Investment Q&A

Q: I have been a member for a couple of years and you have been my "go to advisers" .
Thanks to you, I have built this non reg account.
In the non registered account I have the following approximate holdings:
5%--FTS;IPL;H;MFC;SU;STN;PWF;BAM.A;
7%--BEP.UN;CTC.A
13%--CCL.B;ENB

I have $40,000 in cash. Retired with a pension and medium term(hopefully) horizon.
Reading your Q&A, I should rebalance CCL.B and ENB to 5-7%

Additional ideas for the rebalanced cash and the remaining $40 thousand.
Many thanks for the usual, calm, balanced, patient answers.
Paul

Q: Hi 5i,
Following your Q&A for awhile and I have built this as my RRSP.
I have another $20,000 to invest. Looking for two more names (or more for choice). Very long term...kind of a buy and hold person.
Appreciate your advice and direction.
Thanks Paul

Q: Hi 5i - for those of us still holding some Amaya - what would you suggest after the recent run up? Is it time to sell and move on or continue to ride the upward momentum? Thanks, Neil

Q: Can I please get your take on DNG? I have been looking for a small cap gold stock that has actually performed well over the past 10 years and it appears DNG has done just that despite being a little volatile. Being a processor instead of a mine operator it gives the impression of being more of a toll both. How is the valuation and insider ownership? Thanks

Q: Logistec is at 3 year lows - are we at a level that one can buy it and put it away as a long-term infrastructure play or is it a value trap seen more correlated to commodity price sensitivity? Thanks for your service.

Q: CXI has been continuely drifting lower even after received its long awaited schedule one bank license. Please give reasons for the poor stock performance and recommend buy/sell/hold for a 2 years holder at $35.30 average cost (3% of my portfolio holding). Thank you.
Bill.

Q: I own the following reits (or similar real estate focused equities) in our non-registered portfolio: ap, ax, car, d, fcr, hr, kmp, nwh, hot, cuf, aar, csh, sru, tcn. Collectively they account for close to 16% of the portfolio's value with most being 1% and only hr and ax being around 3% each. My question relates to a concern being expressed in many recent articles about the sensitivity such products have to rising interest rates. I'm wondering whether or not I should, in your opinion, be reducing my exposure here, and if so, by roughly how much and from which holdings. I am in a positive position in all of them with the exception of d, and overall they have been a very helpful part of our investments! As always, thanks for your valued opinion. Don

Q: Please share your thoughts on the quality of the management, insider ownership and the general prospects for shareholders with this company. Thank you.

Q: I don't believe you're involved in predicting commodity prices but that won't stop me. Do you have any opinion on the Zinc supply/demand situation and specifically on TK as a possible high risk/reward name. I don't generally invest in junior mining stock. Spent too many years in mining for that.

Q: In the likes of the Buffets, Jobs, Zuckerbergs and Bezoses, which companies in the Canadian markets have leaders or management teams that could be classified as genius or top calibre capital allocators? Goodman at Knight comes to mind. Also, which younger companies have leaders that you see showing early signs of these traits? I would say Shabazi at TIO Networks fit the bill, but he sold out to PayPal. Looking for your list of the best of best; present and future. Thanks.

Q: what is your view on this driller going forward?
juicy dividend that has not been cut in the past 10 years, Is it fairly safe/covered going forward?
Any other metrics you feel are pertinent.
Thanks again.

Q: I am looking to add a technology stock to my TFSA. I am considering SHOP. Would this be a good buy or would you prefer another company. Currently I have no technology holdings.
Thank You
Craig

Q: Scotia Mcleod posted this Methanex (MX) – Shareholder M&G Investment Management, which has a 19.5% stake in MX, changed its shareholder
status to 13D from 13G (passive). Per FactSet StreetAccount, M&G believes MX’s excess cash flow should be solely directed
toward share buybacks until the share price appreciates beyond the replacement cost of MX’s assets. Further, M&G has
become repeatedly frustrated with the market valuation of the company, which M&G believes does not reflect MX’s intrinsic
value.

Q: I would appreciate your comments about the press release issued today by PLI concerning a new financing agreement. It looks to me like a sensible and encouraging development. Thank you, Peter

Q: Amaya announced today they are looking for aquasitions.Do you think they will be looking at nyx at there low price

Q: Could you recommend 2 or more ETF's that concentrate on Japan. Currently I own VWO as my only position outside of North America & I don't believe it contains any Japanese entities. In addition, I would appreciate your comments on both Japan Futures going forward as well as the principal Asian markets. Thank you.

Q: Hi 5i,
Through an error(on my part)in transferring a TFSA from an Advisor account to a self directed account, the monies were withdrawn in to a non registered account. I know I need to wait a year to replace the TFSA $ in the self directed. Now that I have the chance, assuming roughly equal amounts, which should go to the TFSA and which should stay in the non registered? I also have about $15,000 cash in each account. After rebalancing, can you suggest two or three more for each account? Long term horizon.
Have a good weekend.
Thanks Paul

Q: Hi Peter and Team,

When we are adding to a position, how much capital should we commit at a time? If the goal is 5% of the total portfolio for a position, and we are say at 2.5%, would it mean buying the remaining 2.5% at that one time? Or would it mean buying as capital becomes available (i.e. buy 0.5% here and there), until the full 5% is reached.

Thanks.

Q: Good morning, I know you favor CCL in this industry for growht, but i can use the 5% div on RPI.UN and steer away from inetrest sensitive stocks.But is there any growth ? For some reason there is no forward PE published ? What is your actual view on this stock or would my money be better invested in ZCL or ITP in this industry ?
Thanks for the guidance ! With more of your recommended stocks I increased performance and reduced volatility !

Q: Hi Peter, I bought some VOD stock recently, primarily for dividends. Are dividends paid to Canadians in Registered accounts taxed in UK? Also, what about non-registered accounts and capital gains. Thank you.