Investment Q&A

Q: I own this preferred and just got notice from my direct broker that there was going to be a conversion. I can either convert all or any of its 3 Series Shares into Cumulative Floating rate Preferrred shares Series 4 on the basis of one Series 4 for each Series 3.

Do you recommend I convert or stand pat?

And why?

Thanks

Sheldon

Q: I am concerned that I have too many interest sensitive investments in what looks to be a rising rate environment. I am a recent retiree with a need for income. I would appreciate your views on my sector weightings:
15% Reits
11% Financials
11% Information Technology
10% Utilities
6% Pipelines & Energy Infrastructure
5% Telecom
4% Industrials
2% Consumer Discretionary
2% Healthcare
1% Consumer Staples
1% Materials
18% Bonds
8% GICs
6% Cash

Your service is amazing and I really appreciate the new website.

Thanks,

Q: Good day,

Recently you have commented that 5% is about right for the Energy sector right now and that a recovery may still be a long way out. Would the 5% include pipeline/infrastructure companies like Enbridge or would you put those into more of a Utility weighting for the purposes of allocation?

Have a great day,

Derek

Q: Hi,

Is there a price point at which this becomes a value investment that has all of the negative factors priced in? It has been a top pick numerous times on BNN but repeated bad news has driven it down and down. Might it stabilize after tax loss selling eases? Dividend now at 3.1% is tempting. My question is whether there is a price that you would consider this a buy or if the bad news outweighs potential value and nice dividend?

Q: Hi Peter,

I've been watching this closely since it was first recommended. It's now back to the low $4's and is looking quite attractive.

Before I pull the trigger and jump in, can you remind me of the positive attributes and potential long term earnings potential? If you were to give me a best 3-5 year price target 'guesstimate' assuming things work out with the company, what might that look like?

Q: Good morning 5i.

Which of Hive or Bitcoin would you choose to invest half a position in
currently for 12-36 months?

Thx/Rob

Q: Hi group would appreciate your incite in why WEF is dropping steadily over the last couple of months?? Thanks PS lumber prices remain high so where is the logic for the steep decline High was $2.84 couple of months ago now is down 40 cents since then ? Thanks

Q: Hi guys,
Nice new site. I want you to go a little deeper into your assessment here. Mark me down for 5 questions. Please provide a more in depth assessment of DOL activity this morning at open for us "commoners, dotards", etc. I owned 900 shares of DOL, and put in a stop loss of $138.00 when trading at $155.00 over the last little while. My position got activated regrettably, only to see an immediate rebound. The activation and drop was so fast, I cant even assess the decline in price vs. buying fulfillment,steps etc. The chat forums are pointing to some manipulation on this, etc. How does this process even happen so quickly like this. It was instantaneous, only to rebound. The earnings we good, and matched most analyst assessments. I just want to learn more about this process to prevent unnecessary trigger activation's for the future being in a taxable "holdco" account. It happened to a lesser degree a couple weeks ago with TOY also, but to a smaller extent being a smaller company, with less shares going to market. Having read Flashboys...... can I better plan for this stuff, with my buy and sell triggers etc. Or, does the little guy always loose. Thank you.

Q: Hi,
I would like to get your opinion on whether the Horizon ROBO ETF is a good investment in AI, robotics, automation at this time? Alternatively, do you prefer a company specific approach in this industry and if yes, which companies do you suggest in Canada and/or US?
Thanks for your invaluable service!

Q: When a company issues convertible debentures like EIF just did, on the balance sheet is it considered an increase of its debt level or a dilution of the number of shares ? It seems to me both outcomes are possible over the term of convertible debentures.

Thank you

Q: Hi team,

I am heavy in tech as usual and have to scale back every once in a while. I now have some cash to deploy in other sectors. I offset my tech with industrials, financials, consumer and utilities. I avoid resources as I find it just drains my capital. I am growth and an “active” investor.

I am looking at adding a consumer stock, either BCI or ZZZ. I read your recent report on BCI and am intrigued by the trend of aging demographics and the increasing need for glasses and contact lenses. You give it a relatively strong B+ rating and it is in your Growth portfolio. I have been watching it the past week or so. It is a very thin trader. No trades at all today and bid/ask about $1.00 apart, a wide spread for a $35 stock. Would have been wider except for my bid which did not get filled.

I used to own ZZZ and got lucky in selling before the last earnings release when it missed estimates. I have been watching that lately as well. It seems to be moving up steadily from $32 and now hovers above $33, still well off its 52 week high. On Monday, the TSX approved a NCIB for ZZZ that is normally supportive of the share price.

So, should I buy some eyeware or sleepware or a bit of both to get a good night’s sleep?

Thanks again,
dave

Q: Great Service Thinking of buying Enbridge or Emera for growth and dividend. What is your pick and why. Thanks

Q: Hi All at 5i!! I am a little confused about bitcoin. What exactly is it? How goes it reach such astronomical heights in value considering it seems to have no real value or does it? I have read articles but I am still not clear. Could you please explain, in a nutshell, how it can be applied to our daily financial lives (ie how you use it) and how it gets its value? Cheers, Tamara

Q: Hi, are there any stocks that represent an attractive buy opportunities due to tax loss selling.
Thanks

Q: HELLO Peter, This is more of a comment about the ongoing poor performance of the portfolio. Although we have a higher volatility but not the expected results. With 2% return since inception vs 12% annualized target return, do you think it needs an overhaul? Thanks for your consideration.

Q: Hi,
Peyto seems very attractive from Dividend perspective. would you consider dividend safe? what is the free cash flow and payout ratio?
other than whole sector being down, any reason for recent decline in share price.
Thanks

Q: GUD. At the end of the day, the stock is still pretty low ($7.56). Would you advise letting it run, and await better stock price ? I bought the stock at $10.15. Will it come back at that price, with patience ?

Q: Very interesting article on the way US tax cuts will work:

http://nationalpost.com/opinion/stephen-gordon-corporate-tax-cuts-wont-work-in-the-u-s-the-same-way-they-did-here

Q: This is a follow up to David’s question(05.12.17). If one sells PEY for a tax loss would you replace with another oil or gas company? If no, why? If yes, which companies (say 2 or 3)?
Thanks, Bryn

Q: Hello Peter and team,
At one point I believe you were considering establishing a Mutual Fund or ETF that includes all of the holdings in your Balanced portfolio. Are you still pursuing this?
Thanks.