Investment Q&A

Q: Peter, I cannot imagine how difficult it must be to come up with an idea a column every week or two. Please allow me to humbly make a suggestion.
I know in broad strokes the difference between the TSE and Venture, but I know nothing about the CSE. Perhaps an article on this and how it may affect me as a DIY investor.
Gord.
P.S. I rarely ask a question but enjoy reading the answers to the questions. Publish at your discretion.

Q: How would you order the following US stocks in terms of growth potential: OCLR, ICHR, SQ, BRKS.
What is best buy today?
Thanks,

Milan

Q: WHAT IS YOUR OPINION ON Freshii. Symbol FRII.TO

Q: It was announced last Friday after the market close that Brookfield distributed over 7M shares of OSB to its fund investors. The stock was $49.70 at the time and is dropping every day to $47.00 presently.
How does this type of distribution play out. What price do those investors pay and do they sell it right away in the open market to cause the share price to decline? Thanks TEAM

Q: Is it a buy ? Thank you

Q: Hey I have owned this stock for a while and its been a big looser of mine. I am wondering if you see this stock price moving up in the next 2-4 quarters. I am trying to decide if its time to cut losses and let it go. Thanks

Q: Why do you think PTE has been weak lately when the rest of the market is going up? Should I continue to hold it?

Q: Hi gang..I think you have told us but I cant find when is SHOPs quarterly release date?

Thanks for all you do to keep us level!!

Q: PKI is now hitting 52 week lows. Any news causing this?

Time to add to a position? Or does this look like a good candidate for tax loss selling and therefore more downside risk?

Q: what is your opinion of sama resourses thanks bill

Q: Are there advantages any longer to using corporate class mutual funds?
Thanks.

Q: Given Mr. Morneau's neglect to place his assets into a blind trust as he was instructed to do, what effect, if any, do you believe this could have on MSI?

Thanks, as always.
Joanne

Q: I would like to buy either Amzn or Shop which would you choose for a long term hold? Or would you split between the two stocks - say 50/50?

Q: Hi. I have been holding CBL, despite its huge drop, on 5i's view that it has a good management team. Over the last few months its stock price has gone down steadily, and yesterday the fall steepened. Would you still hold to your earlier advice that one should continue to hold this company? Should I wait for their earnings announcement and the conference call before doing anything, and when is that? Thanks.

Q: Hello - I have been following TSU with interest since it's IPO in late June. It's had a nice run over the past 4 months. I'd like to know what your take is on: (1) the recent announcement that the company is hoping to have a 1 for 10 share consolidation followed by a 10 to 1 share split, and (2) whether you think it has potential as a good growth stock. Thanks

Q: I've not seen any notes about Seabridge in quite some time. I'm wondering what your take is on the company. Thanks.

Q: In 2016, I received some Prairie Sky shares as a result of my position in Canadian Natural Resources. I am trying to decide what to do with the PSK shares (sell, buy more or hold). Can you offer an opinion on the future prospects of Prairie Sky? Does it complement well the holdings in the 5i Income Model Portfolio?

Q: I get the buy-and-hold reasoning for holding GUD, but given how many holders bought at higher prices, and given how that can motivate tax-loss sales, is it wiser to wait another six weeks or so before adding to a position?

Q: Like it or not there are market corrections. My question is about understanding investments and how they might react or respond to one, specifically ETFs.

On both Cnd and US business programs some commentators have expressed concerns about how ETFs could (would?) in their opinion be susceptible to far greater corrections than the markets themselves or what they track? The prime reason, they believe they are so broadly held, it could force a massive selling frenzy of their components? There is even some talk of a very large US private fund which uses them. It is considered by some rather secretive and creating suspicions as to their reasons? Sorry I do not recall the name. It would seem their fear, in a bad market, this fund might trigger serious downside consequences all on its own?

A seasoned professional with intimate knowledge and understanding of mutual funds said they are required to hold a certain amount of cash reserves for redemptions. If they become too high, they can actually suspend redemptions? The person identified one fund involved in the real estate sector which actually did during a sever correction. I understand real estate is a far less liquid investment but...?equities

My question, what safety measures exit with ETFs to avoid excess redemption impacts? Are there risk(s) a correction could expose, a potential Achilles’ heel of sorts? Something they have not yet revealed as an inherent structural risk?

I like their immediate diversification especially for foreign investments. Maybe I sound alarmists but I would like to believe I take the time to understand the products I use for investment and what to expect in both good and bad times. Are some types more vulnerable than others?

Any insights would be very much appreciated. Thank you



Mike

Q: Which Brookfield stock has the best prospects for a growing dividend over the next decade? For my long term portfolio, I currently own BAM.A. I am trying to decide whether to buy more BAM.A, or to buy some of the other Brookfields, such as BEP.UN, which you have in the 5i Income Portfolio.