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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: The sell of on Tue. Mar. 28 seems to be rather extreme, A fellow investor pointed out "looking at the ENB chart (US chart) it looks ugly to me like its ready to take a dive (head and shoulders formation) ; the way I'm seeing it is if ENB looks bearish then ENF is probably going to take a dive as well which brings me back to the same question, why did ENF sell off so bad. The chart is here: https://tvc-invdn-com.akamaized.net/data/tvc_4a2816752f087df5dc33999672d10282.png
Would you please provide your comments and analysis.
Read Answer Asked by Helen on March 29, 2017
Q: Hello 5I
Could you please rank the following aspects of an equity in order of importance to yourselves. I know that these lists are a personal biased ranking but it gives me insight into how you perceive a stock when you need to buy or sell. Can you assume for the list that you are adding to a balanced portfolio and if you need to use an example, could it be from the Balanced Equity Portfolio. Would the list change between buying and selling?
Growth
Valuation
Cash flow as part of the valuation
Debt as part of the valuation
Management
Momentum
Sector Momentum
Recent Events
Past Performance/Execution
Dividends
Dividend Increases(History of)
Currency
Politics
Anything else
When I look at a marijuana stock I think this is impossible for me to purchase due to valuation. Am I wrong? I thought the same thing about Teck Resources when it was $6/share. I know that these stocks are not in your portfolios but I am hoping to apply your thoughts to stocks within your portfolios.
Thank You
Jeremy


Read Answer Asked by Jeremy on March 29, 2017
Q: Hello 5I Team. I'm wondering if you may be able to recommend a forum or venue for a business start up to seek (private) equity investment. I've taken a more active roll with a company that will be mining materials for use in cement (an infrastructure investment much like a small Vulcan Materials Co.). I've registered with FundingPost and am using some 'guerilla tactics' but would appreciate any advice, or the advice of 5I members.
Thanks,
Brian
Read Answer Asked by Brian on March 29, 2017
Q: Liquidity. As general rule regarding liquidity, I've tried to ensure that the number of shares held do not exceed 10% of the average daily trading volume. For a sizeable 20-30 stock portfolio this eliminates many thinly traded stocks including some in the Model portfolios.
I would appreciate your comments on liquidity considerations when buying/selling a security?
And, is it different for ETF's. Thank you.
Read Answer Asked by Lloyd on March 29, 2017
Q: Ran a screen for companies with good dividend, high ROE, and reasonable P/E. Seems a lot of REITS appear on such a list. Could you indicate your general thoughts at this time on REITS and related companies. Could you also please rank the following on stability of income, with some growth potential. Thanks much.

FN First National Financial
AAR.UN Pure Industrial REIT
SOT.UN. Slate Office REIT
RUF.UN Pure Multi-Family REIT
INO.UN Inovalis REIT
EXE - Extendicare
Read Answer Asked by Kirk on March 29, 2017
Q: Hello I currently own both of these stocks in a long term hold RRSP portfolio with the drip turned on that is well balanced. I was wondering which one of these stock would you prefer to purchase more of. Thanks for all the help
Read Answer Asked by Kolbi on March 29, 2017
Q: A couple of days ago, Greenspace Brands had a NR which appears to indicate that they are making serious in roads into the retail space in Canada with a multitude of products. Although a small company at this point and despite the competitive nature of the business, their rapid progress is impressive and management seem to be very switched on. In addition, the warrants also look like a serious bargain given that they don't expire for 2 years.

In light of these developments, is it possible that you may begin to analyze JTR as a potential candidate for your growth fund.

Keep up the great work.


Read Answer Asked by karl on March 29, 2017
Q: This may be an off the wall question but it relates to Tesla's quest to build electric stations throughout the world to energize electric cars and the consequential loss of market share of ATD/B in it's gas station units should Tesla succeed.
The question is: do you feel that an investment in both companies simultaneously would be a better bet than opting for one or the other?
Read Answer Asked by simon on March 29, 2017
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