Investment Q&A

Q: CES Energy Solution Corp. is offering a new bond for 7 year with a coupon of 7.375%, the proceed of this bond is to replace existing bonds, that supposed to matured in 2020 to extend the maturity on this bond will be 2024? I was looking at the ratio and their total debt/EBITAD have improved now around 3.4 what do you think I would like to buy into this bonds for income?

Q: Is MDF building a base? Is it still B-?

Q: What are your thoughts on the above three companies? Seems like everyone (even novice investors) are jumping on the band wagon bragging how much they made to date which has made me a bit uneasy. I have no exposure in the sector. Take out 3 credits if required.

Q: I've been holding Barrick Gold and Wheaton for awhile now and I'm down 20% and 15% on them. Is it time to cut my losses and dump them, or continue to hold them as a hedge against a possible downturn?

Q: Your thoughts please on XTC...it just seams to be on a downhill slide. Thx.

Q: Does SSL or WPM demonstrate better growth potential at this time in your analysis?
Thank you for your advice.

Q: Jean earlier today listed a number of stocks in his/her portfolio as being in excess of 10%. You do not suggest there's a problem with this, so I'm wondering if it's okay to own larger percentages of individual stocks if one has diversified ETFs. I have been buying ETFs to consolidate holdings as I move farther into retirement to make withdrawals simpler. But I still have a lot of individual stocks that I'm keeping in the 5% range. I think I noticed elsewhere you recommend not holding more that 5% of a portfolio in ETFs( now can't find it, so perhaps I misremember). I suspect I'm just not getting something here. What do you recommend regarding this use of ETFs and individual stocks (and %s) for a person past the accumulation stage?

Q: Brookfield Renewable is close to where it has previously double topped ....do you feel the share price this is getting dangerous now . I have a decent profit and could sell here or because. I don't have a full position and I could stay in and watch it continue to grow, or even add to my exposure here... I really am unsure what to do at this point. Thanks

Q: "Diversified Royalty Corp. Announces $50 Million Bought Deal Offering Of 5.25% Convertible Unsecured Subordinated Debentures......DIV intends to use the net proceeds from the Offering for general corporate purposes including to fund potential future acquisitions and working capital."
Is this good, bad or indifferent? Not sure how to react... Could you provide clarity?

Thank you

Q: Hello Peter, Ryan & Team,

For Energy exposure, I have RRX (down 25%), HWO (down 25%), and TOU (down 45%). As well as ENB, which I consider a utility.

For re-balancing purposes, my energy exposure is pretty thin. I know you don't recommend buying in negative momentum, but for adding to Engergy, I was thinking of topping these three up. Or can you think of any others you would replace these with, as RRX and HWO are in a taxable account.

Thank you for all you do,

Wes

Q: I currently own all 3. Would you be comfortable adding to all 3 at this time? each position would be at 4%.

Thanks Valter

Q: Will you be preparing a report for NFI? What rating would you likely give. Thanks.

Q: Would you start a position in Shop at$120. now or wait for the quarterly results first? Thanks

Q: Hi 5iResearch Team,

XYL drops by almost 5% today, would you please comment on what's causing this decline.

Regards,

Q: Can you please explain the BBD Airbus deal? It looks like they gave 50.1% away for free... but the market's reaction is positive. Giving away that much of the CSeries for free doesn't seem like a good deal, but was it because they were just screwed otherwise and had to?

Q: Hello guy

Is it better to sell my pimco monthly income fund to by the new etf pmif. I have for 6 000$

Thk you

Q: Hi 5i,

Would NFI's order and backlog release yesterday make you more or less optimistic about their upcoming earnings? Markets didn't seem to care.

Thanks as always.

Q: Peter; Re GORDON’s question on the marijuana biz- he might also want to consider the threat by the TSX to delist any pot companies with operations in the US that run afoul of US laws. Rod

Q: Any updated comments now that they are FDA approved?

Q: I would appreciate your comments on the 3rd qtr. report of TV.Any reason for its drop in price today? Is the price of zinc still strong or has it dropped?Are your still recommending this stock as a three year hold? Thanks ,as always, for your sage advice.
Dave