Investment Q&A

Q: Can you recommend a natural gas producer. Prefer in Canada and does not utilize fracking to extract the gas due to the negative views and risk of laws coming in to prevent it. As well a company that refines the natural gas and another that transports it. The best in each sector unless one does all three.

Q: Charts show Enghouse's trend line becoming parabolic . As happy ( finally ) as I am about this , is it best to exit here ( small position ) , or do you see ENGH continuing upward ?
If you recommend selling , do you recommend my adding these funds to KXS, CSU, SHOP, DSG , other ( which ? ) ... or is the whole sector becoming vulnerable ? Thanks for your help.

Q: Orange Business (ORAN)...can you please tell me what you think about this one? growth prospects going forward? many thanks

Q: I plan to shuffle my RRSP to include your Balanced Equity Portfolio and the three ETFs above. Would you recommend any exposure to bonds through a fourth ETF?

Q: Happy New Year, and all the best of 2018.
Our granddaughter is 18 months old. Currently her RESP consists of 64% WN.PR.C and 33% XDIV. I was considering adding XDUH, the hedged version of the above fund, for both growth and income, with this year's total contribution. For direct growth, would it be wise to split this year's contribution between XDUH and SIS, given that all of these investments I make on her behalf are extremely long term holds.

Thanks again. Susan

Q: Hello 5i team,
I was wondering what is the difference between the 2 above bond indexes? Do they both track CAN government bonds but are simply from 2 different institutions.

Which one is better?
Thank You,
Andrew

Q: I am looking to add a AI Stock and an ETF to my portfolio.
What Stock and what ETF would your recommendation be for a long term hold that is focused on AI?

Q: At present my TFSA is composed of MAW120/MAW150 at a 60/40 split.
I can keep this and add 1 stock this year. If that is the case which growth stock would you recommend?
Or should I sell and buy a 5 growth stock portfolio? What 5 stocks would you recommend?
The reason for the MAW funds in the first place was to increase my international exposure since I was mostly in canadian funds overall. I have now rebalanced my portfolios and have my international exposure needs met elsewhere.
As always your help is greatly appreciated.

Q: Hi team,
I used to own MU about 10 years ago but never made any money on it. The stock was stuck in the doldrums for years. Back then it seems they had no pricing power, semiconductors were just a commodity and there were not as many uses for the product. Now there seems to be many more potential uses in future automotive design, the internet of things, artificial intelligence and many others. I missed the big run for MU the last 2 years or so (can’t be everywhere in the market). I am also following AMAT which also had a big run. What are the prospects of these two going forward in 2018 and would you buy either one today? Is there better pricing power in the industry or is it just sales volumes with the many new uses that is driving the huge price gains? Am I too late to the party?

I have some technology stocks (no semiconductors) but I am not too concerned with sectors or weightings at this time as I tend to let things run a bit until I cut back (or the market does it for me).

Thanks again,
dave

Q: Thinking of sell zwu and buying OR. Previously bought OR at 14.13 in March and sold in Nov for 15.90. Is this a seasonal period for gold?

Q: Need to add a full position to my TFSA. Currently own the above 5i covered stocks with KXS in my TFSA. What is your recommendation? Considering PBH, TOY, DOL.

Q: How does this company rate at this time?

Q: Scotia shows outstanding shares for Dollarama declining from 144 million, in 2014, to an estimated 103 million in 2020. Is it within the realm of possibility that management continues to purchase shares and decrease the share count to the point where just privatizing the company becomes the logical end game?

Thanks for your opinion. I look forward to renewing my subscription before the end of January.

John

Q: Any idea when PTE is reporting its results?
thanks

Q: Noticed PUR trading briefly @ 9$ today. Any news of new bidder? Have your views re max 10% chance of new bidder changed? Thank you.

Q: Constellation Software got lumped a bit after announcing their new deal. Can I please get your opinion. Thanks !

Dave

Q: Good morning. I currently only have one bank (TD) and am thinking of adding a full position of Laurtentian Bank to take advantage of the recent drop in the share price. My question is, does the lead up to a provincial election in Quebec generally have negative effect on bank share prices in general and LB in particular? In other words, should I be anticipating further downward pressure on LB leading up to the fall election?

Thanks
Peter

Q: Any specific news to explain a 13% jump in Covalon Technologies on Thursday?

Q: Hello Peter, and Ryan,
I would appreciate some guidance. EMH on Jan 3rd has been trading at $8 or so but they just announced a secondary offering $15M with a common share of $5 and a warrant at $6. I have seen this on other stocks and the value of the stock dips to the offering level but emh continues surging. Is this because of the hype or am i missing something? Much appreciated.

https://globenewswire.com/news-release/2018/01/03/1281528/0/en/Emerald-Health-Announces-15-Million-Prospectus-Sale-Concurrent-Secondary-Sale.html

Q: I read your December response on this stock. It seems that their vaporizer product line required appropriate distribution channels to generate realistic returns. Apparently, the company has entered into a joint venture with one of the weed companies,which should bolster sales volumes.
Although still a high risk investment, the stock might probably be more palatable at this point. Would you agree?
Z