Investment Q&A

Q: Well this one has certainly fallen out of bed recently. Can you speculate as to why other than threat of the fed. Would you hold going forward 12 to 18 months or would it be prudent to take the profits and run, given the outlook?

Thanks

Sheldon

Q: What is your opinion of HCA Healthcare?

Thanks for all you do.
Brian

Q: I'm thinking of buying CEU or STEP. Which of these two do you feel has most growth in 2019. Do you feel in the near term these will depreciate because of tax loss selling.
Thank You for your great service. Earl

Q: Is it a good thing that Barrick Gold is getting together with Randgold Resources? Also, do I vote for or against the acquisition of Randgold by Barrick Gold?

Q: In my portfolio I work only on book cost basis. I do not take in consideration any gains unless I "crystalize" them. I am constantly following my cost base behaviour and act without hesitation if on any of my positions, I am down an amount that I consider unhealthy. I make a difference between terminal losses and temporary losses.
Reviewing Altagas for which so far I only have a small loss, I will appreciate your evaluation on the potential for a terminal loss (bankrupcy} and/or temporary losses, considering that I will sell anyway if my losses expand beyond my own comfort threshold.
Thanks
CDJ

Q: Hi 5i:

Is it a good time to re-enter VET and DOL? Full or Half positions? I have regretfully waved my 10% rule on ALA. What do you see for its future?
Thanks for your unbiased insight which is tremendous foundation of 5i that benefits all members.

Tom

Q: The majority of my portfolio is invested in the TSX 60 through XIU. I am working on diversifying my portfolio and thought I would start off with the Real Estate sector and am considering ZRE.

Would you have any issues about selling about $13,000 of XIU to buy ZRE and achieve a 5% allocation in the Real Estate sector?

Also, I noticed that ZRE was dropped from the Model Income Portfolio in July 2017. Do you have any issues with ZRE specifically?

Q: Good morning.
I am looking to swap out some preferred shares that have dropped in value, for others that are approximately the same price. One that I found was TA-PR-H, however, I show them as not being profitable, and with high debt. You don't seem positive on the stock, according to other questions, but would you invest in their prefs?
Thanks, and enjoy your weekend everyone.

Q: Your comments:
would you agree at oil prices at $70 ish - $30ish discount for Canadian select oil and 3 year horizon. thanks for you view .
GLOBE :
"While we continue to believe that there are a number of strong buying opportunities in this group, we believe that taking shelter in Suncor, the best Canadian Integrated E&P in our view, is a prudent investment decision at this time. Given the company's status as a top-tier operator, and most profitable Canadian refiner, we are perplexed as to the company's relative underperformance as of late and believe that current equity price levels present a strong entry point for investors."

Q: Can i get info on the following; payout ratio; eps for 18@19 estimate for upcoming report in nov .How often do they beat or miss.Will interest rates have a big impact on them.Do they have much dept. Thanks Harris

Q: Hello Team,

Is their an American tobaco ETF that covers these 3 stocks that are mentioned in your
5i Research report on the Marijuana Industry? ( Fantastic read).
Plus, all things considered between the 3, which individual stock is the most likely in your opinion to get involved in the Industry?

Thanks,
Stephen

Q: Could you compare and contrast the benefits and regulatory considerations of tax loss selling in the US relative to Canada? Is the form and strategy similar or quite different and to what extent?
(This request is for broad brush information not detail)
Thank you, Hugh

Q: Would appreciate your thoughts on Norbord. Am currently holding it in my RRSP. Thanks

Q: Would be a buyer of NFI at this time or wait until December?

Q: I am looking for a dividend ETF in Canada and USA. What do you recommend?

Q: You describe this as a cyclical stock. Can you explain the cycle that it follows? What would you look for to indicate a reversal?
Thank You

Q: Hi folks:
Should owners be concerned here ? All we see is red.
Thx
Mark

Q: To get into the silver market would recommend WPM or SLV?

Q: What would be Sherritt's book value? I know they have a lot of debt but at
71 cents gambling alittle cash might be an option?
Thanks Greg

Q: JPMorgan is predicting a 50% chance of a US recession in the next 2 years. One would likely impact Canadian markets like 2008-9. I started investing in the markets this past April and was up over 6% in a short time until Trump started his tariff tirade and eventual war (plus other contributing factors) and now am down over 8%. It would seem this volatility in the markets will only get worse until it gets better. That said, if I recall correctly, BMO recently came out and predicted a TSX rebound that could hit 17,000 before EOY. I am just trying to figure out should I ride out the storm or jump ship at the next port. Based on your market update, specifically, "Investors should keep in mind this is just one quarter in a journey measured in years.", should one still consider riding out the storm?