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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: Hi,

Are any of these companies likely to be affected by Trumps border tax? Also, could you rate your favourites of the above companies. I'm a medium risk investor.
Read Answer Asked by Graeme on January 30, 2017
Q: Hi,

I have held fairfax for several years, primarily as a hedge against negative market events. With the trump election win, and the unwinding of many of fairfax's bearish hedges, it now seems to trade much more in lock step with my other financials (bfs, slf, ry). Do you still feel fairfax offers a good hedge against negative market events? If not, what you would generally recommend in it's place?

Regards,

Robert
Read Answer Asked by Robert on January 27, 2017
Q: Am considering adding a half position of each to my wife's TFSA. She already owns ALA, BCE, CPG, and RY. What do you think of their future earnings next quarter? Would you suggest another alternative to either one?
Thanks Jack
Read Answer Asked by John on January 27, 2017
Q: What are your thoughts on these? With more pipelines likely going through under Trump, pipeline service/camp companies will likely have a great upside. Is here something similar that you would recommend instead? Which of these do you prefer since I think they're fairly similar (correct?)

Thanks!
Read Answer Asked by david on January 26, 2017
Q: Peter; Just in case you missed this which would of course benefit VSN. Rod
Among the other projects are the $3 billion Atlantic Sunrise project in Pennsylvania, delayed in March, and the $3 billion Jordan Cove LNG project in Oregon, rejected in March. The $700 million Gateway Pacific coal terminal was rejected in May, and the PennEast Pipeline, in Pennsylvania and New Jersey, was delayed in March. The $5.1 billion Atlantic Coast Pipeline in West Virginia, Virginia and North Carolina was delayed in April.
Read Answer Asked by Rodney on January 25, 2017
Q: Peter & Co,
Crius Energy had a Q3 loss of $0.14 per share while sporting a 9.15% dividend yield. This doesn't make sense to me. Are my numbers incorrect? Is this level of dividend sustainable? Do you think the solar component of the company will be a major drag on earnings in Trump's USA?
Thanks for your clarification and assessment of the company.
With appreciation for your great service to retail investors.
Read Answer Asked by Ed on January 24, 2017
Q: I am looking at this company mostly for income and my research indicates that they supply some chemicals to the US Midwest. Just wondering if it is possible the quantify the effect Trump would have on this company if he slaps a tariff on these products? Are these products a large percentage of their sales?
Read Answer Asked by Bradley on January 24, 2017
Q: Your thoughts on WSP and Stantec please... they seem to be on a continuous slide the last couple of months...is there anything behind the scenes that your average retail investor is not seeing?
Read Answer Asked by George on January 23, 2017
Q: Greetings 5i
Considering the protectionist rhetoric from the Whitehouse, are energy service companies safe. Should we focus on companies working in the USA or elsewhere?
Read Answer Asked by Denis on January 23, 2017
Q: Hi 5i,
My partner and I are 60 yrs. old, both newly retired with no pensions. 50% of our portfolio is in banks (one in the US), the rest in renewables and the occasional tech stock.
We are thinking with Mr. Trump now in office, we should probably look at gold. Presently we have no gold, even though I see comments that 4-6% of your portfolio should be in gold. What would you suggest for us? Stocks, bullion? If stocks, which ones and percentage of each would be valuable.

Thank you!
Read Answer Asked by Wendy on January 23, 2017
Q: Hi 5I Team,
My question is regarding US ETFs. Could you list some well balanced US ETFs that could do well under a Trump presidency? And if you had to only pick 1 of these ETFs to invest in, which would it be?

Thank you.
Read Answer Asked by Francesco on January 23, 2017
Q: Hi 5i team,

Trump’s speech at his inauguration reflects his commitment to protectionism and jingoism. If his push for ‘Buy American First’ indeed becomes reality, please go through the three 5i portfolio and identify those Canadian companies whose business operations and revenue will be negatively impacted. Thanks.
Read Answer Asked by Willie on January 23, 2017
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