Investment Q&A

Q: Highest conviction on share price growth going forward on a 1,2 and 3 basis please?

Q: I joined 5iResearch a few months ago and I have learned a great deal about how to be a better investor. I have 2 sons - one in 4th yr business school and the other a recent business grad. I think they could both benefit greatly from your service. Do you offer a 3 month "trial subscription" (I am happy to pay) so they can see if its something they will actually use on a regular basis as I do?

Many Thanks

Scott

Q: How sustained do you think the uptrend will be with respect to Callidus Capital Corp? (CBL)

Q: would you please give me a few suggestions for my RRSP. I am 80 years old so maybe should stop trading so often and go to safety...although it's been lots of fun!
I will still have my play money account so continue reading your excellent advice

Q: Good morning 5i.
My daughter (43) holds the following in her TFSA: AYA'B. AYA, BEP.UN, BNS, ECN/EFN, ENB, ENGH, GUD, PKI, SIS, WSP. She has ~10K to add this year. Could you suggest 2 new growth/dividend stocks and your thoughts re adding to AYA and/or BNS?
Thanks for the great help you provide.
Gary

Q: Any update on softwood lumber agreements? What are your thoughts on ADN and WEF? I hold a smidge of each and have been waiting to add to positions.

Q: I have a half position (2.5%) in EXE,CHR,AAR.UN and WCP. In a reasonably well diversified portfolio. I have enough cash to bring two stocks to a full position.
Should I pick two? Can you rank them in order?
Or should I add a bit to each? (More trading fees).
Or hold the cash for a couple of months to see how the markets are doing?

Q: I have some Stella Jones at a 30% profit. I would like to sell and invest in wsp for a 2 to 3 year hold. Given the recent weakness and outlook for Stella Jones woould you recommend this strategy for future growth and stability? Thanx.

Q: SJ is currently the only holding I have categorized as materials. I have about a 10 year time frame. If I wanted to hold only one materials company, would a switch to MX make sense given its better momentum and dividend? Thank you.

Q: I have a smallm position and was looking at adding more.Where do you see cwx going in the future and will the proposed lumber tariffs affect cwx. Do you think the dividend is safe.

Q: I have in my tfsa the above stocks in a weighting of 5 to 10% with 10k in cash. Which of the ones listed would you add to or would you recommend one or 2 others stocks that would fit in this portfolio. I also have other rrsp and trading accts. thks marcel

Q: Good Day, I own these three in the same portfolio. would like to diversify, what would be your top two choices for a long term hold?
Have been considering MG or CTC or L as possible replacements, what would be your top choice between these. Thanks, Lavern

Q: Hi Peter and Ryan,

Both RME and HNL were Top Picks recently on BNN. Could you provide your valued opinion of these companies. Thank You !!

Once again keep up the great work and all the best in 2017 !!

Dave

Q: i am looking for 2 companies one in canada and one in the u.s.that have huge growth opportunities, risk does not matter for me, the more risk the better.
i own lots of ivanhoe in canada and you cannot get more risky than that, it is already a double for me.i also own lots of shopify, kinaxis and facebook options and bank of america options,so you know where i am coming from. dave

Q: Hello Peter and Team,
This is more of an observation than a question concerning companies that own great metrics and show excellent results, but get little volume or shareholder appreciation. I picked up ITC ( Intrynsic Technologies) just previous to you including it in your own portfolio, and have seen nothing but SP deterioration since. This, in spite of a very good last quarterly, and also the anticipation of strong upcoming growth in 2017. The word on the boards is that the company does little to promote itself to the investment community and is basically flying way below the radar. Another example is SYZ ( Sylogist); I am very interested in taking a position in SYZ, but despite its posting of a remarkable fiscal report, ( Revenue up 31%, Adjusted EBITDA up 53%) there has been very little, to no volume since. Volume of 600 as of noon today. There was substantial appreciation in the share price over the last couple of years, but the stock has been basically going sideways for the last 6 months. In your experience, what is the typical catalyst for SP advancement on these types of illiquid stocks, and do you feel that that these two are still ``in play``?
Thank you kindly,
Rick

Q: Hi,would you sell Avo or Bos at this time as i'am trying to be more conservative,to ride out Trump for the next six months or more.
Also for say 50-60,000 could you recommend say three etfs or stock with 2-4% dividend that would be fairly safe going forward,as I do not want a GIC at less than 1%. I do realize there is always going to be risks in the Market.
Thanks for your good guidance,Brad

Q: about HLF and CLR,those companies look tempting right now.
Where do you see the bottom for those and do you see much more downside risk here?
You still like HLF the best?
When do their financials come out?

Q: I am a retired, conservative, dividend-income investor that is, for the most part, fully invested and normally employ a buy-and-hold style. I trim-and-add around my target position allocations.

I normally don't "market time", but am aware of the market decline predicted post-inauguration and "reversion to the mean" with stocks who get too far ahead of themselves. With that as the backdrop, is it reasonable for the following:

1. ABT = can I pick it up for < $6.40?
2. NWC = can I pick it up for < $27.50?
3. SLF = can I pick it up for < sub-$50.00?
4. WSP = can I add to it for < $43.00?

I know this sounds like market timing, but I've only got a small amount of cash and I'm willing to wait for one or more of these to come back to me. Thanks for your help...Steve

Q: Any idea what is up with CIA this morning?
Thanks.

Q: Hi there, as part of the new year, I have rebalanced my portfolio with all names in the BE Portfolio with equal weighting. By reading through other's Q&A's and I've broken it down into the following accounts:

UNREG: BNS, SLF, WSP, T, PKI, CGX, ENB
TFSA: CSU, SIS, PBH, KXS, NFI, CXI, TOY, SYZ
RRSP: ATD.B, CCL.B, SJ, WCP, MX, AEM, MG, ENGH

I believe I read you are considering moving a name or two from the growth portfolio over to the BE Portfolio so I have a little bit of cash in my TFSA to make that purchase when the time comes. Based on my breakdown, are there any names you would swap around for maximum portfolio returns?

Thanks so much for your help and for everything your company does!