Investment Q&A

Q: I currently hold a decent position in CJ as part of my Canadian energy exposure.

Last week they announced the CFO is retiring, and for a few days following the announcement I noticed there's been considerable internal selling. This has me a little bit worried.

What are your thoughts?

Q: Would SPY be comparable to ISUG ? Or would ISUG have a higher concentration of tech stocks?

Q: What do you think of PONY? Is this a buying opportunity ? or catching a falling knife?
thank you.

Q: I have a well diversified portfolio, 2/3 Cnd and 1/3 US. In the US I have full positions in BAC, GOOG, DWDP, AAPL and 3/4 positions in MS, PYPL and half positions in FLIR, SWKS and LYB. I am happy with all these and think you have endorsed all of these recently.
I have also held a full position in US biotechs (spread evenly 1/3 each across BIIB, AGN and REGN) for 2 years and they have done nothing. My question is, would you continue to hold these biotechs in the hope/belief that their turn will come and they too will participate in the remarkable US growth, or are there simply better sectors and stocks I should be looking at? I don't want to be stubborn and recklessly hang on. If moving on is the wiser bet, what one or 2 alternate names would you suggest given my current US holdings (or perhaps add to one of the existing positions?)
You have not steered me wrong yet and I welcome your comments,

Many Thanks

Scott

Q: Go Easy has had a nice run bought in at $27.00 Now 39 do you think it has a ways to go or would you take some money off the table thanx

Q: Dear 5i team: would you rate any other products out there etf's or mutual funds that you may find as a better option as a monthly payer or a total return type product for a retired investment? Or are these as good as any except of course a group of individual stocks.thanks Larry

Q: With Savaria getting 64% of their revenue from the US, do you see a material change in EPS with the US tax being reduced to 20-25% for Savaria?

Thanks, Barry

Q: Hello 5i, Have you any information as to the financial problems at TD Waterhouse direct investing as I have sent emails with no response and tried to phone also with no answer after a long time on hold. There are financial errors in my accounts which is quite concerning. Thanks

Q: I own the above noted stocks relating to healthcare at roughly 1% weighting each. I am fine with hanging onto GUD and waiting but I was wondering if the other two are worth hanging onto or if I should move onto something else in the sector.
When adding more (approximately 5 to 10% of overall portfolio) to this sector would you recommend an etf or specific stocks?
Any recommendations (Canada, US or Int'l) would be greatly appreciated.
Thanks.
Brian

Q: Could you compare TNT.UN and Sot.un going forward ?

Q: Since I last asked about Drone Delivery Canada in September, the share price has increased quite significantly. I would appreciate an updated opinion as to whether they would make a promising (albeit higher risk) investment.
Thanks!

Q: With the recent news and big jump last week, do you find this company worth going to full position? I currently am in for half.

Q: What are your views on Newalta for a long term hold (5 years)?

Thanks

Q: What are your thoughts on CUV? They have raised some cash recently and are awaiting confirmation of DA’s that may hold promise moving forward. Just curious on your overall thoughts of this company both now and into the future. Thx.

Q: Hello Peter and team, Considering the tax changes going on in the US, in general terms, what kind of impact would you anticipate for above Utility sector stocks

Q: Hi 5i: Thanks for the recommendations regarding US insurance companies. Unfortunately, your recommendation of Aflac came just before news that some employees were accusing Aflac of some malfeasance, with lawyers now investigating. Such events cannot of course be foreseen. I guess it would be wise to hold off any investment until more info is available. Do you have any updates on this issue yet? Many thanks.

Q: Hi,
I am a big believer in the benefits of holding shares of solid companies with DRIP and SPP plans. As such, for part of our investment portfolio, we currently hold BNS, BMO, FTS, and SU in these direct registered plans. I would like to add other companies to these, with a 10-15 year holding period. Looking for your thoughts on the following that offer both DRIP and SPP plans.
CAE- Seem financially solid and long term returns have been good
ALA/EMA- Does it make sense to add one of these since I hold FTS already? If so which would you recommend?
ENB/TRP- Best option for security and rising dividends in a rising rate environment?
T/BCE- Best choice for growth and dividends?
IAG/SLF/MFC- Over the long term, (I think my screener went back to 2000), IAG has dramatically outperformed in share price appreciation, but dividend is lower. Your choice here?
Deduct credits as required.
Kind Regards

Q: Please your take on its 2% increase in distribution for the 1st 3mos of 2018.Thanks for u normal great services & views

Q: Hi Team 5i - Happy New Year (It's still January so I can say that)
Question - Will NTR be setting their new dividend soon or is that now gone? Thx!

Q: Is there a web site that lists Canadian corporate bonds that are available for purchase and their rating? What minimum rating would you recommend for purchase of Canadian corporate bonds?

Thanks