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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: Hi Peter, I'm wondering about your latest insight on CJT? I've had it since the income trust days which is great. I don't ever plan to sell CJT. I realize their barriers to entry are massive but they have negative income. How is that possible? But they have positive CFO, their assets are growing more than doubling from last year but it looks like their debt is engulfing its equity. I find that SHOP, although totally different sector of course has the same scenarios but has a lower debt/equity ratio. What do you think and is it a concern for both companies? How should I evaluate these companies better because I view them as good companies still because of their competitive edge. Thanks.
Read Answer Asked by Michael on November 23, 2016
Q: TIME OF REPORT RELEASE
Do you have a policy on the time of day reports are issued? Specifically, are reports ever issued during the trading day? I noticed mid afternoon yesterday there was a report on QST. The report stated coverage was being terminated and the final rating was 'C'. The stock declined yesterday. If not done already, can I suggest that all reports be released 'off hours' so all members have an equal chance to review their contents and decide what they want to do with their holdings. When reports are issued during a trading day, it's a crap shoot whether you just happened to scan the reports section and if you were inclined to sell the stock, got lucky and beat the rush. If there was a policy, all members would feel they were on an equal footing.

If there already is a policy and I'm unaware of it, please re-state what it is.

thank you
Read Answer Asked on November 23, 2016
Q: Hi,

I am holding RBC Life Science and Tech mutual fund (RBF1030)which is a nice mix of U.S. technology and health care stocks.
What would be a good ETF to replace it or, alternatively, which stocks combination would replace it advantageously ?

Thanks again for your exceptional service,

Jacques
Read Answer Asked by Jacques on November 23, 2016
Q: Hi Peter and Team,

I'm in the process of doing a sector analysis in all our family accounts to determine overweight and underweight sectors. I see that we are very underweight in US stocks and healthcare. In my wife's RRSP, she owns ZLB which I'm planning to sell, as its return has seemed to stall lately when compared to other Canadian ETFs such as CDZ and VDY, realizing that they're all different 'animals'. A more appropriate sector balance would occur with CLU.C or CLU, with the added caveat that these two ETFs are available commission-free from iTrade. Should I choose CLU.C or CLU to round out our US exposure, and what ETF product do you recommend for healthcare? As always, thanks in advance for your timely advice.
Read Answer Asked by Jerry on November 23, 2016
Q: What is your call on this stock generally and how does the recent share issue affect your view ?

Stock price is down 8% today on the the announcement of the bought deal: shares being issued with proceeds intended to pay down debt, etc.

Eric Nuttall says don't buy, but Josef Schachter has this as a past top pick. TD has it as an Action List Buy and shows 7 "strong buy" recommendations, but S&P Capital IQ has a "Strong Sell".

Any wisdom to add ?
Read Answer Asked by Don on November 23, 2016
Q: There seems to be renewed enthusiasm for mining stocks, with the likes of Teck, Quantum and Hudbay going up like rockets. What do you think of the mining sector (excluding gold)? My impression is you've been fairly lukewarm over this in the recent past. My portfolio has a very small bit of Teck (about 1%) and am wondering if I should be putting more money into this sector.
Read Answer Asked by John on November 23, 2016
Q: Good morning...I have $100,000 to utilize in margin account...the interest rate is 6.9%...I am looking at the current market and not sure which way to go...ideally growth with dividend to partial cover interest but just a thought...no financial concerns or tax issues just would like to work my account a bit harder...currently have the majority of stocks you cover except new ones like TOY...any suggestions would be appreciated....Thanks
Read Answer Asked by Matthew on November 23, 2016
Q: Hello Peter, I am looking for income, safety and some growth, I will appreciate your suggestion, ranking, perhaps a better choice of yours. Many thanks, J. A. P. Burlington
Read Answer Asked by Joseph on November 23, 2016
Q: Just wanted to say it is a good thing that 5i was and is consistent with answering questions for many members.

It has become obvious to me that many members can only see 1 way of making $$$ and they depend on others to direct their investing thoughts for them. Considering we all do not have the time or interest to do otherwise 5i is of great value to them.

Myself, who has posted both here and in the Forum about the cannabis stocks, have always said they were traders only in my opinion.

This is the 2nd or 3rd (memory) time they have had momentary spikes over the past ~ decade.

Personally I invest for the very long term (+20 years), use DRIP's, shorter time frames & have the ability to Day Trade when I see obvious profits.

I have made enough trading the Cannabis stocks to cover my 5i membership for the remainder of my life +++.

Thanx for the steady hand you present to all the "Investors" of varying abilities.
Read Answer Asked by Stan (1) on November 23, 2016
Q: I'm helping my daughter (mid-20s) manage her TFSA, which is her only portfolio. Currently, it consists of IPL 30%, TOY 28% , SIS 18% and KXS 23%. She’s wants to keep TOY, SIS and KXS, but is thinking of selling IPL. She is more interested in growth stocks. Do you consider selling IPL a good move or is it best to keep it; and, can you suggest 2-3 other stocks to add to round things out, given the other holdings. She's looking at a minimum 3-5 year timeframe.
Read Answer Asked by Lois on November 23, 2016
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