Investment Q&A

Q: Hi Peter and Team! I have a question about the rules of TFSA investing. Supposing , For simplicity sake, I was allowed 50,000 to invest in a TFSA. The TFSA then generated 20,000$ capital gain. I then decided to buy something with the 70,000 $ and cashed out my TFSA. A year later I decided to replenish my TFSA. Am I allowed to put back only the original $ 50,000 or can I replace the full 70,000$ ? Thank you, and have a great weekend, Tamara

Q: what's your recent analysis of this co?
thanks for your good services
georges

Q: Given today's market and the expectation of a US rate hike, could you identify 5 ETF's that you would be comfortable with to provide safety of principal and income. Thanks.

Q: Hey Guys,

What is going on with CRH Medical today? They made another acquisition today which I thought would have gave the stock price a little boost but its gone down 3%. This stock can never get over the $4.50 ceiling.

Thanks,

Q: Would the 8 year bond be a good investment? Need to place maturing bond money into another bond and Canada is a tough go. Or would another US Bank be better?

Q: Can you recommend this ETF as a fixed income equivalent, with better tax efficiency ?

Q: Can you please comment on the 4th q and year end results and prospects for companies in this space? The company is Quebec based-- is there any premium paid by Quebec based funds etc to their own province based companies?

Q: What is your opinion of this company? It just initiated it's first ever dividend, paid on May 30. You have always mentioned that the first ever dividend is a significant milestone. Do you think it is too high at 6.4%, and is it sustainable at that level?

Q: Richard's Packaging Income fund (RPI,UN) appears to be on an upswing this week. Are there any rumors fueling this upward swing? I haven't been able to find any recent news since the hefty increase in their dividend in early April.

Q: I bought a few shares of RPI.UN for the 10% dividends. It does nothing but go up. A few dollars turned to a lots of good dollars. I have been thinking of selling it since $11, but every time I check, it goes up. Not enough shares to start trimming. Hate to do my usual, watch it go up and then down. Where do you think RPI.UN is heading?

Q: I am having trouble with your math.
The model portfolio was up 94.9 % as of april 30 since inception(thx ) and the model returned 4.99% in May should the total return now be 99.8% not 104.6% as reported.

Q: My question was on cannacord. Bought at $11.00 earnings don't look good and compensation is an issue. What company in the same space would fit as a replacement. I think I have dead money for a while. What in your opinion would be a fair takeover price.

Q: i own some concordia, not a huge position like i have in knight-- by the way peter you have been right on on knight, this one i have owned it from the beginning, stable little downside because of cash, huge upside.
so my question is what is the fair value of concordia today and what is the fair value 6-12 months out if their earnings are reasonably good, they continue paying down some debt etc etc.forget the buyout. and why would they consider anything on a buyout less than 65. considering they did a financing at that price.dave

Q: I am a little curious about the reaction to (JOY) Joy Global's earnings. How would you characterize them and would you please comment on the stock's reaction. Thank-you

Q: If the softwood lumber agreement is not renewed, what sort of effect do you anticipate this will have on stocks like WEF ?

Q: Hi Peter and 5i team
I put some bids in on Costco 18 months ago and never got the stock. I gave up chasing it as I hate paying >25 earnings on a stock. BUT.....
Costco seems to be doing everything right. We all know their retail store is about as good as it gets. What is attracting me now is their online potential. I have been purchasing goods from them online and the process has been excellent. Their shipping costs are built into the price and so appear to the customer as "free". Of coursebthey are not but this is good marketing. Just think there is lots of room to grow there. Plus it is always easy to return things to a costco store.
They are trading at 28x earnings. Is that just too rich for the stock? AMZN afterall dies trade at 300+ x earnings. Should I hope for a pullback?
I am well diversified and have almost no retail or consumer stocks, except QSR

Thanks
John

Q: What are your thoughts on Andrew Peller's (ADW.A) earnings? What would your expectations be on fiscal 2017 earnings considering that in the first 3 quarters of 2016 ADW.A had earned $1.50 a share but in Q4 suffered a 12 cents a share loss on apparently one time items?

Thanks.

John

Q: Hi Peter,

What do you think of Pulse Seismic as a oil recovery play, both in terms its current fundamentals and positioning in the sector? It was once a favorite of Jason Donville and others before it got trashed along with most other resource stocks.

Thanks for your great service.

Q: I just noticed your Watchlist feature and have been inputting companies. Can you please add PRW (Petrowest) to the list. It won't show up. Thank you.

Q: When I look at the last 10 years of Cineplex data, I see a plodding yearly price increase without any particularly exciting price swings, a continuous series of modest quarterly profits with few exceptions, a series of fairly regular dividend increases - in a word DULL!

Do you think that they'll continue to be similarly dull? Can you point me to 4 or 5 companies that might be similarly dull over the next 3 to 5 years? I could use some dull (other than financials, where I'm a bit over-weight) to add to my portfolio.

Thanks.