Investment Q&A

Q: Peter and His Wonder Team
GE... the giant has stumbled. A large 3rd Q. miss, a possible dividend cut and continued reorganization... So with all that uncertainty the stock is hitting new lows. I also presume tax loss selling may increase after the CEO provides his vision for the company on Nov.13th. So do you think it is possible that this stock may fall another 20% before it hits bottom? Better to hold or bail now because it looks like a long rough road!
Thanks for your great insights which are always of value to us little guys!
Dr.Ernest Rivait

Q: Hello 5i. I have a sizeable gain in this company and wondering if I should take some profits or keep accumulating it. (as you say averaging up is a good thing!)The investment thesis still seems sound but can I get your assessment on pbh. What is it's projected annual growth rate for the next few yrs? debt load? What valuation do you give it? Are there any red flags?
thanks!

Q: I have a 3 % weighting in my portfolio and have been patient for close to 2 years . Still under water by about 2 % . Feeling like breaking away with the recent run up. is it looking like this rebound might continue in the next 12 to 24 months.

Q: Hello Peter & Ryan,

Could you comment on the latest quarter?

Thanks,
Stéphane

Q: In a previous question, you thought that most of the uninvested cash in the Income Portfolio would be deployed by the end of September. Just wondering what your latest timeframe would be? I'm sitting on a little bit of investable cash, but am willing to wait for the right opportunity.

Thanks...Steve

Q: I bought CRH mid April and to date my loss is 70%. Is it time to sell and buy sis or hold for a longer term.

Q: Hi 5i Team.
I am tempted to buy a half position of Chipotle after the big selloff.
I would love to hear your word of wisdom.

Thanks again for the great service.

Q: Vancouver Sun Oct 24---A confidential B.C. government memo pointed to alleged under reporting of suspicious cash transactions.Before 11/2015,River Rock casino"did not review large cash transactions of $50k or less for indicators of being suspicious transactions"Also report on the under reporting of suspicious transaction reports at the River Rock Casino. On Oct 23 G C's CEO stated that it acts in strict compliance with regulations. The story will not go away,stay tuned.Money laundering is a very big issue.This issue already has a negative impact,the q is that will it get worse

Q: In your answers regarding this company you indicate additional comments
are posted in the question and answer section and another member thanks
you for the running commentary. I thought I was in the question and answer section but can't find anything other than what you give in the answers. Could you please clarify this for me
Thank you Dave.

Q: Both stocks down on earnings release today. I would appreciate your analysis of their earnings.

Q: Good morning,

I am looking for a listing of reits who would be exposed to the Canadian retail sector.( re: Amazon effect )

Thank you for your assistance.

Brad

Q: Peter and team:
I read a question from someone this morning about a TFSA for their 18 yr. old daughter. I had just been thinking about this prior to turning on the computer. I too am in the same position. I had been thinking RRSP. Which vehicle (RRSP vs. TFSA) do you feel is best for a young investor to start with? Also, for an RRSP, what would you think of a low MER high quality Mutual Fund such as MAW 104.

Thanks as always for a great service.

Phil

Q: Hi 5i. What is a good entry point for cnr long term. I'm wondering if there may still be a small pull back with Nafta negotiations in limbo? Thx Rob

Q: Please advise when NVDA is expected to issue its quarterly earnings release. Please also advise what the consensus is for earnings, revenue etc.

Thank you, Peter

Q: Hello Everyone,
Looking at these two stocks, they seem to have excellent momentum. What are your thoughts on these companies and the space they're in. Have I missed the boat or do you think there is room to run. Also which one do you prefer.
Regards
Luke

Q: Hi 5i team, I know that you are not promoting market timing but I was just wondering what your thoughts are on the following; I am a young retired person with most of my financial needs met with my defined benefit pension. My investments are 100% in equities as I consider my pension to be the fixed income portion. Where the market has been so strong lately and with no recent correction do you think it would be wise for a conservative retired income investor to take approximately 25-50% of his investments and purchase good quality rate reset preferred shares with the belief that during a period of extreme volatility and market correction that these instruments would be affected far less than common shares? The only preferred shares I hold currently is ECN.PR.C. Please tell me if you believe my logic is flawed and if it is not could you recommend a few other good yielding preferreds or other instruments you believe would hold up well during volatile markets. Thanks again for all you do. Mario.

Q: I bought CSU at $110 ish in 2012 and sold at $600 ish in 2016, needed the money. I would like to buy it back for a five year hold. Is it a good time to but it now.

Thanks as always.

Clayton

Q: Air Canada profits went up (even after correcting for one-time tax recovery), but stock price went down. Any idea why ? Were expectations higher ?

Q: After to-days earnings report should the stock be sold.?
Thanks Phil

Q: CPX continues to fall. is there a serious problem or just rotation?