Investment Q&A

Q: Given the "new" political landscape in the US, which sectors should do well ?

Q: Hi. Can you let me know what you think of Brookfields results today. Is the 3% drop today due to the results or is it more interest rates? Thanks!

Q: BAM.A's quarterly report appeared good today. What is your reasoning for the drop in price?

Q: Nov 14 Canopy Growth Corp

Canopy Growth reported earnings today!!

* Q2 revenue rose 22 percent to c$8.5 million

* Canopy Growth net income for quarter ended September 30, 2016 was $5.4 million compared to net income of $3.9 million in same period last year

Q: Can you give me the 3 and 5 year growth in FFO for each of the above? Also, global warming is expected to reduce brazilian river volumes by 30% in the next 20 years sa recent NYT article stated. Will this slow bep down or can they work around it? Thanks

Q: what is the closest proxy to CPG that you can think of? I want to sell for a superficial loss, however, I don't want to be out of the market for 30 days.

Q: Now that people have had time to digest news of the election, what are some names you feel have been unfairly punished and are good buying opportunities?

Q: Hello,

I have a diversified portfolio across all sectors. I recently sold most of my big losers like CXR and PHM etc. I'm now left with the following three losers: MG, ECN/EFN and AD.

I just don't know what to do with these. I'm down about 25% in each. I regret not selling CXR once it was down 25% and instead took a 75% loss and don't want to be in that position again. Should I sell any of these? MG seems to be the best company of the three, but it hasn't recovered this year like other stocks (at least not from where I bought) and now with Trump in there are a lot of fears about the auto sector, and I'm worried it will keep going downhill as NAFTA discussions begin. Anyways, I'm interested in what you think I should do with these three companies.

Q: I am considering taking a position in either Absolute Software or Chesswood Group as I am looking to increase my exposure to small cap with dividends ( I am particularly light on tech ). I would appreciate your choice between these two, and your reasons. Many thanks.
John

Q: Could you comment on results ?

Q: Due to Trump's election and his political/economic agenda, would you recommend taking up a position in an American Equity fund at this time? Or, would it be wiser to "Wait and See" because of the market's current unpredictability/volatility? Thank you.

Q: Hi team,

Based on the U.S. election result and the change in tone in Washington towards a more pro growth and pro inflation scenario, can you recommend some CDN and U.S. cyclical stocks that could do well in this environment? I'm looking to trim defensive and interest rate sensitive stocks and establish positions in more cyclical industries.

Thank you,
Jason

Q: Any opinion of the firm and their funds, Ewing Morris, in Toronto?

Q: If you were bargain hunting today, irespective of the sector, which would be your preference Savaria or Davis and Henderson? These are looking good to me, but you might even favour another? I see these two as less risky than some others, of course. and that is an important criterion.
thanks for the good work

Q: Hi Guys,

My 82 year old parent's new financial advisor ( the other one just disappeared without notice) has propose the following for their TFSA:
Mr.; MER Allocation
Fidelity Global Monthly Income F .80% 20%
Fid Monthly Income F .70% 20%
Fiera Income Opportunities F .82% 20%
First Trust Senior Load ETF ? 10%
Northwest Healthcare Property 10%
Pro Real Estate Inv. Trust 10%
Healthcare Leader Inc Fund EFT ? 10%

Mrs.;
Dynamic Blue Chip Eq. Fund FE ? 30%
Dynamic Global Value Fund DSC ? 3%
Dynamic Stragic Yield Fund LL ? 21%
Fidelity Strategic Income Fund F .75% 26%
Cibc Cdn Equity Auto ? 6%
CI High Income FE ? 8%
CI High Income Dsc ? 6%

Both are low income and live off their dividends.

What I am looking for is a general answer; yes it looks OK or are they still paying way too much for fees (the advisor is charging 1% + to handle their investments).

thanks,

Jim

Q: I am down about 10% in my holdings of Loblaws. I would like to crystallize the capital loss to offset capital gains. Would you suggest a switch to George Weston for a holding period of 5 years or more, or would you suggest sitting on the sidelines for 30 days and buying back into Loblaws.
Thanks
David

Q: What are your thoughts on Cott? Would it be a buy now? Thanks.

Q: Hello 5i Team,
I have a hard time understanding the recent drop of Gold and, in contrast, the sharp rise in base metals. I thought the former was a hedge against uncertainty and inflation and the latter to be a reflection of supply & demand.
Thanks,
Antoine

Q: Where is the best place to hold some short term cash that will be deployed over the next 2-3 of months? Is it worth holding in high interest account, ETF or just to leave as cash and deploy as opportunities come up.
Thanks

Q: Investors are spooked,angry,feel cheated ,& sick & tired of owners selling their stock @ a discount to market price after the stock has gone up sharply sometimes to near or new highs.How could one feels if purchased SIS @ 0r near recent high of $12.68 & it took a 10% haircut to $10.74 after owners bought deaL @ $11.34. NFI also dropped after owner sold in the low $40 & just returned to $40.21 after good reception to its q report yesterday.I bought @ $41