Investment Q&A

Q: Hello,
I am already very diversified in my TFSA as I hold VSP, VEE and ZCN. I also own shares KL and PXT which have done well. I would be looking to add a few more growth stocks regardless of sector. What would be your top three ideas at present time?
Thanks,

Dan

Q: Would you recommend GUD at this time? High uncertainty but low risk is a good opportunity. Would it fall under this category?..In the words of Mohnish Pabrai..Heads I win big..tails I dont lose much! Thanks. Shyam

Q: Further to your response to Ted this morning about CPX, you should note that they just announced an acquisition and issued subscription receipts at $30.30 - I expect this is a significant factor in today's price drop.

Q: Interesting article in Tuesday's Globe about the SNC sale of Highway 407. Stephen Jarislowsky is against the sale, he thinks it should go to a shareholder vote and feels that the value of the 407 investment will double in 10 years. My question is how can an an investor like myself invest in the 407 and if the answer is no can you recommend a similar investment. Thank You.

Q: Do you have estimates for upcoming quarter and what to look for that may indicate company is moving in the right direction ? Thx

Q: I wonder how Citron and the other shorts are feeling?

Q: Hi All at 5i! I had purchased GC and TSGI for my kids TFSAs. Now with all the reports of money laundering, where are these stocks headed and would I be better off selling them and investing in LSPD’s potential instead? Thanks, Tamara

Q: I am a bit light on the ag sector. Which of the above would you suggest to add, if any, especially in light of China issues - canola, etc.

Q: Thank you for the answer to my question yesterday. I already have a full position in A&W held in an RRSP account. Independent of sector, what would you recommend for a long term holding with a high yield and some growth potential.

Thanks

Q: Aurora or Weed? Which one would you buy today and why?
Thank you so much.

Q: Portfolio Analytics is recommending that I have 70% of my equities in US and international stocks. 5i has also often recommended that one should not hedge the currencies. Are you recommending that one should not hedge the currency because some ETFs charge extra for hedging, or do you anticipate that the Canadian dollar will continue to trend downwards for the forseeable future?

I am concerned that 70% foreign currency exposure is too much risk, especially given that the Canadian dollar is relatively low at the moment on a historical basis. Many ETFs, such as those offered by BMO, offer hedged and unhedged versions for the same MER. Would you recommend that I buy the hedged versions to decrease foreign currency exposure?

What is the maximum percentage of a portfolio which you would recommend involve foreign currency exposure? I am close to retirement, but will have a good pension and do not anticipate needing access to my investment funds in the forseeable future.

Thank you for this great service!
Dale

Q: Goodmorning5i,
Still working on the advice given for portfolio analytics. I am short on both US content and the basic materials asset class. You do not mention a diversifier etf for that category. But, i am more inclining towards eft's in adjusting the portfolio. Would it be wise to get a US eft in this category, or better to stay with Canada, perhaps even individual stocks?

Q: What’s your opinion on Pinterest (Pins) now that it has successfully IPO’d and seems to be settling in around the $33.00 range?
Thnx

Q: I was stopped out on ENB a while ago but now would like to reenter the sector. Which pipeline company would you buy today for some growth as well as the steady dividend ?
Thanks
Sharon

Q: In response to my question re: byl and qst, you said qst was the better choice. Would you please give a more detailed analysis for this recommendation. Thank you.

Q: I have owned this for some time and at a loss is there any point in holding on or just move on out of the oil sector?

Thks
M

Q: Is this a good hedge to a long only portfolio?

Q: Do you see any upside for this company within the next 12 months?
Thank's
RM

Q: Hi 5I,
I have very little fixed income exposure and would like to add some longer term decent yield ETF's or Income Stocks from the Income Model Portfolio.
Is CPD a good buy at this stage in the cycle? Its been a long time since I have purchased preferred shares, therefore is CPD a good buy?
If CPD is not a great choice today, can you recommend a ETF or Stock pick please.

Q: Is there an ETF that holds more US stock in this business? Thx James