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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: THe weekend edition of the Wall Street Journal reported that US oil producers have issued 2017 budgets that call for dramatically greater spending to tap new wells. Can you suggest some Canadian companies, small mid or large cap that may experience a direct material benefit?
Read Answer Asked by Murray on January 23, 2017
Q: Hello,

Looks like Brookfield Properties would like to take out the approximately 16% of the company it doesn't already own.The stock is trading above the $30.10 being offered for the shares/. There are rumours that there is a large shareholder of the remaining interest that is holding out for $33 or higher, do you know anything about this? Is there somewhere where one can go to find out more?

Thanks!
Read Answer Asked by David on January 23, 2017
Q: Hi 5i,
My partner and I are 60 yrs. old, both newly retired with no pensions. 50% of our portfolio is in banks (one in the US), the rest in renewables and the occasional tech stock.
We are thinking with Mr. Trump now in office, we should probably look at gold. Presently we have no gold, even though I see comments that 4-6% of your portfolio should be in gold. What would you suggest for us? Stocks, bullion? If stocks, which ones and percentage of each would be valuable.

Thank you!
Read Answer Asked by Wendy on January 23, 2017
Q: I am considering transferring my assets in CPG to WCP. Both have an equal weight in my portfolio. It seems that CPG has not performed as well as WCP during the upturn in oil prices. Both have cut their dividend substantially but I believe that WCP has more upside in terms of growth and dividend increases. What is your opinion? Thanks
Read Answer Asked by Kevin on January 23, 2017
Q: I have a disproportionately large position in Apple. Now that it has recovered to the $120 level, I'm considering selling a portion of it to bring it back to a more reasonable percentage of my portfolio. Can you give me your view on this stock, and provide your insight into the influence all their cash will have on the stock price if corporate income taxes are reduced
Read Answer Asked by Marco on January 23, 2017
Q: The potential for an increased US protectionist stance has me thinking about the possible impact on Canadian companies (non-manufacturing) doing business in the US. Some of the big Canadian banks like TD have significant US exposure, as do some utilities like FTS or AQN. These companies are Canadian, but have US offices and presumably employ thousands of Americans. They do not really export any product into the US. Do you see any reason for concern for Canadian companies like these that have US offices and employees that provide a service (as opposed to selling a Canadian-made manufactured product into the US)?

Are Canadian banks, utilities or similar companies covered under any NAFTA provisions that could be re-negotiated? Do the profits on their US operations all come back to Canada?

Perhaps it is a little premature for these questions, but I hope 5i will be proactive in keeping its clients advised of any developments respecting Canadian companies operating in the US.

Thank-you
Read Answer Asked by grant on January 23, 2017
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