Q: HRX appears to be meeting and beating earnings expectations and the price appears to be on an upward trend. Can you comment on your thoughts of adding this to a portfolio and if not this stock an alternative in this or a "similiar" sector.
Q: Good Morning,
I am interested in investing in XTC for its dividend and growth potential. I know very little about its debt level. Is it in the acceptable range? Also how secure is their dividend? Are they in competition with Magna and other automotive companies? What are their prospects of growth in this environment? Thanks for your input.
Jane
Q: Arizona Metals continues to prove out a lot of material (gold, copper, silver, zinc, etc.). The stock price has moved considerably already. The company is pre-revenue. They are essentially poking holes in the ground, but what they're pulling up looks good. Apparently the deposit is high-grade and shallow, making this a "green" project, which are the buzz words of the day. Can I get your take? Still too speculative for 5i?
Q: Just wandering about the distribution of over 8% on this stock. Any of this distribution a return of capital and if not, how safe is the dividend. Many tnx.
Q: My portfolio is currently down between 30% to 50% on the above stocks in a cash account. Which stocks would you recommend selling to harvest tax losses today and what quality names would you replace them with that have been similarly beaten down you believe will more likely recover losses because of valuation or other reasons.
Q: Good morning
Did any of your team see the Investor Presentation of PRLB's 5-year plan yesterday, and if so, I would appreciate your comments and assessment?
Thank you. Edward
Q: DY was a very recent pick on BNN. I purchased at $90. Shortly after it dropped down to the low $80's. I woke up on the 25th and it was in the low $70's. My online account info showed that there was an earnings report at approx. that time.
TRIP was a CNBC pick of about 3 months ago. I purchased at $60 and a short time later it started to lose altitude - it is now a $40 stock. In both cases professionals recommended these picks. Is it the luck of the draw or should these professionals had picked up on problems shortly after being recommended? Thanks so much. In hindsight - should have checked with 5i prior to purchase.
Q: Hi, If you wanted to own one stock in Canada on the TSX, which company would you buy? I realize you would never recommend doing this at all, thanks. This would be owned for roughly five to ten years.
Q: In a recent question on DHT.UN you mentioned they expected to pay out 20-30% of earnings .... Being a royalty company I suspect they may have a dividend percentage range or goal in mind ..... With these type of companies I am not really interested unless that yield is on the north side of 5% ..... With the current company mix do you have an estimate of what you think that yield percentage might be ?
Any thoughts on the recent pull back with Capstone Mining? Is this company specific, and do you think copper has reached its limit? Just wondering if I should continue holding or get out. The news out of China isn't helping, just hope this is a blip.
Q: I hold Eric's Energy Fund (NPP314) in my TFSA and have averaged down multiple times in the past. I understood I was probably catching a falling knife, but I believed in his expertise and was also building a position. Now I am up roughly 20% and believe there is more room for his Fund to run. NPP314 represents about 40% of my energy exposure. Most of the balance is held within my ETF exposures (CDZ, ZWC, etc.).
With the recent creation of Eric's ETF (NNRG), what do you recommend? Should I wait until the ETF has been around for a while (like you recommend for other new ETFs) or should I just switch now? What are the Pros vs Cons (aside from the 2.5% vs 1.5% fee that I see in the May 18/21 question)? Will the holdings be identical? Could you please add NNRG to your data base...thanks.
Q: What are your thoughts on how to invest in the story legalization of marijuana in the USA. I'd like to get in early with a small position in something, and just sit on it for a few years. Perhaps an ETF, or one or two stocks. Thanks.
Q: To increase my consumer cyclical sector weighting I want to add either MG or LNR or maybe both. What company would i5Reseach recommend and why. Thanks … Cal