Investment Q&A

Q: Thanks for all the great info on so many companies. Here is a crystal ball question for you.

Below are 2 groups of up and coming growing companies. Group 1 has market caps below 500M whereas Group 2 has higher market caps of roughly 1-5B.

Group 1: SYZ, CRH, ADW-A, SIS, TNC.

Group 2: KXS, SH, PLI, GUD, BYD-UN, PBH, NFI, TOY.

I am trying to get a feel of which companies have the potential to grow significantly over the next 5 years or so because of the quality and increasing demand for their products/services. Based on your knowledge, could you indicate which companies in each of these 2 groups are most likely to double (or more) their market caps in the next 5 plus years. And perhaps indicate the least likely candidates to do so.

Thanks - James.

Q: I would like to set up a portfolio using the TD e-series funds. My time horizon is 10 years. I plan to purchase on a monthly basis. Can you recommend a portfolio composition using these funds (including percentages).

Q: Hi folks: I am not a big fan of technicals but I do check a stock's "trend, volumn, and momentum" sometimes.
My question is what is the best time frame to be looking at: ie: one month, 3 months, 6 months, a year ???
Will the time frame differ for different stock sectors?

Q: What are the companies in Canada in this sector. Please rank them and provide a brief analysis of which you prefer and why.

Q: What sort of fixed income do you recommend for a portfolio? With so many options, I have no idea which to choose. Where do I begin in making these decisions? Thank you.

Q: I'm looking for something to offset possible volatility this time of year. I presume VXX-US shouldn't be held for any length of time(I like to know how long you can hold it).
Also, what would you recommend.

Q: I have $300k available to invest in stocks. What companies should I be looking at investing in rising interest rate environment. Preferably 3 to 4 companies not more. I am expecting big growth out of this $300k without a big drawdown. First day on this service. Thx

Q: Thought you might get a kick out of these Dilbert cartoons from a link in Rob Carrick's column this morning. They echo a lot of your advice.

http://www.bigfatpurse.com/2015/01/12-timeless-and-invaluable-investment-lessons-from-dilbert/

Q: It was stated yesterday in the press that DOL beat sales and earnings per share estimates so the stock jumped up.
What is the next quarter ( quarter 3) estimated sales and EPS and where can I find these estimates.

Q: What do you think of Norrep Income Growth mutual fund? I am retired and living off dividend income. Not so much interested in capital appreciation but reliable dividend stream.
Also why do different "series" pay different fees between 1% and 2%?

Q: I will be unable to attend the Money Show on September 16-17, as I have a continuing education course on the 16th (which allows me to make the money to invest so I can belong to a forum like 5i to gain insight on how to invest it more profitably), and my son's birthday (who is one of the people I am saving and investing for) on the 17th, but I am still very interested in the discussions that Peter Hodson will be facilitating/conducting. Is there any way that 5i could either post video or a transcript of the sessions on the 5i website for interested members? I would venture that I would not be the only member to have an interest in this, should this be possible. Thanks so much!

Q: What are some of the reasons a director/ officer/ insider of a company might be prohibited from discussing said company ?

Q: Hello 5i,
Can you tell me the easiest way to determine what sector a stock is in on the TSX and the Venture?
Thanks
Dave

Q: Is there a way to capitalize on arbitrage opportunities between US and Canadian stocks of the same company. For example, sh.to was up 2% today but shop.us was up 4%, what are the factors to consider when you buy a us stock and trade it in tsx or vice-versa?Thanks very much.

Q: I hold two rate-reset preferred stocks in my diversified portfolio - Pembina Pref and Brookfield Office Pref. When thinking about sector allocation, would you suggest I exclude these two stocks (as essentially fixed income), or should I include Pembina in my Utility sector weighting, and Brookfield Office in my Real Estate sector weighting? Thank you for your input. Edward

Q: For every $100,000 how much should be in fixed income for someone who will expect to begin using some money within 5-7 years? Thanks!

Q: I'm looking for 5 good stocks to add to an resp, any advice?

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: I am looking for comparative screening tools with information relevant to particular industries. For example, FFO, AFFO and distribution ratios which would be relevant to REITs. There may well be other specific information relevant to other particular industries.