Investment Q&A

Q: With respect to the "Amazon Effect" on some Computer Staples names such as Loblaws, can you provide your opinion on the impact on: Empire (EMP.A) or Alimentation Couch Tard (ATD.B) for the long term.

Q: Thoughts on HOT.UN? TD says its currently at an attractive entry point with buy rating. I currently have no REIT's in my portfolio. Is this stock subject to the 15% withholding tax because its paid in USD? If you don't like this stock, any alternatives?

Q: Morning Peter, at this time would you buy any of these for an otherwise well balanced RESP ? GUD and PHO already owned.
Thanks.

Q: YGR is seemingly highly rated and has been up more than 200% this year already. Is it still a buy at this level (closed at $4.79 on Friday)? Energy stocks could be back in vogue and with every sector almost already fully priced, it may be their turn.

I have dedicated about 5% of my total capital for very short term (say, no more than a month) high risk investments. Right now I am holding ENB in this slot ( a result of my recent bottom fishing) and I would like to flip it for something else before the Enbridge media day in December. Just in case Enbridge may say something untoward and jeopardizes its pledged dividend increases, or lower its guidance for 2018. After all this company had missed its earning targets for about six quarters. I could lose my modest ENB gain so far, and perhaps more.

Would YGR be a better choice for a bigger short term gain than ENB? Thanks for your take on this idea.

Q: Hi Peter
Wondering if Empire has finally turned itself around . I had the stock ,sold it . Lately as I walked into Whole Foods ,I wondered what the grocery stores were worried about . Amazon ,from my point of view has not done much to change the pricing in their take over . Companies like Costco and Kroger in the US just need to keep doing what they have successfully done all these years .would you get into Empire today .

Q: Hello, One of kids just turned 18 and I would like to start a TFSA. What would you recommend to invest in as a long term goal so that they can also learn about investing. The money will not be required for next 5 years at least
Thanks
Ravi

Q: It appears to me that you favor diversification outside of Canada and the U.S., even though your primary recommendations cover the Canadian market. What would be your top recommendations for the emerging markets, India, China, Japan, Europe, etc ?

Q: I'm looking to invest in Thomson Reuters. I think it's a very solid company with buy backs. This drop is a good opportunity to buy some. Please provide your in-depth analysis of this company.

Q: Hey Guys,
Just wondering what are your best 2 stock picks today with a 10 year time frame?
Thank you.
John.

Q: Could you explain about the delisting from TSX and transfer to another exchange.
Will this have a negative effect on the share price?
Would there be any benefit it selling my Aphria shares and buying WEED - all else(taxes) being equal, for this reason only? I have done well with the APH so far?
Thanks
Jeff

Q: I am looking to buy up to 10Growth stocks, the US and Canadian and medium risk, I am not worried about sectors, but momentum stock will help?.

Q: I'm wondering if your service will keep members posted on the yield curve trends in the US?
I'm no economist. But many pundits are saying big trouble lies ahead: Short term rates increase, long term rates don't, curve flattens, recession hits, corporate bonds default massively, blood in the streets etc etc. I think I am a typical member, in that I have some confidence that I am building a portfolio that works for me ( with help from you). But I am lacking knowledge about the macro risks that could wipe me (us? ) out. Will 5i monitor and comment occasionally on this risk?

Q: Just wondering if you know of any reasons or recent news that would be affecting the price of BUS?
Time to move on, or hold?
Thanks
Brian

Q: I am retired and my income needs are covered by pension and RRSP. My question is about my non sheltered investment account and the dividends. Since I don't require the income from that account, would it make sense to enroll the dividend securities in the DRIP/DPP plans available? Would this reduce my income for tax purposes because I would just be "buying" more of the security instead of gaining cash dividends?
Thanks for your help.

Q: Hi
Just read the question from another member regarding long term returns and longrundata with the response including a link to a Canadian Dividend Aristocrats site.
Are you aware of this site that has a monthly update of Canadian companies that increase their dividend ranked by the period of time the company has annually increased its dividend to shareholders? (CU is #1 at 45 years).

http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/

Q: Although I know it is not your area of focus, I am wondering whether there are a handful of European stocks that stand out to you as possible value picks at this point in time. This would be an additional or alternative strategy to investing in a broader ETF. Any insight you can provide would be much appreciated.

Q: Of the 23 stocks in your Growth Portfolio, which 2-3 stocks are the current best buys, relative to current price/valuation and seasonality of tax-loss selling season i.e., CRH. HWO, OTEX

Q: Can you give us your thoughts on the above co.? Q3 recently released and recent CDN purchase should add growth over time. A Lundin co. offers some experienced mgmt.

Q: I would appreciate your comments on the use of DRIPs in margin, RRIF, RRSP and TFSA portfolios. I am a conservative investor (age 75 with company pension plan) and favour banks, utilities and telecoms.

Q: Good afternoon 5i team,
I have been looking into tax loss buying and keep coming back to your high view of Knight Therapeutics. It seems that a good deal of your views on the stock depends upon management. And in looking into the stock a little, it does seem that Jonathan Goodman is a kind of Wayne Gretzky in the business world. A rich kit who did well:). Here in Montréal he also recognized as an important philanthropist. A couple questions I have that I would appreciate your seasoned view on:
The CFO left but he doesn't seem to be just any CFO. he was also it seems a kind of founding partner of Knight. His position has been taken by the former CF O of Paladin, so that is good. But, he does seem to have been more than a CFO. I notice that the company that he moved to has become increasingly closer to Knight. So, I was wondering whether this was perhaps a strategic move by both companies. But, perhaps I am reading too much into it. You probably have heard more about this change than I would have and so I would appreciate you view on both the loss and the possibility of a strategic move.

Secondly, it seems that Jonathan Goodman is all - important at GUD. He has had an accident and although he seems to be, as he says, 'Almost' as good as ever, there is still a question there. He seems to have the intelligence to find a small but lucrative niche in this field and has the strength and selling ability to make the most of it. He looks good. But, what if he goes? I am not sure but I believe you mentioned in your report that the actual cash that they hold would cushion against that eventuality. Am I right in that understanding?

And heck, since it is Black Friday, I will throw another question in for free: You say that patience is needed. He says that it is going to take twenty years. Many of us are beginning to see twenty years as a pretty big number and we may not be here to see the tree grow. So, is it a good investment for the older crew? But, maybe like the old apple tree, we are better to plant one for the next generation.
thanks