Investment Q&A

Q: You have mentioned in the past that KXS has lots of cash. One assumes this means "in relation to" some other factor, as other companies have larger cash holdings. Please outline what you are using as a base for this ratio so I can use this metric when evaluating my other holdings (mostly those recommended by 5i).

Q: This company was recommended by Eddy Elfenbein a few years ago as part of his Buy List. He dropped it this year because he felt that it had become too expensive. I am a buy and hold investor and know that your strategy is to hang on to winners (as long as nothing changes within the company) while maintaining a balanced portfolio.
My question is, is there a time to sell a winner even if nothing has seemingly changed in the company? HEI has grown for several years, had 2 partial stock splits and raised its dividend in the past year, its CEO was executive of the year and it is in an industry (aerospace and electronics) that would seem to still be growing. Other than its debt level increasing somewhat I see little wrong here., although I am not a strong analytical type. While I don't expect 30% plus growth annually, it would seem to still have some oomph left in it. Or has it possibly run its course?

Appreciate your insight.

Paul F.

Q: Can some of enbridge weakness be attrituted to new technology being developed to carry bitumen from the oilsands in a safer more solid form by railcar? CN apparently has a patent on the technology? Thx

Q: Any comments/thoughts on this company?

Q: Would like some information on ERO.

Thank you.

Q: Could I get your opinion on Corridor Resources?

Q: I will be investing $20000 into my TFSA. What stocks or ETFS would you suggest investing in and how what % of holdings would you allocate in each investment?

Q: Hello Peter,
We made our annual contribution to our grandsons RESP. He is 4 years old. We would like to add one or two new stocks to his portfolio. The current holdings are:
ATD.B
CXI
GUD
NFI
PBH
In your opinion what would be some good Additions? Thank you

Q: On these 3 bond ETFs I am down between 4-6%. I was thinking of crystallizing
these losses. First, do you think this a good time to 'clean up' ones bonds? Second, could you recommend their replacements.

TIA

Q: Excellent Q&A on BNN today. Question #1: CRH has shown a substantial improvement over the last 3 months & I believe it will continue. Your thoughts! RHT has really just imurged but, I think if could easily move up 1-2 dollars this year . Please comment. CBW is very confusing with all its numerous financings however, I would appreciate your opinion. Thank you.

Q: I am looking at buying a 5% position in the ROBO ETF for my TFSA. Are there any concerns with buying this rather than the U.S. version ?

Many thanks.

Q: Your answer to Don today re the best tech stocks are CSU KXS DSG & SHOP.In today's market,please rank them,best first.Thanks for your normal great services & views,Ryan was great on BNN market call,Great answer to my Q on KWH.un resulting in price increase

Q: I have two young kids with RESPs (5 and 10). I have asked a few questions regarding etfs mostly because available resource in the accounts was small. That said, one is worth about 28K (AVO, DSG, DHX, ENB, HR.UN, KBL, MUX, STN, TSGI), the other, a series of etfs worth 12k (XIC, XIN, VUN). Both accounts have 3-5k in cash, what would you do at this point? I understand this borders on portfolio review, but in terms of sector allocation etc, I would appreciate any advice. With 38K in play, the review is not yet a wise investment. As an aside, an RESP model portfolio would be immensely useful to I am sure many subscribers in a similar spot as I find myself, with small but growing portfolios built over time matched with gvt subsidies. Anyway, thanks for all you do, and a very Happy New Year to you all. I look forward to your thoughts.

Thanks,

Eric

Q: In your response to a previous question where I was looking to replace VWO with a Canadian equivalent, you suggested VEE. The TD Webbroker site shows VWO with a dividend yield of 2.15% and VEE with 1.34%. Can you confirm these numbers and if they track the same index why would there be any noteworthy difference?

Q: Hi Peter and team,

Can you kindly let me know the business model of the company. What is the potential growth in the space. Do you think it will still be around in 5 years. In addition, it is a takeout candidate. Thank you in advance.

Norwood

Q: Happy New Year to you all !
I would like your opinion for CORR Energy Trust , specifically the sustainability of the dividend .
Thanks
Rick

Q: Happy New Year.
Two stocks I currently hold are Engagement Labs and Enterprise Group. Both are being held at a significant loss.
Is there any point in continuing to hold either of these companies or is it time to simply move on?
Thanks, Rick

Q: I know this is a difficult question, but can you think of some companies where downside is limited, but upside is large? I think GUD might be one since they have so much cash - are there other companies with similar attributes?

Q: BPY-UN has been in decline since October 2017. Thoughts on where the stock will be going in 2018. Would you consider it a buy / hold / sell?
Thank you

Q: Happy New Years 5i!

I'd like to know what your three favourite sectors for 2018 would be?

Also, I often hear about sector rotation as one area of the market cools and another heats up. How do you at 5i track these shifts in sector sentiment? Is it as simple as just observing the share price movements in the different sectors?

Thanks again!