Investment Q&A

Q: i am concerned that owning pipes and parkland (which I do, for income) is going against growing headwinds, and there is a growing international trend toward cleaner energy, renewable energy, etc. I don't think I need dump all of these now, but at some point, don't you think we should be lightening up. Or is it such a longterm issue I need not worry about it. i want to be ahead of the curve.

If you agree, then what would you recommend instead for income, in the areas of clean energy and renewables?

Q: A past guest on BNN had a negative opinion on AYA, one of the reasons cited was a large financial obligation early in the new year, and the company didn't have the available cash. 5i thoughts? Is there any Trump factor in this name? With a change at the helm, should an investor have more or less confidence in this name moving forward? It's been quite the roller coaster being in this stock since low single digits, the drama is tiring and I'm starting to question whether it is worth it.

Q: What is your opinion of Constellation Brands latest results and would the drop today be a good buying opportunity?

Q: If any one is interested in buying U.S. stocks I am going to read THE MAKING OF DONALD TRUMP BY DAVID JOHNSTON to give me added information.

Q: Hi saw the President elect tweeting threats to Toyota today in regards to building a plant in Mexico resulting in a substantial tax
Contemplating a buy in BUS and am wondering if the Dec 12th press release in regards to achieving "BUY AMERICA CERTIFICATION" will be solid enough to avoid future issues, or could Trump muddle this up?

Q: Happy New Year to all at 5I!

What`s going on with the uranium sector. Seems to be on fire.

Q: Hello 5i,

Just wondering if there is any company specific new on BOS recent recovery or is it likely related to an industrial Trump Bump and tax loss selling recovery? Is it still worth holding on to for a higher exit price?

Thanks,
Angelo

Q: Any views on whether Trump's possible repeal of Obamacare would be good or bad for PHM?

Q: How much does Microsoft stand to benefit if the taxation is substantially lowered in respect to the repatriation of money they hold outside of the U.S. ? I've been a subscriber since 2012 and I'm looking forward to another wonderful year with 5i Research. Thank you.

Q: I am sensing that Stella Jones may suffer as a result of the very real possibility of NAFTA disputes under a Trump presidency. I note that the stock price has been moving south lately. I am considering sale of my SJ stock and using the funds to add to my holdings in GIL. I would appreciate your comments.

Q: I am looking to make an investment in a company that produces rare earth metals. What would you consider the best TSX listed companies in this sector. Do you think any potential trade conflict between Trump and China could have an effect on the rare earth metals market. Thanks

Q: Bad day on the market. Virtually every sector is down but one. Real estate. I'm baffled by this. Almost every single REIT is up today, and REITs are performing well in New York as well. All the 'pros' have been saying that this is exactly the wrong sector to be holding now, that REITs will suffer more than any other sector in a rising interest rate market. Yet on the last day of trading it seems like everyone is tossing tech and everything else overboard and gobbling up REITs. Does this say something about the market going forward in 2017, that perhaps people are hedging their bets a lot and don't believe the "Trump Rally" will lift all the cyclical stocks after all?

Q: Thinking of buying 1 or 2 of above 5.Is this a good entry point?Please pick 2 & list your preference.Appreciate u usual great services & opinions.

Q: Hi, before I jump into my question, I would like to sincerely thank you for the wonderful and valuable service you've offered for your members. Without your team, I couldn't have done it on my own. Your team's given me a lot of confidence and assurance. Since I joined in 2015, my portfolio has grown considerably. THANK YOU

Since the US Fed raised interest rates in Dec, I am seriously considering to convert a saving of $200,000 to USD. This money is currently lying in an EQ bank high interest account earning 2% interest. My view on Canadian dollar to USD is bearish particular the US Fed proposing to hike interest rate several times in 2017.
Now my questions are: (1) Canadian dollar should be weak against USD. Next year the oil price is going to be stable around $50- 57, but no hope for significantly higher. Weighting the risk and reward on a scale, how risky is my move? (2) After the money has been changed, where can I park this USD? Any suggestions for a safe option to earn some interest? ICICI offers interest at 0.75%. Buying US bond is not my option as interest rate is on the hike.
I have experience using DLR to convert CAD to USD so high exchange expenses are not a big problem.
Once again, thank you for your insights. Merry Christmas and Happy New Year.

Q: With 17% of my portfolio invested in these US ETFs, I'm thinking about adding another 5-10%. However, I'm wary of the Trump implications. All of the above are near 52-week highs. As a long term investor, should I not worry about timing the market, or is it advisable to wait a bit before investing in the US? Is XUS worth buying or am I fine sticking with VUN, if I go ahead and invest in the US?

Q: I do not have much experience in investing in US stocks. I would like to add some US exposure as it does seem that Trump's pro business approach might turn into a reality. Is there an ETF you could suggest that would track the US market?

Thank you, Peter

Q: MST.UN is mentioned often on the BNN Market Call Q&A sessions [excellent info show].
Good #'s and $'s, good prospects esp. with Trump/Perry and the pendingTexas oil boom.
My Q is about the dividend payout. What are the tax implications re CRA reporting and showing for tax year. Is the payout in US $? If so, the purchase exchange is offset by the falling Cdn $, the rising US$ and the creation of a US account for future US equity purchases. How is the future sale etc. treated by CRA?. I realize you are not tax people but I'm sure these are fundamental questions by novices. Thank you.

Q: !With proposed increase of infrastructure in USA, do you have any advise on Cemex a cement product company ? Thanks

Q: There is currently a plethora of ways to invest in the US Market without touching sector funds. Would you use any of the above ETFs and if so in what proportion or would you suggest using any other US ETFs as well. High conviction US Mutual funds are also an option; but the fees are somewhat higher. I currently have no US coverage and am looking at establishing a 15-20% position. I know timing is a bit of a quess; but with the recent run up would you please suggest a strategy?

Thanks and
A very Merry Christmas to all

Q: CGI Group was downgraded today by Goldman Sachs to a sell. This is a long term hold. Any actions required, and if it was in the Balanced Portfolio at what weighting would you hold it at? Thanks!