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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 am looking for investments which will respond positively to rising interest rates. I suspect CPD has anticipated a rise and I am told E*Trade will substantially benefit from rising rates - why? what are E*Trade prospects and for that sector in the current environment? Can you recommend an ETF for the US regional banks and do you think they will outperform? Thanks for your consideration
Read Answer Asked by Mike on July 12, 2017
Q: Hi 5I just reviewing our positions and two laggards of late are fcr. and exe. Not concerned about holding them but wondering about replacing them for a better dividend or potential growth. Your thought would be appreciated.
Read Answer Asked by Robert on July 12, 2017
Q: The recent cashing in of my pension has left my account with a lot of cash that I have been hesitant to deploy in the current market environment. Rather than outright purchasing some of the names on my watch list, I am considering selling calls on the stocks I would like to hold. This way I can collect a premium which is a bit of compensation if the stock goes up and I miss out, and if it goes down to the exercise price I end up owning a stock I wanted anyway at a lower price and with the option premium. Does this strategy make sense to you? If yes what would be your guideline for expiry dates and strike prices and can you suggest any good candidates for this strategy from the BE and growth portfolio?
Read Answer Asked by Steven on July 12, 2017
Q: Do the high p/e ratios on these stocks concern you or does their future growth take care of that? Also, are their dividends sustainable over the long term? Morningstar reports a low ROE on BEP and BIP, yet they are ranked as a high quality investment. AQN,BIP-UN and especially BEP-UN also seem to have high debt levels. Are these still good buys? thanks
Read Answer Asked by Thomas on July 12, 2017
Q: I am helping my 65-year-old mother reallocate about 20% of her growth and income portfolio in collaboration with her financial advisor; the major move is to decrease the very large position she has in bank stocks. For most of this chunk (17% say), her advisor has suggested an even-split combination of the following (in light of the interest rate hike, and to provide additional dividends): Telus (T), Pure Multi-Family REIT (RUF.UN), Slate Retail REIT (SRT.UN), Power Financial (PWF), Manulife (MFC), and Altagas (ALA) (in anticipation of the potential WGL acquisition). Would you replace any of these (and if so with what)? Would you give greater weight to any? Thanks!
Read Answer Asked by Christopher on July 11, 2017
Q: Hi 5i,
What is your take on Freshii (FRII) at this point, with the stock at its publicly traded low, the promotional noise having quieted somewhat, and its next quarterly report upcoming?
Also, recognizing that it is largely guesswork, from the stocks you are already very familiar with, are there any that you think may be well positioned to beat market expectations in the upcoming round of reporting?
Thanks?
Read Answer Asked by Lance on July 11, 2017
Q: Saputo has shown downward momentum since Trump's inauguration. Supposing this risk were overblown, then one would expect the stock price to be 'cheap', but the current price is pretty-much what the long-term trend-line would predict. Put another way: if the price is only now touching the trend-line, does that imply that the Trump factor isn't fully baked-in yet - which, in turn, suggests further declines?
Read Answer Asked by John on July 11, 2017
Q: Every time this stock gets near $5 I am tempted even though part of my brain always says no! My understanding is that they have a backlog, and have had over at least the past year. That's what makes me nervous. Why is the company not profitable ttm under this scenario? Do they bid too low, or are they just trying to keep hold of experienced staff for the eventual recovery?
(Is that eventual upturn even certain?)
Read Answer Asked by Peter on July 10, 2017
Q: I have a loss in my account holding AYA,KWH.UN,DBO,HEO,ITC,PHO,ROXG,TV.Long list but need help which stokes to sell and what to buy?.
Read Answer Asked by Nizar on July 10, 2017
Q: I need to increase my holdings of Consumer staples. Please rank the following in order of your preference when the main focus is dividend growth with secondary goal of capital appreciation.
ATD, L, MRU, SAP, WN, EMP.A, MFI, BCB, PBH, PJC.A

I can be patient in the timing of my purchases. Do you think this is a good time in the economic cycle tp purchase this sector?

Many Thanks

Paul
Read Answer Asked by paul on July 10, 2017
Q: Electric Cars. With Volvo announcing they will only produce Electric Cars in the future and China making statements they will only allow Electric Cars in the future ( a great idea with their pollution ) . What are best plays towards these moves towards electric cars. Lithium, battery manufacturers, Silver what other commodities. How do you make money in the future if all auto manufacturer move more to electric cards as demand builds ? RAK
Read Answer Asked by bob on July 10, 2017
Q: Down on this 5 stocks.AIF(down 9.5%;Real below IPO price),CLS(12%),TV(7%),PKI(5%) & HWO(31%).Add,sell or hold with very short rationale.Appreciate u normal great views & services. Voliate markets. US markets are ok,but TSE has been declining mainly due to energy & materials.
Read Answer Asked by Peter on July 10, 2017
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