Investment Q&A

Q: Ryan; If one thinks the oil and gas sector might recover a bit which ETF would benefit the most ? Thanks. Rod

Q: Which would you prefer?

Q: Hello 5i Team,

Wondering if you can give me some direction in finding a watchlist/portfolio tracking tool that shows (near) real-time headlines of press releases and other related news (as it's published) in a column beside the list of stocks.
Globeinvestor used to be configured this way, but they have made many recent "improvements" to their tools. I can find new press releases, but I have to go into a menu for each individual stock. This is very onerous, as there are about 80 different stocks from several countries in my watch list. I have asked the Globe's Help Desk if changes will be made. They replied that other Gloveinvestor subscribers are also asking for this, but they can't say if/when changes will be made to add to or change the current configuration.

I asked for advice through the 5i Forum, and as such, set up a watchlist on Morningstar. However, I find many of the news items/press releases missing, or not published in a timely manner.

I know I am missing out on some important information that is affecting my potential trading decisions. Sometimes this works to my advantage (so that I don't make knee-jerk decisions), but for the most part, I would rather know what's happening with my stocks sooner than later.

Thanks very much,

Brad

Q: In what order would you rank these stocks which has the better growth profile? . Your opinion will be appreciated Thank You Claude

Q: Morning 5i
I know Amazon has caused some downward pressure on FDX and UPS of late but I'm thinking if Amazon gets into this business it will likely take years in developing the logistics and infrastructure meaning that FDX and UPS will have to be relied upon for at least several more years .As an essential service they're businesses should still thrive still with solid earnings . Both stocks seem to be doing ok recently as well .
Would you have any issues in investing in either of these two stocks at this time .
Thanks
Bill C

Q: I own both of these at equal weight in a rrsp and would like to reduce my weighting in bonds which one would you suggest keeping or should I reduce exposure in both.

Q: What if any would be the effect to PKI if Alberta restricts oil and gas shipments to BC.
Thanks

Q: Would you prefer a ETF like Robo over just one stock AMAT? If I was to buy Robo, would the US ETF be better than the Canadian ETF?

Thanks

Q: Good Evening Folks,

I'm looking for a good US/International mutual fund to balance out a portfolio of mine. I'm looking at Edgepoint Global and PH&N Global. what are your thoughts on these funds? Could you suggest any others that I should consider? Are there any ETF's that are comparable?

And one more question. I've held two Canadian mutual funds with blue chip holdings for years - Mawer Canadian Equity and TD Dividend Growth. Performance has been OK but not great. Can you suggest better replacement funds or ETF's?

As always, thanks for your advice.

Dennis

Q: Hello, you answered to a member today: "You might want to consider VUN, which covers the whole world for just 0.16% MER". Did you really mean the whole world Market? According to the Vanguard website, VUN covers the US Total Market. Thanks, Gervais

Q: any reason for the 2% drop today

Q: I hate it when companies do “bought deals” at prices lower that market price. I understand why they do it but it feels like a blindside. Companies do not care for the shareholders.

The little guy always feels the pain and then the stock is dead money for several months until the deal is closed or longer.

5I is just guessing they will buy another company, no one knows for sure.

My questions are:

1. Why would SIS-t have to “clean up the balance sheet” prior to buying another company? It’s such a small deal. Is there something wrong with the balance sheet?
They did not do this for previous purchases. (H.E.S. Elevator or was it Visilift) or did they, I may have missed it? Is there another reason for this deal? Isn’t the issue for more funds normally done at the same time or after a purchase instead of before?

2. SIS-t will be “dead money now”. Do you not believe that when a stock becomes “dead money” it would it not be better to place capital elsewhere until the stock moves up?

3. For bought deals, the little guy can’t participate in these types of issues if managing a self-directed account. How unfair is this?

4. I don’t usually look at financial reports for companies but this looks suspect.

The Annual Balance Sheet for Dec 31, 2017 shows:
“ Intangibles” = $100.49C$Mil. versus less than 12.05 mil in previous years

Why is it much higher than the preceding 3 years? Can you explain what this is? And should we be worried?

Q: Do you think that the significant increase in SHOP on Tuesday was due in whole or in part to AMZN's release of its international shopping app? I own both companies so if this is the case, are SHOP's fortunes so tied to those of AMZN so as to present significant concentration risk?

Appreciate your insight.

Paul F.

Q: In a well diversified portfolio which one of these three companies would you choose for a long-term hold and with a view of an increased probability for a recession by the end of 2019? Can you please comment on your investment rationale?
Thanks

Q: In a reply to Aubrey on Tuesday you recommended crystallizing a loss in SPE and buying VET for the tax benefit. I hold SPE shares at a cost of $9.03, but I totally fail to see any tax benefit in selling SPE and buying VET. Why not just wait for the share conversion a 0.1476 per SPE share? Please explain the tax benefit of selling SPE at a loss.

Q: Is it time to buy Shopify?

Q: As a current holder of SIS(2.5% @ $17.74 p/p),I was not thrilled at all with the $16.60 Bought Deal announced last night,resulting in a loss of 0.66 to $16.83 today.Please advise if I should buy more @ this price.Thanks for u usual great views & services

Q: In view of the relatively poor bid for Spartan, what are the chances the RRX will receive any interest as a takeover

Q: You have mentioned M&A activity WR to MX a couple of times. Are there a reasons why this stock seems in play to you at this point?

Q: Hi
I need to get smarter about regulations. If I were to move $5.5k from a non- Registerred Account to a TFSA could I simply transfer shares? Or must I sell, raise cash, move cash, buy back in TFSA account?
Thx Frank