Investment Q&A

Q: Greetings to Team 5i:

If I am reading the data correctly these ETFs trade on fairly thin volume? It looks like it would not be unusual for them to trade 5k, 30k, and 20k shares respectively on any given day. I am new to direct/on-line investing and trying to figure out the best strategy to buy ETFs (or any equity) like these if the quantity you want to purchase approaches maybe 1/4 or 1/5 of the total shares typically traded in a day. Obviously I'd prefer not to get into a situation of an order getting filled over two days or only partially filled since the returns are meager enough without incurring two commissions or something. Is there a concern here, or a strategy that should be followed as to the type of order entered? Thanks as always for your guidance because I truly do continue to learn something new every day with 5i.

Q: Trevali was down about 8% today on about three times its normal trading volume. Do you know of any particular reason for this. Also do you think there is still downside to the stock. Thank you.

Q: Raging River has recovered somewhat from its low caused by the announcement of the merger with Baytex. Is this perhaps a good time to sell, considering questionable management, and if so could you name three or four similar names in the sector that might have better potential. Thank you.

Q: With interest rate hikes seemingly imminent and tariffs not going away for a while, which 3 categories of the 10 following in the Canadian market make the most sense for new money today, especially for immediate short term 1-2 years gratification?
Materials, Consumer Cyclical. Financial Services (includes real estate), Communication Services, Energy, Industrials, Technology, Consumer Defensive Non cyclical, Healthcare, Utilities

Q: please comment on Firan's Q2 including how it stacked up against expectations.

Q: Hi Ryan.I am up $18000. on 3100 shares of SIS..With the way it looks should I sell 1-2 of these shares or should i just hang in there. If I should sell some where would you put the$$. Thanks in advance.. Cliff

Q: Unsure that this was sent a few mins.ago.Your best 8-10 stocks to buy today,Are there any table pounding buys here?.Thanks for u usual great services & views.

Q: After market close,it was revealed Mr Ford made good his promise to fire H's CEO & maybe some board members too

Q: Hi,
What's going on with PLI in the last 5 days? The stock has been moving up quite a bit. Do you still foresee headwinds for this company?
Thanks

Q: Could I please have your opinion of this company? Thank You.

Q: I currently do not have any exposure to commodities in my portfolio. I am looking to add some gold and silver stocks or ETFs. Can you recommend 3 or 4 companies or ETFs in this category and provide your reason for those recommendations.

thanks, appreciate your insight

Q: Dear Mr. Hodson and Mr. Modesto,

I'm helping a friend construct a portfolio worth $375,900. She is a single mother who is planning to retire in a few years. All her children have grown up and no longer require financial support.

Besides CPP and OAS, she also has some other income from other source and wish to supplement her spending with dividend income from the portfolio. She's asked me to help her to contruct a moderate growth portfolio. She said a yearly dividend income of $10000 will be sufficient.

Now, her trading accounts have:
BCE- 73%, SLF- 12%, BMO - 11%, Cash - 4%

Here are my questions. Please deduct as many credit as you wish from my question credits.

Her new portfolio will generate a yearly dividend income of $12954 (yield 3.44%) from $375,900.

Financial -22% - keep the BMO(11%), SLF(12%)
Utitility -16% - AQN, BEP.UN, H, KWH.UN
Energy -10% - ENB, WCP, PKI or TRP
Consumer -16% - PBH, ATD.B, DOL, TSGI
Industrial -11% - NFI, WSP, TCL.A
Health - 4% - CSH.UN, GUD
Technology - 12%- CSU, ARKW, Please suggest: Nasdaq index?
Telecomm - 6% - BCE
Cash - 3%

My questions are:
1) For a moderate growth portfolio, is the sector allocation appropriate?
2) Do I need to further diversify BMO and SLF?
3) In each sector, do you have any suggestions for the right stocks? Feel free to add or delete.
4) Please let me know which stocks you would recommend to add first?
5) For a person close to retirement age and no experience investing in US, is it necessary for her to invest abroad? What's your opinion?
6) All the above proposed stocks, which growth stocks should go into the TFSA? What are your top 5 picks among the growth stocks above?

Thanks as always
Esther

Q: your opinion please on these stocks as potential buys at this time.

Q: In your opinion, what do you believe would be the impact on BAM.A stock under the following circumstances:

1. Rising interest rates
2. Market correction
3. Unfavourable Free Trade conditions

Also, would you consider the company to be well diversified, and if so, would an overweight position be acceptable in your opinion?

Thanks,

Q: Hi. What are your views regarding buying Twitter as part of a well-diversified portfolio? Thx

Q: What is your opinion on Caldwell Partners' fiscal Q3 results. They look very strong and so does the future outlook comments by Management. Very cheap small cap stock that pays a 7% dividend. Do you agree?

Q: Is it a Buy at around $ 36 ?

Q: Hi 5i Team, I'd appreciate your thoughts on Avalon Advanced Materials. I might have thought that trade war concerns with China would increase interest in this stock as a supply of rare earth metals outside China. But the price has been falling of late. Is there something else weighing on it? Many thanks

Q: Since writing covered calls and cash-secured uncovered puts has the same risk/reward profile why is only covered call writing permitted in registered accounts? Is that a government regulation or an individual bank decision?

Thank you.

Milan

Q: Notwithstanding current weighting and sector allocation, what is your top pick in energy today?