Investment Q&A

Q: I can not find the research report for Telus yet it is included in your Balanced portfolio. Is there a reason why or am I blind?
Bob

Q: I wish all 5i staff and they families Season's Greetings' I hope 2017 sees our portfolios grow ever healthier.

I want to gradually add some preferred shares to my portfolio, partly in lieu of some fixed income. In looking at potential candidates, I am attracted to the above three ETFs, particularly ZPR with its laddered feature. Do you have any thoughts? Are all distributions of such ETFs taxed as dividends? Thanks, Bill

Q: Could you expand on the implications of the new "contract" TA has with the province of Ontario

Q: Wilan is taking me on a wild ride. Do you think they are gearing themselves to be bought? And would 4.00 be a fair price for someone to buy their patent portfolio? Stock is moving up everyday!!!

Q: Please review MAIN'S financials with AD - they are in the same business, but of course size does matter! However main has nearly a 60+% profit to offset their risk positions. Your comments please. Thank you.

Q: Could you give your latest outlook on nxo volumes and price up time to get in or not.

Q: Could you give your opinion and outlook for Tamarack valley energy.

Thanks

Q: I have 2 US Banks in mind to choose, but I can only buy one, First United or Bank of America or do you have a better choice you can suggest.

Q: Hello and Merry Christmas. I have been doing some reading in regards to RFID and the multiple uses it has in everyday life. With Amazon looking to change the grocer business would you have any suggestion on companies in this field to look into, that would be listing in Canada or the USA? I have found zbra, gpic, rop listed in the states already. Thank you for your time have a great day

Q: WhaT do you think about Teck at these levels? Is it a good time to get in for a two year hold? Is there another company/etf you like better?

Q: My question is on fixed income. Am looking for higher interest rates with guarantee.
I have found CDIC backed institutions but what about the Manitoba based credit unions that offer a different protection up to 100,000$.??
. I need to spread the risk in various institutions.
Thanks for your usual great advise and best Holiday wishes.
Jean

Q: Could I have your opinion on Inplay oil.

Thanks
Brian

Q: Could I please have your opinion of RCH. It has great 5yr and 10 yr charts and doesn't seem to be followed by many analyst's.

Thank you

Q: This is a quote from Ryan's piece on DH.

"The reduction adds $85.5 million worth of additional cash flows. DH plans to spend 45% to 50% on share repurchases and 40% to 45% toward debt repayment.

Why would a company that has a debt problem buy back shares? Is this basically a way to line management's pockets?

Q: Hi, before I jump into my question, I would like to sincerely thank you for the wonderful and valuable service you've offered for your members. Without your team, I couldn't have done it on my own. Your team's given me a lot of confidence and assurance. Since I joined in 2015, my portfolio has grown considerably. THANK YOU

Since the US Fed raised interest rates in Dec, I am seriously considering to convert a saving of $200,000 to USD. This money is currently lying in an EQ bank high interest account earning 2% interest. My view on Canadian dollar to USD is bearish particular the US Fed proposing to hike interest rate several times in 2017.
Now my questions are: (1) Canadian dollar should be weak against USD. Next year the oil price is going to be stable around $50- 57, but no hope for significantly higher. Weighting the risk and reward on a scale, how risky is my move? (2) After the money has been changed, where can I park this USD? Any suggestions for a safe option to earn some interest? ICICI offers interest at 0.75%. Buying US bond is not my option as interest rate is on the hike.
I have experience using DLR to convert CAD to USD so high exchange expenses are not a big problem.
Once again, thank you for your insights. Merry Christmas and Happy New Year.

Q: IF BLACKBERRY HAD A DIFFERENT NAME NO PAST HISTORY . BUT AS AN EMERGING SOFTWARE COMPANY DO YOU LIKE WHAT YOU SEE IN A 5 YEAR HOLD.

Q: Your thoughts on the recent announcement from BB of emphasizing their software (QNX in particular)and security within the Internet of Things. I have long been of the mind that this direction could pay off for them.

Thanks and all the best for the holidays.

Q: What do you think about Sandvine at these prices? For a two year hold? Are there other companies you like better in that space?

Q: Hello Team,
For Europe banking exposure, which of san or ing groep would you favour? In your estimation which would be growthier?
Happy Holidays,
Barry

Q: 1. When using technical aides to assist with buying,selling and setting stop losses on ones positions does this time of xmas/ New Years period affect the use of charts,etc as volumes seem to be down some what during this period?

2. Out of curiosity when comparing ones performance of their portfolio against bench marks such as the TSX, Income Funds and/or ETF's,etc.and you are withdrawing 5-6 percent from your portfolio yet these bench marks do not appear to have withdrawals , how would one put the withdrawals in the equation? Or am I comparing apples to oranges?