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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: Greetings

95% of my portfolio is invested for the long term and follows your three portfolios. However, I do keep aside about 5% for short term trading ideas - stocks who have overcorrected, activist type investor, or those that trade within a set range. Like the Methanex situation, can you provide any other short term trading ideas. I have learned over time to trade with a goal in mind and to never get greedy. I consider these funds my spending money. Any ideas would be great.
Read Answer Asked by kelly on March 31, 2017
Q: Hi,

I have some questions to ask:

1) I have noticed that there has been insider buying in Whitecap Resources (WCP) and Raging River Exploration (RRX), but they dropped by 2% and 4.5% respectively on March 30. Do you have any comments/idea why this happened?

2) Why is MacDonald Dettwiler (MDA) finally moving upside?

3) Peter Lynch avoids investing in computer stocks since new computer/tech companies keep popping up. But he also mentioned keep an open mind to new ideas. In Davos Economic Forum it was mentioned that we are currently in the fourth industrial revolution which is electronic based. Do you have any suggestions for stocks participating in this trend?

Thank you.
Read Answer Asked by Lai Kuen on March 31, 2017
Q: I hold the balanced portfolio complete and have 20% of my total portfolio in the u.s. i like cgnx and evi but am looking at possibly some canadian stocks that would mirror these two or be part of the solutions. Could you please give me your thoughts on this matter and your recommendation of some stocks that would fit the bill.
Read Answer Asked by gene on March 30, 2017
Q: I am considering selling DH now rather than wait for closing of the sale. I would like to replace it with 1 of the 3 mentioned. Which of these 3 would you suggest or do you have another good alternative. I am thinking that my replacement would likely make up for the amount lost by not waiting for the closing of the DH sale. It does not have to be a Dividend payer.
Thanks 5i for the great information and advise that you give. It has certainly been very helpful and profitable for me.
John
Read Answer Asked by John on March 30, 2017
Q: This is in response to your answer to Stan(1) in regards to dividend income and DRIP plans.
I agree that taxable Canadian dividend income does not reduce the A.C.B. of the stock shares held, but then neither does the market value of the shares received under a DRIP. In fact the value of the shares at the time of the dividend payment is added to the A.C.B of your share holdings at the same time that you are credited with the additional shares. For reduce of A.C.B., are you not referring to "Return of Capital" which would be noted on the Corporate website under dividends/distributions and can be found in the appropriate box on your T5/T3 supplementary slips received each year.
R.
Read Answer Asked by Isabel on March 30, 2017
Q: Given the drop in ENGH on the Amazon news, I want to make sure I understand the relationship SHOP has to Amazon. I believe that SHOP provides software to businesses that utilize Amazon but that Amazon does not license, own or necessarily encourage people to use SHOP software. Is that correct? If so, would the risk to SHOP in this "relationship" be if Amazon decided to develop its own software (unlikely, I think) or if Amazon formally named another software partner that businesses would be better of using to deal with them?

Thanks.

Paul F.
Read Answer Asked by Paul on March 29, 2017
Q: Hello 5I Team. I'm wondering if you may be able to recommend a forum or venue for a business start up to seek (private) equity investment. I've taken a more active roll with a company that will be mining materials for use in cement (an infrastructure investment much like a small Vulcan Materials Co.). I've registered with FundingPost and am using some 'guerilla tactics' but would appreciate any advice, or the advice of 5I members.
Thanks,
Brian
Read Answer Asked by Brian on March 29, 2017
Q: Hello I currently own both of these stocks in a long term hold RRSP portfolio with the drip turned on that is well balanced. I was wondering which one of these stock would you prefer to purchase more of. Thanks for all the help
Read Answer Asked by Kolbi on March 29, 2017
Q: A couple of days ago, Greenspace Brands had a NR which appears to indicate that they are making serious in roads into the retail space in Canada with a multitude of products. Although a small company at this point and despite the competitive nature of the business, their rapid progress is impressive and management seem to be very switched on. In addition, the warrants also look like a serious bargain given that they don't expire for 2 years.

In light of these developments, is it possible that you may begin to analyze JTR as a potential candidate for your growth fund.

Keep up the great work.


Read Answer Asked by karl on March 29, 2017
Q: This may be an off the wall question but it relates to Tesla's quest to build electric stations throughout the world to energize electric cars and the consequential loss of market share of ATD/B in it's gas station units should Tesla succeed.
The question is: do you feel that an investment in both companies simultaneously would be a better bet than opting for one or the other?
Read Answer Asked by simon on March 29, 2017
Q: I have found myself sector heavy in some areas and need to increase my positions in both Health Care and Basic Materials. I am looking at CRH for health care and would like to add one more. Suggestions?

For basic materials do you additional suggestions in addition to SJ and MX

Thx


Steve
Read Answer Asked by Stephen on March 29, 2017
Q: Looking to add another full position to each TFSA. Could you recommend a stock for each. Also, would you change any of these stocks, if so, what would they be changed to?
JAMES TFSA: CRH 26%, ECN 6.52%, EFC 11.39%, GUD 10%, PHO 12%, PBH 10.76%, SIS 16.61%, TOY 5%

LORETTA TFSA: GSY 14.67% KXS 15.41%, MTY 15.82%, SIS 18.91%, SHOP 15.82%, WCP 13.77%, TOY 5.58%

Much appreciated.

Read Answer Asked by James on March 29, 2017
Q: Hello,
This is a question more about portfolio management than a specific stock. I need to make a fairly large purchase soon and I have been debating about taking the money out of my TFSA, which thanks to 5I has done amazingly well, ( i would immediately buy the stocks sold in the TFSA in my RIF, thus not losing out on future gains). Better start another sentence :).

Or, use the opportunity to prune my portfolio. I do have too many stocks and would be glad of an opportunity for pruning. But, the ones I would prune have a capital gain of at least seventy per cent. Because I have a number of smaller positions in many cases this comes to only ten or fifteen thousand dollars per stock.

Or, should I just let them ride and live with the chaos?

thanks for any help
Read Answer Asked by joseph on March 29, 2017
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