Investment Q&A

Q: Suggestions for value stocks, any industry, and under 2 billion market cap? Thanks.

Q: What are your thoughts about the announced sale? And can you comment on why it would trade below the take out price currently?

Q: Hi Team,

My U.S account is extremely heavy in the Tech sector and it’s time to scale back a couple of names to properly diversify. After making significant money on the listed names what do you suggest me dropping?

Thx
Marco

Q: Good morning Peter and company,

In his will, for his wife's benefits, Warren Buffett has instructed the trustee to put 10% of the money in short-term government bonds and 90% in a very low-cost S&P 500 index fund such as Vanguard’s.

Would that be a good practice for all retired individuals living off their stock portfolios by withdrawing 4% annually, if they are prepared to live with the market's fluctuations?

Bond values have nowhere to go but down as central banks raise interest rates. Would 10% cash be better than 10% bonds today?

Thank you for your considerate answers to my questions.

Milan

Q: EIF has been buying back shares quite regularly lately. Do you think it is a good strategy given the current stock price and considering the money likely comes from the debentures issued a few weeks ago ?

Thank you

Q: As a member for many years I asked a couple of questions about MND here and got just a short answer.
Could you please answer all my questions and why did you endorse MND a couple of weeks ago as a tax loss bounce candidate?
MND used to be one of your favorites in the gold sector.

Q: I recall in an answer it best to hold Magna outside of a TFSA because of the consumer cyclical nature of the business. Do I have this right?!
While I think of goeasy as financial, it is classified as consumer cyclical. Should this be held in a trading account rather than a TFSA?

Q: Morning,

Your thoughts on whether legalized cannibas sales will eat into other discretionary revenue streams such as beer and wine? Does the overall revenue pie get bigger or does the liquor industry lose out or a bit of both?

Q: Google Finance is closing down its portfolio feature and I'm wondering if there is another site that has this feature. It charts your portfolio as a whole and provides a chart totalling your market gain daily on the portfolio also with a comparison feature.
Thanks for all your great information.

Q: I am investing the 52000 plus whatever the amount is for 2018 in my wife's TFSA. With a 10-15 year time-frame might I be considering a couple of quality ETF's or would you advise the purchase of 5 or 6 quality stocks? What might you suggest to consider? She does like the Dollarama idea which you recently recommended. Also would you recommend holding off until the new year to get the ball rolling or invest now? Thanks

Q: Can you tell me which of the above companies would, in your opinion, offer more upside potential. Are there any other companies in this sector that would be preferable in your opinion? Thanks in advance.

Q: Hello team,
What is the Net Asset Value for Goldcorp and is production growth expected for the new year?Also is it a"tax loss value buy"for this year in your opinion?

Q: What do you think of these companies.

Q: Hello, would you classify Dollarama in the consumer discretionary sector (cyclical) or in the consumer staples sector (non-cyclical)? I think you put it in the discretionary sector (cyclical) but I am not sure. Regards, Gervais

Q: Hi 5i,

Further to your reply to Clarence's question about indicators for a market correction, could you please provide links or info on where/how to track those indicators?

Also, where can I find info on the debt/cash that a company holds? I see various ratios but no actual numbers, even on 5i.

Thanks as always.

Q: I hold this stock.I have felt uncomfortable about its business and the way it operates. Has a risky looking yield. In spite of this , analysis have strong buy ratings on the stock. Can’t seem to get my head around this one. Help. I’m happy with your recommendation of ECN.Pr.A. Can you suggest another minimum rate reset preferred?

Q: What do you think will be the go to sectors or top sectors for 2018

Q: Would you be a buyer at this time? thank you Jack.

Q: Would the FCC repealing net neutrality affect Shopify's business and the stock price?

Q: I am a member of American Assoc of Independent Investors (AAII) and subscribe to their wonderful database product Stock Investor. AAII is a fantastic place to learn, search using outstanding strategies and collect investment knowledge through osmosis. But alas there is no Canadian equivalent. Various screeners provided by brokers are rudimentary and do not support well known strategies.

I would urge 5i to create a similar service. They use data from Reuters and so could you. Since Canada is primarily resource based market, many screens may not work as they are. Here is a chance to create a Canadian solution tilting towards resources. 5i could do it independently or even with collaboration with AAII. This service will be completely new idea differentiating you from other advisory services. I hope you will explore this opportunity.