Investment Q&A

Q: Good morning, I am very interested in purchasing shares of Rogers Sugar Inc. They have a good dividend yield and a relatively low PE ratio. I am worried that the stock has had a good run over the last 12 months and may be time for a pull back and if the dividend is sustainable. Your thoughts on this company would be greatly appreciated.

Q: Can you give me your opinion on CorSite. I see they raised the dividend 50% and am wondering if there might be decent growth here as well.

Q: Do you think tax loss selling is mostly over, and it is time to start picking up some bargains, or do you recommend waiting until later this month or even into,January?

Q: Im looking for CDn and US etfs that offer a basket of resources ( metals, oil, etc) that you think will do well in the next couple of years.

Q: I'd like to free up some cash in my Income Portfolio. Of the following:
ABT, AX.UN, BPF.UN, BEP.UN, YCM.PR.B, DFN, ENB.PR.H, ECI, IPL, MTR.UN, FFH, SLF

I have overweight positions in BEP.UN 12.5%, DFN 15.3%, ECI 11%

Which of the the above would you sell some or all?

Q: Hello

I want to know if its worth to invest in long term into cymbria of edgepoint (CYB). Its a good etf to have in a portfolio. I m looking for a ''berkshire'' canadian i want to possess the share for a minimum of 5 years.
Thank you for ur comments

Q: I noticed CNR is rated a hold and CP a buy. Do you know why this would be? I thought CNR was the better of the two and was planning to buy it at year end. Should I be buying CP instead?

Q: Hello 5i team,
I think it is time for my wife to redeploy her cash position in the combined RRSP and TFSA portfolios.
I’m listing below her current holdings by the various TSX sectors, by weight and my proposed choice of additions. I would appreciate your opinion as to your order of preference at this time.
Consumer cyclicals (11%) CGX, MG; propose CCL, BYD or TOY
Consumer defensives (0%); propose ATD, DOL or PBH
Energy (8%) ENB, KEY: propose a producer
Financials (13%) SLF, TD; propose any addition?
Health (6%) ZUH; propose any addition?
Industrials (7%) BIP.UN; propose CNR, SIS, STN, WSP
Materials (0%); propose MX or SJ
Info tech (13%) CSU, GIB; propose ENGH, KXS or SYZ
RE/Telcos/Utilities (15%) BCE, BEP.UN, CIGI, FSC; propose reduce BCE or sell CIGI
Cash (26%)
I would not mind that you deduct any number of credits.
Thanks,
Antoine

Q: While analysts are still recommending US regional banks as a play on higher interest rates, I heard on BNN this morning that insider selling in regional banks has reached record levels. Do the insiders know something the analyst don`t? I should add that I have a half position in KRE.

Q: Could you comment on recent turn down on appeal of Jordon Cove application and effect going forward ?

Q: Can you comment on the prospects for this company, BMO initiated coverage Friday with an outperform rating. Peter

Q: can you give me your valued opinion on the barometer global macro fund.can i get your view on this fund and your risk assessment of it.also is it a good long term hold for 3-5 years as 25% of my retirement fund.i am 52 years old and retire in 10 years with fingers crossed haha

Q: May I have you overview on Trans alta?

Q: Do you think its time to sell VCIT and buy iwo and xlf or other financial etf. Thanks

Q: could you please give your opinion on holding or selling each of these companies

Q: I own both CVE & ECA for many years now .Back when they were one company (Encana).

Now that the recovery has taken place my diversification in energy is higher than I want it to be . I have Suncor and BP as my core companies and I want to get rid of either CVE and or ECA (maybe both).

Can you give me consensus estimate for both CVE and ECA. And can you give me your opinion as to which one I should get rid of (CVE or ECA).

Lastly do you believe SU and BP are good core company choices for my energy sector allocation.

Thank you

Q: Hello Peter et al, could I have your current thoughts on Tucows. Valuation, growth prospects, current momentum?
Thanks
Dave

Q: Greetings,

Nicw gains in QEC over a short timeframe. I'm tempted to just take the profit and go away happy but I keep thinking about your advice regarding selling winners too early which I've certainly done more than once. Now that Quebec has passed Bill 106 it's hard to see another catalyst in the next year or two and it seems this will just drift lower. What do you think?

Q: Its gone up a lot since you added. Is it too late for me to buy?

Q: Hello Team: I have been asked to look after my Mother in Law's non-registered portfolio. I want to diversify it and deploy the cash that is sitting there. Strong dividend payors is the priority and she can tolerate moderate risk if good growth potential exists.
- since she is overweight in Utilities, should I sell EMA or VNR (BEP.Un is a core holding)
- would you switch out CRR.UN in favour of ECI (understanding they are in different sectors, which is the better holding)?
- with cash I want to invest in 4 sectors she is currently not in, and thought of starting positions in WEF for Basic materials, SYZ for Tech, WSP for Industrial and for Consumer Cyclical would like your opinion on best of either NFI, MX, MG or XTC
Please feel free to substitute other names if I am not on the right track.

Many Thanks
Scott