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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter, Ryan and crew.

I am retired and rely on investment income of about 4% dividends/interest. Because I no longer wish to take the time necessary to monitor 50 stocks and 10 bonds, I have been looking for some good income funds or ETFs to replace the individual stocks and bonds that I currently own. The ones I have found have distributions that meet my needs, but do not appear to have the underlying earnings yield to justify the distribution yield, so they appear to be paying me back some of my own money every month. Can you recommend some income funds or ETFs that pay out at least 4% and actually earn what they distribute? Like 5i, I am also sensitive to fees.

I have been a 5i member since the beginning and I continue to be impressed by your knowledge and insight as well as the continuous improvements in the service.

I wish everyone at 5i all the best in the New Year.

Thanks

Read Answer Asked by Hans on December 31, 2017
Q: Can Americans sell up until the end of the year for tax purposes without having to worry about settlement date falling into the same year. Thanks
Read Answer Asked by george on December 29, 2017
Q: With dividend paying stocks that I plan to hold for at least five years, what is your opinion regarding signing up for the DRIP program?
Read Answer Asked by mitchell on December 29, 2017
Q: Hey Peter & Team,

Seems I'm all about Cannabis these days. QCC today reported the first sale of their BOSS Co2 Extraction System into the US market and the price immediately jumped and is now up over 55% on the day with a volume of 4.8M. (ave 384K)

Had another frank conversation with an executive in the company and he informed me they have a number of sales in the pike after a very good showing at the MJBiz Conference in Las Vegas a month ago.

Things I have noticed... Moral around their offices is great. They genuinely believe in what they are doing and expect to do very well in the coming years plus, are looking to expand sales world wide. Their offices aren't fancy, don't even have a name or sign outside the building and the inside is neat, tidy and busy with no frills attached. Their markup on these units is 100% and they are expecting to sell a dozen if not more of of these proprietary systems per quarter next year. Makes sense considering they announced their first sale Dec 20, their 2nd the next day and now their 3rd system today.

I know I am in danger of sounding like a promoter but... I am now up almost 300% in less than 4 months and am starting to wonder what I should do. Buy Sell Hold... The original investment represented 0.5% of my portfolio.

If the announcement of three systems does this to the stock, what will happen when they start announcing additional sales at the same pace in the coming year?

Really look forward to hearing your advice.

Thanks for all you do

gm
Read Answer Asked by Gord on December 29, 2017
Q: In one of your comment on GPS you mention " While the quarter was not great, GPS has spent the majority of the year investing in its business (Mobi, expanding sales force), trading profitability 'today' for growth 'tomorrow', and we are in 'wait and see' mode as mgmt executes its growth strategy. The stock now trades at a P/S of 1.6x.
Would you wait now for a few quarters to see how the earnings are before buying?




Read Answer Asked on December 29, 2017
Q: Reviewing my portfolio for year end and find myself low in industrials. I currently hold the above stocks and would like your opinion on whether I should increase any or all of the above (currently all equal weighting) or add to this list?
Read Answer Asked by Lyle on December 29, 2017
Q: I am looking for low priced high growth Canadian companies that I want to buy in TFSA in the new year. Volatility, risk factors are NOT relevant. For about 11k. (5500x2) I bought PHO and BBI after reading your responses to some of the subscribers in the Q&A section. Any other names that you would suggest? ( Being seniors our core holdings are in the ETFs in different sectors and safe stocks like XIC, VDY, VIG,MGV,XEG,GLD,XGD etc., ). So, this 11k can be allocated to risky micro or ultra micro caps and I am ok with some losses if I can score a few three or 4 bangers!
My membership has been extended to March 2020 which shows my confidence in you! You need to find a way to synchronise my CMS and 5i subscriptions though!
Wish you all Happy, Healthy, Peaceful and Plentiful New Year!

Thank you for all your prompt, thoughtful and candid answers to such varied questions from so many different type of members.
Truly amazing.
Mano.


Read Answer Asked by Savalai on December 29, 2017
Q: There has been a lot of insider buying lately in ECN. Is this normal after loss tax selling. Is the company buying back shares. ( PGF )is the investor Schuller still involved in company I believed he had purchased 90 million or so shares and please provide update on PGF.Are they starting to recover. Does PGF have light oil assets?
Read Answer Asked by Guy on December 29, 2017
Q: Hello Peter,
I am surprised that with legalization in some states in USA that there are not many pure cannabis companies trading on the larger exchanges as they are in Canada (i.e. TSX). I did searches on companies in Colorado and California and found very little other than smaller players trading in over the counter. Any comments? Also, is it too risky to invest in companies over the counter. One of the picks was from Goldman Sachs and that was an over the counter company which in some ways may confirm what i was indicating above that there does not seem to be too many companies on major exchanges. I would appreciate your input on any companies that you maybe aware of in the legalized states and if over the counter is too risky. Many thanks and Happy new year.
Read Answer Asked by umedali on December 29, 2017
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