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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: Hi,the great team, thanks for your advice always. My question is if one wants to start a new position in a diversified portfolio, which one preferred : wft vs cfp, toy vs doo and why? thanks .
Read Answer Asked by victor on September 18, 2017
Q: I am looking for quality canadian companies trading on the us stock exchange. I have some us cash which I would like to avoid the exchange fee. I like canadian companies for the dividend tax credit. Or companies not paying dividend but offering good growth prospects. I already hold csu and tucows under us listings. is Enbridge a good candidate at this time? any other suggestions.
Thank you
Read Answer Asked by francois on September 18, 2017
Q: I've been doing some calculating...

Currently Canopy growth has about 40M in sales on 58,000 registered patients out of a possible 208,000 - that's about 28% of the medical market.

A recent CBC poll came up with about 8 million recreational users in Canada that would potentially buy pot once legalized. Given Canopy Growth's market dominance (and many other factors) it's not hard to see their sales topping $1 Billion/yr. within the next 5 years.

My questions: Would Canopy still be considered over-valued at their current market cap if their sales were $1 Billion? What's the minimum you would expect a company's market cap in the recreational marijuana sector to be if it had sales of $1 Billion?
Read Answer Asked by John on September 15, 2017
Q: Hi Peter,

Do you know of any companies where the stock price has tanked recently and due to solid fundamentals/management/cycles/etc you would hope to see a dramatic recovery? Basically, I'm looking for good companies with a great risk to reward ratio, for a 1-2 year hold....any Canadian stocks and maybe even a few US ones.

Thank you.
Read Answer Asked by K on September 15, 2017
Q: I have US$ in a US account and I am looking for how to best allocate the money. I am a little light in industrials, but was thinking about adding NFI and CAE in CAD accounts, or is there a better US company to add to my portfolio.

Other options are:

Healthcare I have about 5% in GUD and CSH, but I could add a US company or ETF

Or just keep it simple and add IWO.

As always thanks for the guidance.
Read Answer Asked by Colin on September 14, 2017
Q: Good Morning 5i,

Yesterday I read an article in the Financial Post that was talking about how the Liberal govt was planning on putting aside 25% of the existing total allowable catch of Arctic surf clams to issue a new license that will be open to expressions of interest from “Indigenous entities” from the four Atlantic provinces and Quebec. I hold shares in CLR and I'm concerned that this could be a potentially massive setback to the companies operation. Especially since they have recently been investing heavily in new ships.

Is this old news and already accounted for in the share price? Or do you think this is the time to sell my shares in the company?
Read Answer Asked by Tristan on September 13, 2017
Q: Any insight or info on the ICC sell-off the last several trading sessions? Over a week removed from earnings release so would have expected to see that last week.
I know you're not huge fans of the sector and even less so on an Uruguay play but any intel would be appreciated. I do find it a more interesting option than the oversaturated Canadian players.
Read Answer Asked by Craig on September 12, 2017
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