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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: I am a somewhat conservative investor. I've avoided the pot stocks until now. But a couple of weeks ago I finally decided to dip a toe into things and buy VFF. My theory being that even if the pot growers are jostling for position, and even if many won't survive, the people who rent them greenhouses will do well.

I'm taken aback by this thing. I bought it (0.5% of my portfolio) on Feb 1 and it's up 71%, which to me seems insane. Yet when I check it on Stockcalc it still shows it undervalued by over 55%.

I guess my question is - do I dare add to my position, now approaching 1%? What kind of risk evaluation would you make on VFF as opposed to 'normal' stocks?
Read Answer Asked by John on February 22, 2019
Q: Doo ---- a darling growth company (great fundamentals, innovation, marketing, worldwide distribution etc. Until August.

In August major owners did something with a big bunch of shares and on no further news I see the stock price on increased volume slowly to slide continuously over the next half year I was expecting some tax loss selling in Dec but do not see any bounce. Can you speculate who is likely doing the extra selling?

Do fundamentals look good enough to raise to 5% ?

Read Answer Asked by joe on February 22, 2019
Q: Hello,
I hold TRP 5%, FTS 4%, ENB 3%, EMA 1.2%, PPL 1.2%, & AQN 1.2% in my accounts. I plan to increase the smaller holdings to about 2% each. I like these stocks for their dividends and their international diversification. Are these 6 utilities reasonable choices as long term holdings or should I look elsewhere?
Would you please rank them.
I am way past my retirement age but do not relay on the dividend income from these stocks.

Thank you,

Werner
Read Answer Asked by Werner on February 22, 2019
Q: Can you list 6 companies with high ROE values ? Please exclude CSU and ATD.B. as well as the oil sector. Thanks. Joe
Read Answer Asked by Joseph on February 22, 2019
Q: Hi 5i: Came across a new ETF offering from BMO ... ZGRO which just launched Feb 15th. Am assuming it is very similar to VGRO However, I cannot locate any information on the BMO website regarding holdings, sectors, mer etc. What information do you have ?
Thanks, Steve
Read Answer Asked by STEVEN on February 22, 2019
Q: Vince Martin, in an article on Seeing Alpha, wrote an extensive article on TSGI as "Cheap for a reason". One main point is they think Stars overpaid for Sky. That acquisition delivered a huge profit about the time of the purchase, and the acquisition would have been profitable if that were normal profit. However government is increasing their take and according to the report, ongoing profits will be challenged to repeat. Have you seen this report, and what do you think? Vince also said that the PE of competitors is also low right now, so they don't compare favorably with the competition.

John
Read Answer Asked by John on February 22, 2019
Q: Hi, Recent pre release took many of us by surprise. We are reviewing our portfolio position in Savaria (Currently 3.75%). For a Balanced Growth and Income portfolio, you have indicated in a recent response, the right weighting as 2-2.5%. But, 5i Balanced portfolio has 4.24 % weight presently (reduced from 4.5 to 5% earlier due to price decline).
Is your response based on the recent pre announcment of their results ? Are you recommending that we reduce our holding to recommneded weight, all else being same as Balanced Portfolio ? If so, when do you plan to make the change?
Thanks
Read Answer Asked by rajeev on February 22, 2019
Q: which of the 3 ETF listed do you like the best? I am looking at buying the HXQ as it is not hedge but notice from reading the liquidity is not very good so if there was a problem would it hard to get out of this ETF if needed?
Thanks
Read Answer Asked on February 22, 2019
Q: The fixed income portion of my portfolio is largely made up of high yield corporate Canadian bonds. Infrequently, during the past decade or so, a company will exercise its right to "call" one of my bonds, and an early redemption occurs. This past week, however, a high number of companies have called their bonds, many to be redeemed next month. The companies include Parkland Fuel, Russel Metals, Cascade, Air Canada, Superior Plus, Laurentian Bank, Sobeys, Cameco and Brookfield Asset Management. I am very puzzled as to why so many different bonds are being called at the same time? I also want to endorse a recent comment made by Lance about Hank Cunningham's book, which as very helpful in my early bond-investing days.
Read Answer Asked by Jim on February 22, 2019
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