Investment Q&A

Q: After holding Brookfield Renew Energy (BEP) for a number of years and having a nice profit I sold my holding in a taxable account. My main reason is that it caused me problems every year when filing my CRA returns. I would like to replace BEP with another utility. I am considering Enbridge, Fortis, Algonquin, and Emera, or ??? Please provide me your best suggestion(s).
Thanks and kindest regards. Gord

Q: Hi 5i team,
I was fortunate enough to have sold some of my winners earlier this year in my cash account, so need to take some of the losers off the table. I'm pretty sure I'll sell AHF and CHW (I've been disappointed with these for quite some time).
I'd like your advice as to which of these should go (please list the ones you feel strongly about not keeping first). Choices are: ACQ, AVO, CXI, DHX.B, FCU, IT, MDA, SYZ, TD and TOU. Also, do you think I "should" pick up any of these at a later time?
Thanks for the amazing service!

Q: What do you think about the patent deal just announced. Would it be good for CPH in terms of share price? Would you buy into this news?

Q: Hi, I hold DIV and AD for some time but have been intrigued with the stagnant share prices towards the low end of the range, for past several months. Alaris has glowing reports from analysts with price targets between $35-$40. The overhang is a CRA dispute and problem with an investment. For Diversified Royalty, now there are 3 steady revenue streams with recent deals with Sutton and Mr Lube. Still price is stuck in $2.55-$2.60 range, despite a high of $3.10, a few months ago. The yield for DIV is almost 8%, now. I am at a loss to understand, what is ailing these companies. Do you see any catalysts, which could lift the share prices in near term? I like predictable income stream but would rather allocate this capital to companies with more visible growth and income potential like BYD.un, SJ, PKI and CCL.b (I own all but could add). Thank You for your valued analysis.

Q: Hi, cos has an offer in today from another company. I have a substantial amount of cos. Is this offer a good thing or a bad thing? Will I make money or loose more?

Dave

Q: Just a comment and possible explanation on Sylvia's question this morning. If the symbol for Concordia was indeed entered as CRX, there was only one prior question. If however, the symbol was entered as CXR, then all previous questions and answers are found.

Geoff

Q: May I have your thoughts on Algoma? The stock has been weak recently possibly due to general market weakness or possibly due to problems with the delivery of latest self-unloaders. I know the company puts you to sleep but if you wouldn't mind unloading on the unloaders I would appreciate it.
Thanks

Q: Can you compare expected earnings growth rates between IT and AYA for me? And compare their valuations? Thank you.

Q: Hi there

Very much enjoy your service. I was going to add one more REIT to my portfolio to bring it up to 9% weighting. I was looking at Killam versus Pure Industrial knowing they are in very different sectors - apartments in Canada (Killam) versus Industrial in the Canada and the US (Pure Industrial). I need some guidance as to the stability of earnings going forward, the adequacy of the payour ratio looking ahead, and any possible likelihood of dividend increases. Both have dropped lately so don't know if that is a sector thing or other factors. Mainly looking at long term income here.

Much thanks

Stuart

Q: Hello Peter,
these three have the same chart pattern, the 40 DMA moved below the 9 and 20 DMAs, sign of buy! Do you agree? How will they respond to an eventual Bank of Canada interest increase?
Many thanks, J.A.P. Burlington

Q: Can you please give a update.. Thanks for the great service.. Rgards Cliff

Q: Just wandering about the recent pullback in these two stocks do you think it's just collateral damage from Hilary's remarks or are the underlying stories still intact,would you consider this a buying opportunity at these levels thanks Greg.

Q: In general, how many stocks are necessary to be adequately diversified? I know that your model portfolios have 20 positions each, but if I owned fewer stocks, it would make if possible to monitor each positiion in more depth. I would appreciate your thoughts.
Thanks,

Q: At the current unit price of these etfs, do you think they are a buy at this time for a person looking for yield? Or, do you see further downside in October and November for the North American markets?

Thank You

Q: Please provide your opinion on if now is a good entry point for Amazon.com and if the future earnings will be supported? Thanks again! Rossana.

Q: Hello 5i..My question is regarding Trevali (TV) . You last commented on TV Aug 19 of this year but a lot has happened since,news releases etc. Also , Glencore is associated with TV but i'm not clear on how this would affect Trevali should Glencore go private or become insolvent. Do you think TV will survive this current downturn in the sector.
Mark Cruise just added just under 100,000 shares to his existing position of almost 1 million shares. do you view management as competent ? thanx norm

Q: Peter and Team, Hi
I have held Rock Energy for quite some time. It has gone down 70% since I bought. You know that we tend to hang onto our losers. What do you recommend? Any chance it will go up anytime soon? Should I dump it before it goes to zero? Regards... Joe

Q: Is this stock , good long term hold in my RRSP or better in my cash account? Like Yield.---Would it be sustainable?
Thanks
Cec

Q: Hi team,
I have been a holder of this company for three years and traded in and out of it,but am perplexed at it,s price resistance at around 32cents. Should the Holt mine announcement back in the spring, to be in production in Q4 for an addition of 30,000 ounces or so be THE catalyst for the share price to improve?Analysts place a value of .60 and believe the company is vey undervalued.Also it's balance sheet is strong with very little debt.Should I purchase more now?
Thanks,
Jean

Q: Hi and thanks for support through this bump in the road. I hold about a 5% weighting in ZWB and it has served it's purpose for income in our RRIFs but with a high weighting in National Bank NA I am wondering if a change to TD and BNS or perhaps CWB Cdn Western Bank would serve us better. Your comments are always appreciated.

Ted