Investment Q&A

Q: A warm thank you for suggesting ATHN in your Q & A. Takeout today at $160. Nice treat to have with your coffee.

Sheldon

Q: With the current difficulties with pipeline development and the negative view of oil sands, how do you view the risk profile of the pipeline business in general and would you rate the risk differently for these three companies?

Q: Whenever analysts talk about PBH (premium brands) or CSU (constellation) they inevitably talk about them being over-valued and due to fall or tread water for a while. You've allowed both to rise to about the 6.5% level in the portfolio (as per the last record on your site) without trimming. Does that mean you disagree with the analysts, or simply don't care about a short term fallback of 10%-20% since you are confident they will eventually regain that and move past it?

Q: I OWN IPL . WOULD NPI HAVE MORE UPSIDE IN THE NEXT 2-3 YEARS BECAUSE OF IPL BULDING A NEW POLY PLANT. THANKS HARRIS

Q: Some company valuations are based on Net Asset Value (NAV) while others are based on Book Value (BV). What is the difference between NAV and BV per share?

Q: Hi Guys LHS
Is it possible this security could be delisted from the can. exchanges.if so what happens to the can holder
whats your view of the co.
Bob

Q: Hi,
Is there any news about VMD. Share price jumped today.
How do you rate this stock at today's price?
Thanks,

Q: May I have your thoughts on Corvus Gold.

Thank you.

Q: Thank you for your excellent advice. It has really been of real benefit to me over the years. Would you give me your thoughts on ACQ in light of their most recent earnings report, which led to a further sell-off in the stock price. Should I continue to hold the stock, with the view that it has potential, or should I move on? Thanks.

Q: Is this the time to buy , hold or sell Enercare?

Q: Hi, I am wondering why you removed syz from your income portfolio (I believe that is where it was if I remember). It looks like today we had a bit of a break out and is making new highs. The stock doesn't seem to do anything on the flashy side on any given day, but seems to be chugging upwards with a decent dividend. Please advise on your current view and todays move through the prior highs. Could it be investors seeing potential and moving into the name after earnings? Thanks.

Q: Hi, Covalon Technologies just announced a $100 Million Contract in the middle East, any idea on how this will impact their share price increasing? Thanks Kim

Q: It seems both technically and fundamentally, Sylogist appears to be breaking out. Your comfort level at continuing to add to positions as these levels.

Cheers,

Robert

Q: Hi Peter, among the many Robo Advisors out there how would you rate them, from best to not so good, regarding performance, fees etc.
Thanks for the great service.
Ivan

Q: I have been following the stock market, daily, for a half dozen years. And I never fail to be impressed at how brutal the market can be when a company fails to meet expectations. Today's 'victim du jour' is ZCL. Although it's not included in your current portfolio choices, my impression is that it's a decent company. After 2017 Q3 it was hammered with a 20% drop in stock price. Then gradually gained ground through to yesterday's 2018 Q1 report. An approximate 10% drop, as a result. What I've learned, and appreciate, from following 5i, is the importance of not catastrophizing after a bad quarter -- but to take a much longer view -- and to remain with what has been a reliable dividend payor throughout.

Q: Hi,
comments about their Q1 results please. There was a big drop in EPS but last year included a large one time gain on the sale of property which makes it difficult to compare.
thanks,
Dan

Q: May I add a technical factor to David's Q today.According to a technical manager on BNN recently,KEL is his top pick & if it breaks out of the $8.25 level,he is looking for $10. Good luck

Q: Hello 5i,
Not a question, but a response to the question around Estate Planning. I am not a financial planner or tax expert so my suggestions need to be read in that context.
Firstly, for the grandchildren: would RESP's, TFSA's, RRSP's etc, be a viable option to help provide for them on an on-going basis starting now? This would also allow you to craft their portfolios as you wish.
Secondly, as they get older you could provide them with a small non-registered account and work with them on it - some grandchildren (or their parents) might show some interest, some not.
Another consideration would be to name each of your children/grandchildren and other beneficiaries as direct beneficiaries on each of your accounts so that the holdings (or funds) would transfer directly to them upon your passing. Percentages could, I think, be arranged so as to look after a spouse or other loved one on a priority basis. This part I am not clear on. Again, I am not any kind of specialist and know very little (ask my wife & kids, they'll back me up on this).
The direct division of an estate via the beneficiary route will help reduce Probate fees - and in B.C., this is a huge tax as compared to other jurisdictions.
My guess is that this kind of question will become more pressing as we 'Boomers' reach our "Best Before" dates and start to seriously consider Estate Planning and wonder how to best provide for our families, loved ones, favourite charities, etc. while trying to minimize the inevitable tax hit.
Sorry for the length of this post but it is just a collection of random thoughts as I thought about the question.
All the best,
Cheers,
Mike

Q: What do you think of Zcl after their earnings report. Is it time to sell? If so what would you suggest as a replacement?

Q: DBO had comments on Avenger Infinity movie and its success. They were blowing their horn about their product. They say they are in 40 countries and 670 screens. Any hope ? Or does one sell ? RAK