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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: Brookfield seems well managed in all area. What stock (of theirs) would you recommend today for growth?
Read Answer Asked by Danny-boy on August 30, 2018
Q: Short Attacks. What purpose do they have ? Should Short Selling be abolished ? Look what Musk tried to do to Shorts on his going private announcement for Tesla. Short Attacks cause massive selling in good quality Companies for no reason. What is your opinion ? RAK
Read Answer Asked by bob on August 30, 2018
Q: Yesterday,you listed BNS as your no.1 preference of the big 6 can. banks even after it missed estimated eps.whereas the other 3 that had reported beated.Subsequently,NA reported a beat.As of Aug 24,it was the worst performer of the big 6 on a 3mo,1yr & 5yr basis as per TRI.So please advise your reasons of choice,& is this a good entry point.Thanks for u usual great services & views
Read Answer Asked by Peter on August 30, 2018
Q: I currently own Visa and have done well. I like all of the payment processors. Should I stick with Visa, or take some profits and diversify into another processor? I am considering Mastercard, Square or Paypal.
Read Answer Asked by Dennis on August 30, 2018
Q: Hello 5i
I stumbled across a recent article by Ryan in the Globe and a member made reference to another article by Peter in either the Globe or Fin. Post. My question is: Is there a link or can you provide a link to all articles written for non 5i publications? I feel this would be a benefit to all 5i members.
Thank you
Dave
Read Answer Asked by Dave on August 29, 2018
Q: Further comment about press releases sent directly to investors from Covalon CEO Jeffrey Mandel: I own that stock. If memory serves, the stock hit a high of 9.15 on August 6 and then appears (in my naive understanding) to have become the victim of a short attack. Trading was halted and IIROC then asked the CEO what material change(s) -- if any -- might account for the abrupt drop -- which hit a low of 6.26 (nearly 40%). As an investor, I took Mandel's first direct emails (which began at that time) as reassurance to investors not to panic and dump the stock. COV has recovered somewhat since then, but I'm assuming that Mandel might be sensitive to the potential of another assault against his company (e.g., SHOP) and may want to inform investors directly of positive progress being made -- which include the last couple of messages that just arrived in my inbox.
Read Answer Asked by RANDALL on August 29, 2018
Q: Hello
You consistently say Pizza Pizza is good for income but little growth expected. But I see John Heinzl is selling it out of his model portfolio in the Globe and Mail. It is now down 30% in my income portfolio and I now wonder at the advisability of just continuing to hold. Just how sustainable do you think the dividend is over time? Would you expect the company to react positively to restore growth? If sold what "safe" dividend stock would you buy with a comparable dividend?
Thank you .... Paul K
Read Answer Asked by Paul on August 29, 2018
Q: I am looking for a bond fund in the US and just trying to sort out all the options. I have been looking at this one for awhile and seems like a good option. Any comments. This is for the fixed income portion of my portfolio looking for US retirement income.

Cheers
Read Answer Asked by kelly on August 29, 2018
Q: Greetings 5i

In my TFSA I have enjoyed a nice run with PHO. I am thinking of selling my position and using the funds to buy TOY. My reasoning is that TOY is larger and thus more stable.

I am interested in taking less risk in my TFSA. I am not concerned with the balance allocation of the portfolio as my PHO is not a high weighting.

Your insights are always valuable

Thanks

Peter
Read Answer Asked by Peter on August 29, 2018
Q: Dear 5i,
If I were interested in starting a position in Alphabet (assuming it fit with my sector allocation) would it make sense that I should go for the C class rather than the A class of shares? I would get a moderate discount and still share in the (potential) company's fortunes. The only draw back is that I would have no voting power.
Is my thinking correct? May I have your thoughts?
Thank you for your time.
Read Answer Asked by Francesco on August 29, 2018
Q: Many times you remind subscribers that with microcaps you have to think long term ( 5years). Xpel is a great example of that. I remember buying shares in this one at 13-15 cents less than 6 years ago. Now it is trading at $6.00 They don't always work out that way but more times than you think.
Read Answer Asked by Murray on August 29, 2018
Q: I am aiming for 60% of my investments to be outside of Canada. I have a number of index ETFs (VFV, VA, XQQ, HXS, HXQ, VLQ, VMO) but I am wondering if I need some active ETFs. One I came across is Evolve Active Managed Core Equity ETF ( listed on TSX as CAPS) which has a solid return but higher MER at .95% plus very little information available. Are you familiar with his ETF? Do you recommend this active ETF or do you have other suggestions? Do you like the idea of holding some (10%) of a portfolio in active ETFs?
Read Answer Asked by Dennis on August 29, 2018
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