Investment Q&A

Q: I just sold about $5,000.00 in stocks inside my TFSA, with a little profit of $500.00 over the period of 8 months. I did it so I can add it to my self directed RRSP account to lower my taxes this year. In my RRSP I own approx 20% oil,15% financial, 10% utilities, 10% auto, 5% marijuana and the rest is in CDZ. I want to diversify this portfolio. It accounts for 75% of my investments. I am considering a REIT and some technology. What do you recommend?

Q: Hi 5i Research team , I have now limited capital to invest relative to the size of my overall portfolio. I am a long term investor with long horizon and I am relatively satisfied with the quality of the stocks in my portfolio. I have recently mainly used margin, cash from takeover, overweight reductions, dividends over margin's interest and small personal cash contribution to refund the margin used and to make new investments. I am currently fully invested and, I intend to mainly invest in a prepared in advance short list of companies when there is broad stock market corrections (10%ish) that I expected every sx to ten months. Could you comment on this strategy, its merits and weaknesses? Am I forgetting something? Thank you, Eric

Q: Any other companies you would suggest looking at with such an enticing yield besides AD? A newsletter I subscribe to likes AD and liked it at $29. Wait till Nov? Sell puts?
Thanks

Q: Could you give me an opinion on CT REIT

Thanks,

Peter

Q: I don't know if you cover preferred shares but what is your opinion about this new issue from Bank of Montreal on a five year rate reset preferred share for five year with an annual coupon of 4.85%

Q: knight, has been trending lower, is this because he is slow deploying the 600 million of cash or am i missing something. dave

Q: Q 2 2016
Net revenues
Net revenues are defined as revenues less direct costs for sub-consultants and other direct expenses
that are recoverable directly from the clients. Net revenues are not an IFRS measure and do not have
a standardized definition within IFRS. Therefore, net revenues may not be comparable to similar
measures presented by other issuers. Investors are advised that net revenues should not be construed
as an alternative to revenues for the period (as determined in accordance with IFRS) as an indicator of
the Corporation’s performance.

For WSP this is a very large number 330 million $ +.. is this typical in the engineering business and is it
variable ? With 34000+ employees why do they need sub-consultants ? and overall
is WSP seriously exposed to wage inflation ?

A lot of questions here, Thank you,

Ian

Q: Was not familiar at all with CBL back in 2014 when it was trading as high as $23-24. For a financial off-market lender with a strong Balance Sheet - what happened? Thank you.

Q: Notice that Kxs dropped sharply today after announcement of date of results.Ditto for MNW.Is it possible that the market smell forthcoming poor results?Thanks for your usual great services & views

Q: Our advisor has recommended that we sell some of our equities and purchase more fixed income funds. His recommendations are Manulife Strategic Income F (CAD); TD Retirement Balanced Portfolio F Series; Fiera Defensive Capital Global Equtiy Fund and Lysander-Canso Corporate Value Bond Fund. We are already invested in Pimco Monthly Income Fund (PMO 205), DFA Five-Year Global Equity and CBO. We are leaning in favour of investments we already own as well as XSB, XBB and CLF. We are looking for Canadian, US and International diversification. What would you recommend?

Q: What is your assessment of SOT.UN's late afternoon announcement regarding the lease extension with Medavie? Will it have a material impact on the company's earnings, cash flow and its monthly payouts?

Thanks for your help.

Q: I have read your comments about companies records of meeting/missing/beating estimates. ULTA just raised their guidance and is up over 10% at the moment, but where would I find their record of beating estimates?
Thx as always.

Q: Interesting comments from David Baskin yesterday on why he still holds HCG. Only 8% of their portfolio is insured, so new mortgage rules should have a limited impact, and estimated earnings are $4.00 so very cheap at current price. As a longterm holder I'm considering averaging down. Appreciate your advice.

Q: Any news on abt today. The price is up over 3%. Is this a good time to buy?Thanks

Q: Great mgt. team . 5 % bump today
Regards
Stan

Q: Hi, Kinaxis just announced the date of its third quarter release and the stock immediately dropped sharply. Do you anticipate them mentioning problems with the quarter?

Q: Dear team, After the recent surge in price, netflix stock is coming down. In your opinion, is it worth to re enter again now? Do the reasons for the recent volatality in stock still hold good? Thanks in advance

Q: What is your opinion about the failure of the merger with Infor? Thank you

Q: Recently, CSU is struggling to remain over 600$. Any cause for concern ?

Also, since a month, BEP.UN is struggling as well to keep its advance. Any cause for concern ?

Q: Westdome gold recent events - released production #'s for Q 3, a new CEO, a very positive news release on Aug 24th. What do you make of these events, including price pull back. Also your take on CEO's comments in today's release. Thanks