Investment Q&A

Q: What do you see at the risks to Russel Metals? The company tends to ride the market up and down. Do you see this changing? Do you see risk to their dividend?

Q: Peter et al I am looking at QYLD for enhanced yield in the US and came across EOS. Without regard to the fees attached what is your opinion on these two generally. Secondly which would you buy for income if you had to buy one from a capital preservation perspective. Thanks so much for your insights as always. Ken

Q: P/E is low for this year but do you have the annual earnings forecast for 2019 and 2020?
Thanks

Q: Hello 5i,
I am up $3000 to $4000 on JPM, MMM, PEP and others. I am down $3000 on KWH, RME, TCL.A. and others. I do not need money and can stay invested in all. I am retired, 72, with good pensions. I am inclined to just stay put and collect dividends. Should I sell and apply the losses to the gains or just stay put as I am inclined to do?
Thanx,
Stanley

Q: I have been investing in the market for 45 years now, many wonderful gains and some 100% loses, example Worldcom(fraud), ask Bernie to confirm. From all my major loses i try to learn something that will help me in the future. I was surprised that you bought into the stock when it was already up a lot and was really pumped by a couple of guests on BNN. My concern with this company was that it was doing nothing new and was competing with major health companies in the US that had market caps in the billions. If this was not some new major new mousetrap, the headwinds for this tiny company were just too risky. Did 5i get caught up in this hype on BNN and the canadian market rise so fast, and in the end, what did 5i learn from this type of investing in the future?

Q: The price for BEP has been dropping for the last 6 weeks and is now approaching its 52 week low. Are you aware of any news causing this decline or is it just due to rising interest rates?

Q: I am a current holder of Altagas The manament is spinning out Canadian operations
Could you please explain how existing shareholders are affected Will they get any shares in the Canadian operations

Thank you

Paul

Q: With the tide running out and lowering almost all "boats", the yields on the examples listed above are becoming compelling for a retired, income oriented investor.

Part of the thought process here is that inflation at least at this point appears to be muted. The yields on the above range from 4.2% to 6.8%. I see these as income producers with a good risk return profile given the size of the share price drops.

1. Do you agree with my reasoning?
2. Would these types of ETF's make sense?

Thanks for your help here.

Q: Is PXT a buy at this level?

Q: Csu missed expected EPS & REV,but still doing well even in downmarket .Any reason(s).Is this a sign to start a position? Thanks for u usual great services & views

Q: Peter,

I am intrigued by the mutual funds in the EDG series for global exposure. ie EDG 100 etc. I see the MER is 2.13 and minimum investment is$20,000. What is your take on this company as an investment for global equities.

Thank you

Paul

Q: Hi,

Does your answer to a previous question on the sector weightings applies to US stocks also and will 5i Portfolios also need to be adjusted ?

Thanks
Ninad

Q: What is your analysis of Bioneutra? Too small? Your opinion please. Thank you. Fooklin

Q: Good morning guys, need your valuable analysis of this beaten down stock for a contrarian investment. Do you see any short term catalysts or headwinds coming their way with their investor day on November 13th.
Thanks Gary

Q: What are your thoughts on this beaten up company? Is it worth a 1% investment for the near term .
Thanks Gary

Q: Hello,
Just wondering why CPD Preferred ETF has been going down in October. I would assume the unit price would be going up in a rising rate environment. In fact the opposite is happening. I know its based on credit quality of the companies but there is a lot of high credit worthy companies in this ETF.

Thanks

Q: Is there any negative consequence to TSGI if Democrats take the house/senate (in terms of regulatory hurdle)?

Q: What % of toy's manufacturing or supply chain is located in China? What % of sales are US based? In your opinion given tariffs will current weakness in TOY continue longer than other companies? Greg

Q: What do you think about CPX earnings?

Q: Any preference from a value perspective on any of the Brookfield family of companies? Any you think have a more favorable outlook and price?