Investment Q&A

Q: Please give me your opinion of this company as a potential buy for income. thanks, Rick

Q: THIS COMPANY HAS BEEN A CORE HOLDING IN MY RRSP FOR YEARS BUT AT 25 TIMES EARNINGS I WONDER IF THERE ISN`T A BETTER PLACE TO BE, I SEE PEPSI AS A GREAT COMPANY BUT WHERE DOES THE GROWTH COME FROM. THANKYOU FOR YOUR OPINION

Q: I am considering making a rather substantial (for me) investment in Energy Transfer Partners (symbol ETP). I am however concerned about the fact this is a USA Limited Partnership. I'm wondering if the distributions might be subjected to any withholding taxes or if I might find myself needing to file one or more USA Income Tax Returns, in the states within which the limited partnership operates? The investment will be made within either my RRSP, my LIRA or my TFSA account. I am considering investing up to $50,000.00 in this entity and so would very much appreciate any advice you may be able to offer regarding potential tax or regulatory hurdles I might face today or in the future, as a Canadian citizen making an investment in a USA domiciled Limited Partnership. Thank you.

Q: Hi Peter and Team,
Could you please give me your update comment on store capital corp. Warren Buffett Berkshire Hathaway has just taken 9.8% stake of STOR. Is STOR debt high as a REIT? IS a good or a OK investment after share price up $2? Thanks

Q: I know these iShares ETFs were just released, but wondering if you were able to form an opinion on these based on its current holdings. The MER seems quite reasonable and am wondering you feel these would be suitable to gain diversification outside of Canada.

Thank you!

Q: Corning seems reasonably priced with rising trend. Your thoughts, please Thanks Jim

Q: What is your opinion of buying any or all of the above at this time for some US exposure generally and for these sectors specifically.Please rank them in the order you'd recommend them and I understand the limitation of your opinion regarding US equities. Thanks - Ken

Q: Hi Guys,

Inside my portfolio, my consumer cyclical weighting is over 20%, please rate best to worst;
GIL, MG, BYD.UN, TOY, AYA, CCL & NFI and on the U.S.A. side we have GPC, DIS & HD.
I would like to lower the % to 15%.
thanks,

Jim

Q: What do you think of SDIV as an income and diversity vehicle?
Thanks
Don

Q: Hi 5i team,

Costco has been taking a beating ever since Amazon announced its bid for Whole Foods Market (WFM) three days ago. At the time, it was selling at a premium but today it dropped well below its 200 MA. How much lower would it have to go before you would consider it an attractive buy?
Somehow, I don't see an Amazon-WFM tie up as being particularly threatening to Costco. I would appreciate you view on what the impact might be?
Robert

Q: Hi there, I currently only own Canadian equities and am thinking of investing in a few US companies for diversification. What would be your top 3 ideas from the US that would be good additions to your Balanced Equity portfolio? I am okay with names with a tilt towards growth but not super high risky - probably similar to names to CSU, SHOP, KXS, SIS, NFI, TOY, PBH etc.

Thanks!

Q: Can you give me your thoughts on CIBR. Thankyou.

Q: Was interested in your view on TEXAS PACIFIC LAND TRUST. Looks like a boring play that keeps grinding higher year after year. They seem to have a unique situation with their land holdings.

Q: Nvidia is one of your favorite US stocks. Yet it is almost 51x forward earnings. I own some but am hesitant about taking a full position in case the stock suddenly crashes back to earth. Is it really worth so much higher a value than AVGO, which is only at 15x forward earnings?

Q: Good morning 5i. Looking for 2 solid industrial plays preferably in U.S. but would consider Canada as well. What recommendations can you make for good growth 2-3 years time frame.

Thx/Rob

Q: I have a well diversified (thanks to you) portfolio of Cdn and US equities. I have a long term horizon, am comfortable with risk and do not need income (although its always a bonus). I have been sitting on some US cash equivalent to half a position and wondering
1) am I best to be patient and hold the small amount of cash
2) or fully invest it and if so, what you would be on your "shopping list" today for US stocks with greatest upside potential.

Many thanks

Scott

Q: Hello If I where to buy 3 stocks for my grandson to hold for 10 years what would be your suggestions. Would Amazon be one?

Q: Dear Team,
It appears that biotech companies receive increasingly more attention again. How would you rate above companies and their growth potential over the next two years.
Thank you, as always!

Q: Good day team,

Could you please give me your analysis on Ebix Inc.? Is this a good buying opportunity for a long term hold?

Thank you,
Marco

Q: Gentlemen, any opinions on this US regional bank? The metrics look pretty impressive.