Investment Q&A

Q: Hello All,
I recently read an article in CMS about setting up a US income portfolio with call options. Have had some success with this strategy myself. I would like to use this strategy in the Canadian market with some present holdings - MFC,TD,BNS,RY,ENB,PWF,STN,SLF,HCG,MG as examples.
What are the pitfalls and possible advantages of selling covered calls in Canada? What Canadian stocks would you recommend?
Thanks very much,
Great service.

Q: why has this stock moved so much ? from 60 cents to 1.99 in less than 2 months?

thx

Q: Hi5i Group,
I have some CPG that I could take a tax loss on, would SPE.to, WCP.to or PXT.to make a good replacement? Your opinion please.
Ken

Q: Hi,

In one of your previous responses about CXI, you mentioned that "the banking license still provides some significant upside potential". Can you please elaborate on why and what business opportunities you see from the banking license? Being a bank draws significant regulatory supervision and requires substantial amount of capital. The Canadian banking market is dominated by the big 5 or 6 so I am wondering what areas of banking CXI intends to expand into, and the expected margins on such businesses. Thank you,

Q: The results today look very good for Avigilon. Is this a good time to buy?

Q: your opion on 3rd quarter please thanks donald

Q: I hold CSU and have gained nicely to date. Last earnings report beat almost all analysts estimates, yet the stock continues to edge lower. The growth by acquisition model appears to be a negative influence in the market currently. What will be required for a fine enterprises such as CSU to distinguish itself going forward and not be painted with the same brush as VRX or CXR etc... Do you see further downdraft in the stock in the near term as a result of recent events and out of favor growth by acquisition companies. Where should one expect this stock to be 6 to 12 months from now.

Q: Buy, hold or sell? Tx

Q: Your response to Grant on the above topic sparked a question in my mind.

When I read your response of IGM vs CIX i believe, if I comprehend your response clearly, you seem to prefer CIX as it has many benefits over IGM.

However IGM is in your income portfolio and CIX is not.

Can you clarify, if I were to buy one or the other would you reccommend CXI over IGM?

Thanks

Q: Would you buy Transalta at this price? Thank you

Q: Big, moves in the stock today, are you picking up any news etc.
Thanks

Q: Hello Peter & 5i team,
Is Savaria Health or Industrial?
Thanks,
Antoine

Q: You've spoken well of EBIX in the past and mentioned that it use to be a fast growing stock.

There's a sudden rise in rise in the stock today and I won't see any significant news. What is your opinion of the the company as of today?

Q: This one is interesting. How do you think the turnaround story in this is going? Could you give some metrics such as their margins and inventory turnover or other metrics that might be more important. Your thoughts about it too.
Thanks guys

Q: When will True North be taken over and therefore cease trading under the current symbol?
Thanks!

Q: Hi 5i - at current prices - which one of these companies would you add to your portfolio first? I like them all, just trying to buy good companies at good prices overall in my portfolio (I have struggled with the good prices part at times!) : ) Thanks!

Q: Hi Peter and Ryan,

I only have approximately 6 % of my portfolio invested in Technology. At this time which tech companies would be your top picks ?

Thanks

Dave

Q: I saw this article and feel it may be of interest to some members:

http://www.collinsbarrow.com/en/cbn/publications/steps-entrepreneurs-can-take-under-the-justin-trudeau-government-tax-flash#.VjjOoZC6m2g.linkedin

Q: Hi Peter, At first I want to say that I did not listen to your advice on portfolio diversification and allocated 25% of my portfolio to Concordia by averaging down when it was going down. My average cost is CAD$44. I am now down 18% as CXR is down 8% today. I am very uncomfortable with this, I have other 46 stocks having 75% of my portfolio(most of them from your growth and balance portfolio) and then I have CXR which is 25% of my portfolio. Question to you is this: 1. Do you know why it is down today(could not find any news or downgrade)? 2. Is there any catalyst coming(except quarterly result on 10th November) 3. I see its volume is below average last couple of days, do you think professional money manager will buy this name again? Or how and why the price going to go up? 4. How do you want me unwind the position, I don't want to sell now as I am 18% down, should I sell when the price comes back up to my average cost? 5. I read the report by Ryan and all other analyst reports on CXR and it convinced me that there is significant upside to this name, so should I hold it? This is in my taxable margin account.

Q: Q3 results - comment please.