Investment Q&A

Q: Hi 5i,

A quick question about the new Portfolio Analytics service: Does it cover non-Canadian equities and fixed income too?

TIA!

Q: I am also interested in your portfolio analysis program and would like to re-ask a question asked by someone prior to me, but was not addressed in your answer: in what format would we supply our information regarding our entire household financial resources? Email is not secure, and I would not want to send that information via my email carrier.

Q: You were right as GS was potential takeover,which other stocks can be takeover target?

Q: Is there a timeline for the special committee to provide their recommendations? Debating whether to hold or sell my shares. It seems that the shares are still trading at a significant discount to the "fair value" of its remaining individual assets.

Q: Is the recent NTR share price tumble related to the U.S. mid west floods? Or what else are the reasons? Thanks

Q: I was going to use the proceeds of the sale on KWH.UN and purchase SBC. (Brompton Split Banc).
Is SBC more risky than KWH? How would you rate SBC? Is
now a time to buy into LSPD as it seems to have settled down after the IPO?

Wayne

Q: Hi. looking to pick up 3 cie , for a 10 yr period in a RRSP account , would you recommend any of them or any others that are not on the list.

Thanks

Q: Hi 5i Team,

I hold about 5% in each of these companies, with the rest in indices (XAW, VCN) and cash. Do you have any recommendations for other companies I should be looking at to diversify? Thanks for the help!

Q: I watched the Neil Bruce interview yesterday and tend to agree somewhat that the company is something of a political pawn and that the continued negative news - more so than company fundamentals - are depressing the stock price. Do you agree? My main questions then are:

1. What happens to the stock price if some of the 407 stake is sold? Investors know it's coming so will this be non-material to prices when complete?

2. If what the CEO said is true and the company only has 1 federal contract at this time anyway is that angle not being massively overplayed as a driver of lower prices?

Q: I realize that the performance of the forest products sector (WFT, etc.) will largely track the commodity price of softwood lumber. Prices of SW lumber averaged well over $500 (USD/MBF) one year ago and yet remain below $400 today. If seasonality were a factor, we should be back where we were a year ago - but we are not. Do you have any insight into why the price of lumber (and correspondingly why the entire forest products sector) continues to be so depressed. Thanks for your thoughts on this.

Q: TFII down some $2.28 last 2 days. Any news? Is the projected slow growth in the economy negatively affecting it? Ray.a up 0.53 last 3 days.Any news? Thanks for u usual great services & views

Q: I have been ignoring my RSP for years now , and I will have to do the Riff conversion in 2 years. I have a collection of failed stocks and $200,000 in cash sitting in 1 1/2% interest cash in my RSP .Yesterday I committed to buying the NPI offering , but my broker says I can change that to my margin acct or TFSA if I do it right away . If I clean it up , what equity names might you suggest for my RSP and where should the NPI go ? With 5% yield , is it an income stock ?

Thankyou ...

Q: What is your detailed opinion of Maxar "surviving". I have a massive position that is under water to over 100k. There is at least 10 USA law firms initiating class actions. I do not see any listed in Canada? Is their a Canadian firm representing shareholders? Should I participate in this, since the USA law firms advise on participation status as 100k. My book value is around $50.00 per share. I know the company will never see this price. However, my focus is on their ability to survive and muster up some kind of low $20-$30s pricing on their assets. Or, accept defeat, and try to recoup through class action, or sell. How valid is the class action? The cost of defending against 10+ suits must be intense, and will not go away. If you can peer down into this well of doom, please provide some comments. Thank you

Q: ATH,BXE,COV,CR,BUS,LUN,MG,OM,PTE,RTI,RHT,TVE,TV
Whixh stocks worth keeping?.

Q: I have held Loblaws for ten plus years and really liked the Shoppers acquisition. With the grocery business low margins and increased competition, would it make sense to move to a more pure play global pharmacy company like Walgreens to play the aging demographics?

Q: Hello Peter, Ryan, and Team

I need to raise some cash and would like to know how you would rank these stocks from "sell first" to "sell last":

BLX 1.07%
BNS 1.9%
KXS 1.35%
NFI 0.81%
PBH 1.7%
SIS 2.22%
SYZ 0.94%
TFII 0.58%

I am underwater on all of these. The number following each symbol is the stock's weighting.

Thanks for your assistance.

Q: My portfolio is light in consumer non-cyclicals. Last week I was considering the purchase of NWC for dividend in my non registered account. With the recent earnings release and drop in price is this a good entry point or should I move on?

Would PBH be a better choice? Or is there a better non-financial dividend payer to add to my portfolio?

Thank you

Stephen

Q: Good day,

I currently have shares in DOL in my TFSA (avarage cost 50$). Do you feel this stock will reach passed the 50$ mark within the year?
Also, would you consider MTY a buy?

Q: I hold some CNR at a reasonable weighting 2-3%. Thinking of adding CP to the portfolio. Can I please get your opinion on the Rails in Canada. Current opportunity, valuation and how would you rank them- worth holding both?
Thank you

Q: Good morning, Can you please provide analysis on Bombardier and prospects in light of Boeing BA 737 concerns. Is it a buy at this time. It would be a LT hold.
Thank you. Linda