Investment Q&A

Q: Thanks for response about REITS. Now knowing BYD.un is Income Trust rather than REIT, so it makes up 2 position weights in RRSP but in consumer discretionary, I thought of sell 50% of BYN.un and purchasing GIL. My thinking is that both are within same sector and would provide more diversification, and as BYD.un is topping and GIL is more less off it's peak, the timing for this change would be overall good. What do you say? And/or is there another alternative to GIL? that would be good going forward......Thanks, again....Tom

Q: your opinion on currency exchange earnings. thanks . dave

Q: Please provide your opinion on whether ZRE and ZWB would see further downside if the U.S. Fed moves on a rate increase this year; or, does the current unit price on theses etfs "allowing" for a Fed hike?

Q: Hello Peter & Co,
I appreciate your quick response to my sector query for a particular stock; I just found a great source for such info.
Go to TMX Money, click on Investor Tools, click on Stock Screener, make your sector choice and you will get a list of companies in that sector.
Hope that my co-subscribers will find this useful.
Thanks,
Antoine

Q: Looking at the TSX Venture index for the past 5 years just looks scary. But as they say, past performance is not indicative of the future.

With the index going to all-time lows, can you give us some companies that trading below their cash value and worth a look at?

Q: For diversification, would you invest in all three, or would a combination of LYB with CE be preferable, provided these investments would have growth potential given current volatile markets and uncertain oil pricing.
Thanks for your insights!

Q: Would Element be a good buy at this time? What is your analysis of this company. Vic

Q: I apologize in advance for this rather off-the-wall question.
A number of years ago I opened a separate account and I deposit $1000 per month on the 4th of each month. The account then automatically buys the same TSX etf a day or two later. I did this as a test to see if it would outperform my trading, but that is a different matter. My question is this -- wouldn't most retail investors be on average buyers early in any given month, and more likely a seller at the end of a month, everything else being equal. It seems like most of have more cash, on avarage, available at the beginning of the month, for a number of reasons. Would market prices therefore not tend to be higher early on a monthly basis rather than later? Do you know if this has ever been studied?
Cheers
John

Q: Would like your opinion on IT, trading $12.00
One bank has a $24 12 month target.
Thank you.

Q: Hi 5i Team,

Another question about CXR. What are your overall thoughts of the company after the latest deal? It seems like the company is trying to duplicate what Valeant has done with aggressive growth through acquisition. Do you believe in the management team enough to be able to execute this strategy? And with regards to the share issue, when will the price of the issue be decided? Do you see it as a buy today, or would you wait until the issue?

Thanks,

Jordan

Q: We recently sold a small U.S. property and put the US$ into a US$ TFSA in order to keep US$ available for future travel. My question is regarding the investments - we have most in non-dividend paying U.S. equities/ETF's to avoid the dividend tax issue, but could we purchase CAD dividend paying companies for income in US$ within this plan? Thanks for your always great advice.

Q: Any plans to initiate coverage on Brookfield Infrastructure Partners L.P. (BIP.un-T)?

Q: Hello 5i
Can you please comment on Enhouse's acquisition of Sweden's Aktavara AB, announced early this morning. Many thanks.

Q: Hi,
What stocks would you recommend in a TFSA and in a RRSP today?

Q: I am looking to add a full position in a large healthcare stock (already have small positions in NVO.US, GUD, PHM & CSH.UN) Do you prefer Concordia or Valiant after the recent acquisitions? Or should I head to the US for healthcare?

Thanks for your help - since subscribing to your service, I have a more balanced portfolio and better returns as a result.

Q: Understand the gaming co Bwin is being sold. It is in the final stages as I understand. Now its beien reported that the insiders are buying shares at this stage, and also that the co will now be sold to Amaya. Have shares in Bwin and a small amount of Amaya. Question..what are the the Bwin shares worth based on insider buying. Obviously more than the figure quoted. What will that do to the Amaya shares as well. Could you advise what the price will be of Bwin at the end. Many thanks

Q: Would you please give your short and long term view of the prospects of this company given the news today of a small revenue shortfall expected for the current quarter?

Thanks

Q: Hello,
Is DRT info tech or industrial?
Thanks,
Antoine

Q: What is your opinion on FMC? They are a niche chemical company with considerable insider buying.

Q: I know 5i prefers not to hedge and considers it diversification. However, I consider foreign exchange to be a commodity and fluctuates without much warning and therefore consider it to be high risk. Diversification of a portfolio makes a lot of sense, however, if you look at the US CDN dollar rate fluctuations over the past 10 years, the US dollar has been as high as 1.65 then dropped below the value of the CDN dollar and is now trading around 1.35. Hindsight is wonderful, but I do not think any person can predict what will happen with foreign exchange. Short term perhaps, but unlike the stock market where you can buy and hold good companies with the expectation that they will go up in value, I prefer not to hedge.

Stephen