Investment Q&A

Q: US banks have had quite a run lately because of tax cuts and regulatory changes coming, with TD's large US presence they haven't had the same increase. Any thoughts on if TD's stock price will benefit from these changes?

Q: How would you rate the following companies for growth to buy for my TFSA??
CLS, OTEX, ZCL, VET, PLI, TV, BUS, TDG. I really appreciate your considered opinion to help me make my decision. Thanks

Q: Hi 5i Team,

What's going on with Tucows? There is lot of activity, mostly down with high volumes. I can't find any news on Tucows.

Thanks,
Bash

Q: What is your opinion of this company. I notice they are now contracted to serve the Canadian military pension schemes. Thank you?

Q: I own the above companies in my RIF account and want to make an “In Kind” trancfer to my TFSA as well as to my unregistered account. Which one or two do you see as having the best growth possibilities for the TFSA and which one or two would be most appropriate for my unregistered account?
Your advice is always appreciated - RAM

Q: I am transitioning from a growth portfolio to an income producing portfolio. Should I buy the dividend stocks in the model portfolio one at a time or buy small portions of each?

Q: AQN or BLX, which one has a better growth profile

Q: I see PEY is down 5% this morning and I am looking for your opinion on it as a long term hold. I have a full position in PEY (showing a big loss) and was expecting to see it bounce back somewhat in the New Year with tax loss selling off the table. I have always confidently felt PEY was a best in class NG producer with low production costs and strong management. Is it being taken to the woodshed strictly based on investors hating the sector or is there something specific about PEY making investors nervous? Am I wrong to be losing confidence in this investment?

Q: Is this a good entry point after recent steady decline?Thanks for U usual great views & services. Eagerly awaiting U monthly update

Q: Thinking of getting into this one. Thoughts or suggested alternative for growth in TFSA. Thanks for all you do!

Q: After being a laggard for most of 2016 &2017, Sylogist shares finally picked some momentum after release of last quarterly results in December, probably due to renewed optimism about company's outlook for 2018 and beyond. However, market interest seems to be fading out as reflected in share price falling back to $9.50-9.75 level (below where it started last year). I do understand that no analyst covers the co. and stock has low liquidity. Over past 4-5 years, since we started investing in the company, it has produced decent returns for us including respectable dividend growth each year, but I am wondering if it's time to lighten up (6-7% of portfolio) and deploy funds elsewhere. Unless, of course, if there is a compelling reason/potential to hold. Thanks

Q: Don't know if you think this material enough to print but on the purchase of Westinghouse, the Wall Street Journal, quoting insiders, says BBU is not interested in building nuclear power plants (which was what got Westinghouse in trouble). However, Westinghouse has a steady, ongoing and very profitable business in maintenance and parts supplies to nuclear power plant owners. And that does sound much more the sort of thing a Brookfield entity would be interested in. https://www.wsj.com/articles/brookfield-business-partners-to-acquire-westinghouse-for-4-6-billion-1515075664

Q: I'm trying to understand the connection between the ratio of the US$ to Japenese Yen and the gold price. Can you help?

Q: Can you recommend a natural gas producer. Prefer in Canada and does not utilize fracking to extract the gas due to the negative views and risk of laws coming in to prevent it. As well a company that refines the natural gas and another that transports it. The best in each sector unless one does all three.

Q: Charts show Enghouse's trend line becoming parabolic . As happy ( finally ) as I am about this , is it best to exit here ( small position ) , or do you see ENGH continuing upward ?
If you recommend selling , do you recommend my adding these funds to KXS, CSU, SHOP, DSG , other ( which ? ) ... or is the whole sector becoming vulnerable ? Thanks for your help.

Q: Orange Business (ORAN)...can you please tell me what you think about this one? growth prospects going forward? many thanks

Q: I plan to shuffle my RRSP to include your Balanced Equity Portfolio and the three ETFs above. Would you recommend any exposure to bonds through a fourth ETF?

Q: Happy New Year, and all the best of 2018.
Our granddaughter is 18 months old. Currently her RESP consists of 64% WN.PR.C and 33% XDIV. I was considering adding XDUH, the hedged version of the above fund, for both growth and income, with this year's total contribution. For direct growth, would it be wise to split this year's contribution between XDUH and SIS, given that all of these investments I make on her behalf are extremely long term holds.

Thanks again. Susan

Q: Hello 5i team,
I was wondering what is the difference between the 2 above bond indexes? Do they both track CAN government bonds but are simply from 2 different institutions.

Which one is better?
Thank You,
Andrew

Q: I am looking to add a AI Stock and an ETF to my portfolio.
What Stock and what ETF would your recommendation be for a long term hold that is focused on AI?