Investment Q&A

Q: Hi,

I am holding RBC Life Science and Tech mutual fund (RBF1030)which is a nice mix of U.S. technology and health care stocks.
What would be a good ETF to replace it or, alternatively, which stocks combination would replace it advantageously ?

Thanks again for your exceptional service,

Jacques

Q: Hi Peter and Team,

I'm in the process of doing a sector analysis in all our family accounts to determine overweight and underweight sectors. I see that we are very underweight in US stocks and healthcare. In my wife's RRSP, she owns ZLB which I'm planning to sell, as its return has seemed to stall lately when compared to other Canadian ETFs such as CDZ and VDY, realizing that they're all different 'animals'. A more appropriate sector balance would occur with CLU.C or CLU, with the added caveat that these two ETFs are available commission-free from iTrade. Should I choose CLU.C or CLU to round out our US exposure, and what ETF product do you recommend for healthcare? As always, thanks in advance for your timely advice.

Q: What is your call on this stock generally and how does the recent share issue affect your view ?

Stock price is down 8% today on the the announcement of the bought deal: shares being issued with proceeds intended to pay down debt, etc.

Eric Nuttall says don't buy, but Josef Schachter has this as a past top pick. TD has it as an Action List Buy and shows 7 "strong buy" recommendations, but S&P Capital IQ has a "Strong Sell".

Any wisdom to add ?

Q: There seems to be renewed enthusiasm for mining stocks, with the likes of Teck, Quantum and Hudbay going up like rockets. What do you think of the mining sector (excluding gold)? My impression is you've been fairly lukewarm over this in the recent past. My portfolio has a very small bit of Teck (about 1%) and am wondering if I should be putting more money into this sector.

Q: could I have your insight on this company thanks bill

Q: Good morning...I have $100,000 to utilize in margin account...the interest rate is 6.9%...I am looking at the current market and not sure which way to go...ideally growth with dividend to partial cover interest but just a thought...no financial concerns or tax issues just would like to work my account a bit harder...currently have the majority of stocks you cover except new ones like TOY...any suggestions would be appreciated....Thanks

Q: All the insurance companies have had quite a run. Is there a preference among the 3 listed, or should I wait for a pullback?
Thanks again

Q: Eagle Energy earns $52,000 in Q3

HAD IT IN THE PAST.YOUR THOUGHTS WITH RESPECT TO:
MANAGEMENT ?
EARNINGS ?
ASSETS ?
VALUATION ?
DIV. CONTINUATION
ALL THIS ASUMING OIL IN THE $50 TO $60 RANGE
THANKS
YOSSI

Q: Hello Peter, I am looking for income, safety and some growth, I will appreciate your suggestion, ranking, perhaps a better choice of yours. Many thanks, J. A. P. Burlington

Q: Just wanted to say it is a good thing that 5i was and is consistent with answering questions for many members.

It has become obvious to me that many members can only see 1 way of making $$$ and they depend on others to direct their investing thoughts for them. Considering we all do not have the time or interest to do otherwise 5i is of great value to them.

Myself, who has posted both here and in the Forum about the cannabis stocks, have always said they were traders only in my opinion.

This is the 2nd or 3rd (memory) time they have had momentary spikes over the past ~ decade.

Personally I invest for the very long term (+20 years), use DRIP's, shorter time frames & have the ability to Day Trade when I see obvious profits.

I have made enough trading the Cannabis stocks to cover my 5i membership for the remainder of my life +++.

Thanx for the steady hand you present to all the "Investors" of varying abilities.

Q: May I have your assessment of WCN. Is it priced for perfection at the current price (close to 52 week US high) ?

Thanks, Tim

Q: I'm helping my daughter (mid-20s) manage her TFSA, which is her only portfolio. Currently, it consists of IPL 30%, TOY 28% , SIS 18% and KXS 23%. She’s wants to keep TOY, SIS and KXS, but is thinking of selling IPL. She is more interested in growth stocks. Do you consider selling IPL a good move or is it best to keep it; and, can you suggest 2-3 other stocks to add to round things out, given the other holdings. She's looking at a minimum 3-5 year timeframe.

Q: Could you please comment on PLI's 'analyst day' news on Monday and why the substantial drop in the share price since.
Thank you for your excellent service.
Henry

Q: Hi:
CM is trading above $100 lately. In the past, banks have tended to split above $100. Any rumours of this happening with CM?
Thanks: Jerry

Q: I sold some of my TNC at a profit and bought some ARZ and some ITC. What do you think of these three companies and which ones will have the most potential going forward?

Q: Hello,
Can you please give us your thoughts about oil price at the moment (supply / demand, political aspect, 12 - 24 months outlook). Thank you.

Q: Hi!

I have a portfolio that has a few names I have held for some time that could be described as laggards and I'm not sure which of the group I should get rid of and deploy proceeds into something else. From the following list which stocks should I sell and move on from: CVE,TOU,SGY,AVO,G,ECA,QST,ALV ???

Q: Given the speculation about upcoming US rate increases and the impact of the Nov.8 US election, I have lost significant valuation on ETFs and bonds across my portfolio.

Is there an expectation that these values could fall even more precipitously in future?

Is it truly wise to remain ‘in bonds’ at this time, even after losses so far?

Is there any hope these could improve in future or is the long term prospect dismal?

Q: I own PWF.PR.L, RY.PR.O, BMO.PR.Z about equal amounts for a total of $150K which is about 5% of my holdings. They have been softening recently, is it time to sell and what would recommend? I have about 20% in bonds and balance heavily skewed to finance, utilities, infrastructure.

Q: What a great pick by 5I @ $5,but its 2 recent events bother me as similar pattern to the 3 below companies.Stock went up sharply over time & then insider selling near or at new high for their"good & valid"reasons.PHM & ACQ are at much much lower levels than the insider sale price.NFI went down but have since recover due to good reception to its subsequent Q results & more business.SIS--insider selling @ $11.34 on Nov 14 & yesterday forecasted EBITDA & Revenue below street estimates.Would it be safe to assume that management already has the above forecasted figures in hand prior to selling.Is this fair to investors?