Investment Q&A

Q: Hi Guys
Just thinking with the recent cyber attacks on the US election, as well as on our own Hydro grid, if this will be a concern for the next US administration, and should be a concern for our "picture Opt" guy in Ottawa.
What would be 5I opinion on this, and if it is a concern, would you consider panw to be in a good place on this, or are there any other including Canadian listed companies.
Thanks in advance and Cheers for 2017

Q: Current thoughts on these REITS and the sector in general please. DIR.UN is up ~12% since mid-Nov.any news or info on it?
Thanks,
Ted

Q: Market reaction on the previous earnings report for Aecon, AutoCanada and Brookfield Asset Management brought me unpleasant surprises and the price of stocks substantially dropped. This makes me nervous as we approach the new earnings season. My questions are:
1. Would you recommend holding the above listed stocks or perhaps selling some of them?
2. In general, shouldn't it be safer to sell all stocks a week or two before earnings, an buy them again later?

Q: In the REIT sector I currently own ZRE & XRE. I am moving my REITS to my RRSP due to the tax implications ( ie no Dividend Tax Credit ). 1)
1) What are you favourite investments in this sector ?
2) Do you see a need to own individual REITS as opposed to an ETF?

Thank you.

Paul

Q: Your opinions on the above companies would be appreciated.

Q: I am wanting to increase my exposure to US Financials and I am thinking of adding a US investment services company. May I have your assessment of AMTD, ETFC, RJF, and SCHW? Do you have other suggestions in this area? I already hold KRE and KBE.
Thanks, Tim.

Q: i have full positions in both these companies and would like your analysis in regards to safety of dividend and earning estimates for corus upcoming earning reports. Will NIF survive?

Q: MON came with earnings surprise. It is also an acquisition target. Is MON still a Buy?

Q: The above lists my oil and gas investments. In addition I have drilling, service companies, and pipelines also associated with oil and gas. I feel that I have too many companies to easily follow and would like some recommendations. Based on your current thoughts can you recommend which I should sell and which I should buy more of and why. Also if there is company that I have not listed which you think is a better fit please consider including that in your recommendations. Based on my history, I usually keep an investment for a minimum of 5 years and some of the above I have had for at least 15 years. Also, if you believe that later in the year may be a better time to consider the trades I am contemplating will you please mention that as well. Thank you very much. I highly value your opinion.

Q: I need help with my TFSA. I should be at $51,000 as I added this year's amount. I am sitting at $39,500 with the following stocks - FCF, HCG, NA and STB. Could you make any recommendations to help this account get back on it's feet? To other investors, my biggest loss was from ABX, where I lost $8000. Be careful with Gold products.

Q: Hi Peter, Re - Growth Portfolio. Considering its performance, Is there any plans to review / revamp the portfolio or you are satisfied with its composition.
2. Re - Tucows - You had this in portfolio but was sold. How it looks now. Is it buyable. Is there any specific benefit in buying US exchange vs TSX. Thanks

Q: Good Afternoon 5i

Price action definitely heading back up in last few trading days. Momentum/Volume sharply again today. New feasibility study expected in January with increased resource base considered. Any comments on increased SP and Volume? 2017 looks like a year of strong possibilities. What should I look for in assessing NR feasibility study when it is releasing.

Thanks as always for your valued comments.

Randy

Q: Thinking of buying ATD.B or PBH or both.Please advise,& if this is a good entry point or after Jan 20.ATD.B is trading in a range of low $60 to low $62 between Dec 1 & Jan 5 & PBH from $64 to $70(Nov 11 to Jan5) Does this range of former indicates that it is forming a base & the latter is at resistance.Please explain.Always appreciate U usual great services & views

Q: What is the best way to invest in US healthcare in a diversified portfolio seeing that they appear to be undervalued right now? Which ETFs/ stocks would you recommend?

Q: Hi Peter

Iam in a situation that i have about 300k divided amonst 2 tfsa and 2 rrsp account. I would like to invest these funds for income and safety. I also have about another 200k in these accounts divided between pwf bns and gwo. Could you recommend maybe 3 to 5 stocks to achieve my goals. I think it would be too much to try to replicate the income portfolio. i was was thinking equal weights of wsp T Bip cu fts or enb.

Thanks
Mike

Q: Hi Peter, Ryan, an 5i Team
Baylin Technologies seems to be improving. Would you please update this company's prospects, and if now is a good entry point?

Q: I know you dont advise on Russian Gas stocks, but what is the best way to invest in Russian markets in Canada. Is there an ETF that would focus on this or is there a Canadian stock as a proxy of Russian Gas

Q: Good Morning 5i
Which companies will be active in advancing new or replaced pipelines in Canada in 2017-18?
Thanks.

Q: Just wondering if you've read the book "the little book that beats the market" and heard of his magic formula investing? Is it too good to be true? Or does the methods and practices actually hold water for long term investing results?

Thanks!

Q: With respect to investing in big banks like BNS, what is the risk of future scandals? (There seems to be one in the news every week.) Is there a point at which investors will stop being so forgiving? If one wanted to still invest in financials, but was uncomfortable in the actions of the big banks, are there any options to invest in smaller, community-oriented banks or credit unions? Thanks in advance.