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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: Good morning .
In reading your latest 5i research news I noted that you ended with this advice:
think investors should be sharpening their pencils on their 'wish list' for stocks in Canada and the US.
In this theme could you help with creating a wishlist for both Canadian and Us stocks for us . For myself this would be much appreciated . I have spent lots of time working on my own list and would greatly appreciate a 5i wishlist.
Thanks in advance
Victoria
Read Answer Asked by Anna on December 10, 2018
Q: I am down to 30K in my RSP and no TFSA, looking to have 6 total positions. Thinking SPB, TCL, AQN & DIV. I know Diversified is higher risk but I feel comfortable with that company at today's levels. Would you be okay with those 4 and what 2 would be best to add for Dividend with some growth but overall safety. Should I add a specific bank like BNS or would ZWB be better for me right now?
Same question for AQN, would I be better removing single stock exposure and going with ZWU?
Charge as many q's as necessary.
Thanks!
Read Answer Asked by Craig on December 10, 2018
Q: i know you do not like the mj stocks but with altria buying into cronus and constellation into canopy, in your opinion which one would be best for another company to invest in, could it be aphria or aurora or a u.s. company like curaleaf.
furthermore if you had to pick one to invest in which would it be. dave
Read Answer Asked by david on December 10, 2018
Q: Gentlemen Good Morning,
My mat'l sector is 3.3% (MX 2.3% & FNV 1%)
I want add 1.7% to the sector.
5IR can suggest one or two names (Ca or US)
For long term, no need income, solid undervalued name.
Thanks
Best Regards
Read Answer Asked by Djamel on December 10, 2018
Q: Hello Team,
with the scandal around Huawei (especially their back door spying), what impact will there be on Telus?
How dependant on Huawei is Telus in terms of equipment? Will they need to replace any(?) Huawei equipment and at what cost? Should I continue to own Telus shares?
Thank you,
Joseph
Read Answer Asked by Joseph on December 10, 2018
Q: I am constructing a new equity portfolio consisting of 40% CND: Industrial @ 15% (WSP, TFII, PEO)
Tech @ 10% (CSU,KXS)
Healthcare @ 6% (COV, GUD, SIS)
Financial @ 4% (ECN, VB)
Consumer Defensive/Cyclical @ 5% (CCL.B, BYD.UN, BCI)
I have a 10 yr + time frame, growth focus and no/low dividend requirement.
Could you comment on this set-up - %ages and/or stock selection or deletions? Thank you for your service
Read Answer Asked by Ozzie on December 10, 2018
Q: Hi, I'm looking to buy some high yield dividend stocks. I already own BNS. I prefer companies expecting to continue to grow revenues and earnings.
Read Answer Asked by Jamie on December 10, 2018
Q: I've held PATK for less than a year and i'm down 40%. I liked the company's growth, mgmt, but the sector has been hit hard and sounds like more of a decline to come in RV sales in 2019. Would you hold on to PATK or get out now? Would NFI be a good option for more growth and a dividend or is it just more of the same with it being in a similar cyclical sector? Other replacement suggestion?
Read Answer Asked by Adam on December 10, 2018
Q: Hello Peter
I have question regarding "dead cross" on daily frame of $SPX S&P500 (EMA50/200).
If one would sell all portfolio at dead cross time in the middle of October 2000 or beginning of January 2008 that person would save about 50% of losses and about
4,5 years of recovery . What is your or your technical analyst opinion about "dead cross" and current situation compared to 2000 & 2008 corrections.
Thanks.
Read Answer Asked by Andrzej on December 10, 2018
Q: RBC has down graded ABX mostly because of concerns with the Acacia mine in Tanzania. I would like to increase my investment in ABX, as I think the market may be turning to the gold sector for safety in these turbulent times. How concerned should I be about the RBC report? Do you agree? In past comments you have favoured/suggested alternative gold companies, do you have a preference today? ABX is my only gold holding...………..Thankyou, Lionel
Read Answer Asked by Lionel on December 10, 2018
Q: I currently hold CAR.UN, AP.UN, AX.UN, KMP.UN, and NWH.UN and would like to purchase CHP.UN. I'm always happy to reduce the number of holding I have so which one or two or three would you sell to make room for CHP.UN? Income is my main focus.
Thanks for your continued guidance.
Lyle
Read Answer Asked by Lyle on December 10, 2018
Q: My question is on the US pot producers who trade on the CSE. I have seen earnings projections for 2019 and 2020 that seem quite reasonable (as low as 4x EV/ebitda) for growth stocks and much lower than their Canadian peers. Some are already ebitda positive. Also this market would appear to be much larger than the Canadian market even without complete recreational legalization. I would love to hear your opinion on the US market for pot and these producers in particular.(cura, Harv, CL).
I realize this is not your favourite sector and these stocks perhaps do not screen on your universe of stocks.
Your thoughts would be greatly appreciated.
Read Answer Asked by Giuseppe on December 10, 2018
Q: I hold some 5 year rate reset preferred shares series A from Element Fleet Management (EFN.PR.A) which will reset to 6.933% on Dec 31, 2018. They also carry a conversion privilege to convert to series B floating rate preferreds (3 month T-Bill + 4.71%) which will be 6.444% for the first 3 month period in 2019. Given your outlook for interest rates going forward, would you advise converting? In addition I cannot find the ticker symbol to get a quote for the series B preferreds. Do you know the ticker symbol?
Read Answer Asked by Steven on December 10, 2018
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