Investment Q&A

Q: What is your outlook and recommendation on QTEC Nasdaq 100 ETF as investment in TFSA and RRSP ?

Q: What do you think about this giant ENB transaction?

Q: What is your take on latest earnings? The company reports EPS in USD which seems kinda silly as they leave it to the investor to do the corrective math. I have 0.15 EPS(12m trailing) equating to 12x trailing PE. Is this correct? How does this stack up against peers? Thanks

Q: Good day...thanks for all the great guidance that has made us far better investors than we were before joining five I....my question is ....we have a 1% position in IKM at about the present price...firstly what do you think of this company and its positioning in a positive oil cycle and does a 2 - 2% allocation make sense in the context of us having most of the balanced portfolio with some of the income and four from the growth portfolio and we do not own WCP....some help in our decision making would be greatly appreciated....Eugene

Q: could you comment on the renewal propectus.?

Q: I would appreciate your opinion on these two companies.
Thank you!

Q: Looking to add either CTC.A or PBH to my Income producing portfolio. Which would you recommend at this time if I was looking for some growth as well ?
Thanks

Q: What is your opinion on this? would you prefer a specific bank?

Q: Up substantially the past month. Is it time to sell Cenovus.

Q: Why do most Asset Allocation models or discussions include BOND funds or ETFs but not GICs? Is not a laddered portfolio of GICs an alternative ?

Q: I have a question regarding SIS's dividend. Maybe I am mistaken, but most ''growth by acquisitions'' type of companies usually either pay a small dividend or no dividend at all. CSU, ATD or GUD/Paladin come to mind. The logic being that more value is created by investing the money than giving back directly to shareholders. SIS, on the other hand, pays an high dividend that has been growing quite rapidly in the last year. What is your opinion on this? Have you ever asked them why they pay this amount of dividend or have they ever explained it? I understand they usually sound quite confident in the future but still, I am curious.

Thank you!

Q: What do you think would be the effect on the shares of H of the NDP privatizing H should they be elected and fulfill there campaign promise?

Thanks

Sheldon

Q: Thought that was an ok investment according to your past thoughts. What are your thoughts now? Thanks. James

Q: Do you still like Sanderson Farms?

Q: Hi 5i,

Peter said on May 16th "May I add a comment to Saeed's comment.On May 9 Technical Analysis provided by 5I show that PHO has broken out to the upside,Today it touched $2.14,a 52wk high."

Where can I find Technical Analysis by 5i? Could you please provide a link?

Thanks very much.

Q: I listened to Morneau this morning talking about indemnifying Kinder Morgan for any political risks/delays in KM's pipeline project. The mention of the indemnity applying to any other company who may take on the project means to me that this was a topic of conversation. I am thinking that KM may be trying to position this project as one that they could sell and thereby exit Canada. Their name has been tarnished and I would think that their Board and shareholders would prefer to sell the old and new pipelines, exit Canada and invest elsewhere. So, which pipeline companies are most likely to be interested in buying out KM? My first thought would be Enbridge but with their debt I think they'd pass on this. TRP or is there another one?

Q: Could you comment on Q1 results reported yesterday, its debt, and the potential growth over the next one to two years. Thank you.

Q: Can you pls rank Dollarama, Ag Growth, and Maxar for a very long term style investor taking into consideration their current stock prices.

Q: I’ve held this for a good 6 months now, has really not done much. What do you think of the company ? Buy sell or hold ? And if you are not enthused about, please suggest 5-6 large cap stocks you would replace it with ( not necessarily industrials )

Thanks
KR

Q: 11:10 AM 5/16/2018
I very much appreciated the geographic distribution of business exposure to different countries for BNS that you provided this morning to Ron.

It would be very helpful to me and likely to many other members if you could provide a similar geographic breakdown of activities for the other 5 Canadian banks. It would help us to calculate our exposure outside of Canada.

Thank you............. Paul K.