Investment Q&A

Q: Morning 5i team... apologize in advance for the length of my question!

Am I wrong in thinking we should all looking for who will be the future big winners in the Marijuana sector? Personally, I think this is going to be a significant global industry moving forward with lots of cash flow yet, on September 20 you said “We are really not endorsing any in the sector…” when asked what company should be looked at.

My question(s) is two-fold;

First, do you mind me asking which you aren’t endorsing any companies in this sector? Is it because you don’t see any quality companies at hand? Or is it more of a sector avoidance thing? And on that thought, do you have an opinion on how this sector could play out over the next 5 years?

Second, QCC recently announced a non-brokered private placement of units of the Company at a price of twenty cents per unit for aggregate proceeds of up to $1 million. I have visited QCC personally and met with Management. Their operation appears to be running well, they are very busy, are a proud group and are very optimistic re their new BOSS C02 extractor (oil production) which according to them is cutting edge technology. I have seen these units first hand and up close and they do look slick. They produce an incredibly pure product which is difficult and costly to do, and I think Cannabis Oil has to be the future as no one will be comfortable getting behind anything that is carcinogenic.

It appears the stock has seen a nice gain in the past few days. Do you think it’s because of the placement news? (I know it’s small) Or is there another reason at hand for the gain? Can you provide any additional insight on the future of this company, (I know they are small) and if the Private Placement is a good thing, bad thing, or irrelevant because of the size? And do you think there is a market for growers buying their "portable" extractor?

I’d love to get into a small company that takes advantage of the Billions sure to be spent on cannabis products over the next 10 years plus!

Thanks for all you do

gm

Q: This morning I ask a question about fix income and recommended bshort duration bond ladders. You indicated that CLF or CBO would be your recommended choices. What is the difference?

Can you also recommend a short term bond ladder, corporate bond and preferred share ETF to hold USD in?

Thanks again!

DON

Q: Good day - What are your best recommended/favorite oil and gas producers at this time? With and without dividend. Is a dividend paying producer something you would consider?

Q: Gentlemen,
I would like to have your opinion on Market Grader a fundamental stock evaluation software.
Thanks
BR

Q: My favorite stocks are those that go up year after year without a hitch, and have a decent dividend. You appear to favour the same kind, as above. But you have no utilities in your balanced portolio. Would you please contrast the growth rates, dividend growth, stability and safety of the above with regard to why a utility like Algonquin would not fit in nicely?

Q: I hold both of these funds and wondered if I should only hold just one. PMOO5series F is 3.2 weight and the PM0209 is 2.4 weight. I am wondering if I should replaced the PM0209 with an ETF that has a better rate of return or just buy more of the PM005 and bring the weight up to 5%.
Thanks

Q: What is your opinion of a franklin templeton smart beta etf with ticker symbol flus.
It shows up with an ROE of 28 . Is it a good enough etf for exposure to the US market?

Q: My partner has $25k to invest in a new TFSA. Was thinking that 5 stocks of $5k each might be a good initial starting point. Do you agree? And could you make suggestions of stocks to add based on a moderately to aggressive approach. Her other investments inside a RRSP are primarily mutual funds or ETF based. Thanks!

Q: Would CPD be classified as 'fixed income'? What would be a recommended short duration ladder bond fund that you would recommend for diversification?

Q: 5i. Thanks for heads up on SIA share issue through questions.

While I would like to get into seniors living reit and SIA with discount price seems like a good entry, I do have to sell another reit to do so.

I just picked up TCN (US housing)last week as entry to accumulate over time.
I have held HR (Retail and other) for years.

I like the idea of SIA one day being a take-out and it makes sense.

Would you advocate for a move from one or the other of the aforementioned reits to get into SIA?

Or will they all act similarly into and through 2018?

Thanks
Dave

Q: If I was to invest in a model portfolio you provide would you recommend I purchase the securities at current prices or wait and selectively buy when their pricing becomes more attractive?

Colin from Calgary, Alberta.

Q: I am in my late 30's, and I have a long-term time horizon. However, I find myself gravitating towards stocks with stable businesses that pay dividends. I currently own BEP.un, NWH.un, CSH.un, and SLF.
For a long-term, yet somewhat conservative investor, what are some companies that I should consider adding to my portfolio? Thanks in advance!

Q: If you could buy one or the other right now - which of the two pipeline stocks Pembina Pipeline - PPL and Interpipeline -IPL would you choose? thanks

Q: What do you think of SIA right now after the bought deal and acquisitions? How would SIA rank in your hierarchy of REIT's?

Q: What is your assessment of intertape polymer at current price for a 3-5 year hold. Thank you

Q: I am trying to gage if these stocks will surprise us in a positive way let’s say a 6 months to a year from now. In other words I am trying to think ahead of the curve.

-Considering how well Bitcoin has done will hive-tsx.v follow in its footsteps ?

-Solar. No one talks about it so much anymore.  Is this the calm before the storm.  Is this little known stock uge:tsx.v poised to do shout up?

 -Is ostk.n  the next eBay ?  Amazon ? Shopify?

 -Robotics.  Definitely the way of the future .  Are these 2 eft a good buy ? ( Botz and Robo ) . 

 Or are there other companies that are strongly recommend today that would appreciate in stock value ?

Thanks so much for your input.

Barry from Montreal.

Q: I presently have an investment made 3 months ago in this U.S. based company. I was attracted by the fact that it was acquired by Enbridge and pays a dividend in excess of 6 %.
What do you think of this company as a longer term investment ? After receiving 1 dividend payment and noting a 40 % withholding tax , I was informed by RBC that since the corporate entity is an LLC , it doesn't qualify for the 15 % withholding tax. I was also informed that the status would not change, even if transferred to my RRSP account. Does this seem accurate from what you know ?i.e. that an LLC does not qualify for a 15 % withholding tax and that if it were held within an RRSP , that it would still be subject to a 40 % withholding tax ?

Q: Gps declined 4.5% today & the news of immediate leave of COO & Chief Sales Officer(fired?) plus Mobi earn-out agreement.Please briefly comment on above apreement.Any other news to cause drop.Is it a good time to established a position & if so,what percentage?.Thanks for u normal great services & views.Looking forward to see Peter on BNN market call on Oct 19.

Q: Another 2 headlines in the Vancouver Sun today.1)B.C.Casinos knowingly accepted banned cash:confidential report.In 2015 River Rock Casino accepted $5.37m(79%)of $6.7m from illegitimate lenders.2)"Nearly all" gamblers with $20s left with other bills(reining)."River Rock does have criteria in place to help prevent refining for the purposes of money laundering,but---the notion that nearly all gamblers were paid out with $100 bills,regardless of the denomination that they brought in with,in part suggests that the controls in place to prevent a patron from refining may not be functioning as intended."These reflect poorly on River Rock & may result in adverse impact.Buy,sell or hold.Thanks

Q: Do ETF's change their dividends (increase/decrease), if so when do they re-assess
their payout.