Investment Q&A

Q: Hi Team,
DB down to almost 5 year low at US$12.00, is it time to buy 1/2 position ? Your idea is appreciated !!
Thanks as always.
Tak

Q: Can you please comment on CGY's new deal.

Q: Hi Guys What is your take pho at this point for a year hold Thanks Mike b

Q: Looking into RRIF s. When one converts RRSP to a RRIF, is it as easy to transfer between brokers or are there some built in downfalls one should avoid? My concern is being stuck with a firm one lose confidence or faith in.

Q: I have a small position in PHO. This is my only position in tech. Is it a wise move to invest in the tech space at this time, if so do you have a suggestion.

Q: I can’t speak for other subscribers, but I would say mr Modesto hit it out of the ballpark yet again on bnn today. Unlike a lot of these so called professional stock pickers on tv, I would take Modesto’s and hodson’s advice any day of the week over the rest of them. Keep up the honest work boys!

Thank you
Mark

Q: Market linked GICs are generally viewed quite negatively. However, I am interested in them in two specific ways. First and more generally as a substitue for the bond portion of your portfolio are they really all that bad? Secondly and this is more specific. If you had money in a child's RESP and needed it in 3 to 5 years, and presuming that it is enough to cover basic expenses and safety is paramount, would it not be a resonable place to park the money?

Thank-you.

Q: Hello
One of Ryan top pick on BNN today is TCL.A. This one is not in the 5i portfolios or covered by 5i report. I am wondering if TCL.A has better valuation or growth potential than the stocks in 5i portfolios. Should we buy TCL.A on top of 5i portfolios?

Thanks
Victor

Q: I have ccl.b at 3% of PF. Would you add a like amount of tcl.a or initiate a position in atd.b? Conservative investor, balanced PF.
Thank you.

Q: I'm opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth.

Q: My question is about addition of cash to the balance sheet with out dilution. I have the above mentioned company in my risk portion of my portfolio. They seem to be on to a novel way to fund their mine in the form of a stream but with the help of an security token offering. so my question is if they are successful and add say $10,000,000 to the balance sheet, what should that do to the stock price. I would appreciate your insights. And any additional observations on the company as a whole.

Q: Hi 5I folks,
Thanks for a year + of perspective, insight and consistency on your approach to reporting and questions which I read almost daily.
When I decided 4 years ago to address the overwhelming position of TD stock in my portfolio (2/3), diversifying was the goal.
It was ok at the beginning but 2 years into it I was in need of some help – 5I to the rescue . TD position was growing faster than I could diversify –so it felt.
In any case I’m now on my last batch of TD to divest (13% of the portfolio), a bit of cash in the accounts (4%) and a bit of a dilemma on what to add to and if I should move from 3% to 4% the investment total for individual positions. I don’t mind having 30 + stocks all the time to deal with but I can see that may not be the case in the future. My horizon is long but with a 2/3 year scenario where I may need to switch to a more Income oriented portfolio. For now I’m comfortable with the balance. I have 50% larger cap, 25% mid to small cap, 20% dividend and 5% in speculative stocks. Normally I buy 1% at a time (one quarter reporting in between purchases).
From this list could you identify any that should be excluded or maybe does not need to be owned ? DIV and GS can wait in my perspective - best to pick from others listed?. It looks like I have 17 1% positions I can add.

WSP, OTEX, SIS, SLF, BAM.A, TSGI – 3% to 4% currently (add 1%)
ATD.B, GSY, FIH.U – 2%-3% currently - (add 1-2%)
GS, ECN, CAE – 1-2% currently – (add 1%-2%)
KXS, PBH, DIV, ET, TCN, AIF, - at 1% (add 1%)

Appreciate your suggestions and comments.
Regards.

Q: What does you guys think of JPJ. Do you think it’s still worth holding?

Now that vmd has switched to the tsx. Do you think its worth owning?

Q: It seems that GMT Capital is selling shares of HBM almost daily,
Is there a story here ?

Q: I do not have much exposure to oil & gas industry, which has been rising nicely in the past few months. I would like to use an ETF to invest on this theme. I was wondering if I should invest only in Canada or if I should go US or international. Could you suggest an ETF? Thanks.

Q: For a long term hold, would you own CSU and SHOP equally or choose one of them and if only one which one?

Q: NFI has fallen over 5% since May 22, is there something that I am missing and is it time to sell this stock?

Q: CSU has now crossed $1000!! My first purchase was at the 250 range..Just wishing I had purchased a lot more. Many Thanks to you 5i! I you can think of any other stock of this quality with potential to be a multi bagger Canadian or US do let me know:)

Q: Hi, what is the difference between Free Cash Flow and Price to Cash, thanks?

Q: In my TFSA I am thinking about swapping VMD for some additional shares in GUD. Do you think this switch makes sense as I try to keep my TFSA growing?

Thanks for your great service.

Bob.