Investment Q&A

Q: Hello 5i,

Just wondering if there is any company specific new on BOS recent recovery or is it likely related to an industrial Trump Bump and tax loss selling recovery? Is it still worth holding on to for a higher exit price?

Thanks,
Angelo

Q: What are your favorite blogs that you read everyday? Trying to increase my market awareness. If you were to devote one hour per day to your investments what would you do to "stay in the loop"?
Thank You Ron

Q: I am considering taking a position in Nike, using the thesis that its better value to buy a strong company beat up rather than a momentum play. Your opinion gentlemen.

Q: Do you think DCM is financially strong enough to pay back the principal on their convertible debentures maturing 30/06/17? Do you think it is a reasonable buying opportunity at current levels?

Q: Hi 5i team,
My US portfolio is currently about 9% and consists of GOOG, FB, SBUX, GE, MCD, PM & DEO. I want to buy ETFs to bring the % up to around 20%. In a recent newspaper article about the high valuation of US stocks and possible volatility, the author recommended ZWH and ZPW instead of buying broad base market ETF.
What are your opinions of these two ETFs? Would they be useful tool to reduce risk while still participate in the US stock market if it goes up and also earn some dividends? Which one of the two is more effective or they should be employed as a pair? Many thanks.

Q: The price for tembec had been incresed 100% for last 1 & 1/2 months with above average volume. Is there any specific events that can explain for hugh jump ?

Q: I have recently purchased this company and would like your opinion.

Q: Hi 5i! It has been a long time since anybody asked about Celestica. Don't even hear it talked about on bnn these days. Any new thoughts? Is this one to consider for some tech exposure? Thank you.

Q: I would like to hold PFF in my US$ portfolio for at least one to two years in my RRSP. Do envision any serious risks by way of interest rates over this term?

Q: I'm interested in buying into the utility sector through an ETF. ZUT holds Canadian stocks and has a yield of 4.98%. 99% of the distribution are eligible dividends.

ZWU holds a mix of Canadian and US stocks with about 45% each of eligible dividends and ROC along with 10% foreign income. The yield is 6.64%.

If we factor in the DTC, there's not a lot of yield difference. What are the reasons for your choice of ETFs? Thanks

Q: Happy New Year. I have a small position in this company, and I am up nicely. I am aware of the risks associated with this type of investment, however, I feel it is worth a small position (1%. Your thought on catalysts that would move this stock. If they succeed I am hoping for a double from here.

Q: Hello Gentlemen,

What is your opinion of MID.UN and XTR at this time !

Thank you

Q: What do you think of CTL as an income play in a well diversified portfolio, assuming the Level 3 merger goes ahead?

Q: I read your 29 Aug 16 comments on HBI. There SP may have found some level of support. I would appreciate your quick analysis of their fundamentals.

Thanks in advance.

Q: Can you please describe the key differences between these two seafood companies aswell as identify your preference for growth with a bit of income. I am interested in the sector in general and both stocks have pulled back of late.
Do you think either is attractive at these levels? I have very little overall exposure to the food/consumer sector as is.

Thanks!

Q: CSU not very strong lately. Any reason it might not be as strong as usual ? Any unforeseen weakness ?

Q: Please enlighten me on how bought deals work, using the most recent EIF bought deal as an example.

EIF floated new common shares at $42.45 per share recently and it was a bought deal so the underwriters bought the entire issue (plus the over subscription shares) for $42.45 per share. Thereby EIF received $42.45 per share (less the underwriter fees), while the underwriters assumed the risk in case if they cannot sell those shares at $42.45 or more. Am I correct so far?

In that case, with the EIF SP lingering under $42 a share, can I assume the underwriters will suffer a loss? After all why would you buy the new shares from the underwriter at $42.45 if I can get them cheaper in the open market?

Also if I were the underwriter, would I not be trying to drive up the EIF SP to over $42.25 to protect my deal?

Kindly shed some light on this type of transactions. Much appreciated.

Q: I am interested in purchasing the above securities, but currently only have the capital for one. Without regards to sector exposure, can you please rank the three in terms of potential from current price levels ?

Thanks

KR

Q: Hello

I am going to re-balance my family portfolio (by sector/industry mix and bond / stock mix) once the Dec 2016 statements come in.


In my family we have 2 RRSPs, 2 TFSA, and 2 RESP accounts.


In the past I would add up all the portfolios together and make a pie chart in Excel to find out our bond & stock mix and our sector/industry mix.


Before I start this exercise this year I wanted to have your opinion.

How do you recommend balancing? Each account separately or other???

Should I even consider BONDS inside my kids RESP since they are just 2 and 4 years of age?

Thank you for your help.
Regards
Stephane

Q: Do you plan to invest your 4.6% cash in the Balanced Portfolio soon?