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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: Hi.

Almost finished transitioning from (50 Stocks, 5 ETFs) to (11 Stocks, 15 ETFs).
Much easier to manage; performance has improved already over one-month. Sleepin' better... ;-)

About to purchase my last ETF in the mix: VVL, but it makes me a bit nervous:
- Age: Only 3 years
- Market Cap: Only $82M
- Volume: Very low trading
- $0.10 Bid/Ask spread (i.e. an immediate loss of ~ 0.3% on buy & sell = -0.6% right off the bat?)

I would appreciate your thoughts on the observations above. Would you recommend another ETF instead?

Thank you as always from great useful timely advise.

Paul [2019-03-21 - 10:43 AM]
Read Answer Asked by Paul on March 22, 2019
Q: I was going to use the proceeds of the sale on KWH.UN and purchase SBC. (Brompton Split Banc).
Is SBC more risky than KWH? How would you rate SBC? Is
now a time to buy into LSPD as it seems to have settled down after the IPO?

Wayne
Read Answer Asked by Wayne on March 22, 2019
Q: Ive seen volume surging in a number of Canadian oil stocks. Do you know what may be behind this? Thank you.
Read Answer Asked by Manoj on March 22, 2019
Q: I am a trend-oriented investor (following momentum but with stop-losses on every position). When stock prove themselves, I like to keep them as long positions. This brings me my question re: CURA.CA. I have been finding the pot and petroleum sectors particularly lucrative since the start of the year. Among my pot holdings, I've got large position CURA.CA and was therefore pleased to see it rise 32% today on very high volume after announcing a partnership with the US's largest drugstore chain, CVS Health Corp, on a line of CBD products. CURA products are now sold in 8 states with more on the horizon. Also, at the start of the week, CURA announced a definitive agreement to acquire NV-based Acres Cannabis (Acres), for total consideration of $70m with $25m in cash, and $45m in equity. A recent GMP/FirstEnergy report has set a target of $21 on the share price and comments "We view CURA as having the broadest exposure amongst its closest peers to current or likely future MED to REC market conversions such as in MA, NY and NJ. This offers high torque growth opportunities for CURA as addressable market sizes can increase by ~5x–10x, while also providing a first-mover advantage (18+ months) to capture market share." So it would seem that the company has a long runway ahead with its increasing footprint in the retail sector.

Peter, could you provide your outlook for this stock? To me, it looks like it has a lot of traction. I only have a couple pot stocks that I treat as buy and hold; most, I am quite happy to sell when they have had a nice run until they consolidate again. Does this look like a buy-and-hold candidate?
Read Answer Asked by David on March 22, 2019
Q: Hi, I can obtain 7ish% yields on various preferred share issues of INE, TA, NPI, CPX, ALA, BPO, Could you please rank these purely in terms of relative security of divided payments? Thanks.
Read Answer Asked by Gary on March 22, 2019
Q: Hi. looking to pick up 3 cie , for a 10 yr period in a RRSP account , would you recommend any of them or any others that are not on the list.

Thanks
Read Answer Asked by Costa on March 22, 2019
Q: Hi 5i Team,

I hold about 5% in each of these companies, with the rest in indices (XAW, VCN) and cash. Do you have any recommendations for other companies I should be looking at to diversify? Thanks for the help!
Read Answer Asked by David on March 22, 2019
Q: I need raise money from my cash account.
Current dividends have been paid.
What would you sell first, second, third,4th, etc.?

Thank you ian
Read Answer Asked by ian on March 22, 2019
Q: In the past you have been very pro NVDA and lukewarm to AMD. I am getting reports that AMD is "eating NVDA's lunch" when it comes to gaming chips and is now set to break out. The Google announcement early this week would seem to confirm this thesis, however it appears every chip company is on the rise. Have you altered your opinion on AMD? Before the announcement I got on AMD (2% position) and am up 20% very quickly. I am thinking of adding more. Should I?
Read Answer Asked by Barry on March 22, 2019
Q: With the possible exception of BMO, the Big Five banks seem to be hitting a plateau. At the same time, there's talk of moderating interest rates. But shouldn't lower rates be a stimulus for banks' business - mortages, etc.? I thought it was the insurance companies that benefited from higher rates. Or is the apparent tapering-off of banks' growth just a reversion-to-the-mean phenomenon?
Read Answer Asked by John on March 21, 2019
Q: Can you comment on a recent short thesis on the Canadian banks? The fund (Crescat Capital) claims that 82 percent of Canadian companies have negative cash flow, but when I read it, its free cash flow they refer to, which is obviously not the same thing. Nevertheless, negative FCF would still be concerning. What's your take?
Thanks, Alex
Read Answer Asked by Alex on March 21, 2019
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