Investment Q&A

Q: Hi 5i team, do you have any potential candidates that will double in price in the next 2, 3 or 5 years?

Q: Follow-up on bitcoin fever: What about futures on bitcoin ?
Is it a viable option ? (Expensive ? Complicated ? Available in Canada ?)
Thanks !

Q: Hello Team,

I have $17000 in a USD TFSA, and i am looking for some income ideas? I need US funds once in a while, i would prefer stocks rather than ETF'S. Any ideas?

Thanks,
Stephen

Q: Hi, I switched from BCE to Telus about 18 months ago for growth and dividend, but I see BCE is out performing on growth and has higher dividend.
Are my numbers correct ? And would you add to Telus within limits, as it may be undervalued?
Thanks

Q: your thought on LGF.
What is their yield,insiders ownership ,take over possibilities,debt?
Good buy here?

Q: Can you tell me what companies operate electricity generation facilities in Manitoba, Alberta, and northern Quebec? If possible please indicate which facilities are renewable in nature. Thank you.

Q: Hello，

Could you please compare OTEX with GIB.A? It seems GIB.A has been growing faster.

Thank you！

Q: May I have your opinion on The Score? I like the large insider ownership and no debt. Do you think they are well positioned to capture market share in the online sports gambling market? Do you think it makes sense for them to do a deal with a multi state partner? Thank you.

Q: What is your opinion in Teck. I am surprised to see that no questions had been asked in the database.
Thank you.

Q: I am interested in ere.un as a play upon European multi-residential properties. However I note that Capreit owns 88% of the units at this time and am uncertain whether to view this as a negative or positive factor. I would appreciate your advice respecting this reit.

Q: Blackberry is tanking. Should I sell and take my loss or do you believe it will recover in the next three months? Thank you.
Ron N

Q: Hello,

After reading the article on 5i 'Investment Model Portfolios' - May 6, 2019 I had a question regarding this post in relation to my current equity portfolio.

My portfolio analytics indicates that I should be allocating 25% to Canadian equity, which seems high to me. This article mentions that the big providers/firms allocate about 31-32% to Canadian equities, which I found a bit surprising, given Canada is only about 3-4% of the global equity market. The article does note that for Canadians, having a home country bias can make sense (dividend tax credit and tax reasons), which makes sense.

My question is this. For the average Canadian investor, does 25% of one's equity exposure to Canada seem high (even given the added benefits noted above)? I am guessing there is no 'perfect' answer to this question however, I look at this as making a big bet on oil and financials. If Canada is 3-4% of the global equity market, could one not argue that even doubling Canadian exposure, say up to approximately 10% of equity portfolio, be a reasonable allocation?

Thanks for your insights on this.

Q: June 26 John asked about his daughter putting 10k into RESP and what ETFs to buy. John and his daughter should be reminded that they will only get $500 CESG (unless she has other kids and it is a family RESP).

Q: I tried to buy 100 units of this on my TD Webroker Account for CAD$5,000 and change. Got an error message telling me to call a TD rep at an 800 number. The rep told me that I could not buy this through them. I have never run into this in the past for any stock or ETF that I wanted to buy or sell. What brokers take orders for PSA:CA and which brokers will not take these orders.

Q: HHC announced today they have hired a company to explore strategic options, including a possible sale of HHC (surprising) . I love the assets here. It popped 42% today, although off of lows. I am holding on, thinking of selling some covered calls out of the money, or possibly selling some of my shares outright. I'd really appreciate your opinion on what this company is worth., before making any decision.

Q: I noticed that this ETF is listed as 100 % basic material industry but when looking at the top 10 holding they are mostly bank preferred shares. What would be the better industry classification for this ETF?
Do you like this ETF or would you prefer another one or this one?
Thanks

Q: Can you please explain the drop in VNR today? Prior to the ex dividend date(June30) I would expect a rise?
Thank you

Q: How much of BB is owned by Fairfax. As far as Fairfax's investment is concerned, how important is it that Blackberry does well.

Q: Peter,

Is the rate reset spread on preferreds only good until the reset date? If so, do companies tend to renew at a similar spread or can it vary greatly?

Thank you

Paul

Q: I am retired and rely on my dividends to supplement my pension. I own full positions in TRP, PPL and ENB. I am starting to get worried about ENB with all the talk of lawsuits, Line 5 and Michigan. I am considering selling ENB and either adding to my PPL and TRP positions or buying IPL to replace ENB. Your thoughts ?

Ken