Investment Q&A

Q: Hello Folks:
We have held Costco in our U.S. equity portfolio for several years (approx 3% of our portfolio). As It has done very well we are considering increasing our position a few percentage points. At it's current high value do you deem this a worthwhile bet. We will likely raise the money by reducing our position in Bank of America; we also hold a 5% position in J.P. Morgan. As long time Chevron investors we could alternately reduce this position for more Costco. Thanks for your fabulous service.
brian

Q: Is there a US equivalent of PSA, i have US $ in my RRSP trading account and I am not ready to invest yet ?

Q: Hi 5i, Alaris announced bad news a while back when one of the companies it was financing ran into trouble and suspended payments to Alaris. At that time the AD share price was around $22 I think and the bad news drove it back down into the teens. Since then it has had three good news announcements. First, it announced that the trouble situation was not a worst case scenario and there was a reasonable prospect of AD getting a significant recovery from it. The next two good news announcements involved about $130M of new or additional investments on terms acceptable to Alaris. My question is: at this point, does it make sense to view Alaris' business (not the shares) as fully recovered from the effects of the investment that went sour, or do they still have some work to do to get back on track? Since the bad news first hit, the shares have had difficulty getting any traction above $20. Thanks for any comments!

Q: Hello 5i Could you comment on Energy fuels as to the reason for the current drop in the price and the company itself. Thanks

Q: Hi Folks

your opinion please on the above - looking to start 1/2 positions in my TFSA which I have structured for dividend growth and income. Okay to start a position in each at this time or can you suggest others I can take a look at ? Your opinion is greatly appreciated.
Thanks

Q: I am interested in these three stocks as a long term growth hold. Would you close one, two or all three? Would you put an equal weight or some other percentage into the stocks?
Clayton

Q: hi 5i
my wife and i are 62 and retired both have work pensions that cover our basics.
here is a little back ground.
in my wifes rrsp account we have 120,000.00 in ggf31744 bmo u.s. fund
and 115,000.00 in vfv vanguard s&p 500 index
my rrsp is 210,000.00
i followed your balance fund with adds
rogers 14,000.00
td 15,000.00
ry 18,000.00
bam 22,000.00
in our investment acc we have 83,000.00 split evenly to suncor, enbridge,bce, telus,brookfield property ,brookfield renewable
my tsfa has 98,000.00
nfi 4,4000.00 evertz 7600.00 fortis 20,600.00 aw. 5400.00
verizon 12,000 u.s. procter & gamble 17,600 u.s. vti etf 15,300 u.s.
wifes tfsa has 92,700.00
xebec adsorbtion 4000.00 vermillion 4500.00 parkland fuel 6500.00
algonquin power 19,300 car.un 14,700
u.s. holding are utx 6100.00 ibm 8400.00 pfe 8500.00 pep 9400.00
hope that not too much
im looking for your thoughts on 230,000.00 gic that matures in a month
i would like to put it to work
we will still have 190,000.00 in a another gic
thanks for your thoughts have being using your service from your start and its been
very helpful
sam

Q: I currently have a 3.5% position in KWH. With funds expected from the buy out next week, what are your recommendations to re- deploy as income generating in the same sector.

Q: Please comment on earnings and your position on the company going forward. Thank you.

Q: May I please have your opinion on this company and recent news. Thank you.

Q: Opinion

Q: Do you think this is a good time to buy back in to the marijuana sector? Or should I wait ~6 months to see more steady revenue streams and see if some of the better known names can reach profitability next year? I did well selling aphria prior to legalization date. If you would buy now, what would be your recommended Canadian listed stocks?

Q: Hi can I have your take on the latest offer of 42.50?
Kind regards
Stan

Q: Peter; I’ve gone overweight on BEP.UN and am underweight BPY.Un- if I trim BEP.UN could adding to BPY.UN be reasonable? Thanks. Rod

Q: Hello again with the recent drop in IRM would you consider it a buy?
Thanks again

Q: What are your current thoughts on EXE? Hold or sell?

Q: Are there tax implications to holding XUS and XSP in a TFSA?

Q: Hi 5i,

Does this company trade on any Canadian exchange?

Q: Hello, Are there any companies in the pet foods/ pet products sector which you would consider investement worthy? This seems to be a huge market for pet related products. Thanks,
Shyam

Q: Which of the above funds are reset preferred? When do they reset and what would the dividend look like at that time? What is their present dividend. Could you also tell me about the ones that are not reset preferred? What are they and what is their dividend? Need information as not sure whether to sell with interest rates decreasing. Would I do better holding the common shares? Thanks for providing this service.