Investment Q&A

Q: First, I would like to thank you for this incredible service, i.e. the opportunity to ask an investment question.

BPY is acquiring BPO. Which would be more prudent, accept the offer by BPY to exchange my BPO shares for an equivalent BPY or sell my BPO shares at 20.34/ share, which is higher than my purchase price. What are the future prospects for BPY and REITS in general. After the sell-off in May (QE taper scare!), many REITS are moving up but they are still a long way from their highs.

Thank you!

Q: I am holding some AQN and have not heard much on it for a while. What is your opinion of it now. Thanks really respect your opinions.

Q: I own shares of BPO which are being taken over by BPY. I have now received a "Voluntary - Purchase Offer". I wish to take your advice from 20 Sept 2013 which was to "take the maximum cash and stock option". However, I am not sure if I should choose "Option 6: Tender - Limited Partnership Units", or "Option 8: Tender - Exchange Limited Partnership Units - Residents of Canada". I do not understand the use by Option 8 of the designation "Exchange". Both are for Canadian currency accounts only. I reside in Canada. Your advice would be greatly appreciated.

Q: Hi 5i,
I see that CSU and ESL both report earnings this week. Is there any reason to suspect less than stellar results from these companies? Which would you prefer? I do not hold either - yet...
Thanks!

Q: re: svc - your comments following the financing and whether this is a timely entry point or suggest another low priced tech. - thanks

Q: Hi Team,

RBC recently launched a product Market Smart GIC which has a guaranteed return, principal protection as well returns of max 25% per year if held for 5 years depending on the market performance. Is it a good place to park cash for emergencies.

Q: Good afternoon, please provide an update on Clearwater (CLR) given their latest quarterly results out this week.
Thanks, Tim.

Q: Could you please give me your opinion on the sprott physical silver fund (PHS.U) and gold fund (PHY.U). Would you recommend buying as an alternative to holding the actual metals?
Thanks

Q: Hi 5i

With what is happening in Crimea, what are your thoughts on gold and further Goldcorp?

Bob

Q: With the lobaws purchase of shoppers drug mart (SC) on track to be officially complete this year, I would like to know if the current share price of either company has already accounted for the takeover or is there some upside potential of either stock.

Thank you.

Q: Hi, question on reporting taxable gains. Several years ago I put some money into a trading account. I have not added or taken any out. I made several trades/gains last year but I am still down overall about 40% due to Lightstream holdings. Do I have to pay tax now on those trades ? I have of course being paying tax on the dividennds.

Q: Hello,


On Feb 27 a reader sent this comment. Can you provide more information as to where I can find this "guest fund websites".

Thanks


Not a question but a comment to my fellow members. I have noted a number of member remarks as to a shorting suggestion on a recent BNN telecast. I frequently watch these telecasts as well for different views. I would suggest that members go to the guest's fund web sites for performance of their particular fund as a reference point. I find myself that some guests have better advice than others. I do not find that particular recent guest to be in the more reliable camp. - See more at: https://www.5iresearch.ca/questions?page=5#sthash.OHPM5HZX.dpuf

Q: Dear Peter and team -
Request you to please recommend a model portfolio (ETF or Mutual Fund) for a 2021 RESP account. Thanks a lot.

Q: Peter is riding across Canada this September in support of Childhood Cancer, All of us have made a lot of money from this wonderful website; let's donate to Peter's journey. In addition, Peter is matching our donation. Let's see how much we can raise for cancer. Go Peter!

Q: Hello!

About half a year ago, a question was asked for your top ‘pound the table buys’ at the time, you suggested Home Capital, Tourmaline, Contrans Group and Enghouse. I purchased all, and they have all done incredibly well in the past 6 months, thank you! I am looking to deploy new capital for RRSP contributions into a relatively balanced portfolio filled with 5i companies, is there anything out there that you would classify as a screaming / “pound the table” buy right now based on current valuations for an average to above average risk investor with a multi year time horizon?

Also, I’m slightly underweight in retail exposure, do you have a top pick or 2 in this sector?

Q: Aurora Spine ASG

Can you provide any explanation for the precipitous drop in Aurora Spine this week?

Thank you

Q: Could I get your opinion on closed end funds in general and if you might be able to suggest any. Thanks.

Q: Hi 5i team.
What are your thoughts on AEM, Agnico Eagle?
I have a small position along with G.
Thanks for your work.

Q: CPX earnings again look good to my uneducated eye. Do you agree?

Q: This is a fracking related question.

First the backgound for this question: my understanding is that fracking requires a "special" type of sand. I am not sure of the name or term for that sand, but I also understand that it is only found in a few areas in North America. These areas include Wisconsin where this sand is part of the soil on many of the state's dairy farms. Also, this sand is apparently found on the Canadian side of the border in provinces like Manitoba, and Saskatchewan.

The questions:
1. Am I correct on the main points here?
2.Would you see significant increases in demand for this product as the US works towards energy self sufficiency?
3. Are you aware of any stocks, or can you recommend stocks - Canada or US - that would enable an investor to capitalize on this niche market.

Thank you.