Investment Q&A

Q: comments please on the quarter?

Q: Thank you for your response to my question 22 November. I am attempting to diversify my portfolio internationally and so I am looking for Canadian listed companies that have a significant part of their business outside of Canada. The four that you listed are very good candidates and I do own CCL.B, WSP and ATD.B. I was wondering if there is a way to find other companies with similar international characteristics. Thank you.

Q: Should the concern with scotia and south america make a person nervous about scotia iTrade account with 7 figures.

Q: Hi Gentlemen ,

My US portfolio has a few laggards in it that have underperformed the market. I'm not sure if their underperformance is a temporary blip or a permanent tumor.

I'll list them below so I can get a fresh perspective from you on them and whether you think that they are worth holding or not.

Many thanks.


ALRM
ASUR
BAND
DOMO
NEWR
PAGS
Please deduct the number of credits you think is fair.

Thanks

Sheldon

Q: FN is down over 5% on a secondary offering. Can I get your take on this, and also on what you think of First National as an investment now? Is there a similar company you feel would make a better investment?

Q: DOL reports on Dec 4th . What are estimates ? A good Q or not ? RAK.

Q: Hi Peter, Ryan, and Team,
My wife needs to convert her RRSP to a RRIF. She presently holds BAD (still up 82%) and SIS (presently down 17%). We're considering selling BAD and buying more SIS in order to reduce the number of holdings and to be able to replace a stock that appears to be on a downward trajectory (BAD) with one that seems to have gained momentum (SIS). Please comment on this strategy, and thanks in advance.

Q: Gud or GH for long term portfolio? Risk okay. Which do you prefer all things considered? I own gud at break even

Q: I recently sold LSPD to crystalize a tax loss I sold it on Nov 22 for $29:72 presently its at $31 and change. I sold it after getting your opinion on tax loss selling. When I asked the question I was specific about LSPD and pointed out the risk of the stock increasing beyond the $4599 loss in the 30 day window. (always planned on buying it back. Anyway in the last 2 days the stock has gone up over 2 dollars (I had 800 shares so that approx. $1600) I am getting nervous about the stock rallying. Can I have your thoughts should I buy it back now before it takes off and goes back up to previous high of $49 ? or?

Q: My fixed income exposure is 100% through my RRSP, of which 90% are individual bonds, 5% XBB and 5% XLB. I have a bond worth 5% of my RRSP due next week. Should I diversify further my bond exposure with ETFs like XEB or VGB, especially if I believe rates will start climbing within the next 12 months? Thanks, Martin

Q: Hello 5iResearch,

I have a couple requests:

1. Would you please send me your recommendations for two or three ETFs I could use for hedging against a recession/market correction but still get an annualized distribution yield of about 3%?

2. Could you please also let me know what your recommendation would be for a gold ETF?

Thank you,
Natasha

Q: Hi Peter, Ryan, and Team,
We needed to increase our Healthcare exposure, and neglected to consider tax implications when buying IHI:US in a non-registered account. Will this 'mistake' significantly complicate our tax return, and will we get back the withholding tax? Your insight is appreciated.

Q: Could you please comment on the recent earnings of BEW and VHI? I own both and I'm think about adding more of either of these, which would you choose.

Q: Century Link on NYSE has a nice dividend. Please give your opinion on this stock and on how safe the dividend is. Could you list a couple of US income type stocks that you like.

Q: Hello,

I'm getting a little nervous about the valuation of Square lately and considering Micron or Apple. They are both much cheaper than Square, but how do you see the trade off in terms of growth potential over the next 5 years. Would you stick with SQ, considering a reasonably high-risk tolerance, or make a change? Thank you.

Q: I have a substantial amount of CN shares. Would it be prudent to exchange my cn shares for cp rail shares. In my opinion, the Ceo of CNR (Ruest) has done a terrible job of managing CN Rail. The 6 month performance of CN is -3.5% while the market has been on a tear. While CP is up over 4.5% in the same time period. Not sure how much business CN has given up with the strike either.

Q: For a minimum 3 year hold which would you prefer,crh or well?

Q: I have decided to throw in the towel on NFI. Would you wait for tax loss selling to end to see if it gets a bounce in the new year?
I am also thinking of buying ARX for a seasonal trade. Your thoughts, please.
Carl

Q: Hi Guys,

Three Part Question:

1. Is there anywhere that summarizes current NCIB's outstanding for TSX companies? Or what is the best way to find this information? Surely there is a better way than diving into each companies latest earnings release?

2. Is there anywhere that summarizes current CEO/Executive Board Salaries and Stock Options / Share Issuance? Again, hopefully not having to dive into each company?

To tie these questions together -> If a company is engaging in an NCIB, but at the same time, granting huge stock options to it's CEO/CFO, is there a possibility for CEO/CFO's to game the system here? i.e. - CEO/CFO accumulates stock, then makes decision to buyback shares pushing price back up and CEO/CFO then sells at higher price?

Thanks,

Q: In the LIRA account which is quite small the holdings are SJ, FSZ and TOY. TOY is only a 2% weight, SJ and FSZ both 3.6 % weight and all 3 are in a loss position. Would you add to any of these or look for a new stock to add like GDI to the LIRA? I have a long time before retiring.
Thanks