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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: I like Morguard's distribution, at over 8%. It seems to be fairing well lately, especially in comparison to almost everyone else (CAR and IIP.UN, your preferences in REITs are down 5-6% while MRT is up 7.82%). What do you think of it, and its prospects? Is the distribution safe? Is MRT likely to be needing cash soon? It's up strongly on a strongly down day, which is one of the things I look for in 'safer' stocks.
Read Answer Asked by John on January 07, 2019
Q: I am looking to, over the next several months re-balance my portfolio. Can you suggest 5 Blue Chip type names from that meet the following criteria. I am not sure if there is a true, generally accepted definition of blue chip (GE anyone?) but I am looking for some reasonable, groiwng yield, good management with a track record, a generally if slowly growing company, a busines that is both established and has a clear viable future.

1. Not resource or oil extraction companies.
2. Not one of the big banks (as I presume they would all make it).
3. No more than 1 utility plesae.

Thank-you very much.
Read Answer Asked by Alex on January 07, 2019
Q: A lot of positives in today's new release for Questor. Notwithstanding the size of the order, but the Company is now selling its clean technology into a new market: Mexico. Also for the first time this order included the power generation component from its Clear Power product line as part of the total solution. What are your thoughts for QST and its stock price going forward?
Read Answer Asked by Charles on January 07, 2019
Q: With new TFSA money available I am considering bringing these companies from a 3.5% position to a full 5% position. Any concerns or cautions?
Read Answer Asked by David on January 07, 2019
Q: I would like to add one railway holding to an already well-diversified portfolio .. given the recent news about CN's development of a bitumen "puck" as an alternative method for shipping crude, which of these two (CNR or CP) would you favour this month? Does this news have implications for pipelines?
Read Answer Asked by Patrik on January 03, 2019
Q: I currently hold small positions on the following. Based on current valuations and growth expectations, which Companies would you add to? in order of preference,

Thanks Valter
Read Answer Asked by Valter on January 03, 2019
Q: Hi , i have 7 stocks that dropped below 2.5% of my holdings. BEP.UN (2.38%), NFI (2.33%), PHO (2.20%), SJ (1.92%), TOY (1.91%), DOL (1.61%), PIF (1.53%).
I also have a 15% cash position. Please Rank all 7 for potentially increasing to a 2.5% position. Also, is there any of the 7 stocks full position (5%) contenders.
Thanks
Read Answer Asked by André on January 03, 2019
Q: I would like to add small amounts to the above listed existing positions. How would you rank these? Which one's may likely drop further and more patience would be required?
Thank you!
Albert
Read Answer Asked by ALBERT on January 03, 2019
Q: With tax loss selling at the end would appreciate your pick of approx. 5 mid cap and 5 large cap stocks that you feel could do well in 2019 and beyond. I feel oil stocks are due for a bit of a rebound and the trade tensions will ease. Your thoughts. Thanks for the great service and Happy New Year everyone at 5i. Leaning toward stocks that pay dividend with some growth.
Read Answer Asked by kenneth on January 02, 2019
Q: Perhaps there is confusion between "averaging down" and portfolio rebalancing. If a person had bought GSY or TSGI at $50 and they each were 5% of a portfolio and were considered to have cheap valuations at that time. If, after the market correction they are each 3% of the portfolio with no change in fundamentals is there a problem with bringing each one back up to 5% ? I look at GSY and a consortium of investors put $46,460,000 into it at $50.50/share on Oct 10. I'm sure they did a lot of homework and considered it to be very cheap. It must be a steal now.
Read Answer Asked by Clarence on January 02, 2019
Q: I am watching as the weed stocks decrease in this downturn. Just wondering what you think would be a good entry point for Canopy Growth Corp? I only want the largest of CDN companies.....let me know if you like others as well. At the time of writing this the stock is down to just over $35.00. 52 week high is 76.68.....I realize that valuations are pretty skewed with weed stocks.......just looking for a guide here.
Read Answer Asked by Brad on December 28, 2018
Q: Hi, I'd love some feedback on this company. Looking forward their potential seems great, and partnerships smart. One project, the Delta greenhouse at an eventual 2.2 million sq ft would place it near Canopy Growth for production, throw in Houweling's involvement and it looks promising. I have a long term outlook and don't mind the risk here.
Thanks in advance!
Read Answer Asked by Sean on December 28, 2018