Investment Q&A

Q: Is there a good small cap biotech ETF you would recommend ?

Q: What are your thoughts on SDX earnings and would you consider the drop today a good buying opportunity? When will it de-list from the Canadian exchange?

Q: 2 questions - please deduct as many points as needed.
Q1 - according to Portfolio Analytics, I need to increase my fixed income allocation by $90k. I own 4% positions in XBB, ZIC & PMO005 and 2.6% in CPD. Would you recommend adding to one of these or would you suggest adding another ETF?
Q2 - I need to add $125k to International exposure. Current international holdings include XAW, XMI & XEC at just over 2%. Should i add to anyone of these or add something else?

Q: Hi,

Just curious about this Company with the announcement of the FOX tie up, which I believe you had mused about last year, a media company at least. Currently they only have sports betting in NJ, I believe. They could set up in Nevada, WV and PA with their partnership with Eldorado and Mount Airy. Any reason why they elected to wait? Additionally I don't think they have a licence in PA for betting. Is the stock valuation suffering as a result of the time it has taken to get sports betting to market or are there other variables? I cannot agree that the financing of the purchase of sky bet and william hill were not telegraphed and are the reason for the fall from the heights.

Thoughts?

Q: Mr. Poloz spoke about possible credit problem in Canada corporate bonds; do you think ETF like HAB and XCB are at risk and “not safe” ?
Thanks !

Q: Can I get your views on NameSilo Technologies (URL). Could they be a nascent Tucows?

Thanks

Q: Thoughts on starting a position in MX.CA at current levels?? Are low global growth fears hitting stock?

Q: Hi, was thinking of buying some IPL for some income and growth (50-50). What are your thoughts on company as far as debt,management ,and future stability, when we have a market correction.
Would hold for longer term 3-4+ years. Or would ENB be a better option with lower dividend.
Thanks

Q: Are you comfortable with the safety of Innergex common shares and the dividend? Debt and payout ratio seem high.

Q: Peter; I tried finding out what this etf holds but couldn’t find it on the TSX quote or the size etc. I assume it very new and do have an opinion on it for income? Thanks. Rod

Q: When you introduced the Portfolio Analytics I immediately subscribed.The information provided has been very useful. The portfolio you suggested, based on the information I supplied, is made up solely of ETF's. I have very few ETF's in my portfolio and would prefer investing in individual stocks. That being said there are sectors where an ETF would be the better option such as in Healthcare.
You have listed 11 categories. What would be your top 5 stocks to own in each category? If in some of the categories an ETF would be more suitable could you please offer 2 suggestions.
Thank you so much for your great service.

Q: For many years I had held individual perpetual preferred shares, which I gradually sold and replaced with ZPR about 3 years ago. It had a similar yield, was of course more diversified, and could be easily traded if need be. This seemed like a good move, but after some decent gains it is recently moving back towards my purchase price (not counting dividends). I am contemplating selling ZPR and replacing with individual rate-reset preferreds with a floor. My thinking is that the rate-reset feature should help hold up the price when interest rate are increasing, and the floor should do the same if rates are falling. Could you comment on this strategy, and list some the the pros and cons of the rate-resets with a floor. My preferred share holdings make up about 7-8% of my total portfolio, and I am an income oriented investor.
Thank-you

Q: Hi, I'm considering a swap of PBH for GIL in my RRSP. I know you like both but could I get your opinion and why. Thanks

Q: Can you please comment on the deal between. PBH and CPPIB? Good for shareholders?

Q: Hi the great 5i team, it seems that meeting estimates move stock prices up or down after quarterly report. Are there stocks in your portfolios that beat estimates 3 or more out of 4 times ?

Q: Please recommend a couple of small cap
good gold stocks that will have good growth potential, ( I own Wdo), thanks

Q: Peter; I own this company and have been happy with its performance- but do,you think it runs the risk of becoming the real estate CPG ? I guess a 4.4 cap rate is good in this environment but how long can they go to the new issue well without it running dry? Thanks.
Rod

Q: would you be a buyer, hold or sell this stock ORL?
thanks

Q: Where would you recommend I place $30k in a TFSA today (5 year hold). Only other holdings in this TFSA are $12k in iShares MSCI ETF (XAW) and $3k in Kelt Exploration (KEL).
Where would you recommend I place $60 in an RSP today (5 year hold).
Only other holdings in this RSP are $40k BMO Dividend ETF (ZDV), $10K NorthWest Co (NWC), and $15k Richards Packaging (RPI.UN).
Given the size of the portfolios, probably one or several ETF's, instead of more individual stocks? And probably better non-Canadian exposure? Anything else to be sold here before repositioning?
I guess that's 3 or more questions, please charge accordingly. Thanks.

Q: How can I find a summary of securities covered by 5iresearch?