Investment Q&A

Q: RNW (Transalta Renewables Inc.)

v/s INE.TO which one would you recommend and why? Would you suggest to stay away from RNW?
Is RNW so bad?

Thank you in advance.

Q: Hi 5i, what's your thought on DGC? Is the worst over now? Google finance has one article said Detour gold stock has high short interest, how to check that is it true. I didn't sell it because A lot of analyst said gold price will go up to $1400 this year, gold price was up $1357 a few weeks ago but DGC was at 16 or 17 Dollar. Yesterday gold price was up 15 dollar but DGC stock was down,any hope for this company turning around? Is all articles on Google finance are true ? I bought in at $20.50.If sold DGC, would you recommend sell and buy small cap gold stock such as BTO or ELD replaced or hold? thank you.

Q: I would appreciate any updated comments you might have on Drone Delivery Canada (FLT).
Thanks!

Q: Hi
I am looking to take a position in this company, can you please give me your views say for a 3 to 5 year outlook.
Thanks
Al - Mississauga

Q: Hi, can u basically construct a medium risk, all equity well diversified portfolio of Etf's that cover the whole world for a portfolio of $25,000, for about an eight to ten year time horizon, thanks?

Q: Courtesy of an ad on BNN, I am investigating this surprisingly interesting financial research data company. Seems to have a future that may just starting to be realized
Could you please give me, as always, your unique perspective on this concern.
Thank you

Q: Hello,

I purchased xfh (hedged) in early january 2015 and have ridden strong performance to this date. Given the strength in the CDN dollar would it be wise to hold on to this ETF or switch out for something else. If switch, what to?

Q: Can you give me your thoughts. This is an area that is surely growing rapidly. Can you anaylize with current limited information present.

Q: I have equity positions across my wife's and my accounts ... tfsa, rrsp, and taxable. A good portion of my equity is in etf's mostly covering us and international positions. When I calculate a full position with my Canadian individual stocks(5%) do I use my full equity amount or just the amount invested in the candian stocks (I.e. The 5% of my Canadian portfolio would be closer to 2% of my total equity portfolio).

Q: I am considering these two ETFs for my RRIF. Do you have a preference? I currently hold the following: SLF, BNS, TD, RY, AQN, BEP.UN, T, BCE, ALA, ENB and PPL. Thank you.

Q: I have been an investor in small and midcap stocks for over 20 years with a willingness to accept additional risk in my portfolio.I am now transitioning my portfolio to a more Income focus, as i will need dividends to supplement my retirement.
Questions i have are about construction of income portfolio?
Do you feel it is still important to diversify in other countries and regions outside of Canada?You would lose some of the favourable tax benefits!

In trying to classify many dividend stocks in sectors i find that they cross the line into numerous sectors,(example many pipeline stocks are said to be oil and gas stocks, many are said to be utility type of investments)
What sector do you put an ETf in?Seems like a lot of investors drive themselves crazy in the allocation to sectors

I have looked at your income portfolio and your fixed income portion that is addressed by a few Etf.I have taken positions in individual preferred shares,debentures, a couple of instruments with bond like qualities.What is the percentage you would advocate for fixed income or there proxies?

Many Blue chip income stocks pay quarterly dividends,when i prefer monthly dividends.This again can skew my portfolio so that diversifying by sector and country becomes difficult

I find that the construction of my Income portfolio has given me many grey hairs(which i dont need help with"thank you very much")

Q: I am looking to buy either ET or SPB for a long term hold. I am primarily interested in dividends and dividend growth. Which would be better?
Jane

Q: I own VET and am considering adding to it, mainly for the 5.6% dividend, but also for some growth in this beaten up sector. The Globe and Mail had an article the other day, "France bids VET adieu ...." Should this cause me to NOT add to VET, or is the 2040 deadline too far in the future to have much negative impact on VET?

So "buy, sell, hold" ?

Thanks for your guidance here.

Q: I bought 1600 shares of PRU @ $3.06 a long time ago in my TFSA A/C. Currently, they are trading @ $ 0.345. Since I can't write off tax loss, I am reluctant to sell it. Is there any hope for this company? Thanks.

Q: Hi there,

I know Peter recommended AVO in his recent Market Call appearance - and BYD not too long ago. I know both are very different stocks, but if you could only purchase one, which would it be?

Thanks!

Q: Hi BSM Tech had a 4% drop today. Any news or insight?

Thank You

Q: Re the question on why Facebook shares dropped, here is the probable answer

Facebook (FB) shares dove Monday as Chief Executive Mark Zuckerberg revealed plans late Friday to nix the creation of a new class of shares and to also sell a big chunk of stock

As part of that plan, a filing with the Securities and Exchange Commission late Friday said that Zuckerberg anticipates selling 35 million to 75 million shares of Facebook stock over approximately 18 months "in order to fund the philanthropic initiatives of Mr. Zuckerberg and his wife, Priscilla Chan, in education, science and advocacy."

Q: I thought this might be of interest to all. From a mining blogger I follow.

So I get this message from a short seller firm...
Posted: 25 Sep 2017 02:46 PM PDT
...this morning, quite a well-known one in fact, that said (quote) "When you have a minute to chat I want to run something by you". I think fine and replied "Tell me". Just a couple of minutes later the phone rings and the representative of the short selling firm offers me a gig. What happens is that they would do the legwork on A.N. Other stock then send over the information, I would publish the info on the blog, presumably they are already short when they give me the juice, the stock goes down and as a result they would profit. The short selling firm would then pay me 20% of their proceeds for my time and effort. He also said that the firm in question already has this type of arrangement with other outlets, so I can only presume their business model works just fine. I told the person in question that I'd think about the offer. He can consider this post as my definitive reply and if he wants to push his luck, next time names will be named.

Q: Stock was up 8% yesterday. Are you hearing anything

Q: I was surprised at the extent to which Facebook dropped yesterday on no company-specific news. I don't recall a worse day in a long time. I know the Nasdaq took a hit but Facebook was harder hit than anyone other than the stocks which had prices in the stratosphere. It is generally not that volatile a stock. Certainly it's less volatile than Amazon or even Alphabet, and has a lower PEG ratio than either. Yet they fared far better yesterday. Alphabet was down .81% while Facebook dropped 4.5%. Is there something else at work I'm not seeing? Perhaps a huge block of trades from someone exiting the position? I do want to have tech exposure but not if a stock is going to be one everyone will hit the sell trigger on for the slightest reason.