Investment Q&A

Q: why prefer IWO over IWM for US small cap ETF? Also what are the best US stocks for a concentrated portfolio?

Q: Could you please list your favorite company's for strength, growth and income for each of the 11 sectors. A couple of extras would not hurt.
Thank you. PB

Q: Not that I am comparing the companies as acknowledge there are no similarities, but I find the performance of BAM frustrating, as like MDA, it doesn't go anywhere, notwithstanding the brilliant management, etc. Tempted to redeploy the monies. Can you please advise as to why I should not. What is your outlook? Thx,

Q: Hi, I currently have ,Bpy.un-Bep.un-Enf-Sia-and-Td in my cash account.Are these holdings ok for a soon to be retired person?
Could you suggest two more stocks for a conservative and and more diverse portfolio. I do use the dividends to supplement my income.
Thanks,Brad

Q: Callidus Capital has been increasing the share price amount (now at 16.50) and extending the duration of its buyback offering for quite a time now. I am trying to figure out what the end game in this is. Does this mean they will go private and are trying to clear out stock at lower valuations or are they propping up the price, building awareness, etc. so they do not have to go private? Perhaps they are testing the market perception of a fair share price in a beneficial way to the company? I purchased a full position at $20ish range and I held on. I enjoy the dividend and feel the company has strong potential. I hope your greater experience in the markets can educate me on this one. Thanks

Q: How would you characterize Dream Unlimited and would you think it would be better to invest directly in a REIT or renewable energy opco instead (focus, transparency, dividend)? Thank you.

Q: What kind of portfolio should one have to lower risks while having a good return? By having most of my investment portfolio in equities am I necessarily taking too much risk. I am 41 have a well diversified portfolio of canadian equities (all 5i recommended, mostly from model portfolio, some growth and some income portfolio stocks) and some blue chip US equities and etfs and some bond etfs. It is currently 70% canadian equities, 25% US equities and about 5 to 6% fixed income. Is this considered too agressive. The RBC direct investment website does an analysis based on their standard ratios of fixed income to equities and put me at higher risk than agressive growth profile..I am fairly comfortable with this mix and I tend to keep my cool in adverse situations..Your thoughts and suggestions are much appreciated. Thanks. Shyam

Q: Hi guys,

Please comment on today's results. Is it still a buy?

Thanks,

Jim

Q: I have sold puts on AGU 3 times and they expired worthless and I currently have no possition in AGU either equity or option.

With the current rise in price AGU technicals signal a buy. Given the large price jump and the resulting gap on the charts, would you wait till/if the price settles or would you sell another put on AGU at this level?

Thanks

Sheldon

Q: Could you comment on sale to Cara of Franworks ?

Q: Hi 5i
If the US moves interest rates higher. Will that have any immediate influence on Canadian GIC rates. If not what will make them move higher?
Thank You Dave

Q: Hi
In my portfolio I'm underweight in both materials and energy sectors. I currently have full positions in CCL.B in materials, and TOU and VET in energy and am looking to add one or two other names to these sectors for a long-term hold in my TFSA. Can you please suggest some names for each sector in order of preference. Thanks!
Lois

Q: Any idea why both the preferred and the common shares of Mosaic have fallen so much today?

Thanks!

Q: COMMENT ON THIS COMPANY?

Q: I like the price chart for Brick Brewing (as well as their products :). Their stock took a 6% hit today on medium volume - can you tell me why?

Looking at their price chart for the last 6 months I see a lot of similar "down" days, which are usually followed by a quick recovery within a few days. What is going on here?

The stock has had a nice runup over the last 12 months - up about 80% at present. Do you see this stock as a Buy, Sell, or Hold, and over what timeframe?

Thank you!

Q: Hi Peter
Recently I bought Polaris Inf. and it up 60% now. should I sell it now or wait for some time? please advise
Thank you

Q: BHP Billiton made a bid for Potash a few years back at over $100 a share. Has the share count changed since that bid? Uf the rumour is true is it possible that BHP Billiton would get involved again. What is a reasonable price to pay to buy Potash that would be acceptable to shareholders?

Q: I would appreciate your thoughts on the rumored merger of AGU & POT as reported this morning on BNN (Aug 30th).
Any recommendations on how to proceed (assuming one does not currently hold either company) but would be willing to open a position depending on your opinion.

Thanks in advance,
Scot

Q: Hi All at 5i!!! CanWel just purchased Total Forest Industries. Is this a good time to buy some stock in the company? What are your thoughts? How does this company compare to Stella Jones. Thank you, Tamara

Q: I wonder about letting your winners run vs diversification. I recently donated half of my PBH(up 300%) to charity, and it still is 5% of my portfolio. Is this an appropriate way to balance those competing ideas? I read that you can't get a "10 bagger" if you keep selling your winners, and at least some pundits think it's 10 baggers that make a portfolio a success, but surely that unbalances the portfolio? confused.