Investment Q&A

Q: What is your opinion on replacing a holding in PWF with FSZ with respect to future growth and income? Joe

Q: Good day, 5i

I am looking for some strategic advice regarding my position in Twitter. I was up 20% yesterday, and today, on news that a few bidders have shied away (alphabet notably), I am now done 5%. Understanding your are not soothsayers , I'm looking for your experienced opinion on how to handle situation. Cut my losses, or go long on the hopes it is sold in the near future.

Many thanks,

Karim

Q: Morning, I have held HCG for years, and XTC for about a year, have been waiting for a turn to positive on both. Is either expected to improve or are there better names in these areas? Thanks, Lavern

Q: Hello Peter and 5i Team,
Can you confirm whether Fiera Captial would have any negative exposure to the upcoming changes to mortgage rules? Thank you, as always, for an excellent service to us all.

Q: I understand that these 4 stocks are considered growth stocks. Presently I am negative on all four. Is patience required ( long term ?) or would you suggest to switch to other growth stocks and which ones would you recommend. Thanks.
Klaus

Q: Is it too early to evaluate the potential impact of the new mortgage rules on HCG's insured mortgage business? I realize this is low margin business, but I think it is still important. Would appreciate your views.
Thanks

Q: Newmarket Gold has had a tumble over the past week and I am debating whether I take profits and exit or hold for a change in the sector. I would appreciate your guidance. Thank you ...

Q: Hi 5i,

Has your opinon changed at all on the Walgreens and Rite Aid merger going through? They make it sound like the only condition to fulfill is to divest 1200 stores. Not sure if that's true?

The Rite Aid stock is at $7.50 right now and merger price is $9.00. That's a potential 20% return within the next 3 months. Is it worth the risk? I imagine doing an options call would be be more profitble "if" the merger happens?

Shane

Q: what are you thoughts on CGC and ACB? do u think they are overvalued?

Q: With the dip in Alaris, and their positive long term history, would now be a good time to buy. Bought initially at 29.00.Expect Q3 to be down, might be further downside? When do they report?
Thank you

Q: What is your outlook for natural gas? Which company would you recommend?

Q: There is something I'd like to share with your members. I've been tracking 3 portfolios in detail for the last 18 months. One of them is a "couch potato" self-directed account, one is a mutual fund account while the third is an RBC "wealth management" account. The top performer believe it or not is the self-directed account!
It would seem that the outrageously high portfolio management fees in Canada are indeed not justifiable (based on my limited findings at least).
I am writing this message to add my simple voice to the growing chorus of individuals managing their own financial affairs. It works! I hope this simple message will encourage your members to keep on the path that they're on.
Now for my question - in another response you mentioned that brokers add to their revenue stream by "lending clients equities held in brokerage accounts" to short sellers. What percentage of a typical brokerage firms's revenue would be derived this way?

Q: I have held rie for many years as a core holding In the last week it has been under a lot of pressure .Don't know the reason but is it time to move on
Kind Regards
Stan

Q: Hello-
I hold a bit of HWO- High Arctic Energy. It seems to be finally getting noticed. With a low payout ratio and PE and 4.5% dividend, I am thinking of adding to my position. What do you think?

Q: Artis, which has been heavily tainted by the Alberta economy collapse just sold C$171M of AB properties bringing their YTD total of liquidated properties to approx C$340M+. With AB's economy stabilizing with the price of oil, does all of this give AX.UN a good chance at a strong SP recovery over the next 6-12 months?

Carl

Q: Hi 5i team,

Now that shareholders have approved the plan with Loblaws what happens next. The current price is $3.09 with little volume. Documentation I received mentions that shareholders would receive money for the shares next year at 3.10 per share. From a tax perspective it would be better to receive the money this year. Does one typically sell at market 3.09 in this situation or wait tying up the money which could be reallocated.

Thanks Mike

Q: BEP.UN seems to be struggling a bit lately. Is there an ongoing problem currently ?

Q: Hi 5i, just a follow up to the comment on the BNN guest who mistakingly described Exchange Income Fund. Later in the show after realizing his error he apologized. At the time I also questioned his description.
Dave

Q: Sorry for bringing up yet another question on this company but you recently answered a question about State Street Capital and in that answer, you seemed to suggest that the alternative mortgage market is not an area that you suggest for investment. First, is HCG considered to be an alternative lender and second, was your answer in response to making a specific new investment in State Street or should companies in this sector be abandoned altogether?

Appreciate your insight.

Paul F.

Q: Good morning. Did you see Wednesday's Market call and specifically the guests review of his past pick's ? I thought his review of Exchange income which was up 41% on the year was lame. He claimed it was some obscure company in the restaurant business. He seemed totally unprepared and not in a position to review the company at all.