Investment Q&A

Q: Hi folks,can please get your opinion on Q results for Cpg and their guidance going forward. Is there actually some light at the end of the tunnel as been a long pain hold,thanks for great service from a very satisfied,long term member of 5i family

Q: Bruce Campbell on BNN last night thinks that the new management at PHM has turned around the company to a profit,I know your thoughts on this company in the past and agree with you,but is it possible,through organic growth that they could double in the next year.What are your thoughts going forward under new owners thanks Greg

Q: Hi, I have Bce,bought at 49,and thinking of selling for a profit. There are a few hold ratings with a lower target price. Could this be just to get you to trade?
Would it be a good idea to take profit or hold for longer term? If I sold I would have to replace it with a dividend stock (similar) with a two year+ hold, any suggestions?
Thanks,Brad

Q: What about Zimmer Biomet's results today did the market not like? ZBH is down 7% today.
Regards,
John M.

Q: Good Morning,
Any comments on the bid to take Lumenpulse private? Seems like a pretty good offer to me although I had great long term expectations for this company.......

Thanks as always,

Rob

Q: Hi,

In an answer to Bill today you mentioned "some ETFs are specifically designed to own just a few stocks, or hold riskier assets. "

Could you list a few of your favourite examples of Canadian ETFs that fit that description?

Thanks,

Gord

Q: I am hoping this question doesn't count against me (my question allotment) as it is intended to improve further the high quality of your service. I have on occasion been quite impressed with a comment or question by a subscriber. Is it possible to then track other queries and comments made by that subscriber? I think that would be quite valuable

Arnie

Q: hi. im looking to add 3 names to my dividend portfolio. can you rank these names for me for best investment choice for long term play and safety.

Q: Hi 5i, is it more upside for Pho? Wondering the share price usually dropped after release earning? Thank you.

Q: Comments please on Constellation's latest quarter.
Thank you

Q: In light of the recent HCG drawdown what are your thoughts on subject?

Q: More of a feedback comment than anything else. Thank-you, thank-you for this wonderful service you provide. I have been a member of this service from the beginning, and I have followed you careers for sometime. I used to be a mutual fund investor, and overtime slowly dabbled in stocks to take control of our family finances. This service has been invaluable to me and I suspect so many others. In light of some recent company issues I wanted to reinforce the quality of this service. You may not pick all the winners, and that's not your job, but you have certainly helped this individual take control of his families investments and taught him to choose my own winners rather than throw darts and gamble. I may not ask many questions, but the information and insights on this site are outstanding. Thank-you for sharing your talents. - Cheers

Q: Hi Peter and Team,
Is it CRH overvalued now? It seems that investors do not like the financial result and outlook. Your opinion please.
Thanks

Q: GUD. The stock seems stuck at 10.50$.

Would you advise simply resilience, and awaiting the outcome ?

Q: Hi 5i - Bruce Campbell has had PHM as a top pick a few times in a row on BNN (could be just pumping the stock that his clients own?). What would you need to see with PHM for an investor to continue to hold it (or would you simply sell and move on)? Thanks, Neil

Q: I would like to add one more stock to my income portfolio. All of above mentioned stocks distribute rich dividends. I am seeking income plus reasonable growth.
Which one of the above mentioned stocks do you prefer, or do you suggest some other name instead?
My portfolios Energy and REIT exposure is modest, however I am overweight in Financials and Technology, and underwent in industrials and I have no exposure to the materials sector.

Q: I am a retired senior who relies on the income generated from my non registered account, RRSP and TFSA.

My philosophy is to enjoy my money NOW ( while I am still alive!). I am confused as to how to treat ' return of capital' which form part of some companies distribution.

Does this form of income effectively lower the cost of your shares and thus increase your EVENTUAL capital gain (and tax)?. I like the idea of getting money now and paying the tax later (like when I'm dead!). I assume this is relevant only for a non registered account.

What sectors use 'return of capital' and do who have any particular stocks to recommend? Thanks

DEREK

Q: Hi Team 5i,

I have been patiently awaiting the recovery of the O&G sector. I am under water on the list of 9 stocks listed. I have been patient and have harvested dividends and DRIPed in the meantime (bank brokerage DRIPing). But with the current US admin and shift to renewable energy sources, I am concerned that the recovery may be a long time (decades ?) away. My question is ... if I chose to sell a few of the above stocks, which do you think might be the poorist performers given the current energy environment and therefore could have the longest time to recover).

Q: Just to clarify, my question below is about CUS.DB.D

Just wondering what your thoughts are on the offer to redeem the 3 Canexus debentures. As an income seeking investor, should one accept the cash offer or keep the 6.5% debentures until the end of term? Pros and cons? I was also wondering if one doesn't accept the cash offer, will there be a secondary market for these debentures? Will the convertible feature remain in place? Thanks for all your help.

Q: Hello Peter and team, MDA is taking a hit today, almost 4% drop. Are there any reasons for this? I have a full position in MDA, should I switch to something else? If yes, what would it be (in the industrial sector)? Regards, Gervais