Investment Q&A

Q: Good morning. Can you recommend a US ETF where I could 'park' some US cash for a month or or two? And safely make some interest or dividends? Thank you!

Q: Signed up tonight after watching BNN. I have reviewed your website and have a question in how to translate this into a successful strategy.

I've gone over your portfolio's and have decided Growth is the profile I will follow.
My TSFA is nearly maxed out and currently all CASH.

Your Dec 31st Growth Model Update shows approx 25 companies with different allocations. Half of these show an NR (Which I assume is New Rating - Initiation)

Would you advise investing primarily in the NR's as a place to start this portfolio and over the coming years sell and buy as suggested? Or would you advise in investing in only those stocks with a grade higher than B+?

Thank you.

Q: Would you consider George Weston a decent, safe investment at this time. What are your thoughts on this company and AGT ? Thank you.

Q: 11:36 AM 1/19/2017
I have a 5% position in Tucows that is now up 103%. It pays no dividend and I am shifting my portfolio towards dividend growth stocks and at some point should sell to "harvest" the gain and switch to a dividend stock.
Is this now the time to be selling this stock or does TC have strong growth and future gains ahead?
Thank you........ Paul K

Q: Hi, would like sell spe or tog and put it in Wcp for more stability.Is this a good move? Witch one would you let go?
I like dividends,but not at the expense of higher capital gains.
Thanks,Brad

Q: Hello 5i team,
My exposure to the tech sector is 17.7% of my portfolio
CSU 4.6%, DSG 2.9%, ENGH 2.7%, KXS 1.8%, MDA 1.3%, OTC 2.4%
I'm interested in SHOP and to a lesser extent SYZ.
How would you build the portfolio keeping the overall exposure at 17-18%?
Thanks,
Antoine

Q: What is your current opinion of Altus Group?
Many thanks.

Q: Good Day. I purchased Andrew Peller @ 3.77. To date I have made 198% (3 years) and it is currently paying 4.50% on my original investment. I read a blog concerning investors that tend to sell their winners as opposed to their losers, which seemed to indicate that this is a bad strategy. As such I have kept this stock up & down and that theory as proven to be correct in my case. I understand that in an Income portfolio the current 1.40% divined doesn't really cut it. That said, I look at the Capital gain implication, the history and the potential future upside given the government approval for wine sales in major grocery stores coupled with the weak Canadian dollar that makes imported wine more expensive and exported Peller less expensive and I can't bring myself to sell. Perhaps I am too enamored with this stock. The old adage that says "don't fall in love with a stock". PS My wife, who is from Grimsby Ontario, suggested I buy this stock. If I sold I would have to put up with her nagging. (LOL) I would appreciate your thoughts on this situation and keep in mind that I am in no way questioning your decision. Regards.

Q: What would your choices be for possible replacements of MST.UN now that is being sold to Starwood? Joe

Q: Would you be an investor in CSX based on Hunter Harrison taking the helm? It has popped almost 20% today on that rumour. Would you wait until it becomes official? I missed out on the CP run while he was in charge and am interested in your opinion if he can replicate his success once again.
Thank you

Q: If Mr. Harrison goes to work at CSX as rumoured do you think great results will follow? Is there a lot of work here that can be done to cut costs? Our family trust is a signicant holder in CSX now. Your thoughts on the future fo CSX. THANKYOU

Q: Thank you for your response and Link concerning NPV calculations on potential gold reserves. This was exactly what I was looking for in terms of common sense and application to a specific project. I appreciate the service you provide. Cheers. PS Consider this as a question. Well worth it.

Q: I am trying to decide between BCI and XTC for my TFSA. From my analysis BCI has better metrics (FCF/Capital Invested, P/FCF FCF/Sales,margins) but what worries me is the intrinsic value. Using Graham number Earnings Power Value and DCF analysis I get a stock price in the $10 range for BCI, where as for XTC it appears to trade close to or below intrinsic value. Which would you go for? Should I be worried about the intrinsic value?

Q: I asked this morning when ADW.A was removed from your Balanced Equity portfolio and you answered that it had never been in the Balanced Equity portfolio. I must have misunderstood when it was added to the Income portfolio. I have now sold it out of my BE portfolio. But in the meantime, I made over 86%. Now that's the kind of mistake I like to make.

Q: Good morning,
I see a new issue Brookfield minimum rate reset preferred Series 7. Acceptable? or just stay with CPD? Thanks for your service.
Ted

Q: Which of these three companies (BEP.UN, SPB, and VNR) would you favour at this time?

Q: Peter and Team:
I hold PEY, TOU, and VET as "energy stocks" in a sector balanced portfolio.

I am down about 10% on PEY, and was thinking of making a switch to HWO. I realise one is natural gas and the other "oil services" company, but I would consider both under the energy sector of my portfolio.

What are your thoughts on this switch.

Thank you as always for a great service.

Phil

Q: I have about a 4% position in each of the above. Would it be too much exposure to add a 4% position in Open Text?

Thanks

Dave.

Q: I have a question about MST.UN- sell today or wait for dividend and better bid?
thanks
Don

Q: Can you provide your reasons for dropping ADW.A from your income portfolio and do you think it is still a good company to hold even though you have not kept it.

Thank You