Investment Q&A

Q: I currently own TOY (my only holding for Cyclical Consumer). I did have MG but sold it. I am wondering for a RRSP with a long time frame which 2-3 stocks of the list BCI, DOL, DOO. GSY, CCL.B. AW.UN which be best as I am trying to increase my holdings in this sector.
Thanks

Q: Is the cardinal energy loss a result of hedging and how do you see prospects with the current price of oil. ? Seems like they should be better

Q: Hello
I have held some AGT shares for a long time (since before name change).

Can you go over what a current investor should know such as last QTR results, buyout at 19$.

What do you believe could happen if buyout at 19 does not go through?

Thank you for the info and opinion.

Thank you
Stephane

Q: Recently there have been discussions regarding a change from quarterly to semi-annual reporting. Do you have an opinion on a change of this magnitude. What affects, both positive and negative, might this have on investors, both small and large?

Q: What do you think about a young investor (aged 25) starting to invest for their retirement future by investing in TD e-series mutual funds, specifically the Cdn Index (TDB900) and the DJIA (TDB903 or TDB953)? For the DJIA would you recommend TDB903 which is in Cdn $ or TDB953 which is in US $?

Q: For safety's sake I believe you recommend not allocating more than 5% to any individual stock in the event it went poorly. What about an ETF such as XTR for the fixed income portion of a portfolio - would 5% still hold as a maximum? If it is higher what percentage would you be comfortable with?

Q: The last 5i question on Ligand Pharma was 2014 so I thought I would ask your current opinion of it,with the understanding the US is not your area of focus
Cheers

Q: With the latest result now posted on RME would it now be okay to add as my position as only a 1.6 % weight or wait until the momentum is better? I am currently in a lost position but it is a long term hold.
Thanks

Q: I have had this for a while and now down 20% and sitting at a half position. would you hold or sell? If sell can you suggest a replacement for some growth?

Q: If I wanted to buy COV would you suggest a 1/2 position for now or ok to do a full position?
Thanks

Q: Hi team,
I notice you listed TTD as one of your top current U.S. buys in a recent Q&A and I saw it again in Peter’s column in the Financial Post. It seems like you have turned very positive on it. I have been in it for about 6 months but trimmed back before the last earnings which turned out to be a blowout quarter. You just never know with tech earnings. It is now around $125. I am thinking of topping up again.

In the past, you seemed concerned that one of the big U.S. tech guys could easily get into the digital programmatic advertising space where TTD operates. How come no on has and TDD continues to just sail along? Aren’t GOOG, FB, and others concerned about the inroads made by TTD? Could it be a buyout target of one of the big guys?

Thanks again,
dave

Q: Do you have an opinion on this company?
Thank you!
Albert

Q: Would this company be subject to US dividend witholding tax and thus not suitable for TFSA?

Q: Re my earlier re above,just realized that KXS was trimmed 2% & PHO 1% for port. management purposes, which likely result in hit today.Any other reason? Thanks for u usual great services & views.Have a nice weekend.

Q: Do you have any concerns with Cormarks downgrade of Great Canadian Gaming? I hold the position that GC has good management that would analyze all scenarios before making decisions on the GTA bundle or any other investment. The share performance over the last 5 years speaks for itself and I see the dip as a buying opportunity for long term shareholders.

Q: Is there any reason why Cormark has just cut the tarteg for GC from $49 to $44 this
morning?

Q: Can you comment on Q21 results? I’ve been watching this name for awhile, would now be a good time to tke a position in this small cap? What do you think going forward? Thanks!

Q: Hi 5i,
I understand that many high net worth and institutions have alternative assets in their portfolios. Can you please help suggest some stocks which may be available for purchase on a Canadian stock exchange for an individual investor representative of the asset class.
1. Private Equity: BBU.UN, ONEX?, stock?, ETF?
2. Hedge Funds: stock?, ETF?

Q: Hi all, With today's (16 Aug) climb, I am almost breaking even with this one after more than a year. I am trying to position my portfolio with dividend stocks that have some growth opportunity (like many I have observed here). Should I take the opportunity and get out and look for a dividend stock with more growth in this space? Or is this possibly the beginning of an uptrend in DR.

Thank You, Stephen S

Q: Hi,i have these 10 stocks as my TFSA holdings.Down around 7% in last couple weeks.I have long term view of 8-10 years to retirement and would like your opinion on the group as a whole and if i should stay the coarse or would you suggest any changes?
thanks,
brad.