Investment Q&A

Q: Hi 5i team!
I want you to know how much I appreciate the excellent service you provided for us. As a small and first time investor ( I joined you service a year ago and it took me some months to deploy both my wife and mine- very very hard earned TFSA savings -). With the help of you guys via the wonderful client base who are quick to hit button to ask questions and they didn’t give me a chance to as ask one (mark me down for one question for reading this), I’m investing with confidence. Our consolidated portfolio is performing very well with a lots of ++ and less --) including a good move with PUR.TO with 120% gain since I bought it. Merry Christmas and happy holidays,
Sincerely,
hb. Ottawa

Q: What do you make of the take-up on the ALC tender offer? I recognize that there were severe tax disadvantages involved but in a TFSA, RESP, RRIF, RRSP one would not care. 25% take up was even less than I expected. During 2017 there have been 2 dividend increases and the tender offer. Do you think they might be signaling improved operating performance?
Also, with respect to Bob Rose's question regarding the strategic review of ADN, it came to naught. Please refer to the Q1 2016 report of May 9, 2016.

Q: Suggestions for value stocks, any industry, and under 2 billion market cap? Thanks.

Q: There was a typo in my question. I meant UFS not UPS. For simplicities sake I have repeated my question correcting the typo.

Looking over the previous questions on UFS you note debt his a bit too high and little growth has been observed.
1) If we assume online shopping trend strengthens do you think this will increase UFS’s profitability?
2) Does UFS produce the cardboard used to make packaging?
3) Assuming UFS produces newsprint do you think any strengthening in cardboard prices will will be matched with weakness in newsprint prices leading to zero net gain (or worse)?
4) Does UFS own their electricity generation infrastructure and if so is it fully utilized or do they have surplus which could be sold?
5) How vulnerable is UFS to competition from other companies?
I note since the last question in August UFS’s share price has increased by about $8 and set a new high on December 15th on rising volume. Momentum seems to be swinging to the positive.
Thanks,
Jim

Q: I am reviewing my portfolio and find myself woefully short of exposure to industrials. Could you list your 5 favourite Canadian industrials in order of preference. Many thanks and have a great holiday season.
John

Q: It looks like the year is going to finish with a lot of happy people. I'm not asking for a prediction but is this movement cyclical and if so what generally happens as the cycle progresses in the next few months?
I would like to thank 5i and all the question askers, I am learning every day with the many points of view.
Peter

Q: The newbie again... I would like to see a concise list of the companies you HAVE rated and have actual reports on. I could go through your report section and generate that list for myself ... but you have how many prescribers? That's a lot of hours if each of has did that. Instead, could 5i generate that for us?

Q: I currently own full positions in both these stocks in an unregistered account. In January I will be able to move about $35K of one or the other into my TFSA. I see both as having very good chances of a substantial gain in the next year or two. Which would you move, in considering the impact of a large capital gain for the one I keep in the unregistered account? I do not see either as a long-term keeper at this point, so I foresee the sale of both in 1 to 3 years, moving into something perhaps more conservative .
Thanks!
Paul

Q: Good morning . Thinking of doing some tax loss selling these are the stocks I am under water on . Are these all good for that or should I just sell some of them. I have a well diversified portfolio and none are a very large position

Q: Yesterday you answered a question about the quarterly results of NWC quoting EPS at 42 cents and expected EPS of 48 cents. My data feed from Waterhouse quotes expected EPS of 47 cents and actually EPS at 45 cents. Do have suggestions as to what is adjusted in these numbers or is it a random adjustment unique to each report? Thanks

Q: Following the arrangement between ARE and CCCC International Holding limited, shall I sell my share as soon as the price is close to 20$ or wait an automatic transaction between the two companies?
I am wondering about the mechanics and if the deal is firm.
Serge

Q: ‘Tis the time of the year when so many of the investment firms outline top pix of the New Year.

Raymond James list one of my stragglers that had been a candidate for the dust bin as a top pick for 2018.

Do you agree with that and therefore consider it a buy... and not a sell?

Q: Marijuana and blockchain stocks seem to be soaking up most of the small cap/microcap dollars. As a result, a number of quite cheap stocks not in those sectors are being ignored. Do you think there is anything to this thesis?

Q: Please provide me your current opinion on Teck Resources. Is it worth holding on to in the mid-term? Thanks.

Q: Can you recommend an etf or 2 that is on the less risky side, that would be better insulated against NAFTA reform and may benefit from higher interest rates? Was thinking financials or telecom? Am I off base?

Thanks,

Q: Buying a new car and need to sell one of the following for the cash. Please list in order you would sell based on outlook for each in the next 12 month with brief explanation for each ranking. Also dumps a stock not in your balanced equity portfolio.

Q: An article you would like to see:
https://www.bloomberg.com/news/articles/2017-12-08/bitcoin-bull-shows-how-to-get-bitcoin-exposure-without-baggage

This morning OSTK and RIOT jumped.

Q: Good Afternoon,
I have a friend that keeps talking about this company Namaste ( N), I suspect its one of these high flying Cannabis related companies I would tend to avoid. Thoughts?
Thanks

Q: Can you recommend 5 stocks which have high growth potential, but currently undervalued or not over-valued for 3 - 5 years hold ? These stocks can be in any sector and can be Canadian or US .
Thanks

Q: Can you please offer an opinion on your TOP 5 best ideas on Mid Caps and 5 best ideas on Large Caps for a 3 to 5 year hold.

Thanks Valter