Investment Q&A

Q: Some months ago 5i suggested SJR had challenges. What are those challenges, in as much detail as possible, and are they being addressed successfully? What are the pros and cons of owning a long-term position in SJR?

Q: InPortfolio analytics, with the addition of the value of a defined benefit pension(roughly $80,000/yr becomes $2,000,000 in value), you add this value to the fixed income part of the portfolio. I know it's a difficult thing to calculate, but these pensions all invest in various forms of investments including equity, so some of your fixed income is already ion equity but not shown in your analysis.
Cheers, and thanks for every thing you provide us in a difficult investment world.

Slainte. Chris

Q: I'm overweight financials and thinking of selling my US holding BAC and ORI and switching to a US dividend ETF such as DGRO. Any other suggestions?

Q: WHAT DO YOU ADVISE FOR TSF FOR A 78 YEARS OLD SENIOR ?
THANK YOU
EBRAHIM

Q: Hi Team
I am looking for oil companies to invest in, I would like a mid to small cap, company with reasonable debt and fairly decent cash flow. I don't mind taken higher risk with small caps, I just feel that it gives me a better upside, and like I say I don't mind the risk. Would like a little in the oil sands as I see the wti discount is a lot lower than before and have read that the world refineries are short of the heavy oil, not sure if this is true or not. Lastly what gas producers will benefit from the new pipe line and refinery, assuming that the darn thing gets build. I know I have asked a few questions so please take as many credits as you like
Thank-you
Auftar

Q: Good Morning 5i,

Can I get your latest opinion on GOOS, it hasn't been performing great. Do you see it as somewhat of a China trade proxy as it is looking to further expand into China?

Thanks!
Dave

Q: Pertaining to the proxy fight, if I fail to vote, is my vote counted towards the current board, counted at all, or to the new directors as proposed by medison?

Thx

kelly

Q: I don't have any communication stocks and It was suggested to increase by 8.3% by Portfolio analysis. These will have to be held in a RRSP. Would you be able to give me your top picks? Thank you so much. Love your new service.

Q: In mid Feb, IRTC reported another strong quarter and issued a better than expected 2019 guidance. However, about a month later a (short?) report stated that the main IRTC product could face a Medicare reimbursement cut of 45-65%, possibly by the latter half of 2021. Do you know if IRTC has publicly addressed this issue? Whether IRTC has or has not done so, is it wise to simply exit the position and move on to another health care stock? Thanks in advance for your input. James.

Q: Portfolio Analysis shows I need to add stocks in Communication Services and Utilities.

Can you please recommend any stock or ETF in the above sectors.

Thanks for the great service
Hector

Q: I’m considering Brookfield Infrastructure Partners (BIP.UN) for my TFSA as a means of diversifying from common shares while maintaining a return above current fixed income rates. Would you recommend the current price of $54.92 as a reasonable entry point or is there a valuation point that you would be more suitable considering that I would also like to ensure potential growth? Alternatively, is there another security you would consider in order to achieve my goals.

Q: What is insider ownership on WCP?
How many shares owned by insiders # & % please.
Seems to be considerable interest in market buying and several insiders own a reasonable number of shares.

Q: My portfolio analytics says that I should increase my telecommunications by 2.84% Should I increase both T and BCE as I do own both or buy a third stock, one from the US?

Thanks

Q: Hi Peter, looking into buying in on cldr. How would you rate this co on safety and is it cheap and would you buy at this point. Thanks. Alnoor

Q: I have owned this fund for a few years now and enjoy the high percent payout but am concerned as the price I payed is considerablely higher than the present price. are the overnight offerings diluting the funds or is this because the banks are lower right now or perhaps both? some of my costs were over $12.00 a share so is this a good time to cut my losses? Thankx for your great service. gord

Q: Please comment current status on Hrt. Is current dip buying opportunity? Ownership, cost per ounce, debt? Cash flow and good long term growth potential? Can Hrt for long term hold? thanks always.

Q: I was wondering if you could recommend some stocks that trade on the tsx that pay dividends in US money. I believe pif does, could you name some others.

Q: Hi Ryan can I have your thoughts on CHW.re safety of div and outlook
Took a 10% haircut in the last few months
Kind regards
Stan

Q: Your thoughts on this one please

Q: HI Peter,
I invested in Knight for long term (5 years plus) but it has been frustrating. I was going to hold on given the management teams in place; however, with the current proxy fight, I am not sure what to do. I think in all of the time i have been in the market, this company has been a major disappointment as it feels like the company just drags its feet, and I simply trusted management given the track record. Now, as a shareholder i feel I am in a tough spot. What are the negatives and the positives for holding onto the stock please? In past discussions relating to gold and other types of commodities, the best way to invest was in streaming companies or picks and shovels. Any idea why this has not translated into the cannabis stocks? For example, the stock performance for Auxly Cannibis group and radient tech has not been that great. Lastly, what do you think of Valens Groworks and Enwave? Thanks very much.