Investment Q&A

Q: What can account for Fridays rise in trading volume and closing price in XAU?Did some metrics milestone get crossed?

Q: Peter and His Wonder Team
I realize that the uranium sector is out of favour and a purchase at this time could be classified as "early". However I am wondering if this might be a contrarian play. Please compare U vs CCO. Which company do you think is stronger going forward? On the other hand you may have a better choice!
As always thanks for your exceptional- professional service...it is like having a quick consultation!
Respectfully...
Dr.Ernest Rivait

Q: Hello, I was busy doing some research on some of my holdings, this weekend. It was interesting to find that a number of companies, which have shown huge growth, over a period of, let's say, past 2-5 years, are on the top of the recommended list, today with 5ireasearch and analyst community. If only these stocks could be identified at early stage, when they were undervalued and under the radar, investment returns would have multiplied several times, in today's terms and in future. A number of private equity groups and investment funds ( Mawer, Timbercreek, Pembroke, Pender, Fidelity, CI funds etc)(5iresearch included)initiated positions in some of these companies at the nascent stage and have reaped large returns over time. Some of these stocks which come to my minds are CSU,KXS,SYZ,PBH,NFI,CCL,SJ, BYD.un etc. In your view, are there any such "hidden gems" today which are under followed and appear cheap today but have huge growth potential, over next several years? Of course, there will a degree of risk associated with these names. Thanks for your valued insight.

Q: Hi Peter, I have 2 of your tech companies, but was thinking of adding some XIT to bring my IT up to 10% to 15%. Is there a better ETF?

Q: Please , your opinion on NII.to . Thanks ,ed

Q: I would like your comments please on Norbord.

John

Q: Please give me your opinion on these two Etfs for my Tfsa. Thank you.

Q: My dad has had 70% of his portfolio in bonds. He is satisfied with a 6% capital return per year, prefers companies with a 10y history, and rarely looks at his holdings. In Canada, he owns a fund plus AW, PZA, REI.un, BPY, CAR.un, HR.un, BNS, SLF, BCE, T and the etf ZPR. All are in the green. Last week, he bought a small amount of Concordia. He wants to buy two more "blood on the street" stocks that pay > 2% dividend, have little chance of going bankrupt, and that have a good chance of doubling over 7 years. what would you suggest? I'm thinking AutoCanada and Cameco. Thank you!

Q: I am a Senior with a large percentage of my portfolio invested in equities, a good portion in blue chip dividend paying stocks. I would like more diversification but am not interested in bonds. Do you have any ideas? What about mortgages and how would one pursue this if you think it is a good alternative? Thank You.

Q: Could I get your top ETF picks for goverment bonds and corporate bonds. Thanks for your informative answers David

Q: In Peter Hodson's article in Saturday May 14th edition of the national Post he described how to convert Can$ to U.S.$ without paying high foreign exchange fees.
Question 1 what are usual fee rates you say are high.
Question 2 Can one do this in the opposite direction? ie Move U.S $ to Canadian

Q: The price of OSB is rising quickly. Norbord stock price has already appreciated considerably in the past few months but I understand it may do very well if the product price remains at its current level. Would you consider it a buy at the current level? Would you consider Norbord a better investment at this time that WEF?

Q: Could CDZ be considered a growth ETF similar to IWO?
Thanks Ron

Q: Hello, I have some stocks that I am planning to buy in the future. They are SJ, CSU, BYD.UN, SIS, NFI, KXS, RRX, PEY. Could you please rank these stocks from the safest to the riskiest? In your opinion, do you recommend these stocks for a long term hold? Also, which one in the list do you think has the most potential? Thank you.

Q: Hi,
I am new to investing and am building a diversified long term portfolio. Im looking for strong long term growth to eventually turn into TFSA dividend income. I have some canadian real estate exposure through REITS (using drip programs to help portfolio growth). I have some diversified US exposure through VFV and VGG. I would like to add more Canadian diversified exposure. Would you recommend picking individual stocks (maybe starting with Canadian banks and using their DRIPs as well) and branching out from there? Or would I be better off for total value growth with some low cost Canadian ETF? If you think the ETF, could you recommend a few please? If you think specific stocks could you recommend a few also. Finally, for specifics, which of the Canadian banks do you like the best?

Thanks 5i, Ill understand if this counts as 2 questions instead of 1.

Q: I was wondering where Dundee Corp. Class A is going in the next year or two, meaning at least to $10.00 dollars? I thought, they were involved in resources and energy, which have been going up recently?

Q: On the fixed income side of one's portfolio.What would be an appropriate percentage wise split between GIC's and bonds and should that change as your age increases?
Thank You David

Q: Wanted to add something to Bryan's question about Concordia, relating to Cohodes.

1- Cohodes shorted OpenText during the financial crisis. The stock instead went up and shortly after, he was forced to close his hedge fund. OTC is up 410% since his short.
2- Cohodes is known for liking "a fight". He likes shorting because of the confrontation aspect.
3- Cohodes often has little facts, but succeeds at making retail investors second-guess themselves, at instilling doubt.
4- If you watch his appearances on BNN, you're likely helping his cause, because BNN will see a higher viewership and bring him back on.
5- Best to not comment about Cohodes' points of view, on any social media (stocktwits, stockhouse, twitter). That only makes him more popular.

Q: Glacier has just announced a rights offering. Could you please explain how this works, what the advantages are for the investor and for the company, why would they do this and is this typically a prudent move by the company. Putting Glacier aside, do you recommend investing during a time when a company has made such an offering? Also, how do the backstop agreements work? Thanks for your great work.

Q: Hi 5i:

From some data I've seen lately it appears as if Amazon is causing major problems for the big apparel retailers (among others). Do you think it is a buy despite its p/e? It seems it isn't going to change its ways anytime soon.