Investment Q&A

Q: Hello 5i,
Please comment on EIF earnings. This company seems to make money compared to AC over the last 20 years (16 for EIF). Can this continue? Have it's debt ratios actually improved? Are they facing a cliff?
TIA,

Q: Hi 5i
It was Just announced that possibly cenovus and an indigenous group might team up for meg....What would the expected offer be to make this happen...and where does meg share price go from current level if deal were to happen....what happens to SCR
..
thx

Q: Hello 5i, Would you buy these stocks today ? for a 2-3 years hold ?
thanks

Q: Please discuss the drop in TVK share price today. Opportunity to add to my position?
Thanks in advance.

Q: What are your thoughts on CURA based on their last quarterly results?

Q: Hi there - can I please have your opinion on Uber? If you had a US focused portfolio, would Uber be a part of it? If so, would it exist in the Income, Balanced or Growth? Thank you!

Q: Hello,
If interests rates go down in the US, will these speculative stocks get hit hard, especially circle internet group as it makes money on the treasuries? Thanks for your help.

Q: hi,
today BMO Nesbitt burns analyst Etienne Ricard downgraded EQB. can you comment on the report thesis, and give your thoughts on whether it is a buy, sell or hold today?
cheers, Chris

Q: Could I get your thoughts on FSZ latest quarter? Looks like the company is cutting cost and a nice beat on earnings this quarter.

Q: I sold a portion of my NVO holdings a while ago, and am not inclined to buy it back just now. What would you see as the best buy in the US healthcare sector these days; possibly as a compliment to NVO, but not necessarily?

Q: Just trying to understand this type of instrument. Why would PGIC drop from $90 in 2006 to $4 in 2010 and then trade between $17 and $4 up to 2025? I don;t need specifics, just a general answer would do. Thanks.

Further to my last question on PGIC, (you may have covered this), why would this not recover after 2010 with the rest of the market?

Q: I'm sorry--in my question yesterday, I should have specified Canadian Growth stocks. Could you respond again with your top ten as of today?

Q: What do you think of this company? Valuation / growth prospects?
Would you buy? I love the product

Q: Good Afternoon.
What is your opinion of Chemtrade? Does it have some growth potential? Is the dividend safe? Also, I have owned Topaz for a while and it has been hovering around the 25-26 dollar range. Is there much growth left in this company?
I am considering switching from Topaz to Chemtrade for more growth and a higher dividend. What is your opinion of this move?
As always, thanks for your excellent service.
Jane

Q: Just want to confirm my understanding of attribution rules on these points below:
1. If a grandparent gifts $5,000 to an adult grandchild (over age 18) to be used for investing purposes, there is no attribution rules applicable.

2. But no such luck, if gifting funds to a spouse or to a minor child under 18, where the funds are being used for investing. Attribution rules will apply.

3. If a spouse puts the gifted funds in a TFSA, how will CRA be able to track attribution back to the gifter?

Thanks.

Q: Hello 5i
I am starting to move from a strong growth approach to a defensive position. I still want growth but a little less risk. I have a more less balanced portfolio and am in my mid seventies. I don’t need the cash and want to avoid dividends. Capital gains instead. I am thinking about increasing my holdings in the stocks mentioned above. What i am trying to figure out is what percentage of total port can I go up to with these. I already hold about 5 % of each. I keep thinking of your recommendation of holding only 5% in each stock. I would like to have more in these stocks for safety reasons. But, is it a good idea to do so? And up to what levels
Thanks as always for your excellent service
I asked a question earlier about percentages of a portfolio some big, stable companies could take. I neglected to add csu to the list. Possible to add it in ? Also, implicid in the previous question, if not clearly stated, is the question of what happens to the percentages of all the other companies, if these take 10 or more percent each?

Q: Could you comment on the latest acquisition of Manulife

Q: During the monday morning strength in the market I trimmed a few high flyers back to +/- 5% positions, now sitting at 12% cash expecting a sale on stocks in the future. RBC portfolio analyzer shows my position in NBIS at 7.5% currently, but if I minus the cash holding its closer to 10 %. To me it makes sense to minus the cash from the total when looking at position sizes, or not?

Q: I’m looking at adding a position in one of the above.
Your opinion on the best growth for the next 5 - 10 years.
Thank you for your valuable service.

Q: Please advise which USA and CDN VIX ETF would you recommend. I want to trade VIX for August to September since volatility is high during those months.

Thanks for the great service