Q: I just wanted to say ... thanks 5I! You are worth your weight in gold (in today's market, : ) .... ) by the simple graciousness and concern that you show for your investors.
Q: Looking towards an isolationist, anti-trade Trump presidency, which sectors in Canada do you think would suffer most? I'm thinking of autos and lumber, as a start. Are there any names on the balanced portfolio which would be particularly hard hit if NAFTA disappeared and their US exports were threatened? Ie, Magna, SJ.
Q: Hello 5i
With news of Teslas' further expansion into Europe, could I have your general view on the lithium sector? Any specific points to consider investigating for smaller caps with off-take agreements would be greatly appreciated. Finally, over what time frame would you think is a reasonable expectation for their maturing in this sector (for those that survive that is!).
Q: Greetings Peter et all,
I am in need of your astute assistance.
Scenario:
A 58 year old with failing health. (10-15 years?)
With approx 600K to deploy...I require approx 4K tax free from dividend and stock appreciation to maintain a life.
Need appropriately safe investments to achieve above.
Small, safe, manageable, tax friendly.
Two example vehicles would be very much appreciated thank-you
Q: PIF just released its Q3 results, kindly provide your expert perusal on the numbers reported. I sense that since they raised their dividend by 10%, things are likely progressing rather nicely in this company's turnaround. Thanks.
Q: I only hold a 2% position and took it up in Feb at $5.90, are the concerns you have (I have read your views on this firm)changed given their quarterly results. I am very under weight the sector as a whole and am wondering if the results are good enough to add perhaps another 1%.They quote "We expect that if there is transparency to an oil price above $50 WTI (USA) that we will be able to present guidance showing double digit growth for 2017" Probable, possible or not likely? thanks
Q: Would you still consider American Axle & Manufacturing Holdings a buy after it's recent acquisition. It's now loading up on debt. I am curious to see if your thoughts changed, and if it would be considered a good tax loss selling candidate for a mid December pick up?
Q: I am wondering of your opinion of edge hill hedge funds.looking for hands off growth and capital preservation.No one likes fees but if results are decent i am willing as not to watch the market daily and making emotional decisions
Q: I have cash to add 3 new positions to my registered investment accounts. The current holdings are listed above. This is 15% of my portfolio. The other 85% is professional managed and well diversified in mutual funds. Can you recommend some Canadian stocks (that you have reports on) and ETFs that are the best purchases today that I should look into? Thanks, Matthew.