Investment Q&A

Q: Peter,

Where can I find the credit rating of specific preferred shares. ie PFD1,2,3 etc.?

Thank you

Paul

Q: I have been unable to add following to my 5I Watchlist. What am I missing, or are they unavailable on your site?
Cdn- AXL; BUZ.P; JWCA; UNC; SSF.UN;
U.S.-BBH; RAC; SKM; XLF; XLRE.

Q: Given substantially less insider ownership at SJ would you still maintain your rating of "-A".

Q: Is there any consideration to add Reddit style discussions with 5i members? Having such chats and posting the conversation may allow regular questions be answered and allow for follow up discussion. I'm sure there is some hesitation to get into lengthy debates over a specific investment, however you can also moderate the discussion to focus on a specific topic, such as what you are putting together with the video series.

Q: Can you please comment on IPL going forward. It has a 7% yield - how does it compare for total returns going forward versus the other pipelines?

Q: Good morning
What are your top 5 for growth picks for canadian and your top 5 growth picks for US today .
Thanks
Victoria

Q: Bought option Oct 19 $12 ENDP to close a cvered call sold in July for a loss on Oct 20. . Can we purchase option Dec 19 $ 17 ENDP on Oct 24 or does the 30 day rule apply for all options of the same company.
Thanks
Thomas

Q: I've noticed that SHOP has consistently made lower lows and lower highs over the last 6 months. It's a high flier and I don't completely understand the company but do have it as a holding.
Is the revenue growth slowing? Is there any reason to be concerned?

Completely different stock but BNS has been consistently making lower lows and lower highs for the last year. Looking deeper at the chart, I see that the stock did nothing for 5 years from 2011 to 2016 (admittedly, comparing a peak to a trough) Canadian Banks have generally become accepted as a 'no brainer' investment based on the monopoly and returns over the last 30 years. Most industries seem to get disrupted over time, is it reasonable to expect Canadian Banks to have the same growth over the next 10/15/20 years?

Thanks!

Q: EBAY has been disappointing this year. It has gone the opposite way to PayPal which I also own. Would you hold on here or move on?

Q: HBLK is down 42% since I bought it last October. Should I sell or do you see future potential there? I am willing to hang in there for another year...
Thanks,
Jen

Q: Well this one has certainly fallen out of bed recently. Can you speculate as to why other than threat of the fed. Would you hold going forward 12 to 18 months or would it be prudent to take the profits and run, given the outlook?

Thanks

Sheldon

Q: What is your opinion of HCA Healthcare?

Thanks for all you do.
Brian

Q: I'm thinking of buying CEU or STEP. Which of these two do you feel has most growth in 2019. Do you feel in the near term these will depreciate because of tax loss selling.
Thank You for your great service. Earl

Q: Is it a good thing that Barrick Gold is getting together with Randgold Resources? Also, do I vote for or against the acquisition of Randgold by Barrick Gold?

Q: In my portfolio I work only on book cost basis. I do not take in consideration any gains unless I "crystalize" them. I am constantly following my cost base behaviour and act without hesitation if on any of my positions, I am down an amount that I consider unhealthy. I make a difference between terminal losses and temporary losses.
Reviewing Altagas for which so far I only have a small loss, I will appreciate your evaluation on the potential for a terminal loss (bankrupcy} and/or temporary losses, considering that I will sell anyway if my losses expand beyond my own comfort threshold.
Thanks
CDJ

Q: Hi 5i:

Is it a good time to re-enter VET and DOL? Full or Half positions? I have regretfully waved my 10% rule on ALA. What do you see for its future?
Thanks for your unbiased insight which is tremendous foundation of 5i that benefits all members.

Tom

Q: The majority of my portfolio is invested in the TSX 60 through XIU. I am working on diversifying my portfolio and thought I would start off with the Real Estate sector and am considering ZRE.

Would you have any issues about selling about $13,000 of XIU to buy ZRE and achieve a 5% allocation in the Real Estate sector?

Also, I noticed that ZRE was dropped from the Model Income Portfolio in July 2017. Do you have any issues with ZRE specifically?

Q: Good morning.
I am looking to swap out some preferred shares that have dropped in value, for others that are approximately the same price. One that I found was TA-PR-H, however, I show them as not being profitable, and with high debt. You don't seem positive on the stock, according to other questions, but would you invest in their prefs?
Thanks, and enjoy your weekend everyone.

Q: Your comments:
would you agree at oil prices at $70 ish - $30ish discount for Canadian select oil and 3 year horizon. thanks for you view .
GLOBE :
"While we continue to believe that there are a number of strong buying opportunities in this group, we believe that taking shelter in Suncor, the best Canadian Integrated E&P in our view, is a prudent investment decision at this time. Given the company's status as a top-tier operator, and most profitable Canadian refiner, we are perplexed as to the company's relative underperformance as of late and believe that current equity price levels present a strong entry point for investors."

Q: Can i get info on the following; payout ratio; eps for 18@19 estimate for upcoming report in nov .How often do they beat or miss.Will interest rates have a big impact on them.Do they have much dept. Thanks Harris