Investment Q&A

Q: Your recent report on SaaS players excluded ABT as a "top pick" yet it was a top pick by Peter on a recent BNN appearance. I have been in the red substantially ever since purchasing ABT on that recommendation. What do I do?

Carl

Q: I own pretty much all the stocks in your model portfolio (other than GC, PKI, SJ, and SYZ) and about 1/2 of your growth portfolio. I also own a number of ETFs, including VXC, VCN, VAB, CDZ, SPY, XAW, and VXUS. I was doing a review of my portfolio and noticed that the ETFs above now make up 20% of my portfolio. A couple questions:
1) Are some of these ETFs redundant in my case?
2) What sector allocation would you suggest for 2018?

Q: Many investors expect big tobacco to get into Marijuana stocks. Perhaps liability issues might deter them, but they will need to make up for lost sales and diversify.

I seek your opinion on whether it is worth buying one of the following :
British American Tobacco , Phillip Morris (PM.us), or Japan Tobacco.
I am looking for a company with minimal exposure to the US market. I wonder if PM now has significant adverse exposure to the domestic US market after its acquisition of Reynolds.
I’d be thankful for your insight on which ( ---IF ANY---) would be a good choice for dividend growth over 3 or more years.
If you believe none are worth it right now, I would appreciate your thumbs down , if applicable.

Q: Good morning. I would like to add an insurance company to my income portfolio. I'm having trouble deciding between SLF and MFC. Your insights would be appreciated.

Thanks, John

Q: Please comment on the David Milstead article in today's ROB. He claims that ENB shouldn't be paying a dividend.
Thanks
Frank

Q: Good Morning.
Further to my question about US $ etfs in the financial sector, which one would focus on mid sized financial institutions? And do you have a preference over mid cap vs large cap?
Thanks, cathy

Q: I bought SMP.us as a dividend grower. I am down about 9%. The company APPEARS to have good metrics including dividend growth and ROIC over 11.5%. But now I am not so sure. Is SMP worth holding on to?

Q: Per the G&M today, Absolute has "...withdrawn a resolution for its upcoming annual shareholder meeting...in order to secure the support of Institutional Shareholder Services to recommend that shareholders of the company vote 'for' all matters to be considered at the meeting." Do institutions hold a significant number Absolute's shares and does this note indicate the company is being "encouraged" to modify its stance in order to retain institutional support? I'm holding a small position at break-even and am wavering on continuing to do so. Your insight would be helpful.

Q: I have a small investment in Identillect technologies and am up 100% in a very short time. I would appreciate your analysis of this company if possible. I am also looking at jackpot digital as well for a spec play with minimal money and would appreciate the same .
Thanks as usual Gary

Q: my pharma bio is very thin Savaria in Canada and Pfizer inU.S.
However I am hesitant to add holdings.
does switching out of Pfizer to Wallgreen (a top pic recentlyin BNN )or J&J add value

Q: Greetings 5i,

VRX seems to have rallied since it reported. Mgt looks to be doing a good job in reducing debt and providing transparency. They also offered notes I believe mid November reducing near term debt. I know you are cautious re: VRX however what additionally would be needed to endorse this company? It seems to be racing away as we sit and hope for more improvements.

Cheers!

Q: Hi 5i gang. Have you heard of this transport compay? Called Titanium Transportation Group. Are they investable? I know they own Muskoka Transport.
Much thanks

Q: Would you be comfortable investing in this preferred share for income? Does it have a minimum guarantee dividend that is must pay?

Q: Would you be comfortable buying convertible debenture JE.DB.B for income? Are there any concerns that the company will not be able to meet its obligations when the debenture matures in 2018?

Q: I don't know if this is within your scope, but I am inquiring about the tax consequences of investing in a US public limited partnership such as KKR in:
1) a taxable account; and,
2) an RRSP.

Thanks,

Q: Hi there,

I currently follow the BE Portfolio with a slight growth tilt. I have about 25 positions on, each starting with a 4% weighting. I have done very well few names such as SIS, SHOP, PBH, TOY etc. At what weighting would you recommend that I trim back positions?

Thanks!

Q: I would appreciate your analysis/comments on the recent q results of this company.

Q: Hi Peter and Team,
For this year's RRIF payment, I need to sell approximately 14K of stocks as I've been almost fully invested over the last year, in large measure due to 5i's superb recommendations. The stocks listed above are in sectors where I am overweight. I have several questions, so please deduct credits as you see fit:
(1) If I sold CGX outright, I'd obtain roughly 14K and would reduce my total number of holdings and lower my overweight consumer discretionary stocks. Even though CGX has fallen from its lofty heights, I'm still up, especially when factoring in the accumulated dividends. Also, there would be only one sell transaction. Are you OK with this plan?
(2) Are there any others in the list that could/should be an outright sell?
(3) Or, would a better plan be to reduce holdings in each stock by taking profits?
Of course, this would mean more sell transaction fees.

As always, I defer to your recommendations, and have been rewarded for doing so. Thanks in advance.

Q: Hi 5I Your thoughts & any information you could give regarding Sprott-Tec Private Credit Fund, and Sprott Bridging Income Fund LP. The funds if bought would be invested in a managed portfolio.We are seniors in our late 70s.
Thanks MF
Just renewed for another year.

Q: I have used the Financial Post site for convertible debenture quotes for many years. It was an awesome site that providing me with all the info I needed for convertible debentures trading on the TSX. About 4 weeks ago it went away and I have been unable to find another site that was comparable to this one? Does anyone know another site that provides a summary of quotes for Canadian convertible debentures?