Investment Q&A

Q: Trevali has posted news on its recent production but I have not seen a detailed report. The stock has started to creep down again so I suspect that production did not meet estimates. Do you have more details?

Q: What is your current opinion on gold in general? Are the macro factors in favor of holding gold stocks right now? Would you suggest always holding some gold stocks, selling a portion in a peak and re-buying in a trough, or trade the entire position in and out?
Currently holding Kinross and Yamana in my growth portfolio.

Q: Hi team! I am looking for a play on Augmented Reality. Would you recommend SEV now that it is close to 52-week lows? Are there any others you might prefer in Canadian markets? I realize this will likely be a 3-5 year hold. Thanks for the input!

Mark

Q: I have a question about 1119
Holding Potash (POT) for growth. Should I trade out of it for something you prefer more or give it a bit more time. In at about $22.

Q: I am considering one of Vanguards developed Asian Pacific developed countries etf. They are vah or veh. veh is hedged. Which do you prefer for a 5 year hold? I am a conservative investor and I am some what concerned about the Canadian dollar. Which would give the better performance over the indicated time frame? Thanx.

Q: Dear 5i
I`m currently down 29% on this stock on a half position .
Is this the time to invest more or take the loss and get out ?
Thanks
Bill C.

Q: Can you provide me with an update opinion on Teck Corp. Although I have a position I would like to sell, the current momentum is impressive.
Thank you,
NA

Q: Can you provide some feedback on the financial situation of GXO. It looks like they are cash flow positive in the last reported Q and "claim" a sustainable dividend going forward. Does this entry point look reasonable if I am bullish on oil longer term.

Q: Hi, My current exposure to the health care sector is less than 2%. I am considering increasing my position to approximately 5% by means of etf (I currently own GUD and GILD approx 1% each). I am considering XLV or IBB for etfs. Which of these (or) any other etf you would recommend? I noted that IBB seems more volatile than XLV when I compared them..I was wondering why?

Q: Is their anything to read into DCI trading at the buyout offer price of $19.00 a full 3-4 months before closing?

Regards,

Robert

Q: I was comparing banks and was intrigued by comparison between these 2.
YOY, BNS is about 14% higher than CM, whereas 5 yr return shows both very similar return. Is there a merit in switch from BNS to CM,to take benefit of relative discount on cibc. Over longer term banks have moved in locksteps. thanks

Q: Good day 5i,

Would you have a suggestion for a research service for US equities? I have tried zacks, and so far, not impressed.
Do you plan on initiating us equity coverage in the future?

Thank you
KR

Q: Hello 5i
Would you please offer your opinion of a few individual holdings and other investment vehicles worthy of long-time hold and more importantly dividend reinvestment. I see your a selction of ETF you have been noting are VGG(for USA) and CDZ(for Cad). Is this the top idea or are there other ideas (individually or combination of holdings)?
The goal is to take advantage of the market ride and still feel comfortable with the investments and know more of a good investment is being purchased regularly.

Alternatively, would one just let cash build up and buy shares and units on a quarterly basis instead of utilizing a DRIP?

By example, just bought CAR.UN today. Working to determine whether it makes sense to join the drip; especially with the 5% discount of the Plan.

Thanks for your thoughts
Dave

Q: I would appreciate any updates you have on CAM and is it a buy, sell or hold? Thanks team.

Q: RRIF - I have to convert my RRSP to a RIF by the end of the year. My broker is TDW. TD Canada Trust, their agent, wants me to make the minimum withdrawal on a regular schedule ie monthly, quarterly etc.
I want to make the withdrawals on an as required basis, subject to the annual minimum, to help with my overall cash flow demands.
Is there a legal requirement to do it TD's way?
Thanks

Q: I see there have been changes to the S&P/TSX Composite Shareholder Yield Index and that Enercare has been removed and (AD) Alaris Royalty has been added.
I am surprised to see Enercare removed and can you explain how this decision is arrived and also if this will have any impact on the share price of each Enercare and Alaris.
Thanks
John

Q: In one answer you advised that their dividend payout ratio was 70%. S&P Capital report says IPL annual payout ratio was way above 100% throughout past years.. I think you said someplace that you were concerned as they maybe borrowing money to pay dividends higher than than their net earnings..
Could clarify pls
Art

Q: I read an article in the Globe and Mail by someone named Bryden Teich in which he predicted that the lack of liquidity in the corporate bond market would cause bond ETFs to tank at dizzying rates in a market panic. Is there anything to this, and if so, how would it impact popular bond ETFs such as CBO, XSB, and XBB, and what would be the long term effect?

Q: What investments would yield income with some safety(conservative)?
Was thinking of ZWH or XTR?

Q: Regarding the Model Growth Portfolio, which 5 companies do you rate as having the best quality of management?