Investment Q&A

Q: Hi 5i. I have held full positions in REI.UN and MRT.UN for what seems like forever, enjoying the yield. With the trend towards on-line shopping I am a little worried about owning shopping malls and am considering selling one of these and replacing it with

Q: What do you think about the "baby bonds" EBAYL (Nasdaq) eBay Inc. 6% Notes due 2056 for income generation? I know it is thinly traded but currently provides interest payments at 5.5%. I believe it is issued by EBAY which should add some security. What other risks do you see in such a purchase?

Q: How do you CGX after the resent drop in price

Q: I am retired and living on dividend income. I going to initiate a position in PKI based on your outlook and now consider PKI a Strong Buy after another 4% drop since your Aug 1 comment:
Aug1- "The $3 decline in July seems a bit much to us, and its prospects remain good with its recent acquisitions. We would view it as a BUY up to a reasonable portfolio position."
Aug 3-"Analysts expect lower earnings for 2017 and very strong growth in 2018. We continue to like its long term prospects."

I'm really attracted to investing in companies like this. Companies that are financially strong and fair/under-valued. But impatient investors aren't willing to hold for the long term prospects and are selling off because the strong growth won't be realised for 6-12 months.
Can you identify other dividend paying companies in a similar situation, that are undervalued but should realise strong growth and therefore share price in the next 6-12 months.

Q: Please provide your top 3 picks in the energy sector for growth and also 3 for dividend amount and stability.

Q: If the share sell-off continues at a 3MM + rate per day - how long can they continue? Moreover, the management doesn't seem to get it!!
Thank you.

Q: Peter
From Morgan Stanley, i think, a well written little dose of common sense...
print or keep for you

NEW YORK – The S&P 500 closed at a new high on Wednesday in what analysts hailed as the accumulated result of several hundred million people waking up every morning hoping to solve problems and improve their lives.

The index finished up 4 points. Goldman Sachs strategist Bill Blake said the move was the result of unidentified marginal buyers being a little bit more motivated than unidentified marginal sellers. “We’ve now had 241 years of people in daily competitive pursuits to do things a little better, and those benefits add up over time. Mix that with some good luck and where we happen to be in the business cycle, and here we are,” he said. “My job is to sound smart, but you can explain this stuff to a five year old,” he laughed.

Corporations earned $5.89 billion in after-tax profits. Financial advisors and middlemen took in $710 million in fees. The difference, Blake said, would accrue to investors over time.

Analysts warned of several metric tons of dopamine and cortisol careening through the global economy, which they said created a near certainty of poor financial decisions. At some point, Blake said, these bad decisions create social proof and feed on each other, leading to recessions. “When is the next recession?” he asked. “I don’t know. Whenever the second mortgage you took out to buy a boat to appease your insecurity convinces your brother in-law to do the same, and his boat gives the boat salesman enough misguided confidence to become a day trader, and then all three of you crack under a collective bout of geopolitical bad luck or something. But we’ll move on.”

About 9,000 new businesses formed on Wednesday. Another 8,200 dissolved. Analysts expect the trend to continue, calling it an “unmistakable example of basic capitalism.”

Fifty-five million American children went to school Wednesday morning, leveraging the compounded knowledge of all previous generations. Analysts expect this to lead to a new generation of doctors, engineers, and problem solvers more advanced than any other in history. “This just keeps happening over and over again,” one analyst said. “Progress for one group becomes a new baseline for the next, and it grows from there.”

Three dozen political pundits yelled at each other on TV in front of an audience of 75 million. Meanwhile, a couple hundred million people were reasonable and productive in front of an audience of zero.

Just over 1,700 patents were filed at the U.S. Patent and Trade Office, with a few expected to change the world over the coming decades. “Pretty damn cool” said Sarah Donald, a PTO spokeswoman. “I wish more people paid attention to this kind of stuff.”

Facebook stock fell $0.23 to close at $169.16. Four-hundred seventy one news outlets covered the move. No one knows why.

Analysts expect more of the same tomorrow, with the trend continuing into next week.

* Nothing, and yet everything, about this post is accura

Q: Hello...a current answer please for Tuesday market - What to purchase for pure growth, risk not a factor, 3-5 year time frame - from above list or another suggestion?
Many thanks.

Q: Could you please comment on BIP's earnings results? Thanks.

Q: What do you think of PKI now that it has reported earnings? Is it a good buy now?

Q: do you have estimates for tsg
thx

Q: Hi 5i. In an answer to Joel today you said "to make sure he has his US PF in place." I have 25.5% of my well balanced PFs in US and am interested in VXUS or VEU. However I have 4.85% in US financials, 9% in US I.T, 4.7% in US Cyclicals and 7% in US Industrials. Should I have all US sectors? before I buy International? Must i go to 5% in one of these ETFs? I have no International. I;m looking to hold for a long time in my RRIF. I am a young 67. Please deduct credits as you see fit. I've been a member since April 2014 and still "lovin it". Thanks so much!

Q: Hi, are there any etfs that appeal to you now (for value and/or momentum)?
Thanks

Q: What do you think of the future market for lithium
in general and your thoughts on Orocobre Limited
in particular?

Q: Peter, Ryan and co, l understand why revenues are flat for FRIi when same store sales are up and 31 new stores were opened. How are the franchise fees structured?

Thanks for your insights.

Q: I was wondering why GC has been halted for 19 hours so far, according to Waterhouse?

Q: I have just read a new article with a doomsday comment about another financial crisis being on its way. "The same problems that caused the financial crisis are back". I understand that no one can really predict things but given the strong upward trends that we have seen one could expect some sort of correction. To take a conservation approach how should one adjust their investment distribution. What sectors are less affected? and would ETF's or mutual funds be safer that stocks? What about bonds? This is probably worth a couple of credits. Thank you, Doug

Q: With all the talk with electric cars (tesla) what companies should i focus on that will provide the electricity to charge these cars, charging stations, and unique components used in these types of cars. Long term thinking.

Q: I am looking at adding healthcare to my portfolio; I just purchased GUD but also looking to add a US healthcare stock. Would like to get your opinion on which is best to add mainly for income.

Q: Could you please provide your assessment on their Q2 and YTD results that were released last night?

Keep up the excellent work.