Investment Q&A

Q: My daughter (aged 30) has just opened a TFSA and I'd like your recommendation as to what company (s) to invest in with an initial contribution of $3,500.
Your service is much appreciated.
Thank you
Deborah

Q: Please name your top 3 growth names from the portfolio. How does PEO rank in your view?
Apologies for the lame question.
Thanks
Karim

Q: Hi 5i: Can you suggest some US$ ETFs that are the equivalent (more or less) of CLF and CBO? Many thanks.

Q: From your answer to Jeremy on Jan. 18.
Bombardier is likely one of those companies, for better or worse, that we would have a very hard time endorsing. It has been a consistent value destroyer for shareholders, always seems to get into disputes with custoemrs, and needs government support often.
Could you give 2 or 3 names that could replace BBd?

Q: Multiple questions:
According to my information 92 percent of Fortis’s revenue is from regulated sources. As such would increases in interest rates only effect the company in the short run as the increases in interest expense would eventually be passed on to the consumer when changes in the rate base are applied for by the company and granted by the regulators? This ignores the maturity date of the company’s debt and the fact that the rate base increase granted may be less than that applied for.
Not in your area of expertise but I would appreciate your opinion on state owned China Mobile (CHL: US) and Omega Healthcare (OHI: US) as to their suitability from a risk perspective for an income oriented retiree.
Thank you for considering these questions.

Q: I have held both the above for some years. Charts do not look good and I need growth as well as income. Would you suggest replacing them with something with better potential - perhaps AQN or something similar?? Thanks Jim

Q: Here it is again same old question in case something came up. I have room for 4 US stocks in either disc or tech tilted towards growth.
What would you favor ?
Thanks and health, prosperity and happiness to the team and families for the new year!

Q: CGX keep lower everyday for last two weeks and the volume is pretty high. I hold some at -30%. Should I get out before down further, or they have chance bounce back?
Thanks as always,
Tak J

Q: Your question subject index seems to have disappeared; ie all questions pertaining to dividend and income stocks, etfs, etc. Please say it ain't so and tell me how I can access it. Thank you.

Q: Can you compare the two - similarities and differences? Is it a good time to buy WPK?

Q: What was your take on the update announced by Magna mgt for the coming year? They provided growth projections but there was no context in the article so I don't know if the numbers represent much in the way of growth.

Appreciate your insight.

Q: Bombardier has seen good growth over the last 6 months leading into 2018, do you see potential for continued growth going forward? or are you expecting with the legal dealings and trade with the US that this stock might have a rebound back to trading lower?

Q: What 5i stocks (portfolio and rated/covered) are making new highs these days?
Cheers

Q: Hi Peter and Team,

Just read your answer to Stuart. We keep a spreadsheet on Google Sheets that automatically "captures" price data from Google Finance, and unfortunately Google doesn't provide Aequitas prices. Any ETFs or stocks listed with Aequitas have to be manually entered. :( Other than that, I suppose that Aequitas is "okay".

Q: For several years I have used Google Finance as a good starting point to understand a specific company's historical stock price trends, dividends, etc. as well as a means to compare with other stocks. This all changed in November 2017 when Google decided to abandon this excellent site with one that, from my perspective, is essentially useless. The new site also concentrates on US stocks, ETF's, etc. whereas the old site also contained information on Canadian securities. The change has prompted me to look at other sites. The only one I can see which provides something is Microsoft Money. It is somewhat more unwieldy than the old Google FInance but does provide some information. Can you provide some information as to what you would recommend as a replacement for the old, excellent Google Finance? I read that perhaps Morningstar or Yahoo were good alternates but it seems that Morningstar is somewhat restricted. I have not tried Yahoo
Thank you very much

Q: ORL has stopped trading. What's the issue?

Q: while BB "is not our favorite tech name" how do its 1-2 year prospects compare with GIB/OTEX/and DGS and any others you wish to reference -thanks as always

Q: Peyto has been going down week after week at the same time that NYMEX gas prices have been increasing. Your going to tell me that Peyto doesn't get NYMEX prices it gets AECO price. OK but WHY is the AECO price so low; NYMEX today is over $3.20 and AECO price is ??? I used to look on the Alberta Gas Inc. website for the AECO price but it has not reported a new price since January 8th when it was around $1.50. So WHY is the Alberta price so low?? Thank you for your help. I thought we only had issues with OIL pipelines. Are gas pipelines also a problem?

Q: In light of the Globe's vague yet suggestive article yesterday, https://www.theglobeandmail.com//report-on-business/streetwise/manulifes-us-arm-swept-up-in-ges-95-billion-insurance-writedown/article37628227/, how would you interpret this to impact manulife's overall business? The article implies that many insurers are ill prepared for the degree long term claims with this aging population. I recognize this is regarding the John Hancock business in the US and I am interested in your take on how this might impact the stock overall? Is it time to switch to Sunlife? Any of your well thought out advice is much appreciated.

Q: In your model portfolios you hold almost 100% Cdn companies with little allocation to US or International. Can you speak to why when the industry is constantly preaching to diversify outside Canada.
Thanks
Mike