Investment Q&A

Q: Drt has been on steady climb for the last few months,is it a buy at this price(7.15)?

Q: Hello again. I'm happy with my portfolio which is largely U.S. stock driven. My question is how much cash would you recommend I keep on the sidelines during this volatile period. I'm not worried as much as I would like to have cash to purchase more of the same stocks I have on hand should there be a small correction in the market? Thx

Q: Can I please get your opinion of ITP's recent results.

Thanks
Dave

Q: Good Morning I was listening to the Linamar conference call and the results are very impressive, in fact, the dividend was increased by 20%. The share price dropped over 2% this morning which is surprising. May I have your impressions?
Would MG (PE 7.4) or XCO (PE 10) be more advantageous vs LNR (PE 7.5)?
Thank you
Marty

Q: Morning Team,
is it time to add to DBO, PLI and/or ALA.r ?

Q: Given today's investment climate, which 5 stocks (risk is not an issue) would you buy.

Thanks

Dave

Q: average cost $9.36. Stock is very near a 5 year low with a good dividend. Is the dividend safe and should i be thinking of selling and cutting my losses

Q: I recently bought approx. 3% in each of the above corps. The first 3 are sharply down, the other 3 sharply up. Should I sell the losers and trade up the winners or just hang on.
Thanks for great service. Alex.

Q: I got into these two at inopportune times and am down nearly 30% on each. Is it worth hanging on to Potash until the merger with Agrium is complete? For DH, is it worth waiting to see if a bid materializes? Or, is it just time to move on?
Len

Q: just a comment about your comments. I am in the real estate business and affordability is not always the driving force in prices. It is demand from offshore money, investors, both locally and from abroad. In Toronto, there is a lot of money that can afford these investments and a collapse in the housing market would mostly hurt the working people who if they had to sell or refinancing would be stressed. If investors have lots of money, they are investing with the risks. they do not need these investments to pay for their own food and accommodation. I have worked through the housing price correction in 1974,1989,2001, 2008 and it was brutal for some people but an opportunity for investors with money. Now we have the additional overseas money which even at 5-10% is paying up for real estate in an already tight housing supply market. Who would want to sell and have no place to live. There may be a correction in Toronto but the investment fundamentals have to change. Keep waiting.....

Q: This is not a question but just an appreciation of what 5i has done for me and my family. I used to have a wealth MGMT company take care of my funds, but 4 years ago I found 5i. I started small with 5i to test the waters vs. my very expensive wealth advisors (2.5% fee plus 25% of profits over the TSX). In 4 years, my TFSA is up 226%; one of my other portfolios is up 102% in the same period. In 3 years my children's RESP is up 39% and in one year since I transferred all my other accounts I am up 20% in my RRSP; and my largest account is up 19%. The returns are so much higher than my fund managers ever did. In many of my accounts I have not sold any stocks in 2 years, not all have worked out, but my returns have. Just wanted to say a huge thank you.

Q: What type of backlash should be expected now that is it known that Mettrum has been willingly poisoning their customers with myclobutanil?

Will Canopy face the risk of legal damages?


https://cannabislifenetwork.com/banned-chemical-found-in-mettrum-cannabis-public-not-informed/

Q: In the questions you receive the term position is used when referring to stock holdings. Would you please explain what is meant by the phrases a full position & 2 half positions. Thanks.

Q: Markets in general. Andrew McCreath is stating that markets are over priced and "agrees with the OECD that the valuation accorded stocks has gotten ahead of the fundamentals". Is it time to sell or at least be extremely cautious at this point?

Q: If Graham goes to the Barrons website (barrons.com)and searches Telstra ADR there are some recent articles re Telstra that may assist in his decision.

Q: Why is WEF so cheap compared to its other canadian peers (WFT,CFP,etc)? I realize size could be a factor but it's actually not all that much smaller.

WEF has a much higher yield, a cleaner balance sheet, and trades sub 10x p/e vs peers at 15x. What am I missing?

Thanks

Q: Hello, my question is about an article I read in CMS. Bill Gross says investors need to watch only one number in 2017 to figure out what returns are going to look like across the various markets, and that’s whether the 10-year Treasury yield crosses the 2.6% mark. As of today the 10-year yield is 2.48%. "If 2.6% is broken on the upside...a secular bear bond market has begun," Gross said. "Watch the 2.6% level. Much more important than Dow 20,000. Much more important than $60-a-barrel oil. Much more important than dollar/euro parity at 1.00. It is the key to interest rate levels and perhaps stock prices in 2017."
So my questions are, what will happen if it crosses the 2.6% mark? Does this mean that the yield on bond ETFs such as XBB and VSB will increase? Does this mean that this will be good for the stoch market in general? What is a secular bear bond market?Regards, Gervais

Q: Could you rank these companies for me EMA , FTS , H , and AQN

Q: Hi Guys .. I still hold a position on Intertain do you have any comments on it..since the move?

Q: Could you compare Loblaw and Metro? Loblaw is in the 5i Income portfolio, but I am somewhat more inclined toward MRU. I like the ongoing contribution to MRU's bottom line from its ATD.B shares and due to current share price weakness, MRU looks to at an attractive entry point. As always, I would appreciate your perspective.