Investment Q&A

Q: Would it be possible to make reports such as the latest "bonus report" of Price Target Mean available in in CSV/Excel format? It would be very convenient for analyzing/sorting/filtering.

Q: I a chasing dividends. Own 21 other diversified stocks with 5-6 percent weightings. I am looking at CPX, AD, FC and TF. What are your ratings on these 1 to 4. Thanks in advance.

Q: Would you kindly share your analysis of Lumentum (LITE) and Viavi (VIAV)? Also, would you own them long term?

Q: Cambrex had good momentum and did very well for a while. Any idea why it turned negative ? Should I hold or sell ?

Thank you very much,

Jacques

Q: A great day to be a 5i member,Qhr,atd.b and pki up substantially.Should we sell qhr and reinvest in other companies in the growth port.,the only one I don't own is drt.

Q: Peter and Ryan,
I read recently that you feel the consumer discretionary and consumer staples sectors should be top priorities in a conservative income investor's portfolio. Would you please suggest 3-4 companies in each sector that you currently think would provide well balanced sector representation. Understanding your focus is Canadian companies, if possible, I would appreciate 1-2 American companies be included as well. As always, thanks for your most appreciated guidance.

Q: Hello Peter et al.

I have a question regarding stock manipulation. I hear people mentioning about brokerage firms selling small lots of 100 shares to try and keep the stock price down. How does this work for the brokerage firm? Are they not losing money unless they are shorting the stock? If they are not shorting the stock would they not want the stock price to rise to make money? How does this theory work?

Thanks but confused,

Brendan

Q: Cleaning up a portfolio: I want to know where I could have ideas on how I go about to clean my portfolio. I have too many stocks (losers and winners) in both registered and non-registered accounts. Obviously, I could sell the less promising losers and winners. But I was wondering what are, if any, some of the guidelines as to how to proceed, how many stocks is optimal for a portfolio (around 20 from what I gather so far). Moreover, I have some losers that amount to few hundreds of dollars and would be costly to sell with the commission of 9,99$ per transaction. So I would appreciate pointers and references (books or website) to help me sort things out.

Thanks to you and to the members that would be kind enough to help.

Jean

Q: Keeping current valuations in mind could you recommend a few high quality Canadian dividend names. Looking for companies with long term history of increasing dividends

Q: Would you endorse buying SH (Shopify) as a growth stock, for about a 2 year holding period, strictly for capital gain in a non-registered account? Also can you suggest any other high growth solid companies?

Q: Hi 5I team, I have learned a lot via your educational investment ideas. For stocks trading at low volume, how many and when to buy and sell? How do institutional funds trade or they just avoid if average volume is less than certain number? This low volume may associate with small market capital. Thanks again.

Q: I am considering shorting Oil. What are the ones to play in Canada and the USA ? Straight shorts and 2 times and three times short leverage

Q: Should we expect that AAR.UN and REITs in general will take a hit when US Fed increases interest rates. Thanks Joe.

Q: Would you guys ever consider some model ETF portfolios - If not where is the best place to find such a model or tools to develop them

Q: Good afternoon

I read an article this morning regarding the continued demand for warehouse space as the growth of ecommerce continues.Can you recommend a few of your best investment ideas right now in how best to play this secular trend in Canada either REIT or non-REIT.I am looking at initiating a position.

Thanks for the outstanding service!!

Q: I currently own these royalty stock in my portfolio, would it make sense to exchange them for AW.un. AD has been hit hard and I do not see it to recover in the near future. I would appreciate your advise, perhaps other choices you can suggest. I like to have dividend. J.A.P. Burlington

Q: I hold CEVA with a positive return so far and would like your opinion - should I continue to hold or sell? IDTI hasn't changed much since purchasing it. Hold or sell?

Q: I have dec calls on GDX, somewhat volatile: I could have gotten out with a small profit twice; should I keep holding for a bigger payoff?

Q: Hi Peter and Associates!

I was reading yesterday a comment by David Rosenberg that the TSX is currently trading at 20X forward earnings which historically is very high. Do you share the view that the Canadian market is overvalued?

Ian

Q: From your vantage point which industries/ businesses do you see growing interest as investable opportunities? I tend to focus on individual companies rather than industries but I find it certainly helps if the company is in a high growth industry. No rush with an answer.Thanks.