A? I was thinking of existing shares which have done well, but was wondering if I should wait before I add and what would be a good price to add?
ii. How long should one wait before pulling the plug on GUD? I only invested due to management, but the time frame seems a bit much for any upside here?
iii. Do you still like Covolan and is it good time to add?
iv. Please suggest which is better option: HMMJ , MJJ (the actively managed ETF) or CGOC (not in your list but if you know much about it please, Cannibis growth opportunity )
Thanks again and appreciate your input.
Read Answer Asked by umedali on February 22, 2018
Q: Would you consider the SHOP has passed the best time of the business life cycle? Canada and U.S. Chicken Farm business, NAFTA and so on..... Just my thoughts about recent news about shop, looking back long enough, Canadian companies are just like chicken, and U.S banks and brokers are farmers. The farmers feed chicken then kill them later they want. BB, Nortel, VRX, CXR... It's another time two U.S firms joined NB feed the SHOP, last year they short SHOP, looked like they failed, now turn around to feed shop.. bet on later days/years, U.S hedge fund or brokers will "kill" the iconic Canadian company in E-com sector.
Thanks
Read Answer Asked by LEI on February 22, 2018
Q: Hi Peter and Team - I know this question is a little outside of the regular type of question/answer component of your services and that you are not in the business of predicting macro economic events. However am just wondering if you have any thoughts on how interest rates may play out over the next couple of years both in Canada and the U.S. With the tax reform package now passed in Congress is it quite possible that this could lead to fairly major inflationary pressures in the U.S. and therefore substantial interest rate increases. If so then what might be the effect on Canada's interest rates and resulting stock market movements. Thanks.
Read Answer Asked by Rob on February 22, 2018
Q: Hello Team,
I've been patient and I was looking for a chance to grab Uni Select shares at a good price. I am happy to have waited so far since the price of the share dropped more than 13% following today's earnings,
What is your advice (grab some share, let the dust settle...) following today's drop in price.

Thank you for the good advice!
Michel
Read Answer Asked by Michel on February 22, 2018
Q: I manage my own RRSP portfolio which is in the 7 figures. It is made up primarily of micro and small cap stocks. I spend on average about an hour a day doing research and placing purchase and sale orders. Does this time spent seem typical for anyone who wants to do a proper job managing their own money and hoping to do better than ETFs or mutual funds?
Read Answer Asked by Murray on February 22, 2018
Q: Hey 5i Team,
I know you don't focus on the US but I wondered if you had any insight into the complicated "buyout" Albertsons is trying to do. I own a full stock position and wondered if you would just wait it out till sales goes thru or hold long term. Just seems especially complicated being that Albertsons is private and trying to go public thru buying rite aid.
Thanks
Read Answer Asked by Tyler on February 22, 2018
Q: I am thinking about switching from Alta-Gas to Innergex for a 3% position and taking a reduction in yield. 5 to 10 years holding time. The 2017 INE results were out late today. In looking them over I see significant improvement in revenues and adjusted EBITDA as well as a drop in the payout ratio due to an improvement in free cash flow. The dividend was increased modestly by 3%. However, earnings were down substantially.
Power generation was down due to lower flow volumes in BC and lower than average winds in France.
Would the anticipated rate increases be discounted in the current price in your opinion?
Do you think this is a reasonable switch at this time? Also, in your opinion is there anything in the 2017 results that would be a major red flag for you that I might be missing?
Thanks as always,
Rob
Read Answer Asked by Robert on February 22, 2018
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