Investment Q&A

Q: Could you suggest several ETFs that cover the Russell 2000 both Canadian and US

Q: GLW.us recently raised its dividend, action that seems to have taken most analysts by surprise. Are you aware of possible reasons for the analyst commune to be puzzled? Has the company struggled or is there some reason why share price is up only some 3 % in 12 months? I have always been too slow to sell and ask this question to decide whether funds are better deployed elsewhere. If the latter do you have a suggestion, please?

Q: It has been about a year since a question on this company.
They just announced a special dividend and their latest few quarters appear to be pretty good.
I know liquidity is an issue.
Can you please provide an update on the company and whether you would recommend taking an initial position at this time.
Thanks

Q: What is your expectations on this stock? Any EPS growth for 2018?

Does an abrupt CEO firing signify serious problems? Have you seen a board fire a ceo of a company that is not in dire straights?

Q: Could I get your opinion on this small cap miner,specifically if there are any near term catalysts and if this price .40 could be a good entry point looking at a half position...thanks for your professional advice

Q: Hello,
first, wanted to thank you for suggesting PXT as a holding in the energy sector. Despite the ups and downs of the sector, I am up nicely since I invested in the company.
Can you provide comments on their latest quarter please? I read their press release and it seamed very positive. Did you see anything to be concerned about?
Best regards,
Dan

Q: It appears that the financing for the takeover of this company has been secured. It is trading about 15% less than the purchase price. I understand the mines are not in Canada, so would it be safe to think that regulatory approval would not be an issue? What would be a reasonable expectation for closing date, and do you think it is worth holding my position until the market gets closer to the purchase price?

Thanks, Alan

Q: Iron ore is a mined and concentrated product. Steel is a manufactured product. While it may be possible to move a steel mill from one country to another or move steel production, you can't move an orebody.
I've only heard Trump's threats to put tarrifs on steel and aluminum. Is there anything in that regarding iron ore? Even if he succeeded in moving steel production to the US, they would still need iron ore, presumably from the Labrador trough, to feed those mills. Any thoughts on this?

Q: Given the recent volatility in the US I am wondering about portfolio insurance in the short term. While holding cash is one way to mitigate a drop, I don't really want to hold much more than I currently do so I'm wondering if HIU would be a good way or if there is some other strategy you might suggest. I hear many comments about more significant declines, with the trade issues that are currently occupying a lot of political talk, raising rates, and, if the Dow gets back up to the 26,000 level that could be a double top, all of which make me nervous.

So, since I am a long term investor, rather that take profits and raise more cash, what would you do for some short term downside portfolio insurance? Thanks

Q: The Dundee preferred shares, at 11% yield and with a reset date of Sept 30, 2019 at govt 5 year plus 4.1% look interesting. Do you feel this company is at risk of going broke?

Q: Comment on earnings please. Thanks.

Q: I have watched BEP slide over the last 3 months and am now down on it. Do I continue to hold it or is there a reason for it losing ground? Thanks!

Q: Add a comment to Mike's Q.GMP was down 0.19 when guest Benji Gallander on Market Call endorsed It stating that it is one of his favourites with huge potential upside.It took off from there.

Q: Is it a good time to let BTE go given the recent upswing (still at a loss but getting tired of looking at it...). Thanks !

Q: Any opinions as to why GMP is down so much this week? Would you sell, hold, or buy more at this price?

Thanks!

Q: Good Morning 5i team,
I have been looking into cleaning up my portfolio. On the US side i was thinking of taking Buffet's advice and just buy VOO. When I look at the top ten holdings of that fund, though, I note that I already hold three of the top ten in the portfolio in at a pretty good percentage: Goog, jnj, jpmorgan. I also own as well another large selection: 3M, mdt, pepsi, and proctor and gamble.

The question arises whether I should just buy two or three of the top ten and run a ETF myself?

Another question; the concentration of teck names in VOO/s top ten is quite low, Apple at 3.5% and Amazon a little less. It seem like these are the main stocks I am missing and the question then becomes, "Should I go for QQQ, which has apple at 11 % and Amazon at 9%? Although all the rest is technology as well, which I don<t want that much of. The problem is that I would like to have more teck but probably not as much as QQQ. Any other choices?
thanks

Q: Given that AAR.UN has been purchased for a reported price of 8.10 per unit and there appear little reason why this deal will fail can you suggest a reason why the units trade somewhat below 8.10. The fact that a substantial distribution continues to be paid would leave me to expect the trading price should be above 8.10 by the value of the distribution. Actually I wish this deal would fail, it is a tremendous company.

Q: Hi Ryan any news on sis results they were supposed to be out on the fifth march?
Regards stan

Q: Hi team,

The outstanding issues seem to be slowly be getting resolved any comments on the quarter and your general thoughts on the company?

Thanks

Q: If Canada adopts nationwide single-payer pharmacare, as the Liberal government says it will study before the next election, what would be the effect on insurers like Manulife and Sun Life?