Investment Q&A

Q: There is a coffee ETN trading in the US under the symbol JO.

Q: I am a little confused by your answer to Richard's question yesterday about HCG. On the one hand, you still consider HCG a good long term investment, while on the other hand, you said that you took it out of the Balanced Portfolio on short term prospects. I had thought that your advice was based on long term investing, not short term trading. I would appreciate your clarification.

Thanks,

Q: I keep reading and hearing that coffee prices are set to rise substantially... What stocks, both Canadian and US, are available to play the coffee commodity

Thank you

Q: Hello Peter,

Could you please comment on the recent price action in Questerre Energy. I remember it being a market darling back in the day while you're at Sprott.

Thank you, Dwight

Q: The best investment I made this year was joining your service.
I was just chasing stocks.
What sector should I be looking at first.
Could you recommend any to get started.
Thanks.

Q: Hello, I am reading there may be increased money flow back into agriculture, besides these two etfs, do you recommend any Canadian etfs/stocks that may provide similar exposure. Would it be better to stick with these with the added benefit of a possibly strengthening US dollar?

Q: Have held this for 18 months ,been very patient as a lot of BNN analysts have liked it with the promise of "unlocking value" when the company splitting into 2 ,but they only thing that has happened really is the stocks "dropping in value" any reason why and your thoughts for the next year on these 2 companies..thanks.

Q: Hi there,

I had two questions. The first one would is on Sleep Country - I noticed that has come off it's highs of around $33ish. Do you think today's price would be a good entry point or will it continue a down trend with profit taking etc?

My second question is on the Balanced Equity portfolio. I have been following your updates and stock selections and started out with a 5% weighting or so in each name. What is the best way to deploy any new funds if I wanted to follow the balanced model? A real world example of this would be if I contribute money into my TSFA next year, what would be the best way to deploy this new cash into the BE Portfolio? Should I divide up the contribution amongst several names? Hold it in cash and wait until you have added a new name to the portfolio and then deploy it? Is there a recommended approach to this?

Thanks!

Q: May I have your assessment of YGR . How would you rate YRG in the arena of small cap oil/gas stocks? Other suggestions for that speculative space?
Thanks, Tim.

Q: Can you give me an update on Cameco and your thoughts on it? Is it a buy, hold or sell?

Q: Hi All at 5i!!! I am thinking of purchasing a small cap stock and was looking at CRH and JE.... looking from a value and potential growth perspective which one would you chose and why? And do you think JE's dividend to be sustainable ? Thank you, Tamara

Q: inq-t -inscape -Can you comment on the outlook for Inscape Corp. Apparently the have plenty of cash and recently partnered with West Elm . Recent sales up sharply

Q: IRD released very good 3rd q results. They beat the one analyst estimate on profitability by 50%. The shares seem cheap even at this price (2.35).

Q: When buying American stocks how would you factor in the exchange rate?

When I bought google in Feb it was at 700. Now it is at 778, but because the $CAN has strengthened I only see 6% of that gain. Appreciate your thoughts.

Q: Could you please provide your insights from the Q3 financial results reported last night? Thanks.

Q: Enghouse and Allergan have been weak and range bound for some time. Is there a strategy for stocks like this? Does one lower a portfolio weighting once a stock looses momentum? My hesitation has always been that at any time these stocks can report an acquisition and open higher in the double digits. As well, I feel like a hypocrite buying for the long term only to move on when things slow only to look back years later wishing I held. Allergan is a 4% weighting, Enghouse is a 2.5% weighting. Would you consider these core holdings?

Q: wsp and northview apartments
appreciate your short and long term outlook for these companies!

Q: Hi 5i Research team, I just read your recent report on Magna. What would be the impact on Magna revenues and profitability (eps), if tomorrow there were only electric cars produced worldwide? According to you, if the S&P/TSX is trading at a 17x forward eps, at what p/e multiple should Magna trade? Is Magna a stock we buy, put in a drawer and look at a few years later? On a long term basis, in which company (Magna, Linamar, Martinerea, Exco) would you be more comfortable investing in and then leaving for a deserted island for 5 years? Thank you, Eric

Q: I just sold about $5,000.00 in stocks inside my TFSA, with a little profit of $500.00 over the period of 8 months. I did it so I can add it to my self directed RRSP account to lower my taxes this year. In my RRSP I own approx 20% oil,15% financial, 10% utilities, 10% auto, 5% marijuana and the rest is in CDZ. I want to diversify this portfolio. It accounts for 75% of my investments. I am considering a REIT and some technology. What do you recommend?

Q: Hi 5i Research team , I have now limited capital to invest relative to the size of my overall portfolio. I am a long term investor with long horizon and I am relatively satisfied with the quality of the stocks in my portfolio. I have recently mainly used margin, cash from takeover, overweight reductions, dividends over margin's interest and small personal cash contribution to refund the margin used and to make new investments. I am currently fully invested and, I intend to mainly invest in a prepared in advance short list of companies when there is broad stock market corrections (10%ish) that I expected every sx to ten months. Could you comment on this strategy, its merits and weaknesses? Am I forgetting something? Thank you, Eric