Investment Q&A

Q: Hello, can you give me your updated outlook on PTY? Also, your thoughts on USA? If you are not a fan, can you recommend others?

Thanks!

Q: Hello,

I have been reading about Evergrand in China and their potential default on $300 Billion in housing debt. It's being noted as the Chinese Lehman Brothers.

Do you see any knock on affects to the rest of world economy?
How big can this go?

Q: Would you give me an update on WM . Is this a company I should continue to hold?

Q: FLOW .. did some buying hopping this is a bottom and given recent announced long-term agreements with The Honickman Companies, PepsiCo Bottling Company New York, Canada Dry Potomac Corporation, and Canada Dry Delaware Valley Bottling Company .... your impression and advice ... thx

Q: I watched the interview on BNN with Mr. Bedard this morning and a couple of things jumped out at me. This is a company that has so far produced 400 vehicles building a 900,000 sq. ft. plant that is capable of producing 20,000 vehicles a year and is the largest of it's type in the U.S. ..... Nobody does something like that without a good reason for it. That would be like British Properties making the Lions Gate bridge ten lanes because " Maybe we'll need them someday " .... And the CIBC analyst expectations of revenue of $92 million going to $454 million in one year ..... Sure can't see that on the basis of telling the salesmen to " Go out and see if you can flog these things " ..... My brain says there is a reason for the plant and the analysts expectations ..... Any idea what that might be ?

Q: Hi Team,

What are your thoughts on the current valuation of this company and it's long term prospects?

Would you be comfortable buying at these levels?

Regards,

Q: i will have some new cash available from sale of industrial property and i am fully retired at 66 years of age . My wife owns another industrial property from which she draws a monthly income.
We currently have investorline account with each of our rrsp, tfsa, and a joint account.
I here a lot of noise out there in investment world regarding bond etfs being a poor investment at this time, as well as covered call etfs not being a good investment due to limiting upside potentialComments on this please.
But what is your opinion as to what etfs we should invest our new cash: considering Maw 104, VCNS , ZWH, VCIP, RWVG. also High interest savings accounts HSAV?
Thank you!

Q: can you provide an assessment of prospects of this company. was much higher a few months back

Q: From 5i's Income Portfolio, which top 3 companies will you rank as the best to invest in at the moment?

Q: If you had to pick only ten stocks or ETF's to hold forever which would they be?
Thanks

Q: Wynn stock price has been having a tough time of late. Is this something you expect to continue or is there a clear path to improvement?

Q: Now that things have become a little clearer, which of the two, CP vs CNR, would you prefer and why?

As always, thanks for your great service!

Q: I have been watching this company for some time. It also has a good dividend. I am thinking of buying now and i realize it is at an annual high. What are your thoughts?

Q: Your answer at the end of August was that XBC.CA was still worth holding. Now with it below $ 3.00 and a 80% loss is it still true. In other words irrespective of holdings is it a buy at its present price.

Q: I sometimes look at Keith Schaeffer's site "Investing Whisperer" when I'm in the market for snake oil. It is a very promotional site (mostly sponsored picks) and has a lot more misses than winners, despite the hype. The recommendations are mostly speculative and most have been dismal failures recently with the return of a healthy level of risk-adversity to the markets.

These reservations aside, I am intrigued by a recent pick that is at least showing some momentum: EWG. Peter, I'd be interested in your take on this one.

Q: Please advise 5 top defensive growth stocks - Canada, US or global.
Many thanks for your advice.

Q: We would appreciate your opinion and outlook on Kimball Electronics Inc. (KE:US).

Q: Hi Folks,
I hold CNR in my TFSA with a nice gain - with todays news would you sell CNR to buy CP OR would you hold both. Appreciate your opinion.
Thanks

Q: Please advise your assessment of WCC and analysis of their last quarter.

Q: Hi 5i!

I try to diversify well my portfolio between sectors but i never paid much attention to allocation between the size of companies. It probably explain the weakness in my portfolio this year, too much invested into small caps.

How would you split your porfolio in % between small, medium and large caps?

I mostly use growth potfolio with some stocks from the balanced porfolio and some us stocks.

Many thanks