Investment Q&A

Q: Douglas Porter suggests (see quote below) that the very weak dollar will cause inflation to rise and consumer spending to fall. In terms of those 2 themes, I am wondering which of the 5i stable of equities you expect to benefit most and least. A couple of examples would be a great help.
Many Thanks
Mike

“As opposed to the somewhat mixed picture for business, there is no ambiguity about how a weaker currency affects Canadian consumers — it is bad news, period,” he says.

“Ironically, a weak currency is probably a bigger risk to Canadian consumers than the perennial bogeyman of record household debt.”

Q: Is something weird going on with the recent bad few days or is this just a rollover from recent upward moves?

Q: What is your opinion on using Stop-Loss orders? Should investors use them and if so, what is a good percentage to use?

Q: Hi 5i team. What is your view on this new TSX REIT? Would you buy for income or wait and see how it shakes out?

Q: Good Morning,
Would you be able to tell me when CWB reports next? Also is there anything wrong with the bank other than it is caught up in the same sentiment as the energy sector?

Thankyou
Larry

Q: I am going to stay away from the energy sector which is 14% of my portfolio and sinking. New money will go to non energy with a reasonable dividend. Could you suggest a few that would fit please.
Thanks.

Q: As the Cdn $ gets clobbered, can you recommend a few Canadian companies and/or sectors that would benefit from the weak loonie. Thanks M

Q: Hello Peter, Question about income portfolio holding. I have WCP,ZRE,BCE,WIN,VNR.
For new funds, would you advise topping these up or replace any or add any new to the mix.
Thanks and have a good summer.

Q: Good day! You are often asked for the names of Canadian stocks that have US exposure so we can take advantage of the US growth/strength but with a Canadian stock...such as BIN & Stella Jones. I wonder if you might be able to provide the names of a few stocks that you like that would provide exposure to Europe. I can think of Dream Global as an example.
Thank you!

Q: Hi Peter,
Could I get your opinion on cwx for income. Thanks!

Q: Hi Peter,
Thanks for your previous answer on Valeant. I appreciate the advice. I have sold my valeant shares and want to deploy the cash. Does a switch to Concordia Healthcare make sense? Thank you

Q: Your views on this company would be appreciated.

thank you, Jean

Q: I am wondering if the drought in the western part of Canada will have an impact on AFN? Do you how much revenue is generated from the west?

Thanks
Dolores

Q: Your thoughts on each of these to a diversified portfolio? Already own some gud.

Q: What are your latest thoughts on BTO in the present gold market?
I am quite a bit under water, but am reluctant to sell it at a loss.

Q: Can you give me your thoughts on the outlook for this company going forward?

Thank you

Q: I currently hold relatively small positions in CXI, GUD, PHM and PLI. I am thinking of adding VRX. Do you consider it reasonably priced? It does not seem to me to be too late to get onto that band-wagon. In some respects it reminds me of Constellation Software. Thank you, Peter

Q: Good morning,

Knowing you do not cover US stocks, what are your thoughts on the company slashing their forward profit and revenue forecast and its sales miss (3rd quarter in a row).
Would this be a good entry point or is it a catching a falling knife. Realizing the biotech sector is a risky one, but Biogen seems to have little debt and it is well diversified.
Thank you.
Elaine

Q: I have looked at firstservice latest investor circular where they talk about 20% for 20 years. They say a $100 thousand dollar investment in 1995 is now worth over 3 million.Jay Hennick has been the CEO during this period.He is now with Colliers as CEO. I am looking at increasing my positions in these companies. Is 5i still going to wait a few more quarters to see how the split works out.I am very tired of commodities.There looks to be lots of factors that move these stocks down and are way too volatile for me.

Q: Re Sylvia's etf dividend question
Just my two cents but I think her question is a very good one. ETF dividends can be tricky. I hold a CIBC canadian index etf that I bought through a friend who is a broker. I didn't research the fund much other than note it has relatively low MER.
I learned though that the dividends are automatically reinvested in units (I was never consulted on this), and in any case are only paid once annually even though all of the underlying paying companies pay either monthly or quarterly. I never actually "see" any dividend. Seems like I am losing some compounding effect there, as the reinvestment occurs only once per year. Over a long period I think this may be significant. Anyway, suggest you research carefully before you buy. Email the fund directly and ask specific questions about the div.
Good luck fellow investors!