Investment Q&A

Q: If you had the opportunity to add three new names to the existing list of the income portfolio, what new companies would you consider?

Q: What can you tell me about Crown Holdings? Ticker CCK on the NYSE. Would you consider this a strong buying opportunity?

Q: Hi Ryan and peter
I sold my position in kwh about two dollars ago.
However ther apprears to be a reason to jump back in at the six doller legal at least for the next three divs that have been declared.
Can I have your thoughts on this .
Kind regards
Stan
N

Q: Any reason for the hit the last few days especially today on TCL.a & KWH.un. After market close on 7/13,TCL.a announced report of 2nd Q results on 8/13---Is it possible that some smells something bad? Any recent short attack?Is 5i reviewing the stock as it is down very sharply?Thanks for u usual greatservices & views

Q: Hello, I purchased a 1/3rd position on Spotify a when it came to the market and it is already up about 20%. Wondering if it time to add more. Is there a reason for its rise or it is just the markets are good. Have they had any positive news or earnings releases? Thanks. Shyam

Q: I have this company in my portfolio for sometime and there does not seem to be much movement - is the company an add, hold or sell and is the dividend safe?
Thanks for your help
Hanna

Q: any thoughts about the weakness in the stock. I can find nothing that would indicate why it is off so much.

Thanks

Q: What is your view on Pizza Pizza Royalty Corp?

Q: I hold preferred shares ECN.PR,A, down 10%. Should I look at selling them due to the delisting?

Q: Any reason you see for the dramatic sell off today?

Thanks

Sheldon

Q: I purchased XEF about a year ago to secure diversify outside North America. I am up all of about 2.3% and can't help thinking there must be an ETF out there that would provide similar geographic diversity (this is my only holding outside NA), with a better return on investment. Can you suggest one with a comparable risk profile and - preferably - dividend? Thank you.

Q: Good Morning,

Please comment on this morning announcement on second quarter 2018, deliveries and Backlog?

Thanks
Paul

Q: I am writing in regard to a question posed by John on Jun 25th regarding alternatives to mutual funds that his TD adviser had invested in for he and his wife. We too (my wife and I) WERE invested with a TD adviser up until a year ago. We also had a TD Direct Investing account that we use for investing in stocks. The final straw for remaining with the adviser came in 2017 when TD started charging a yearly fee over and above their MER's when investing in a TFSA. They also stopped allowing us to invest in D series units of mutual funds. We transferred all of our assets to the Direct Investing account and haven't looked back. We are now able to buy any type of mutual fund, ETF, stocks or fixed income product like GIC's that are sold through Direct Investing.
Also, when answering John I believe you may have replied with alternatives to a couple of wrong mutual funds. I believe he was asking about CIF843 (not 842) and FID231 (not2312).

Q: I hold both of the above, MIND I am breaking even on MIND but am down 22% on MJJM. My thought was that once Canada legalizes marijuana it will it should start gaining. I am wondering how you feel about these.

Q: I held about a 3% position in Ruf, and sold half shortly after the potential buyout offer a couple months ago. The stock is now down and seems to be settling in around $9. As the current price is lower, I am considering buying back what I sold, hoping for a better offer and collecting the dividend in the interim. Do you have any updated information about the offer, your opinion of what might happen, and if buying it back makes any sense.
Thank-you

Q: In your answer to a question today where the member had a higher risk tolerance you suggested BOX was a good American choice. I've noted you have done this in the past. Please explain to me why you are so positive on the potential of this company and give me a bit more detail regarding exactly what services the company provides. Once again I can't thank you enough for your services.

Q: Hi 5i Team,

I am interested in buying some US Coal company stocks, do you have any suggestions? I found three big US Coal company BTU, ARCH, and CLD, which do you think has better potentials?

Thanks
Adam

Q: Hi, I was wondering if you had any advice on the following companies which I own but am down significantly on. Should I sell, hold, or increase holdings, I would like to have some cash on hand, and what would you recommend I replace the sold companies with?

ALA -10%, CLS -15%, WCP -15%, EIF -20%, KWH.UN -28%, HWO -29%, TV -38%, RRX -38%,

Q: Do you know of any good Canadian listed equal weight US technology ETF's (that are hedged to the Canadian dollar?
I know of ZQQ but its not equal weight and XTF but it writes covered calls.
Thanks

Q: Is there a financial ratio or ratios that can give an indication of the risk in a stock price to changes in sales? I have been looking at operational gearing which tells you how sensitive profits are to reduction in sales. I also read that a high debt to shareholders equity means that changes in profits have a large influence in share price. Not sure I understand why that would be the case. Could you comment on both these measures please and maybe suggest others.