Investment Q&A

Q: Firstly I want to wish the folks at 5i a happy holiday and thanks for offering a unique and valuable resource for retail investors.

Looking at the insider transactions on the 5i website, how can I tell if a transaction is a buy or a sell when the transaction is recorded as "acquisition or disposition"? I would like to distinguish between these two.

Q: Hello. On Nov. 24, your answer to Steven regarding PHYS and GLD was “but if you want truly physical bullion representation, for crisis insurance purposes, there are better options.”

Would you please elaborate regarding what “better options” an individual investor should consider.

Thanks.

Q: PLI made a,nice move today. My cost is 1.98. Should i sell?

Q: Why would Sylogist not graduate to the TSE in order to get better exposure? And would you consider syz in the saas area as CSU, DSG and Kinaxis. And would they rank last and would they be an attractive takeover target by a bigger company.

Q: An article you would like to see:
https://www.bloomberg.com/news/articles/2017-12-08/bitcoin-bull-shows-how-to-get-bitcoin-exposure-without-baggage

This morning OSTK and RIOT jumped.

Q: hello 5i:
could you discuss the ETFs above, strengths and weaknesses, and pick your favourite of the two (and why it would be favoured).
thanks
Paul

Q: Hi guys,

I already own PLI (3%) and I purchased BLUE. US last year around $70.00. I sold BLUE in September around $ 105 (happy but now NOT). Your thoughts about getting back in (1%).
Thanks,

Jim

Q: Dear Gentlemen,
My Financial sector (including REIT) is 13% actualy.
After selling PWF, CUF.un I want to add 5%
Actual holding : SLF 3%. BNS 2.5%, TD 2.2%, GS 1.8%, BAM.A, 0.7%, PWF 1%, CUF.un 1.1%,
Please suggest 2 Can or US stocks and 1 US/Global ETF for long term (don't need income).
Thank You.
Best Regards

Q: Earlier today you suggested a hold for now. In that another offer is a slim hope and therefore there is little room for any more appreciation why not sell now and put the money some where with more potential? Thanks

Q: I appreciate that to date, you haven't been overly enthusiastic about TWM, however, given that its recent results seemed to be good, the POR on its 2.5% dividend is only 34%, it just graduated to the TSX and finally, two days ago it entered into an agreement with TransAlta to build an inter-Alberta pipeline, might it perhaps be worth closer scrutiny?

Management certainly seem to have their eye on the ball.

Regards. Karl

Q: I am managing my children's RESP account. Both of them are in university. Every year I am liquidating assets to put in a high daily savings account that is not earning anymore than 1%. It is used to pay for their schooling for the year. I expect my children will still be going to university for another 5 years. I thought an alternative to this strategy is to buy a basket of rate reset preferred share with guaranteed rates? Could you give me a list of 5 rate reset preferred shares with guaranteed minimum rates? Also what do you think of this strategy?

Q: Great news with Pure Technologies. What is the expected date for this deal to close?

Q: I have PUR in a non registered account. With the acquisition by an American company, for tax purposes would it be best to just sell at the higher price (to avoid US paper work)?
thanks,

Paul

Q: Hi Peter, I am wondering if you have heard about this US stock. I find this REIT pretty interesting in owning properties of data centers rather than commercial, residential, shopping mall developments. Their financial statements looks pretty sound since 2005. Is this the only player in town? If all they hold is the land and tech just keeps advancing long term, what possibly could go wrong with this company (besides bad management)? Your thoughts? Thanks.

Q: What do you think the TMX Group as a long term investment? Seems relatively inexpensive at 13x earnings with pretty decent eps growth expected over the next 12 months, at least.

Are there any red flags that may keep a lid on the shareprice, like debt or competing technologies etc etc?

Thanks.

John

Q: I am unable to find this pref share on the TSX website or in TD Waterhouse. Any suggestions ? Thanks. Joe

Q: I'm thinking of selling my position in Stella Jones. Its had a great recovery from $37, I'm up a decent amount, I think its showing some resistance around $50. I still think its a great company with a bright future, but am thinking of switching out of it for another stock that has much higher growth prospects or at the very least pays a much more reasonable dividend. It makes up the smallest portion of my portfolio (my other holdings are FTS, ZWE, BEP-UN, GSY, and MJN (Cronos)). I'm 39 years old, make above average income, and I definitely have a high risk threshold.

What are your thoughts on switching out of SJ right now for another company with faster/greater growth prospects? A dividend paying stock is nice, but definitely not necessary as all of my holdings pay dividends except for Cronos. I've been watching BTL since the spring when it was below $3, but that ship may have sailed as of this week.

If you're ok with selling SJ, can you please suggest some names that you think would make a good addition to my current holdings

Thanks - have a great weekend!

Q: Hi,

I'm looking to gamble a small amount of money (just for fun), would GGI be a good candidate? Could you possibly suggest a few more with large growth potential? I'm ok with 100% loss.

Thanks! Happy holidays!

Q: HIVE, is it a buy, sell or hold? Your thoughts and comments are very much appreciated.
Cheers

Q: Hi 5i. Just a comment, further to your December 8th answer to Paul’s question on opposite direction same-day moves exhibited by WPM and precious metals prices. In addition to the points you made, it is probably worth considering that the value in the market of either a royalty streaming company or a metals producer is more tied to available futures contracts than to the present day's spot price for the metal. It makes sense to value a producer by the expectations for the entire period of time it will be producing. Generally what people see quoted is either spot or a futures price for a single delivery date, rather than something that extends out over the range of the futures contracts for the next several years. As futures pricing can shift relative to spot, and different futures dates’ pricing can shift relative to each other, it is not only possible that individual companies will move opposite to a commodity quote on a given day, it is almost certain to occur fairly frequently.