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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning,
I am looking to put large lump of some money to work in a dividend growth portfolio in about a week from now. I would like 10 dividend growth stocks ranked in order companies strength, ability to grow dividends and safety of dividend. Please note I am already overweighted in RY..
Some stocks I am considering in no particular order, please feel free to pan or add to this list.
BNS, CHW, Kwh, ala.r, vet, Tel, Enb, SIS, PPL, Key, AD, AQn,FTS, IPL, BAD, EMA
Read Answer Asked by Mike on November 13, 2017
Q: Hi Peter,

Kudos to you and Ryan and team for the great upgrades to the website.
It looks like tax-loss selling this year could present some interesting opportunities, especially in certain resource sectors like precious metals and natural gas that have been beaten down. I have been compiling my own buy list but would be interested in seeing what yours looks like.
Please provide three names in each of the following sectors that you would look at during the next few weeks of TLS: [1] precious metals, [2] energy, [3] general canadian small to mid cap.
Also can you comment on the period of tax-loss selling and how consistent this is year to year?)
Read Answer Asked by David on November 13, 2017
Q: Hi,
What is your opinion of NYX's press release today outlining a new commercial agreement with Scientific Games which essentially stymies what William Hill is trying to protect with it's conversion to common shares (US sports betting software control).

The one loophole still remaining for William Hill to defend it's US turf at this point seems to be clause ii) - (ii) by either Scientific Games or NYX if the arrangement agreement dated September 20, 2017 in respect of the Acquisition (the "Arrangement Agreement") is terminated in connection with NYX entering into a superior proposal or the board of NYX making a change in recommendation and in either case the superior proposal is consummated.

What is your outlook given this new information? Does it now seem more likely that the pressure is mounting for William Hill to either make a higher bid or accept the offer?
Read Answer Asked by Ian on November 13, 2017
Q: Hello good 5i people,
I haven't owned any energy stocks for years. But I would like to add some. Could you recommend 3-4 top picks in the sector for long term growth?

Thx,
Mike
Read Answer Asked by Mike on November 13, 2017
Q: I have held Surge Energy for a good while and I am currently down about 45% on it. It is about 2.5% of my portfolio. My only other energy holding is SDX which currently is about 3% of my portfolio. I am thinking about selling Surge and going into SDX as it has more momentum even though it has higher risk. Surge released their earnings to not much hooplah. I like the dividend with Surge and the oil price has been increasing as it seasonly does during this time of year usually. Will Surge get any momentum with this oil price or should I take advantage of a company that is going to get $12/Mscf in Morocco and over $3/Mscf in Egypt?

Regards,

Brendan

P.s. I now took my winnings from Ithaca and follow your Balanced Portfolio plus a few other stocks. Thanks for the website and I love the additions.
Read Answer Asked by Brendan on November 13, 2017
Q: Hello 5i

In reviewing some of my positions from a 5 year chart perspective, it is clear I have come to the 5i Party later in the game than others. I am interested in your thoughts about buying some of the 5i wonder stocks that have been money makers, at this point in the market.
The example I choose is the super run KXS has had but now, even before the recent customer issue, the stock price took a break, broke the uptrend and is now potentially faltering.

How does an investor gauge whether the party is over and protect against being the Holder of growth names for the down side of the stock run?
I have had this experience a few times in the recent years and it really eats into a Portfolio value.
There is no doubt this question highlights a low propensity for volatility and the need to keep portfolio weights in check, but what about stock prices today and buying growth stocks at level never seen before?

Thanks for the highly valued comments
Dave
Read Answer Asked by David on November 13, 2017
Q: Where can you find information on Canadian warrants? the financial post warrant data seems to be no longer available, canadianwarrants.com hasn't been updated since 2015, and can't find much on the tsx website or globeinvestor. I would like to find something similar to what the financial post data showed listing all warrants with exercise price and and time left etc.
thanks Tom
Read Answer Asked by Tom on November 13, 2017
Q: I wish I had taken you more seriously in September when you said that Newell is "in general is not a company we would be overly interested in."
Now, based on your recent comments, and it's disaster quarterly report, I am ready to sell and lick my wounds. Would you agree?
Can you give a couple of suggestions for replacement in the consumer goods or health care space. I am looking for growth alone or growth plus income.
Thanks in advance for your great advice.
Read Answer Asked by Elliott on November 13, 2017
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