Investment Q&A

Q: I sold some of my TNC at a profit and bought some ARZ and some ITC. What do you think of these three companies and which ones will have the most potential going forward?

Q: Hello,
Can you please give us your thoughts about oil price at the moment (supply / demand, political aspect, 12 - 24 months outlook). Thank you.

Q: Hi!

I have a portfolio that has a few names I have held for some time that could be described as laggards and I'm not sure which of the group I should get rid of and deploy proceeds into something else. From the following list which stocks should I sell and move on from: CVE,TOU,SGY,AVO,G,ECA,QST,ALV ???

Q: Given the speculation about upcoming US rate increases and the impact of the Nov.8 US election, I have lost significant valuation on ETFs and bonds across my portfolio.

Is there an expectation that these values could fall even more precipitously in future?

Is it truly wise to remain ‘in bonds’ at this time, even after losses so far?

Is there any hope these could improve in future or is the long term prospect dismal?

Q: I own PWF.PR.L, RY.PR.O, BMO.PR.Z about equal amounts for a total of $150K which is about 5% of my holdings. They have been softening recently, is it time to sell and what would recommend? I have about 20% in bonds and balance heavily skewed to finance, utilities, infrastructure.

Q: What a great pick by 5I @ $5,but its 2 recent events bother me as similar pattern to the 3 below companies.Stock went up sharply over time & then insider selling near or at new high for their"good & valid"reasons.PHM & ACQ are at much much lower levels than the insider sale price.NFI went down but have since recover due to good reception to its subsequent Q results & more business.SIS--insider selling @ $11.34 on Nov 14 & yesterday forecasted EBITDA & Revenue below street estimates.Would it be safe to assume that management already has the above forecasted figures in hand prior to selling.Is this fair to investors?

Q: Colliers has been in a free fall. What's wrong with the company?

Q: How do these robo advisers work? Are you ok with these for a passive investor? Any concerns to these kinds of investing?

Thanks for your great advice as always,

Henry

Q: I have lost about 3/4th of my investment and was holding on for better days. With the recent announcement about coal-fired facilities, I'm wondering whether the tobacco in my pipe dream is finished.

Q: Hello 5i, between these energy companies, TRP, ENB, PPL.un , and IPL.un, KEY, which of the following companies would you recommend buying now for a long term hold?
Please advise from best to least liked, or please advise if you would have a different recommendation of the energy sector companies? Thank You.

Q: Recently took position in Savaria, but with your last comments on Nov 22nd " Shares may see some weakness but the trend is still going the right way for SIS" should I get out now with minimal loss and buy back later at a potentially lower price?

Thanks for the info

Q: Wanted to thank Peter and the 5i team for persistently reminding readers that the weed sector is high risk and should be avoided by investors. Looks like most of the suspects in the sector are now down 50% from their highs with no support in sight. Anyone subscribing 5i's service has paid for their subscription 100 times over by avoiding these devastating losses while existing weed shareholders are in panic mode. Well done, 5i, you are worth your weight in gold and platinum.

Q: Thoughts on latest Amaya drama? Seems like this is more of a David Baazov drama but nonetheless frustrating. I thought it might affect Canaccord negatively but seems like at this point it's just AYA taking the hit.

Q: any idea why down so much today? Is this an opportunity to buy more at a low price? Shouldn't management have responded to offer by now?

Q: any idea why down so much today? Is this an opportunity to buy more at a low price? Shouldn't management have responded to offer by now?

Q: I am concerned about the relative weakness in Milestone recently, compared to other reits. I have read a bit about the possibility that their Houston properties were weak in Q3 and they may be getting weaker. And yet, wouldn't the impact of the weakness in the energy industry be already present in the vacancy/rental rates? Also, does the relatively low rents (i.e. B properties renting for around $900/month) give some protection? In a long-winded way, I am asking if the Houston portfolio provides a lot of risk to overall growth (in cash flow) going forward? Or is there anything else causing the weakness in the stock price.I'm feeling anxious about this because I put my kids into it after their recent offering and the stock is down from there......

Q: Any idea why enghouse is falling so much today. Should I be worried or buying more?Thanks for the help.

Q: I have Enbridge in my portfolio and have received notice of a special meeting pertaining to the merger with Spectra that involves the issuance of shares to Spectra holders at just below par to facilitate the process. The literature is rather bulky and I am not sure I really understand it. Is this a good proposal for shareholders and should I support it? This kind of change makes me nervous. Is it a really good idea almost certain to benefit the merged entity, or is it time to exit from Enbridge to be safe?

Q: I'm looking to buy a US bank. I know you like JPM, so can you compare JPM to OZRK for me? I know JPM is way bigger so less risky in theory.Looking at Fwd P/E OZRK looks more expensive but it looks much more consistent over the last 10 years and has better ROE and cash flow.Please give me you r analysis.Thanks and I'm learning a lot from your service!

Q: Could you please provide me with some names of the best "Dividend Paying" stocks for a non registered account. Thanks Valter