Investment Q&A

Q: In November of '15 I took a half position in Chorus and was rewarded with a 25% return on the stock price in '16 plus a nice phat dividend.

My question: I am curious why this stock does not get more market love, especially in a time when value is supposed to dominate? I know the price has been particularly trending up in the last few months since their expansion announcement, and debt is still on the high side but in a quite expensive market the forward PE is STILL under 10 at 9.17 (Globe Investor), and it's in the now sexy aviation area.

I'm thinking of doubling down and moving to a full share. Any reason why I shouldn't?

Thanks!

Q: Hi, with regards to the graph shown in the Jan 10/17 blog entitled The Rebalancing Trade. The X axis plots time. What is the Y axis plotting & how is it calculated. Also what is such a graph plotting time verse value % called. Thanks … Cal

Q: Which one of these infrastructure companies might have better growth potential, being well aware of their size and global reach difference.
Thank you Team!

Q: What is your opinion of Gildan given its attempt to buy American Apparel, especially now that Amazon has also shown interest in American Apparel. Technically it made a triple top recently.

Q: Blackberry is touting their new operating system for automobiles as something that could take off (Financial Post today). It seems reasonable that auto OS's need to become more robust and secure. Can Blackberry deliver and does this make the stock interesting?

Q: Happy New year Why are the big swings happening in pbh .No big volumes' however
Stan

Q: Further to Paul's question on the 15% withholding on US dividends, what is the situation if XYZ was not held in a TSFA? Do we, as Canadians get a tax credit for the 15% withheld or do we just lose it altogether? Henry

Q: OF THE 2 WHICH ONE YOU PREFER AND WHY?THANK YOU. BRAHIM

Q: Can you give me your opinion on analysts or advisors that give their evaluation or opinion on a stock based on their 'model'. You probably know some analysts that appear on BNN Market Call. They talk with confidence about the 'model price' of a stock that is above or below the market. Tell me if I am wrong but, an opinion which is not substantiated by explicit critiria be it technical or fundamental, should be avoided if one does not want to follow an advisor blindly. I know that these guys do not want to give up their recipe and appear on BNN to recruit new clients but it should be clear that when they are on TV looking at their crystal ball, it is actually an 'infomercial'. Unless you intend to purchase, there is no point in following their advice because you do not know on what it is based on.

Q: Hi There,
I am currently considering adding a position in my kids RESP account of one of the three companies, CCL.B, MX or OTC.
I currently hold BNS,FFH, MG and REI.UN in this account. I am looking at a 7 year plus time frame before the funds are needed.
Please advise which of the three you think would be the best fit, or any other suggestions that you might recommend.
Thank you for your help.

Q: A past guest on BNN had a negative opinion on AYA, one of the reasons cited was a large financial obligation early in the new year, and the company didn't have the available cash. 5i thoughts? Is there any Trump factor in this name? With a change at the helm, should an investor have more or less confidence in this name moving forward? It's been quite the roller coaster being in this stock since low single digits, the drama is tiring and I'm starting to question whether it is worth it.

Q: Hi Gang,

I have a small portion of my portfolio in bonds (10%) and one of my bonds is up in a few weeks and was wondering your thoughts of where to put this money with rates going up eventually, would it make sense to find a floating bond fund?

Thanks
Anthony

Q: Claire had asked a question regarding the purchase of a equity all ready owned (at a profit) with the objective of reducing the cost base. I believe this will only work if you wait the 30 days before selling otherwise you would be in violation of the tax act.

Q: Good morning:
I am a retired investor who owns small weightings in the above-mentioned shares. I am thinking of selling Ford and re-investing the money elsewhere while still having a position in the auto sector with the other two companies. I would like your thoughts on this and how you think this sector will perform in 2017. Have auto sales peaked?
Thank you.

Q: Is there a link which will provide the return & total return of TSX & S&P500 for each year? What are the numbers for 2016?

Thanks and all the best in 2017..

Q: Hello 5i
I have been using Preferred shares as fixed income strategy but would like to ask for your recommendation on traditional bond ETF and a Mutual Fund. (volatility dampening and downside risk protection)
Can you comment on return expectation and whether one should just stay in cash instead of select a bond investment?

Is there another strategy or investment that may be a consideration for inclusion in a well diversified equity portfolio to accommodate volatility dampening like Government bonds are suppose to do(but do not like 0 or negative return)?

Thanks
Dave

Q: Storagevault Canada Inc. strikes me as a unique little company and I'd appreciate hearing your views on it.

Thanks

Q: Is PLI worth an investment at this time or should I stay away?

Q: Hi Peter and gang,

I notice that 5i's Income Model Portfolio sold its full position in DH as of Nov 30,2016, was the decision based solely on the fact that DH had recently reduced its dividend payout significantly or other factors were also at play? If yes, what are these factors?

I am currently down by about 35% on DH, just wondering if I should hold or sell. If I were to sell my full position and put the money on something else such as Kinaxis or Premium Brand. And of these 2 companies, which one is your preference?

Thanks and much appreciated.

Q: I am just looking to expand my breadth of knowledge in the 'self driving car space.' With the exception of Texas Instruments (which I already own). Are there any other companies with exposure to this area that look like interesting investments?

Thank you,