Investment Q&A

Q: Good morning,
Can you recommend an etf that covers U.S. Regional Banks?
Thanks as always for the great service.

Q: Hello,

Both Inspira and Convalo released earnings today. I wonder if you would kindly provide me with your analysis of the results and an opinion on the outlook for these companies.

Thanks,

Francesco

Q: Maybe I'm too late to the party but can you provide a list of companies in the frack sand business? Which has the best fundamentals?

Q: Would like your thought between WRN and CS, which one you prefer better and why? Thanks.

Q: Good afternoon.
I've been doing a little research on the growth of artificial intelligence in Canada and I would appreciate any insight/ recommendations you may have for investment knowing that there could be a high level of risk involved. This would probably be for a TFSA account with a 1-5 year frame. Might there be an IPO(s)on the horizon worth investigating?
Thanks.

Q: Could I please have your updated opinion of ROG.

Q: Hi Team 5i: Alderon has had quite a ride since announcement on October 19th. With the increase in Iron Ore Prices, how do you see this stock performing over the next 12 - 18 months? Thanks in advance. Stan.

Q: There has been consistent and significant insider buying in this stock throughout the stock's rise and fall. It is about 10% below its high. Any thoughts on what will drive the future of this company? Will it benefit from the Kinder Morgan expansion?

Q: I bought this stock as a contrarian play. Badger was heavily shorted. I am now up 40%. Stock is not cheap now. Should I keep holding or move on to something else.

Q: With trump's policies I expect rising inflation. What sectors/investments would do well in rising inflation.

Q: I am primarily a dividend stock investor, having chased the market darlings of the day with varying results. As I get closer to retirement what are your thoughts on the Canadian version of this, series B for new cash ? Is this a top performer ? Thanks Steve

Q: I own FR for some silver exposure in 2017. The price dropped mid morning today vs peers like SSO, but I cant find any news to explain the drop. Do you like this one or another? Any insite would be helpful. Thanks

Q: hello 5i
Do you have any opinions on Buckeye PartnersLP (BPL) and Targa Resources Corp (TRGP) and general opinion on the Natural Gas space?

Q: I would appreciate your updated opinion of the company please. I have a small holding and would be okay with a loss if there is no point in keeping it.
Thank you as always.

Q: Are there any ETFs that you would recommend that provide for a hedge against a general market downturn for both Canada & the US that can be used as part of a portfolio?

Q: I have 2 preferred share ETFs (CPD and HPR) that are both up about 6 percent over the last few months. I have noticed a slight outperformance with the actively managed ETF (6.01% vs. 5.59%). The fees are slightly higher with the actively managed ETF (0.64% vs 0.51%). Is it advisable to switch my holdings in CPD and put everything in the actively managed ETF? Is it worth it or is the outperformance a red herring because of the short time period?

Thank you,
Jason

Q: Peyto and Alta gas have fallen lately for different reasons. How secure is their dividend, and their price ? Which one would you rate better for a 5 -10 year hold ?

Q: We have just returned from a five week trip to Singapore, Vietnam and Malaysia. We really were impressed with the work ethic, entrepreneurship and the tremendous growth in the middle class in all three countries. We always look for the presence of Canadian companies when travelling and were disappointed in the lack thereof. We saw Manulife, A&W, CIRCLE K and RBC. With the possible change in our trade pattern to the south would you have any investment suggestions for companies that are selling into these above-mentioned countries?

Q: I have owned National Bank for a number of years. I have read the posts and your preference for TD and BNS. I presently feel that this may be an ideal time to make a switch. The P/E of National Bank (according to Google) is presently quite high, especially for a bank, in my opinion. It is presently a few points higher than both TD and BNS (and also has a slightly higher dividend as well). Is there something going on at the National bank that justifies this higher P/E, is it simply investor sentiment, the higher dividend...? If the P/E is unjustified, in time the stock will retreat and I would rather switch over when the price is higher. Your thoughts on switching over (dollar for dollar). Normally I do not like doing this because, it is not a dollar for dollar switch, after I pay taxes (but I am sure I can sell some losers as well). If you recommend the switch, why do you like TD and BNS more. Looking at the 5 year charts, I see that TD has performed well in comparison. BNS and NA are at about par (assuming NA can sustain the PE or increase its EPS at a higher rate than the other banks). I assume that if the switch is recommend, I do it 50/50? Thanks.

Q: I am interested in building a portfolio based on the Balanced portfolio, Dec 2106. It currently consists of 23 holdings, not including cash. Of the total portfolio 7 holdings are NR which I presume is "no report". I believe you add these with the following comment:
“The portfolio contains some stocks that 5i Research® does not currently cover. We needed to add these names to increase the average market capitalization of the portfolio, and to add sector balance. We are very comfortable with the companies we have chosen, and will cover the 7 companies in due course.”
My question then is what are the metrics that you have initially applied to reach a comfort level such that these are included prior to a report being completed?