Investment Q&A

Q: hi.. Took a tax loss of considerable and need to reinvest 12,000. where would you go and when. no energy as loaded.. Thax in advance, Cliff

Q: Hi, I would appreciate a current update on these two funds.Also will they benefit much from government investment in Canada and the U.S.? Do their distributions seem secure? Thank you, Bob

Q: Hi Peter, I'm wondering about your latest insight on CJT? I've had it since the income trust days which is great. I don't ever plan to sell CJT. I realize their barriers to entry are massive but they have negative income. How is that possible? But they have positive CFO, their assets are growing more than doubling from last year but it looks like their debt is engulfing its equity. I find that SHOP, although totally different sector of course has the same scenarios but has a lower debt/equity ratio. What do you think and is it a concern for both companies? How should I evaluate these companies better because I view them as good companies still because of their competitive edge. Thanks.

Q: Good morning...I have $100,000 to utilize in margin account...the interest rate is 6.9%...I am looking at the current market and not sure which way to go...ideally growth with dividend to partial cover interest but just a thought...no financial concerns or tax issues just would like to work my account a bit harder...currently have the majority of stocks you cover except new ones like TOY...any suggestions would be appreciated....Thanks

Q: May I have your assessment of WCN. Is it priced for perfection at the current price (close to 52 week US high) ?

Thanks, Tim

Q: Colliers has been in a free fall. What's wrong with the company?

Q: Wanted to thank Peter and the 5i team for persistently reminding readers that the weed sector is high risk and should be avoided by investors. Looks like most of the suspects in the sector are now down 50% from their highs with no support in sight. Anyone subscribing 5i's service has paid for their subscription 100 times over by avoiding these devastating losses while existing weed shareholders are in panic mode. Well done, 5i, you are worth your weight in gold and platinum.

Q: Hi Ryan + Group Presently I am over invested in WFP @$2:10 the thought was that the softwood lumber agreement risk was built in. Clearly now @$1:80- $1:90 range I would say it was not. My question is when I sell it (not if but when) what sectors / specific stock would you recommend Presently the market value is approx $200,000 . Thanks for your valued service

Q: May I have your opinion on HWD as a long-term investment given today's trade investigation and, more generally, future business prospects in the US in light of the recent election?

Ted

Q: Re: Bank exchange fees when investing in U.S. securities, funds, ETF’s.

It is good to see 5I is involved in Financial Literacy Month. I think a valid contribution to your Members could be as follows:

I believe there is a (hopefully small) percentage of Canadian investors of U.S. traded securities that are purchasing and selling within their Cdn. dollar investment account. (As you know, even at par, buying a US security in a Cdn account will cost approx. 2% in bank exchange fees, and selling that security will cost another 2%).
I also believe that these self-directed investors are unaware that most banks will set up a USD investment account, registered or unregistered, for them at no charge allowing any trading and dividends to transact within that account avoiding the bank exchange fee on each transaction. Of course there will be that fee on the initial transfer of funds into that account, (but not if U.S. securities are transferred from the Cdn to the U.S. account).

I recall that Questrade was once advertising on BNN that they had an account to avoid these fees, but it really wasn’t an effective message.

Are you aware of any good method to purchase U.S. dollars at better rates than banks will offer?

Thank you!

Q: I have about 20% of my total portfolio in U.S. equities. Do you see that amount as reasonable or in lieu of stronger growth predicted in the US should I consider putting any new money into the US instead of Canada.
Would you have any favourite ways to play, for example much is being said about regional us banks, have things gone too far too fast to get in now. Your valuable opinion would be much appreciated.

Q: In response to a recent question, you mentioned BIP.UN as one of your favourite companies for both income and growth. Can you list a few others, please, with reasons?

Ted

Q: are these stocks okay to hold as dividend income with possible capital appreciation or which ones would you recommend selling and what would you replace them with?

Q: Hi 5i Group,
Any opinion on the above two stocks? Due to the huge recent run ups have we missed the PARTY...?

Ken

Q: Do you think there is still room to grow for the small cap index?

Thx

KR

Q: Hi- I know this is a cyclical but my understanding of the business model is that as a distributor they have limited commodity exposure and only 15% USA exposure. the debt is mostly tied to inventory and payout ratio will be coming down. Do you concur and pretty good value at these levels? 10% yield tgtbt?

Q: Because the markets seem to be moving in a different direction, I am concerned about sector allocation. As the major portion of our income comes from our investments I would appreciate it if you could provide the percentage that should be taken in each sector. Please use a balanced equity model. Thanks for your help

Q: is their a report coming up for heo ?(h20 innovations ) what other companies on your radar? or what in your mind is the next hot sector thank you for your time . deduct credits for exra questions no problem (thank)s.

Q: This company seems to have sold off somewhat after the US elections. Would you consider this a buying opportunity?

Q: A member question regarding "Forever" stocks prompted me to backtest to 1999 a 30 stock portfolio (20 Canadian, 10 USA) that, even then, probably looked like "Forevers". I used the Globe Investor Gold service for this purpose.

This "Forever Portfolio" started at $1.3M and today is worth $10.2M - not a bad endorsement of buy and hold.

2 Questions:
1. I could not find stock symbols for a number of companies, such as Apple, Google, CP
or Constellation Software and Cineplex. Can you recommend a source that could help
in this regard?

2. A few companies seemed to have surprisingly low total returns over this 17 year period - namely BCE flat; FFH -10%; AT&T -2%; KO-N 22%; GE -8%, and VZ-N -8%.
Does this seem reasonable to you or might there be glitch in the system that produced inaccurate total results for these stocks.

Thank you for your help here.