Investment Q&A

Q: Hi, I like to raise some cash for new opportunities and have already trimmed some of my winners. However these companies have not done much in close to 2 years.
Wcp down 5000
XTC down 4500
Fsz down 2000
Et. down 1500
Sector not a issue, would you sell one or two of these or take a chunk out of each one?
Thanks

Q: Hi All at 5i! I have held Uni select for several years and have doubled my money. Considering Trumps tariffs and their possible effect on the auto industry, and the fact that the stock is cyclical, would it be prudent to sell it now and buy it back at the bottom of its cycle, whenever that may be ? Thank you, Tamara

Q: Hey guys, really enjoyed Peter on BNN the other day. Loved the bit about CEOs being psychopaths, that was hilarious! Always nice to see a bit of light hearted humor these days.
Anyways, I bought into TSGI and WEF in the last couple of months. Unfortunately they've gone straight down! They're both down around 12% from where I bought them. I'm not a short term guy but I'm just curious if you still think that they have a good long term view. Thanks for all your great advice over the years.

Q: Could you please give me your opinion on these companies and how you would rate them for potential growth? Thanks, as always, for your wise counsel.

Alan

Q: Hi Peter,
I am considering taking a small position in wef and zcl. Recently, both stocks have been in a downward trend. Would this be a good time to start acquiring these stocks or should I wait?
Looking forward to hearing your opinion.
Jane

Q: comments on the quarter please ??

Q: SNC was unexpectedly down today. Do you think it is related to the Saudi anger with Canada. Does SNC have a significant amount of business with Saudi Arabia.

Q: With the Saudia spat ongoing could it affect the east coast refineries which use Saudi oil- and if yes which Canadian companies might benefit? Thanks. Rod

Q: What do you think about HBAL a new balanced ETF just launched last week?

Q: As all eyes and ears are patiently waiting for the Canadian LNG FID announcement, how would you rate for a 3-5 years investment the following O&G and Infrastructure players in this strategic LNG play;
A) Rate from best to worst small & medium sized gas and liquids players namely AAV, ARX, BIR, CR, KEL, PONY and TOU or other O&G company you would suggest

B) Critical pipeline and midstream player benefiting from this huge NG and condensate liquids volume surge TRP, ENB, PPL KEY or others you would suggest

Jean Yves

Q: Hi,
Im young (33) with good income and savings for investment for the long term. Im thinking of putting my portfolio 50% into etfs for long growth and 50% into equities for faster growth. I like the etfs since it has been shown time and time again that it is rare to beat the market long term with just selecting individual companies. With the 50% in individual equities, I would rebalance probably once per year (unless large bumps in price happen) to take profits and move them to the etfs to maintain the 50% split for a while and protect against losses. Do you think this is good approach? What basket of etfs would you recommend for this approach? Or would you look at something all in one like VGRO? If a basket of etfs is recommended would you prefer hedged or unhedged? I have read/heard a lot about a coming recession and potential dive in the US dollar (from people like Peter Schiff), so Im not really sure how to protect against that (other than growing my cash reserves also to be ready to purchase on a large drop). Or would you use a combination of ETFS and gold somehow? Thanks for putting up with my rambling here, please deduct what you need to for credits.

Thanks

Q: Hello Peter & Ryan,
Thank you for our great return on ECI, I bought it a week or so before Brookfield buy-out.
Your opinion on re-arrange my TFSA currently holdings 4 stocks DRG.UN, MFC, RY & HLF . We did well with the first three and loss 40% HLF (small position of 300 shares). We have 4 years hold in mind
1) Replace DRG.UN with CHP.UN
2) Double down on HLF small position loss about 40% or replace with RSI or ATD.B
3) Replace MFC with a combo ALA & ENB or FTS & AQN
4) Replace RY with CIX & BNS

And add small position in TSGI or GUD


Thank you and keep the good work!

Q: I'd like to know from Ryan Modesto or Peter Hodson his opinion on Vitalhub tsxv (VHI). They are penetrating the continuum of care business in mental health sector in Canada. What do you think of the fundamentals, margins, upside, downside and would you be an investor in the actual share price (0.16$) ? The company is at 20M market cap.

Q: Im holding ERF.TO and paid an average share price of $18.00. I have 1800 shares and just wondering if this is a good holding for the next year. Is there a better energy company I should be invested in over the next year? Or maybe I should divest in my energy holding. Thanks.

Q: In reviewing ZWC distribution tax information for 2017, $.664 of the $1.12 distribution was deemed ROC with the remainder being eligible dividend. How is this possible? The ETF holds dividend paying companies. There is no operating business carried out that would have non cash items like depreciation that would constitute ROC. Gains realized on call writing would be capital gains. Where is this ROC coming from and is it cause for concern?

Q: Following up on my earlier question about QST. It reported what appeared to be good earnings with a good outlook but the stock is down today. Am I missing something? What is your take on things?

Q: I need to replace Enercare in my portfolio and was thinking of BBU.un. How do you rate BBU vs Enercare in terms of safety and growth? I realize I'd be sacrificing dividends for more growth here but the environment is not being kind to dividend stocks just now, and I can switch over if and when that changes.

Q: Any reason for the up move today?

Q: Recently, 5i has supported members' suggestions to switch out of JNJ into something else given the legal difficulties that JNJ faces. I generally like to hold indefinitely; given this anticipated time frame, and my preference for safety and a good/growing dividend, do you think I should switch as well? Do you view the alternatives I've listed as less or more risky than JNJ overall? Are there non-pharmaceutical alternatives in the US healthcare space that would provide an equally secure and growing dividend that you would recommend? Thank you.

Q: Frustrated and selling it. Please advise replacement ( does not have to be in the same sector). Which stocks from the balanced portfolio look more attractive.
Thanks