Investment Q&A

Q: Please relate briefly to:

1. is it time to reduce stocks in a heavily weighted dividend portfolio
2. assuming it is how would you treat the below L- leave R- reduce I- increase S-sell
3. buy other div. stocks that may fair better in a increasing interest rates economy,

ACR.UN (2%
HOT(0.8%
BEP.UN (4.8%
DRG.UN (5.2
DIR.UN (1.3%
HR (0.8%
NWH.UN (6%
AD (1.5%
AQN (1.9%
ZWE 1.4%
BK (6%
CHE.UN (1.0%
CHR.UN (4%
DR(1.2
PVD(4.8%
SOX (4.9%
STB (1%
MBK(1%
ENB (1.5%
RCI ( 1.2%
PPL (1%
IPL (1.5%
ALA (1.2%
PGI.UN (3%

THANKS
PS

YOU CAN CHARGE AS MANY QUESTIONS AS YOU LIKE.

YOU HAVE NOT ADJUSTED THE EXPIRY DATE AFTER MY LAST RENEWAL

Q: Hi, I am looking to sell my SVM shares to take a tax loss. However, with the price of silver down and a potential bounce that may occur soon, could you recommend a couple alternatives I could buy now to take advantage of any bounce that occurs in the precious metals? I already own AEM and Goldcorp on the gold side. How does First Majestic compare with SVM, besides it being triple the market cap, would it be a suitable replacement? Any better options that may offer more torque in a bounce? Thanks.

Q: Apart from a brief scare because of the GOP tax proposals US home builders have been on a consistent winning streak YTD. What Canadian companies would you recommend in that sector, since here building permits have been soaring recently?

Q: What would you suggest to replace PUR, in comparable sector and market cap and any other best option at this time.

Q: Hi team,

What was the reason behind the 25% jump in price. Any real news anywhere? Would you still hold this as one with a lot of potential?

Thanks!

Q: Hi Guys
If NAFTA does collapse are there Canadian market sectors that would
benefit?
Many thanks
Wayne

Q: Marijuana and blockchain stocks seem to be soaking up most of the small cap/microcap dollars. As a result, a number of quite cheap stocks not in those sectors are being ignored. Do you think there is anything to this thesis?

Q: Canada Post can't handle the number of boxes from on line sales. It will get worse as more retailers go on line. Good for FDX and UPS. Can they handle the huge increase coming in years to come. Are they both a BUY ?
Any Companies that benefit from all the empty boxes that will need to be recycled ?
Who are major box manufactures in USA & Canada. Transcontinental ? RAK

Q: Please provide me your current opinion on Teck Resources. Is it worth holding on to in the mid-term? Thanks.

Q: Hello Peter and Team,

I do like BCI quite a bit as people need glasses. It's one of those boring areas of the market that is a necessity. A couple questions though:
Would BCI be considered a staple or a discretionary stock? I feel like it should be a staple as vision is not something I would forgo.
As well, in your report there isn't any mention of how laser surgery is affecting a market. I do know quite a few people that have undergone laser surgery and who widely recommend it to others. How much is laser surgery affecting the marketplace? And how is cheap alternatives online affecting the marketplace?

Thank you for your great service as always!

Wes

Q: Hey, thanks for your great service.
I'm looking for few companies that I can invest on tsx venture. Any upcoming companies that are doing very well?

Q: Good Morning: I have been selling down my shares in Crescent Point (finally throwing in the towel) but want to keep some exposure to oil/gas in case of a turn. I grant that it's hard to be optimistic about the sector at the moment, but would you please share your 3 or 4 "best bets" for the space. I would prefer to stay in the Canadian sector and I generally prefer, but am not insistent upon, dividend paying names. Thanks.

Q: Can you recommend an etf or 2 that is on the less risky side, that would be better insulated against NAFTA reform and may benefit from higher interest rates? Was thinking financials or telecom? Am I off base?

Thanks,

Q: I am an Alberta resident and in a low (15% federal rate) tax bracket and have the option of placing my $US investments in my TFSA or a regular investment account. Recognizing the 15% US withholding tax but also the foreign tax credit against Cdn tax owed, which account is preferable from a current income perspective?

Q: May I have your analysis and opinion of Mogo's business model and its suitability for an investor with above average risk tolerance. Are there other small to mid cap names in the space you think might be a better investment, and how do the management teams compare. Thanks.

Q: Hello Peter and Ryan,
I was thinking of putting money in CME, SQ, GS, GMP (toronto), XAU(toronto), and MOGO(toronto) as a means of getting myself started on investing in bitcoin. Any comments? Lastly, when a company like CMED is reluctant for a takeover, does this normally imply the company is looking for more money on the table or feels it can do it on its own? I know that is a speculative question but in general as it seems CMED is not backing down. Thanks very much.

Q: Hi there,

Spartan is sitting about $1.80 above it's 52 week low. WCP is just $.20 or so above its 52 week low and pays a 3%+ dividend. Can you offer an opinion on why Spartan has had a greater bounce (WCP didn't decline as much?). Also, if someone wants to own one of the two which would you pick today and why?

Thanks!

Q: Buying a new car and need to sell one of the following for the cash. Please list in order you would sell based on outlook for each in the next 12 month with brief explanation for each ranking. Also dumps a stock not in your balanced equity portfolio.

Q: I was wondering why AIM (Aimia) has been on an upward trend for the last four months. Are things starting to look up for the company, or is the fact that it still has Aeroplan for the next couple of years, enough for the positive momentum?

Dennis

Q: Hello 5i team,
I just learned from a reputable Market Call guest that SHOP got into the business of "lending" money to clients. What do you make of this? positive...negative?
Thanks,
Antoine