Investment Q&A

Q: On Oct. 17 Bill asked about his half-position in PIH: Invest more or get out? Your reply was to "stick with it", but do you mean stick with what you have, or yes, buy more?

Q: I find the market expensive and would like to short 5 Canadian stocks for protection til Dec 31. Your best short ideas please and thank you.

Q: Just a comment on David's question about RRIF withdrawls. It was suggested on another board that if election for minimum Payment is set as one annual payment to be received in December, say December 15, it does not limit the flexibility to make RRIF withdrawls throughout the year, as and when needed.These are known as "unscheduled withdrawls". As long as total of these withdrawls does not exceed minimum amount for the year, the final December payment can be adjusted. David may want to confirm with TDW this as well as exemption from withholding tax for unscheduled withdrawls.

Q: Hi,Peter
I suggested sometimes ago to make response always available without having to open the link... I did get no reaction.
without loosing my commitment to your daily Q/A, I have another suggestion.
Context:I reopened a suscription to a London (UK) site which is very similar to yours in content and presentation, but geared more to the macro picture, balancing, I hope, your "permanent" positive views on the markets.
They also have 2 managers and I hold them in very high regards. They are allowing themselves to trade worldwide BUT they are reporting their trades on a regular basis wich force them to put their money where their mouth is.
I consider this arrangement in fine much better than prohibiting any trading, and give a lot of credibility to their comments, as well as a lot of weight to their judgement.

Another food for thought, and may solve your problem of hiring top notch analysts.
All the best,
Claude
Ps: publish at will

Q: I normally keep my new additions to my portfolio for two quarters and evaluation if they are keepers by the third quarterly results.

I now have five stocks in this category and they are all either slightly above or under water at this stage. If I am going to keep just three of these five stocks (and drop the other two), what would be your ranking? Certainly the decision, as always, has to be based on projected forward earnings, growth in future cash flow, and the prospect of dividend increases.

The five are: INE, FSZ, SOT.UN, TCN and BLX.

Thanks for your insight.

Q: I would appreciate your opinion on Reitmans.
Recent price action has been impressive.
Thanks,
NA

Q: I have a question about 1119
Holding Potash (POT) for growth. Should I trade out of it for something you prefer more or give it a bit more time. In at about $22.

Q: I have a question about 932
Hello 5i:
in response to a question on MG/LNR, in, I believe August, you said "MG has a solid balance sheet and a very cheap valuation. Recent earnings were solid and we would consider the sector fairly attractive right now overall." From everything I can read, it appears that LNR has a substantially lower valuation than MG. Am I missing something?
Can you elaborate on LNR, and discuss why you think MG has a lower valuation.
thanks
Paul L

Q: I keep reading and hearing that coffee prices are set to rise substantially... What stocks, both Canadian and US, are available to play the coffee commodity

Thank you

Q: The best investment I made this year was joining your service.
I was just chasing stocks.
What sector should I be looking at first.
Could you recommend any to get started.
Thanks.

Q: Hello, I am reading there may be increased money flow back into agriculture, besides these two etfs, do you recommend any Canadian etfs/stocks that may provide similar exposure. Would it be better to stick with these with the added benefit of a possibly strengthening US dollar?

Q: Was not familiar at all with CBL back in 2014 when it was trading as high as $23-24. For a financial off-market lender with a strong Balance Sheet - what happened? Thank you.

Q: Hi- can you compare and contrast SIS and ZCL please. Who gets the nod if room for only one?

Q: I have 23,700.00 that I can put into my TFSA, what would be your 4 best stocks for a 7 year hold
Thanks for the info

Q: I have held WEF for about three years and essentially have just made the annual dividend. I am usually very patient and do realize the stock seems cheap on most metrics. My current concern is government intervention changing the outlook for companies such as WEF. I have Airboss, Enghouse and Exco Technologies on my "want to buy" list. Would you endorse a switch into one or all of these given the fear of the unknown with WEF. Thanks for your great service.

Q: re: your answer to Rick about his son's TFSA, would you please rank the recommended stocks in terms of risk? Please and thank you :)

Q: What are your current thoughts on Corus? Is its dividend covered adequately? Would you recommend buying?

Q: I would like to have your opinion on Blackberry, is it worth keeping, the price seems to behave like a yoyo. They said they will stop making blackberry phones, but then recently in the news that a blackberry is coming out to the market with an exciting new keyboard... Thanks in advance. Catherine

Q: I need to sell one of my losers in my portfolio to pay for my home renovation. Between TCN and CJ which one is less likely for me to regret for dumping them in the next six months?

Q: SYZ, ZZZ, CZO, TNC, NFI, PBH and ITC These are all stocks that have been down considerably over the last month. They are stocks that 5i customers have or did have. Meanwhile, the TSX 60 has been flat for the last month. So I am wondering if the members are selling out on these stocks and possibly putting the money into oil which has been up for the last month or so. Should I have been getting out of some of these stocks over the last while and putting my money into oil which is one sector that is doing quite well and probably the reason the TSX is not losing ground this month. Thank you. Dennis