Investment Q&A

Q: I'm interested in VGK, VWO and VPL. They've all been doing quite well for some time now. Would you wait for some weakness before buying, or do you expect that all these funds will continue to outperform? I notice that the first two funds are doing a bit better than their Canadian-dollar counterparts, VE and VEE. Would you attribute that mainly to the composition of the funds? Thanks very much for your advice.

Q: Good Afternoon,
Any thoughts on LGQ exiting the retail fund business (as per news today) ? Any other thoughts about the future of the company would be greatly appreciated.
Thank-you

Q: Intertape is trading close to its 52 week low - do you think this is a good entry point? - thanks

Q: Ok, Shop is on a tear. What type of financials would the company have to show in 3 years to justify today's price?? Should we be viewing it on the same metrics as Amazon in its early years??
It seems to be going up in a vacuum.
Kind regards

Q: Hi,

After having been burned regularly by buying oil gas stocks in the last few years - despite being assured prices are on the verge of recovery - I am reticent. I am interested in pipeline stocks because they seem less volatile, have good dividends, and some have been hit hard (Enbridge), can you answer this?
1) what do you think of pipelines in the next couple years? is there a better alternative for some growth and generous dividend?
2) buy now or wait for 5% position
3) what would be your top and second pick?

Q: Do you happen to know why Comcast has fallen sharply? Would you recommend it as a long term investment, or do you prefer other names in that space? Thanks.

Q: Reading the press release regarding SIS increasing its dividend, the president stated "Considering the aging population and its desire to age at home, we expect continued growth of over 10% in our lift division over the next five years and we maintain our objective to generate revenue of some $500 million by the end of 2021," concluded Mr. Bourassa.
With 2016-12 revenue at 120 million, that is a 4x revenue increase in 5 years. Very promising. How would you calculate the market cap and share price in 5 years based on his 5 year objective?

Q: Please comment on the decline in HBM subsequent to their announced financing.

Q: Hello Peter & Ryan and Team,

Can you comment on the recent majority purchase from CRH. The market liked it and I do like how it was done with credit and cash on hand instead of stock. Your expert opinion please.

Wes

Q: HI, XUS OR XSP or anything else. For S&P 500 in cdn dollars, what would be best choice. thanks.

Q: Seems like a positive announcement?

Q: IS NWC income only or income plus growth? I'm trying to figure out which account to buy it in. TFSA, RRSP or non registered.

Q: How will the Hurricanes in the Southern USA affect the markets?
Canadian and USA ?

Q: Hello Team,
I am 71, invest in value blue chips and ETF's 30% fixed, 20% cash, 50% equities. The portfolio is balanced following your portfolio review advice, including part of the income portfolio and part of the ETF portfolio. In our TFSA we have a 5 year GIC ladder with Oaken and some fixed ETF's. For 2018 TFSA ($4500 each)should we go with a growth stock, continue with the GIC plan or extend a fixed ETF? We have a little growth stock as per your income portfolio.
Thank you
Stanley

Q: Teva - Is it a buy ?

Q: Given all the world events and the fact we are at the end of a prolonged bull market could you give me your thoughts on a gold hedge play. I have a small position in DGC(.75%). Would you suggest adding here or selling this for another or just staying put?
Would you suggest a stock or the bullion and could you give me suggestions on both?
Thanks

Q: I am trying to compare these 3 construction companies, are you able to give me a snapshot comparison?

Q: 12:32 PM 9/11/2017
Hello 5i
Thank you for your answer to my question this morning about selecting companies with the highest probability of reliable long term income and dividend growth.

Just to follow up, if I am reading between the lines correctly I infer you would clearly choose banks if we didn't already own some. But since we do your suggestion is to buy CSH.UN and NWC.

I am fine with your suggestion but did you make it basically just to provide "diversification" at the cost of buying much much smaller and possibly less stable companies or would it be just as safe to simply overweight on Canadian banks.

Do you really think CSH.UN and NWC are as "safe" as RY and TD? After all if banks go down, so goes everything else. Just how "dangerous" is it to have a 20+% position in the big 5 banks?

Thank you............. Paul K

Q: Holding AVO for the last few years has been trying my patience. Thankfully, it hit a 52 week high today. Would you support selling it for a (11.4%) profit and moving on to another growth stock, or sticking with it for a while? Can you suggest some more reliable growth stocks?

Q: hello 5i:
I am normally a fairly risk averse investor. Butttttt, knowing that the key person is probably the most important ingredient in a company, and assuming the company has a product that is still relevant (we'll rule out typewriters and horse drawn buggies), I am more than willing to have a small part of our portfolio in a growth company with good earnings potential. ie, we are invested in GUD, primarily because of Jonathan Goodman.
Recently, I've read about a company called Synergy CHC, run by a man called Jack Ross. Mr Ross is a very major shareholder in SNYR. And Knight (GUD) has invested in SNYR, something I see as a vote of confidence from Mr Goodman.
Knowing its not your forte, but trying to do my due diligence, can I ask you to comment on this company? I would try to establish a position at $XXX as it seems to be a thin trader, and fairly volatile. But I can't access this name on Stockcharts, so am a little constrained with TA. And there is not much information, in general, available.
Any advice you can give is beneficial
note that you can publish all of this question, EXCEPT FOR the part about my (hopeful) offer price.
tia
Paul L