Investment Q&A

Q: Hello,
BOS is down 5% this morning. Any news? Is it a buying opportunity as its valuation is low?
Thanks
Victor

Q: I think the US tax cut has the potential to be inflationary. Investors will have more money in their pockets as the US indices go up and at the same time US government debt will go up since tax income declines but spending does not. The government will be borrowing more to fund their operations. Inflation will help the government as they can use depreciated dollars to pay off their debt. I don’t really buy the argument that increasing economic activity/wealth will somehow flow into back into government coffers replacing the revenues lost to the tax cuts. That being said are gold mining companies a good hedge against inflation? Inflation seems to lead to higher interest rates which is bad for gold. We own some AEM but our weighting is a bit light. Any recommendations?
Thanks
Jim

Q: Hello 5i Research Team, I'm a long time follower and new subscriber to your service currently looking to reestablish a diversified portfolio. Telecom especially in Canada is still rather archaic with respect to other developed nations and I believe there's a considerable amount of room for industry growth through investment in infrastructure development encouraged by government subsidies. Meanwhile the growing trend in digital cable and satellite seems to be people cancelling their packages and opting for web-based content distribution. Do you think that these companies have found alternate revenue streams to offset for this trend and if so which of the big 3 do you feel most confident in for future growth and stability of the dividend? Also, is there any evidence that NAFTA negotiations may allow for American telecom providers such as Verizon to enter the Canadian market in the future? Thanks!

Q: Why the small cap sector has been lagging for the last 6 years. Its been underperforming for a long time. Also, why the millennials are not interested in his sector. I just do not understand why the sector is so unloved.

Last question, what is the difference between the US small cap vs Canada small cap.

Thank you in advance for your comments.

Norwood

Q: ABT is my first dividend stock. I own 1500 shares and it pays 4.6% yield on a quarterly basis. This is a real newbie question, but could you tell me how much I could expect to be paid each quarter at the current stock price? Would it be paid into my brokerage account?

cheers

Q: US banks have had quite a run lately because of tax cuts and regulatory changes coming, with TD's large US presence they haven't had the same increase. Any thoughts on if TD's stock price will benefit from these changes?

Q: How would you rate the following companies for growth to buy for my TFSA??
CLS, OTEX, ZCL, VET, PLI, TV, BUS, TDG. I really appreciate your considered opinion to help me make my decision. Thanks

Q: Hi 5i Team,

What's going on with Tucows? There is lot of activity, mostly down with high volumes. I can't find any news on Tucows.

Thanks,
Bash

Q: What is your opinion of this company. I notice they are now contracted to serve the Canadian military pension schemes. Thank you?

Q: I own the above companies in my RIF account and want to make an “In Kind” trancfer to my TFSA as well as to my unregistered account. Which one or two do you see as having the best growth possibilities for the TFSA and which one or two would be most appropriate for my unregistered account?
Your advice is always appreciated - RAM

Q: I am transitioning from a growth portfolio to an income producing portfolio. Should I buy the dividend stocks in the model portfolio one at a time or buy small portions of each?

Q: AQN or BLX, which one has a better growth profile

Q: I see PEY is down 5% this morning and I am looking for your opinion on it as a long term hold. I have a full position in PEY (showing a big loss) and was expecting to see it bounce back somewhat in the New Year with tax loss selling off the table. I have always confidently felt PEY was a best in class NG producer with low production costs and strong management. Is it being taken to the woodshed strictly based on investors hating the sector or is there something specific about PEY making investors nervous? Am I wrong to be losing confidence in this investment?

Q: Is this a good entry point after recent steady decline?Thanks for U usual great views & services. Eagerly awaiting U monthly update

Q: Thinking of getting into this one. Thoughts or suggested alternative for growth in TFSA. Thanks for all you do!

Q: After being a laggard for most of 2016 &2017, Sylogist shares finally picked some momentum after release of last quarterly results in December, probably due to renewed optimism about company's outlook for 2018 and beyond. However, market interest seems to be fading out as reflected in share price falling back to $9.50-9.75 level (below where it started last year). I do understand that no analyst covers the co. and stock has low liquidity. Over past 4-5 years, since we started investing in the company, it has produced decent returns for us including respectable dividend growth each year, but I am wondering if it's time to lighten up (6-7% of portfolio) and deploy funds elsewhere. Unless, of course, if there is a compelling reason/potential to hold. Thanks

Q: Don't know if you think this material enough to print but on the purchase of Westinghouse, the Wall Street Journal, quoting insiders, says BBU is not interested in building nuclear power plants (which was what got Westinghouse in trouble). However, Westinghouse has a steady, ongoing and very profitable business in maintenance and parts supplies to nuclear power plant owners. And that does sound much more the sort of thing a Brookfield entity would be interested in. https://www.wsj.com/articles/brookfield-business-partners-to-acquire-westinghouse-for-4-6-billion-1515075664

Q: I'm trying to understand the connection between the ratio of the US$ to Japenese Yen and the gold price. Can you help?

Q: Can you recommend a natural gas producer. Prefer in Canada and does not utilize fracking to extract the gas due to the negative views and risk of laws coming in to prevent it. As well a company that refines the natural gas and another that transports it. The best in each sector unless one does all three.

Q: Charts show Enghouse's trend line becoming parabolic . As happy ( finally ) as I am about this , is it best to exit here ( small position ) , or do you see ENGH continuing upward ?
If you recommend selling , do you recommend my adding these funds to KXS, CSU, SHOP, DSG , other ( which ? ) ... or is the whole sector becoming vulnerable ? Thanks for your help.