Investment Q&A

Q: What is your opinion on variable or fixed mortgages at this time? Thanks.

Q: Could you tell me what was the TSX total market return (including dividends) in 2017? Thank you for the great service.

Q: Norman Rothery recently wrote an article regarding the CAPE ratio. He indicated that the CAPE was above 32 where as the median value is aprox. 16 implying that a S&P market correction of 50% would be needed to bring the market down to its median value. The article was very convincing as are all his articles, they seem to very well researched and well presented. Could you comment on this CAPE ratio and how much faith would you put it. Thanks Ron

Q: I sold GUD for tax loss purposes. Trade date was Dec.18, settle date was Dec.20
What date can I repurchase it?

Q: Hi and thanks
Do you have dates for the next reporting dates for Photon and DHX?
Joe

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

Q: Happy New Year to the entire 5i team. Currently I have what I consider to be a well balanced portfolio based primarily on your balanced portfolio. I have $50,000 to invest in my TFSA. I would like to invest in Canadian companies that are relatively safe yet offer solid growth opportunities now and in the future. I have chosen the above companies. Please rank them for me and can you think of others I should add or any I should leave out?

Q: good time to add to a half position??

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