Investment Q&A

• Birchcliff Energy Ltd. (BIR)
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Q: Please comment on the recent results for Birchcliff. Also, are you still relatively positive on this company going forward given that their Q2 report did not meet analyst expectations. Where would you rank it among other mid-size gas weighted names on the TSX?

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Read Answer Asked by Donald on August 17, 2018

• Canadian Natural Resources Limited (CNQ)
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• Cenovus Energy Inc. (CVE)
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• Vermilion Energy Inc. (VET)
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• Parex Resources Inc. (PXT)
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• Whitecap Resources Inc. (WCP)
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Q: So Druckenmiller and Soros are putting more bets on oil. I'm not an oil expert, but I do understand the operational leverage that can be created. I also understand there are specific Canadian specific variables to profitability with the pipelines and oil sands etc. If I were to bet with these two, could you give me a list of Canadian oil Companies to bet on? Could you also comment on any possible reason they see oil as attractive?

Much Thanks,

Wayne

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Read Answer Asked by Wayne on August 17, 2018

• Domtar Corporation (UFS)
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Q: UFS seems to be setting new highs and is now up The stock is up 34% over 1 year and has been setting new highs. The positive momentum continues. Should I be thinking of selling my biggest looser (MAXR) and buying UFS?
I thought MAXR’s latest quarter wasn’t bad however the market thought otherwise and now the shorts are circling even though as you noted MAXR is not a great short. I am a buy and hold investor and I am trying to figure if I am in love with MAXR. How can you tell if you are in love with a stock?
Is it correct to assume if I sell MAXR and buy UFS I will be derisking the portfolio or am I deluding myself? Is UFS an industrial or materials stock?
Thanks,
Jim

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Read Answer Asked by James on August 17, 2018

• QUALCOMM Incorporated (QCOM)
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Q: I am holding 100 shares of Qcom and have been in the red for years... fortunately it pays a decent dividend... Do you feel that this stock will improve Following the upcoming Dutch Auction ? You have suggested this stock several times to your readers... You recommended holding out for a better price when there was an interested buyer...After several disappointments, do you feel the buyback is a good thing at this point ? ...or it just creating an event to raise its stock price ?

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Read Answer Asked by Thomas on August 17, 2018

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: hi there,

With the US likely to increase interest again soon, is this bond fund likely to be impacted to the downside or are the durations short enough to be able to adjust appropriately?

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Read Answer Asked by kelly on August 17, 2018

• Dollarama Inc. (DOL)
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Q: Is it a buy as it bottomed out.Thanks

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Read Answer Asked by Gilles on August 17, 2018

• Canadian National Railway Company (CNR)
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Q: Do you think starting a 2% position in CNR is okay at this time?

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Read Answer Asked by Brian on August 17, 2018

• Supreme Cannabis Company Inc. (The) (FIRE)
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Q: Hi, may I please have your opinion on The Supreme Cannabis Company Inc. Thank you.

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Read Answer Asked by Manoj on August 17, 2018

• Agnico Eagle Mines Limited (AEM)
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Q: hi folks:

I sooooooo want to buy AEM as my only potential gold asset

please comment on company's health and current price action (which seems excessive)

thanks

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Read Answer Asked by Robert on August 17, 2018

• Sun Life Financial Inc. (SLF)
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• WSP Global Inc. (WSP)
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• NFI Group Inc. (NFI)
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• Parkland Corporation (PKI)
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• Kinaxis Inc. (KXS)
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• Magna International Inc. (MG)
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• Premium Brands Holdings Corporation (PBH)
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• Knight Therapeutics Inc. (GUD)
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• Savaria Corporation (SIS)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hello, 60 year old investor looking to add to rrsp and tfsa. Which stocks in the above list would you be comfortable buying now and which would you rate as watch now and maybe buy later?
Thanks, Michael

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Read Answer Asked by Michael on August 17, 2018

• Agnico Eagle Mines Limited (AEM)
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Q: I purchased AEM during the recent fall in price, but now down 15%. It's a small position, I'm considering buying at the lower price to reduce the average cost. Your recent comments seem positive, a turn around is possible. Can you pls comment regarding buying at current level.
Thanks.

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Read Answer Asked by Dan on August 17, 2018

• Choice Properties Real Estate Investment Trust (CHP.UN)
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Q: What do you think of CHP.UN?

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Read Answer Asked by Carla on August 17, 2018

• Stars Group Inc. (The) (TSGI)
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Q: Hi, Stars Group share price has declined over 25%, in a short period, since added to Balanced Portfolio and is trading at its low. Now that the quarterly results are also out of the way, what would you summarize as the main reasons for this continued softness and overhang. Could you also please list the catalysts in the near term which could help lift the stock price and possible time timeline for these to materialize. Thank You

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Read Answer Asked by rajeev on August 17, 2018

• Power Financial Corporation (PWF)
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Q: Is this robo advisory firm a publicly traded company ? If not, how might I get exposure to the potential future success of this firm ?

darcy

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Read Answer Asked by darcy on August 17, 2018

• Stars Group Inc. (The) (TSGI)
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• Great Canadian Gaming Corporation (GC)
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Q: Hi Guys,

I have 1/2 position in each of GC and TSGI. Is this a good time to go to a full position? Which company of the two would you prefer both on a short and long term basis?

thanks

Chris

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Read Answer Asked by Chris on August 17, 2018

• NVIDIA Corporation (NVDA)
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Q: I have a question about 461
I trimmed about 15% of my shares of NVDA today ahead of earnings mainly because I was up over 300% (thanks to 5i) and felt that expectations were so high that even with an earnings beat , shares may see some weakness. Can I please get your comments on their results and your opinion going forward? To me it looks like a solid beat but is it guidance that is resulting in a bit of a sell off after hours?
Thank you

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Read Answer Asked by Marty on August 17, 2018

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: Hello 5i, Can I get you analysis on investing in the emerging markets such as VEE etf? Is now a good time with all the turmoil or should I look at Europe or just stay with the U.S. market? I currently have a geographically diversified portfolio. Thanks.

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Read Answer Asked by pietro on August 17, 2018

Q: Hello Peter and Ryan - I'm in my retirement years and interested in learning how to use options and how to read charts. Would you or any of your readers have suggestions for good, safe sites - preferably Canadian - but realize there are likely several great US websites.
Thank you for all your guidance.

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Read Answer Asked by Marla on August 17, 2018

Q: Is this a suitable stock for 7 to 8 years duration for an RESP? This is a first time question. Love to see you when you are on BNN TV.

Thanks. Vic

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Read Answer Asked by Victor on August 17, 2018

Q: What are your thoughts on Absolute Software. I never sold it out of my portfolio and things look better after they reported a few days ago. Do you think someone would be interested in buying them or from your experience is there a chance they may go private. I am reluctant to sell but I worry in a downturn about these small names like Absolute and Sylogist—both taken out of the portfolio but appear to have good momentum.

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Read Answer Asked by Helen on August 16, 2018