Investment Q&A

Q: Earlier today Michel asked how much weight he should give to analysts' opinions. You replied that studies have shown that predictions are not very accurate. Today's Market watch (WSJ) wrote:

According to data provided by Thomson Reuters and FactSet, the 10 stocks that Wall Street analysts rated most highly last January collectively have lost 7% so far this year, even including dividends.

Meanwhile the 10 stocks those analysts rated worst have actually gained 3%, beating the S&P 500

Q: Not a question, but a great thank you Peter, Ryan, and all of the 5i team. I like others, have learned so much from you and have profited by it.
Merry Christmas and a very happy New Year. Lets all hope it will be less strenuous for all.
Hal

Q: Hi,

In January, when the TFSA limit is increased, I will be moving some of my non-registered stocks into my TFSA. My plan is to leave high dividend stocks like BNS and FTS in my non-registered and move growth stocks with no dividend or small dividends to the TFSA.

So what do I do with SIS and SYZ? They both have great dividends but I think would also have lots of growth. Would they be better in my TFSA or non-registered?

Happy Holidays!

Carla

Q: Please comment on the lawsuit

Q: Could you please comment on their earnings report. Is it time to add, hold or sell this stock?
Thanks

Q: Merging with BB&T once all the regulatory stuff is done. Do you think its worth holding onto?

Q: Seasons Greetings!!!
Your last comment on Horizon Pharma was Feb/15. Could I have your current opinion please?
Thanks
Dave

Q: Hello 5i Team,

I am looking to add to the dividend growth portion of my portfolio and want to increase my positions in both Telus and Agrium to full positions (5-6% weightings). Would you recommend waiting to add or would you be comfortable adding at todays prices for a long term hold?

Thanks again for the great service,

Keith

Q: Which energy stocks should see the biggest potential gains in January from a rebound now that tax loss selling is over?

Thanks

Q: Can you give me a brief synopsis. Also would ZSU be comparable to CBO in terms of quality recognising that the former deals in the Canadian market and the ladder in the US Market.

Q: Hello and Merry Christmas!

Heading in to 2016 I am concerned about the impact of fx on my US holdings (about 25% of my equity portfolio). I have held the listed stocks in US$ for well over a year. Most are down on the purchase price but overall I am up in Cdn$ on account of the fx. My concern is a reversal in fx essentially wiping out any future gains in the underlying price of stocks like JCI or EMR where the strong US$ is often cited as a negative. As I see it I can: a) Sell and re-invest in an etf like CUD or XQQ that is currency hedged; b) hold and find some way to hedge against gains in the Cdn$ myself (any ideas here?); or c)do nothing . Any suggestions?

Q: First and foremost I want to wish all of you all the best for Xmas and for the New Year
You provide a great service and I want to thank you for your great advices and recommendations
Would you kindly let me know which Etf you would recommend for a Europe exposure as I think the market should perform better with all the stimulus they will provide thanks

Q: As we all know the materials sector including oil, gold, non precious metals, fertilizer etc has been devastated over the past few years. I have always held some large cap names in all of these such as Teck, Agrium, Potash, Goldcorp, SU, Chevron,WCP,VET, IMO, Exxon -Mobile, even XEG, in reasonable weights for portfolio diversification purposes. Now I am am 59 and on the cusp of retirement. My sole retirement income will be dividends from my portfolio and CPP. Do you think it in the future it would be wise to avoid the materials sector altogether at this stage in my investing career. My current plan is to just hold on to my current holdings as their value has dropped so much that selling them will not raise all that much cash and I believe if I am patient there will be a rebound in materials and the respective stock prices. Maybe I can get out of these positions when they rally again in a few years, avoiding them altogether for the rest of my retirement, and continue to collect my dividends from the more stable dividend growers in my diversified portfolio. Unless of course these stocks fall out of favour next.

Q: The price of this stock is near a 52 week low. What is your take on this company at present, and is this a buying opportunity?

Merry Christmas and best wishes for the New Year!

Paul

Q: Could you explain how a royalty play works, such as Freehold Royalties? Would this company be a good buy at these levels? Thank you as always for your superb service!

Q: Just wondering about Disney as a long term buy at current price. Stock has not responded well given recent success with Star Wars. Shanghai Disney opening in spring 2016. Thanks.

Q: Hello am looking for your recommendation on two or three Canadian stocks you like that are consistent dividend growers. Intend to hold for long term. Thanks for great service. Bill

Q: Hello,
Did you ever think to have an MOMENTUM PORTFOLIO for the large/mid cap in the TSX. Wealth Managment firm are doing that for their clients. Have name for that if you want.
Eventually with extra fee, because of extra work for you.
Thanks.
Francois

Q: Recent news has caused this stock to increase substantially in the past few days. Good and compelling story. That said I have been trying to determine the manufacturing capability of the company. The software should be simple enough but the manufacturing and installation is another kettle of fish. In other words how many seats can this company manufacture in a year and at maximum output what does this represent in terms of growth? Nice to get huge orders but can you deliver. I can't get a reading on this. Perhaps you have insight.

Rgards

Q: I have some cash to deploy in a small non registered account (part of a larger, diversified portfolio) which I use for stocks that give both income (for the div tax credit) and growth (mid to long term time- frame). My overall portfolio is well diversified. I am looking at one or two of tcn, bos, xtc & wsp. (I would try and pick up xtc/wsp at a bit of a pullback). Would you have any strong preference ? Or, do you have other recommendations ?