Investment Q&A

Q: Hi there,

I agree with your previous poster commenting on the ability to journal Cdn companies to the US side of your portfolio. I deal with 2 differnet bank/brokerage and both let me do it without hassle however, you can get the wrong information from a call centre person. If you don't like the answer, ask to speak to a supervisor.

Or move your money to one that will - these days they are all sensitive to losing balances!

Post if you see appropriate

Q: What is your opinion here? Drilling is proving out resource but have bee no questions on it for ages when it began the process

Q: In a 100% equity portfolio would 75% CRBN and 25% ZLB be considered "diversified enough"? I'm trying to remove oil and gas as much as possible while still having reasonable fees.

Thanks

Q: With the speculation that a recession may occur in the next year or so and given the current downward trend of interest rates, what are your views of buying/holding preferred share etfs like zpr and hpr ? Thank-you

Q: Hi,
Jeff Tonkin, CEO of Birchcliff Energy (BIR-T)was on BNN-Commodities show this morning and discussed a recent change with TC Energy for buyers of Canadian Nat Gas to now be able to put their gas into storage year round as they are not required to have fixed and interruptible transportation. He said this puts a floor on the natural gas pricing. Do you agree and do you see this as significantly contributing to BIR-T and other nat gas producers bottom line and ultimately increasing their share prices? Thanks

Q: Not sure if anyone has already asked but my question is should I tender my shares for Blackstones planned acquisition of subject. Obviously Blackstone must feel they can do good things with it and the premium offered is not overly generous.

Q: What about SPOTIFY for the next 12 to 18 months for growth, what do you see it as a safe and solid?

Q: I currently own BIP, could you compare the two as a long term income hold.

Q: Often, you have people like Richard this morning, writing to you about advice they've received from their brokers that doesn't make sense. One must bear in mind that the people answering the calls are at a call-centre, and some are more knowledgeable than others. When I get a response that sounds iffy or doesn't make sense, I call back a bit later, get someone else on the phone, repeat my question, and more often than not I get a totally different answer.

Q: i am considerably down on my shares of dhx. i have recently been offered warrants which expire november 15, these warrants would give me approx 533 shares at a price of 1.67, or i can sell the warrants any recommendations? brenda

Q: They issued guidance yesterday that sounds promising. This is an American healthcare company that lists on the Canadian venture exchange. The press release says they are exploring a US listing in 2020. There may be a nice buying opportunity here, before they list in the US. Viemed is a similar stock that comes to mind. Largely ignored on the Cdn exchanges until the Americans started buying. One that bears watching.

Q: Would you please evaluate their recent acquisition in terms of the dilution of shares debt and what it might mean to future earnings and would you recommend adding to a small position? Thank you.

Q: What would you suggest a full weighting for A&W be and would you be buying on this pullback? Thanks.

Q: could you please give me a few stocks from your portfolios with the highest insider ownership. GSY comes to mind along with SIS. Thx

Q: Dear 5i,

This is where you guys are worth your weight in gold!
I looked on the investor area of their web site and found very little information.
Where can I find more detailed breakdown of their financials?
What percentage of shares does Brian Baulmer actually own?
It looks to me like he is just the celebrity marketing face of the company and provides
some consulting on the side.
Can I also get your thoughts on this company?

Q: Dfn has been going down since doing financing at 8.75. Closed at 8.37 yesterday. Your thoughts as to holding for the long term

Q: MFI is getting blasted this morning. I am inclined not to panic but would like your take on earnings, guidance and especially on whether or not this affects anything in their longer term planning.

Thank-you again.

Q: What is your opinion on FM. Good buy, sell or hold

Q: Hi Everyone at 5i ...me again. I have a non registered account with the following breakdown: 60% GICs ( because this is my retirement money and I am conservative and I know that GICs in a non registered account are a losing proposition as far a inflation etc. )..10% XHY/CPD.....and 30% stocks..BMO, ZUT, ZWE,BNS,BCE,BAM.A,BEP,UN,BPY.UN,CCL,CAR,ET,FTS,GSY,HR.UN,KXS ,NTR,OTEX,PEO,QSR,SLF,T,TD,VFV,WSP. Now to my question....I am generating $30,000. Combo dividend ( a larger percentage ) and interest income . I want to increase this but at a lower risk. .I would like to extract 150K from the GIC column and produce a higher level of dividend on these monies, but yet, keep things as conservative as possible ( this is called having your cake and eating it too.) What would you suggest?...I thought I might divide this between XBB, CPD or....your suggestion. Thank you for your help, Cheers, Tamara

Q: I bought recently shares of ITP and BPY.UN on the TSE(both companies pay their dividends in US dollars). and naturally paid for the shares in CAD. this morning I asked my broker to journal these shares to the US dollar side of my cash account in order to collect the dividends in US funds he said since the shares were bought on the TSE all future dividends would first be received in Canadian dollars and would then have to be converted to US dollars each time they were paid regardless of the fact the shares were to be held on the US dollar side of my cash acct he said the only way I could have avoided the exchange cost was to have bought these 2 companies on a US exchange! am I getting the correct advice from this large national brokerage firm?