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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I don't usually like market timing and don't really believe in this "sell in may..." stuff, but this year is a little different. What are your thoughts if the Trump administration is unable to come up with a concrete tax reform plan by may/june? Would they have time given congress goes into break shortly after? I would expect there would be volatility ahead, but have you experienced similar events like this in the past where there's been bets on policy changes that don't materialize?

Read Answer Asked by dan on April 13, 2017
Q: Peter and His Wonder Team
I realize you do not cover USA stocks! I do not need any in-depth analysis. The stock spiked up 15.7% today and I do not see any announcements. I am wondering if they got a new contract or just because Europe may have better economic growth. Can you see anything on the "wire"?
Thanks for your help...
Dr.Ernest Rivait
Read Answer Asked by Ernest on April 07, 2017
Q: With the trillions of dollars held offshore by US Corporations what would be the impact to European Banks when Trump approves the repatriation of these funds back to USA at a low tax rate. Would monies out of the USA be on deposit or held in government short term investments or US Treasuries. Would there be any negative impact to European Banks or local currencies ie Euro or pound etc when money is brought back to USA ? Bob
Read Answer Asked by bob on April 04, 2017
Q: Hi Peter and group as always I value your opinion. I am getting increasingly nervous about world affairs (Trump)- do you have an opinion on taking some risk off the table?If I decide to take some profits on my cash trading account do you know any way that can off set the Capitol gain?. Just to confirm my understanding is that the Capitol gain is due and payable immediately. Does leaving the cash in the account make any difference as to when the tax is due and payable. Thanks PS I understand this is 2 questions
Read Answer Asked by Terence on April 04, 2017
Q: Keystone gets go ahead from Trump. Realize line won't be completed until 2019.I expect good for the future for Canadian Companies and Alberta Gov't. What Companies will benefit in Canada, drillers, other pipelines feeding into TRP, tar sand companies SU. What other Canadian Oil Producers and Service Companies. Thanks Bob

Railways will get a hit that transport oil and RR car
manufacturers that produce oil tankers. Will this effect Burlington Northern and Mr. Buffet I understand cost to ship oil from Canada by Rail is $ 15.00 a barrel. Is that correct ? Thanks Bob
Read Answer Asked by bob on March 27, 2017
Q: I've read your comments on Russel Metals. You seemed to be positive regarding the company. Considering the move the stock has already made, are you still positive regarding the prospects for the company going forward? Have there been any recent developments? (positive or negative). Thanks for your valued opinion.
Read Answer Asked by Les on March 27, 2017
Q: The Canadian bank stocks have been declining since the last week Fed Reserves rate hike and potential more hikes. What is your opinion about Canadian banks in short run (one year or so) and long run (3-5 years)? From your professional point of view, when the Central Bank is about to raise rates in the future?

Read Answer Asked by Jim on March 21, 2017
Q: Could you please give me your take HWD's 4th quarter results and their outlook for 2017. they do talk about the possible ramifications of possible or probable Trump trade changes as a headwind but with most of their product and biz still in the USA the future still looks good to me here.I hold about a 2-3% position in my tfsa and rrsp (up about 15% on hwd). Do you consider this worth holding or maybe moving on.I have a well diversified portfolio holding many of 5i's recommendations. I'm not sure how the market will react to the results on Monday, if it dives I am considering adding a bit and if it spikes I may trim a bit. I do like the fact that it is not widely followed and very few shares out and I do plan on holding it for at least a couple of years. Looking forward to your take on it.

thanks Tom
Read Answer Asked by Tom on March 21, 2017
Q: Hello Team 5i, I'm scared about a possible Trump Dump, not knowing what he will say/do next.....so staying away from Single Stocks, but do not want to stay out of Market. Hence looking at ETFs, and would appreciate your Ranking of these.
Read Answer Asked by Austin on March 16, 2017
Q: Hello Peter et al.

Ithaca has come out with the information circular for shareholders to tender their shares for $1.95. The circular puts the company potential down in its ability to grow. If it is so bad why are they trying to buy it lol!!!!! They must be taking lessons from Donald Trump's White House with 'False News'. I was disgusted with what I read. I believe the company has higher value potential and people invest to take risk to get reward and they say they want to protect us from the risk. It is more like they want to rob us of the reward!!!!!! I thought it was going to be a vote but from what I understand from the circular is you vote yes by tendering your shares for $1.95 and vote no by doing nothing. Is my interpretation correct?

What is your opinion of the takeover based on the circular and what is your opinion of the circular?

Thanks,

Brendan
Read Answer Asked by Brendan on March 15, 2017
Q: Hello:
RE: XLE Energy Select Sector SPDR (ETF)
(This ETF does not appear in your dropdown menu).

With the price of oil dropping today to the $49 level,
my position in XLE is down 10 % since I purchased mid Nov 2016.
I also hold SPE & PXT in my TFSA; my total Energy exposure is just over 4.5% of my total holdings.
What are your thoughts on XLE with regard to having it as a core holding in the energy space ? Would you recommend a Canadian energy ETF instead (i.e. ZEO) ?
My risk tolerance is medium to high, am looking for growth.
I purchased this ETF after Nov 8th and researched the "Trump" factor.
Appreciate your input ... thanks, Steve.

Read Answer Asked by STEVEN on March 10, 2017
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