Investment Q&A

Q: As a place for short term cash I have the max amount in Oaken Financial, that is covered by CDIC. Being that it is owned by Home Capital, and the news from there seems to be mostly negaive lately, would it be better to move to another high interest savings account for a holding tank. I don't want to have to go through the CDIC to get my money.
Do you have another suggestion?
I really do appreciate your service, and have begun to rely on it, so Thank You.

Q: CPX seems to trade at a discount to its peers. Is this the case, and is its coal fired assets in Alberta the reason?

Q: So last night Motley Fool Canada took down their article from yesterday that was bashing CRH and comparing it to Valeant. Then the author releases a new version of the article that is actually promoting CRH for the most part. I did notice in the original article that they listed Motley Fool (US) as owning the stock which struck me as odd. I wondered why Motley Fool would bash a company, contributing to its decline while its parent company is long the stock. Feels like maybe the author got a big slap on the wrist and was forced to instantly retract the article? Very weird.Would there be any legal implications there, seems like manipulation. They are bashing a stock one day, and pumping it the next.Not that I had any respect for Motley Fool but I've defintitely lost the little I did have for their stock reports.

Q: Your take on today's results would be welcomed

tks

Q: I have noticed a lot more pets in my condo.What are your thoughts on investing in this area in the long term.I am thinking of initiating a position in this area and was wondering if you have any specific stock suggestions related to what appears to be a strong secular growth trend.Any ideas in either the US or Canada would be appreciated.
Thanks for all the great insight!

Q: I hold a full position in PBH. Do you not feel that the stock price is ahead of itself and therefore you should be cautious on recommending this co. at current levels and wait for a pull back ? The current price is greater then any analysts 12 month target.

Q: Please update on WG Welgreen, I've liked it for years and with new management am considering a purchase (I did very well with Romarco, where new boss came from).

Continue to love your service and advise.

Q: Canadian banks and residential mortgages
My impression is that Canadian banks sell their mortgages. (Perhaps this is only the case for smaller banks.) Also, a portion of their portfolios would be insured. Do these points have a material impact on the actual exposure of the big banks relative to the apparent exposure arising from the volume of business? Are there comparative bank stats for their exposure in various lending markets, by sector and geography?

Q: The term Core Holding has come to my attention recently in both your Q&A and an analyst report. It makes me think is there a list in your head of companies that would represent a core holding in a portfolio of Canadian Equities? Or is this kind of your balanced portfolio?

Q: Hello 5i,
There have been some developments with these two miners since my last question on Mar1/17. Could I have your take please?
Thanks
Dave

Q: May I please have your opinion on Terago (TGO). Thank you.

Q: What information can you provide on crystal fuel (oro blanco)found in the Andes and Death Valley, and the name of companies that may be involved in the development of such. Thank you. Gaston

Q: May I have your opinion on Redline Communications Group Inc (RDL) please. Thank you.

Q: What would be your favorite 3 REITS now for dividend and growth

Q: Further to your answer to Delores regarding cineplex, do you think you will be publishing the update before or after they report earnings May 5? The reason I ask, is we currently hold cineplex in a riff account where the income is used as a pension replacement. While the stock has been a solid investment, aside from the modest yearly dividend increase there really hasn't been much capital appreciation in the last year. Although I am intrigued with the potential impact of the rec room once opened in Toronto, will have on their bottom line. We are thinking of replacing it with Bgi.un which pays an 8 per cent dividend. Ignoring the fact they are in different sectors can you comment on the following:
1) is this a good switch and will this switch increase risk
2) would you sell cineplex after the ex dividend date or wait for the earnings release?
As always thanks ( especially with my more recent buys of Crius and Shopify)!

Q: I held dundee precious metals (DPM)for many years and still have a big loss. Is it worth keeping, what would suggest a good replacement?

Thanks

Q: Hi,

Where do you see this company going? Is there better names in the sector that will provide good growth in the next 1-2 years?

Thanks.

Q: Please give me your thoughts on this company.

Q: Since the beginning of December 2016 PPY has lost 50% of it's value, and is now below the five dollar mark. What are the reasons for this decline, and what would you expect over 2017.

Thanks, Glen

Q: What do you think of this US regional bank.