Investment Q&A

Q: Hi 5i,

Anything news related out of Amaya? Significant downward move today?

Thanks,

Q: I like Ryan Modesto's recommendation to invest in tobacco companies as a play on medical marijuana. Any in particular? Spread it out over PM, RAI, MO, LO? Others? Maybe the individual investor can build a small "etf" by adding one or two risky companies? Recent inheritances put $100k U.S. in the bank, and I could reasonably dedicate it to this sector, even though I don't need the income from the tobacco dividends. Thank you.

Q: hi
Penn West Petroleum is it a hold and wait or accept my losses and move on.

God Bless

Q: Hello,

This is a general question for new account regarding the Model Portfolio (MP).
When starting, considering that the stocks in the MP have already appreciated what's the best way to start?
Will the same strategy apply for 100K up to 500K accounts?

Thanks

Q: peter - A few months ago I took a small position in Neulion(nln) and recently noted that their results for the last quarter were very good. My investment small as it was is up 63% What do you think of this company. Would they be a likely company to partner with Rogers when they make a decison in this area ie enablement of on-line content for internet connected devices? If so, I might consider adding some more shares. thanks for this great service.

Q: Hi team. I'm looking for long term growth stories. Particularly ones that will continue to benefit from an aging boomer population. I'm thinking of things like retirement homes, health care services, funeral services, etc… Do you have any recommendations for these types of investments? Thanks for your continued efforts.

Q: Hi Peter and Team, a small portion of my portfolio (5%) is made of CGL (Gold Bullion ETF) and Goldcorp. Because of CGL fees and lack of dividends, I am thinking of selling CGL and use the money to buy more shares of Goldcorp. Does this make sense? Regards, Gervais

Q: Hello Peter, I would like your comments on yangara. Thanks

Q: tph temple hotel What do you think of this company for income and some growth and were their last earnings report okay. thanks

Q: Hi 5i,
Would you still give CFN (Carfinco) the same rating if you were to review it today. I am invested in it but wondering if other stocks in the same sector would be better choices right now since it might take some time for it (cfn) to recover? Thanks a lot,
Keith

Q: Hi Guys,

I have some cash I want to invest in the “high risk” area of my fixed income portfolio.

I currently own units of Innvest REIT (INN.un). My plan is to sell the INN.un units and buy Dundee Industrial REIT (DIR.un) to upgrade my REIT portfolio while maintain my cash flow. With the cash I already have, I will purchase one of Innvest’s debentures.

What do you think of the idea? Will my portfolio and cash flow be in a superior position (read safer) after the transactions?

Thanks for the input.

Regards
John

Q: Can you please provide an update on LTS - Light Stream? Do you feel the dividend is safe?
Thanks - Lois

Q: My daily routine 7days a week.is to read your site,which improve my knowledge.Appreciate your explanation on the voliatility & volume on certain stocks due to index revision.It is very discenting to novice investors like me to see stock like CGX dropped some $1 on 250k volume @ the close. Please provide your expert opinion of the impact to additions(KEL & IFP.A were added) & substractions to the S&P/TSX index Please give us your opinion on CQE & PNE(think results recently released),which were tipped by Rob Lauzon on BNN on mar 13.Thinking of purchasing these few days Txs a lot. Peter

Q: I have two questions:

1. your outlook on US-based PFF

2. why do you thing PFF is close to an all-time high while canadian preferred ETFs like CPD and ZPR are ways below their prior highs

Many thanks

Q: Is the Dividend safe with surge ( syg ) . Why does a company which
is losing money pay such a high dividend . Do you see any positive or negative trends with inside trading . On a scale of 1 to 10 where would you rate present management . Many thanks Rick

Q: 5i has become invaluable to myself and many others but another tool that I use each and every day is globeinvestor.com's Watchlist. Recently I was ranking my portfolio by various headings in their Build Your Own dropdown box. One heading was Forward PE, in which I noticed that BEP.UN is 83.46. Knowing that different services have different numbers I thought I would run this past 5i - it doesn't seem right. Views?

Also is it possible that even after their huge runs upward, CSU could have a forward PE of 12.98 and HLF similar at 11.07 i.e they're both still cheap?

Thank you!

Q: Hi 5i Team,

On March 22 you answered a few questions about unusual last minute trading in BYD.UN, CRT.UN, NAL and ESL. There was significant increase in volume and price spike downwards in the last few minutes of trading on Friday. I was going to ask you the same question about CGX, THI, TD, and HCG. They all have the same pattern: huge volume in the last few minutes of trading, and large price drop at closing. You attributed this to the “TSX quarterly rebalancing” that occurred on Friday. I have a few questions about that.

Why were they all negative? If it is rebalancing why weren’t any price changes on the positive side? Is it normal that on quarterly rebalancing day they all fall?

In one comment you stated: “Several stocks were added to the index, such as Brookfield Renewable and Chemtrade, and others such as Atlantic Power were removed. Index funds and other funds following the index needed to make significant adjustments to their positions, resulting in a volume/block spike.” If they were added to the index I would have expected the price to increase. CHE.UN had over 2 million shares traded in the last few minutes, and was down about 0.5% for the day. BEP.UN also had a few million shares traded in the last few minutes, but was up about 0.5% on the day. ATP was down 2.3% on large volume at the end of the day.

If this is the normal phenomenon on quarterly rebalancing day I would like to take advantage of it if I was planning to buy around that time. When are the remaining TSX quarterly rebalancing days in 2014? I made some purchases on Friday, and had I known I could have waited until the last few minutes of trading.

Paul

Q: Hi 5i Team,

Will the webinar held on March 27 be available for download for members who cannot attend?

Q: Would you rank Fiera Capital(fsz), and Black Diamond group(bdi), as good steady dividend growers for the foreseeable future, thanks?

Q: Hi,

Besides the 31-Dec-18 4.5% Cineplex convertible debentures which have been mentioned on here before, does 5i have some other favourite convertible debenture issues that you could recommend?

Thank you.