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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter and team,
I was thinking about buying the following 5 REITS. Collectively they would make up 5% of my portfolio (1% each) and the focus would be on income. I chose them to be a mix of Can, US and Intl exposure, and to have higher yields, and less exposure to commercial.

Please note I have a 2% position in NWH.UN but count that as part of my healthcare portion of my portfolio.

AAR.UN
WIR.UN
RUF.UN
NVU.UN
DRG.UN
Thank you for your excellent service!
Read Answer Asked by Pamela on January 08, 2018
Q: Good morning.

The charts of these 4 stocks looks technically strong. I would like to know about the fundamentals of each companies and would you recommend to invest into them?
Thank You

Paul
Read Answer Asked by Paul on January 08, 2018
Q: Happy New Year Peter and team.
I keep hearing that US Banks will do great in 2018 and am switching from ZWH to ZUB in my RIF where I have a 8.4% weighting. Is this a good strategy or do you have other ideas and why?
Read Answer Asked by Richard on January 08, 2018
Q: I have cash in my TFSA that I would like to use for a new half-position in a growth micro-small cap stock. I already own GSY and PHO in that category. Could you recommend 1 or 2 stocks that would be a buy at the moment?
Read Answer Asked by Julien on January 08, 2018
Q: I saw Ryan's pick of Descartes on BNN and wonder if you can comment on what catalysts you see for this to go a leg up? My admittedly basic technical analysis doesn't suggest any upward movement so I assume this is underpriced based on fundamentals. My question then is when do you expect it to move and what factors will cause the stock to move upwards?
Read Answer Asked by Tim on January 08, 2018
Q: Curious for your thoughts regarding the potential impacts on companies such as WSP and Stantec (companies that provide services in the US vs sell products) resulting from a collapse of Nafta.
Thanks
Joe
Read Answer Asked by Joe on January 08, 2018
Q: Constellation Brands released their 3rd quarter results today and stock dropped about 3%, as company moderated its full year expectations to the lower end of forecast. Overall profit was higher, though. What do you think of the results and the company for a small investment, as a part of sector allocation ( and US Equity exposure) for long term ? I have been thinking about it for a while, but never got an opportunity. Thanks
Read Answer Asked by rajeev on January 08, 2018
Q: Happy New Year 5i Team.
We have been considering TMX Group (X-T) to add to our holdings for some time.
We are long term hold and income investors.

In a recent answer to a question (December 11, 2017) regarding TMX you replied…
“..The main concern would be the lack of new listings, but listing are somewhat cyclical.”
David Baskin, regarding TMX mentioned on BNN (January 4, 2018) … “Business is going well on all fronts, and the TSX was #1 in international listings last year.”
Do the recent ‘newly’ listed cannabis companies on the TSX improve your opinion of the ‘lack of new listings’ ?

Perhaps I am misinterpreting something here, if so I do apologize.
Do you happen to have any new outlook for TMX for 2018?
Thank You
Dennis

Read Answer Asked by Dennis on January 08, 2018
Q: My portfolio is 50% U.S; 20% Asia; 30% CAN; I was waiting for the NAFTA negotiations to lower the CAN dollar at which time I would repatriate some cash from the U.S. To CAN.....however with the strong commodity market of late the CAN dollar is surging........should I wait or repatriate now? Just looking for another opinion...... Thank you!
Read Answer Asked by Pat on January 08, 2018
Q: Happy new years to you guys at 5iresearch!!! I hold positions in all of these and they have been dogs for about a year now. I am a fairly long term investor and I am wondering when I am going to see some up side to these as the oil sector seems to be recovering. Or would you suggest to let them go? Thanks for your time
Read Answer Asked by christopher on January 08, 2018
Q: Is there a company you can recomend for a natural gas producer that does not use fracking and Is a LNG producer better?
Read Answer Asked by Tim on January 08, 2018
Q: When purchasing a US stock (FB as an example) which account should it be purchased in? My US account where the cdn money is transferred to us or vice versa

Scott
Read Answer Asked by Scott on January 08, 2018
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