Investment Q&A

Q: Could you explain about the delisting from TSX and transfer to another exchange.
Will this have a negative effect on the share price?
Would there be any benefit it selling my Aphria shares and buying WEED - all else(taxes) being equal, for this reason only? I have done well with the APH so far?
Thanks
Jeff

Q: I am looking to buy up to 10Growth stocks, the US and Canadian and medium risk, I am not worried about sectors, but momentum stock will help?.

Q: I'm wondering if your service will keep members posted on the yield curve trends in the US?
I'm no economist. But many pundits are saying big trouble lies ahead: Short term rates increase, long term rates don't, curve flattens, recession hits, corporate bonds default massively, blood in the streets etc etc. I think I am a typical member, in that I have some confidence that I am building a portfolio that works for me ( with help from you). But I am lacking knowledge about the macro risks that could wipe me (us? ) out. Will 5i monitor and comment occasionally on this risk?

Q: Just wondering if you know of any reasons or recent news that would be affecting the price of BUS?
Time to move on, or hold?
Thanks
Brian

Q: I am retired and my income needs are covered by pension and RRSP. My question is about my non sheltered investment account and the dividends. Since I don't require the income from that account, would it make sense to enroll the dividend securities in the DRIP/DPP plans available? Would this reduce my income for tax purposes because I would just be "buying" more of the security instead of gaining cash dividends?
Thanks for your help.

Q: Hi
Just read the question from another member regarding long term returns and longrundata with the response including a link to a Canadian Dividend Aristocrats site.
Are you aware of this site that has a monthly update of Canadian companies that increase their dividend ranked by the period of time the company has annually increased its dividend to shareholders? (CU is #1 at 45 years).

http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/

Q: Although I know it is not your area of focus, I am wondering whether there are a handful of European stocks that stand out to you as possible value picks at this point in time. This would be an additional or alternative strategy to investing in a broader ETF. Any insight you can provide would be much appreciated.

Q: Of the 23 stocks in your Growth Portfolio, which 2-3 stocks are the current best buys, relative to current price/valuation and seasonality of tax-loss selling season i.e., CRH. HWO, OTEX

Q: Can you give us your thoughts on the above co.? Q3 recently released and recent CDN purchase should add growth over time. A Lundin co. offers some experienced mgmt.

Q: I would appreciate your comments on the use of DRIPs in margin, RRIF, RRSP and TFSA portfolios. I am a conservative investor (age 75 with company pension plan) and favour banks, utilities and telecoms.

Q: Good afternoon 5i team,
I have been looking into tax loss buying and keep coming back to your high view of Knight Therapeutics. It seems that a good deal of your views on the stock depends upon management. And in looking into the stock a little, it does seem that Jonathan Goodman is a kind of Wayne Gretzky in the business world. A rich kit who did well:). Here in Montréal he also recognized as an important philanthropist. A couple questions I have that I would appreciate your seasoned view on:
The CFO left but he doesn't seem to be just any CFO. he was also it seems a kind of founding partner of Knight. His position has been taken by the former CF O of Paladin, so that is good. But, he does seem to have been more than a CFO. I notice that the company that he moved to has become increasingly closer to Knight. So, I was wondering whether this was perhaps a strategic move by both companies. But, perhaps I am reading too much into it. You probably have heard more about this change than I would have and so I would appreciate you view on both the loss and the possibility of a strategic move.

Secondly, it seems that Jonathan Goodman is all - important at GUD. He has had an accident and although he seems to be, as he says, 'Almost' as good as ever, there is still a question there. He seems to have the intelligence to find a small but lucrative niche in this field and has the strength and selling ability to make the most of it. He looks good. But, what if he goes? I am not sure but I believe you mentioned in your report that the actual cash that they hold would cushion against that eventuality. Am I right in that understanding?

And heck, since it is Black Friday, I will throw another question in for free: You say that patience is needed. He says that it is going to take twenty years. Many of us are beginning to see twenty years as a pretty big number and we may not be here to see the tree grow. So, is it a good investment for the older crew? But, maybe like the old apple tree, we are better to plant one for the next generation.
thanks

Q: BCI trades with very low volume I like bci but if I take a larger position in it and I want to sell I would have issues in getting out of BCI I bought PBL on your great advice but it also has low volumes this is the case with many small cap companies you are a great source of stock information

Q: how long must you wait until you can repurchase a company you sold as a tax loss without losing the tax loss benefit thanks Paul

Q: IS telus a smart buy now. Also if I buy now am I eligible for this years dividend payment? If so when do they payout?

Q: Where can I find a source of long run stock analysis --- say 30 years --- to look at "what if" scenarios looking at the stock using DRIP and not using DRIP. I prefer Dividend Aristocrats. Is there a list of Canadian Dividend Aristocrats? I read that in thirty years Royal Bank went from $3 to $100 and their dividend grew to equal the $3 cost of the stock 30 years ago thereby realizing a 100% yield. This reinforces the "buy and hold" philosophy.

Q: For the RRSP and TFSA account , Is there any rule by CRA that you have to invest certain percentage of the portfolio in Canadian equities?

Q: Hi,

Thank you for the great service. I just renewed for another 2 years. In regards to Photon Control, would this be a good time to take profits and buy back in at another time?

Q: Should I be looking at PUR for a tax loss or adding on weakness? Down 22% YTD but only hold a 3% position in my portfolio. Only stock I hold in the space.

Q: I have held Stella Jones for over a year and it has finally started to move. I wonder if all the metal poles I see are hurting this companies bottom line. Could you clarify what you see as the future prospects or would it be better to sell at a modest profit and move on to a better story.

Q: Would you say that the end of the strike at CEZinc is a good sign that zinc is headed in the right direction? I would think that when the production is not needed there is no rush to settle. Would you view this as a positive for the sector in general? For Trevali Mining is this a positive or a negative? Thanks!