Investment Q&A

Q: Hi, I am trying to have some exposure to Energy Group, with low risk dividends paying companies. You added Suncor with good timing and Balanced Portfolio benefitted from the 20% jump with company announcing 100% Dividend raise and large share buyback plan. Based on your comments and its profile, I have started an initial 1% position at about $32. My question is, is it late to bump the position to 2%, with recent price jump ? Do you expect share price to correct a bit in near term and if so, what would be a decent level to add ? Also, what are the catalysts, in the short term, to take the stock to next level.

Do you also place CNQ in the same category ?

Thank You

Q: Peter and 5i,

I asked various questions yesterday on convertible debentures.

I want to give you a huge thank you to you and your team.

One of my questions was will the discount brokerage inform you of any Notice of Redemptions on the convertibles. Your answer was, “they should, but you should keep on top of things”.

So it prompted me to check on my current convertibles and sure enough PBH.DB.F just put out a Notice of Redemption on November 12. You have till December 16 to convert. If you do not elect to convert by that date you get back your $1,000 for each debenture on December 16 instead of $1,223 (9.324 common shares at a current value of $131.25). As you said in another part of your answer – not converting will result in a large loss.

If not for your answer I would never have checked. Thank you for saving me 22.3% on each debenture with your answers to my questions. As advertised – Many members find the Investment Questions alone to be worth the subscription price many times over. You certainly did this for me. Thank you for the great service and the advice you give to inform and educate the DIY Investor.

In talking to my discount brokerage, they emphasized they are a discount brokerage. They do not notify their customers of any Notice of Redemptions. It is up to the customer to monitor their own investments and call them to inform the discount brokerage that you would like to convert.

Q: What are you hearing, if anything, about other discounters dropping commission now that National Bank is offering zero commission trades?

I'd hate to go thru the hassle of transferring my account then have my existing broker change. Right now I'm with BMO and Questrade.

Q: I am not sure how much growth SHOP has in its future. If it can grow to $3000 a share and there are not many companies that have a share price that high then it would equate to a 50% share price growth.
If one was to sell SHOP are there other companies that have a higher growth percentage potential. Appreciate your thoughts and suggestions.

Wayne

Q: If you were a riverboat gambler looking for a tenfold share price increase, what top three stocks would you roll the dice on?
I know, I know... small percentage, for sure.
Thanks

Q: I'm looking at adjusting my weightings on these three. Can you rank them on strength/preference over a 5 year period?

Q: Any reason for the drop yesterday? Do you still like RS going forward?

Q: Do you have an updated perspective on STN metrics today? It's buying another firm I believe.

Q: IPO Coveo started CVO.TO on the TSX today, can you be kind and give me your opinion on this company finance and is it interesting to buy or not . Thank you for your great recommendations.

Q: Hi 5i - what is your take on today's press release from VERY? The announcement about the revenue increase seems fine, but it appears the market is not pleased with the individual loans that the company has made to its executives (despite a 9% interest rate? Why would the CEO borrow at such a high rate when he could presumably find cheaper money elsewhere, from a bank for example).

Thanks!
Tom

Q: Hi Guys

Do you have any thoughts in this company? It has fallen quite sharply from summer high

Thanks

Q: Could you give me a short explanation on CDR's and their benefits and risks.
Is there a need for me to enter this market near retirement with a sufficient nest egg already in stocks-mainly Canadian though.
Thanks
Jeff

Q: I was wondering if you could comment on the latest earnings of Hive. To me it looked like it was better than Mara and HUT. Also two new facilities also should be commissioned soon. Should be able to increase their mining?

Your thoughts please.

Q: What is going on with Topicus??

Q: I would appreciate your thoughts on BABA as an entry point at this time. And if not now, what price would you find attractive? Thank you.

Q: Do you have any suggestions on a good Canadian dollar ETF in Chinese internet stocks?

Q: Hi Guys,
Any idea what is happening to drive this stock down?
Also, is this time to sell or are we looking at a buying opportunity?

Q: Could I please have your comments on Bluestone Resources.

Q: Hi 5i,

Can I get your initial thoughts about the Purpose Longevity Pension Fund?
I am age 63 and I think it might be like a reasonable bond substitute in my RRSP.
Do you think the targeted 6.1% is sustainable?
Why haven't the big banks like TD which have a lot of mutual funds offered this product?
If one doesn't need the income is it better to invest in a balance ETF?

thanks

Q: Can you please comment on their earnings. Would you add to the position


Thanks for the great service