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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi.
Looking for ETF exposure to CDN junior and intermediate sized oil weighted producers and wondering what your favourite pick is. I went through the screening process in a couple of my brokerage accounts but did not find anything that stimulated a buy decision. If you could also offer up your top 3-4 individual stock picks that would meet the criteria that would be appreciated- I might just make my own "mini-fund" instead.
Best Regards
Read Answer Asked by Robert on January 09, 2018
Q: Hi 5i Team

I've been watching CGX from the sidelines and can't get past the persistent high P/E ratio in the face of the struggles that the movie theater industry is going through. I understand that CGX is working hard to diversify and that the have a virtual monopoly on screens in Canada but that doesn't justify the high P/E to me. I'm leaning more toward buying PUTs rather than buying the stock or CALLs.

I'd appreciate your opinion on CGX's current valuation and prospects for next year.

Thanks
Peter
Read Answer Asked by Peter on January 09, 2018
Q: Request 5is view on Caldwell Partners.
How is the company's business model, quality of management and profitability?
The gross margins seem to be good but net margins seem too thin and not sustainable.
How big can they grow? Currently they are at $58 million revenue. Can they scale up or will they remain small company forever?
Does it have potential to attract institutional investors?
Too many questions but Im trying to understand the company because the stocks liquidity and trading is nothing much to speak of. My concern on trading is will this remain a penny stock and later get in to restricted list or get delisted?
Read Answer Asked by Sridhar on January 09, 2018
Q: Hi Peter, Ryan, and 5i staff,

For my son's 2018 TFSA contribution, please rank these stocks and one ETF in order of preference: GSY, AVO, TOY, SIS, MX, XEU. He already holds SIS (up 216%), TOY (up 50%), and MX (up 34%). He holds no European stocks and very little outside of Canada, so I think that XEU could achieve some extra diversification, with a further advantage that it's a "commission-free" ETF with Scotia iTrade. Any other suggestions would be most welcome.

His other holdings include BCE, BEP.UN, BNS, CAR.UN, ENGH, GUD, KXS, NFI, PBH, and TRP.

Thanks for such great advice! There's no way we could replicate such results without 5i at our side.
Read Answer Asked by Jerry on January 09, 2018
Q: Good morning Peter:
Being a senior over 65 , I treat my TFSA as an extension of my RRSP.
With the market being so high and preservation of capital being important, can you give me three (3 ) dividend stocks that I can add to my TFSA for a secure retirement.
Can you also add your reason for choosing these ( 3 ) dividend stocks.
I presently have only banks in my TFSA and I have done well.
Thank You


Read Answer Asked by Jean on January 09, 2018
Q: I like CIBC because of it's personal mortgage exposure: higher mortgage amounts means more revenue for the bank, also rising rates, a healthy dividend, and great earnings reports. Now that it has more US exposure others seem to like more as well. It has had a good run since I bought at $104. Would now be good time to take these profits or do you see more upside for CIBC?
Read Answer Asked by John on January 09, 2018
Q: Hello Peter and team,
Further to my question you just answered on my grandaughter's RESP, I'm thinking of selling GSY (its up nicely) and buying a bank stock like BNS. I am concerned as there are are no large caps in the portfolio. What are your thoughts on this? Thank you.
Read Answer Asked by Pamela on January 09, 2018
Q: Hello Peter and team,
Ishares and Vanguard both have world Ex Canada ETFs that are 50% U.S.and 50% everything else. Is there an advantage to owning US and International ETFS separately that can be rebalanced, or is a product like this a good one as there are less fees incurred to buy and sell? Do the managers of the EX Canada ETFs rebalance their holdings? Thank you.

Read Answer Asked by Pamela on January 09, 2018
Q: Hi & thank you for continued sound advise.

I'm a Balance/Growth Investor with ~ 30% Fixed Income.

- Current Fixed Income: XBB (30%), CBO (40%), CPD (15%), XHY (15%).
- Planned Fixed Income: MMF659 (70%), CPD (15%), XHY (15%).

Reasons for change:
- Tired of poor returns of CBO, XBB.
- Want more diversifies (USA, INT) fixed income securities.
- The ~ 1% MMF659 MER seems worth it based on 6.23% compound return since inception [2005-11-25].

Haven't held a Mutual Fund in 8 years, but... Yours thoughts would be welcomed here. Thank you!

Paul
Read Answer Asked by Paul on January 09, 2018
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