Investment Q&A

Q: To establish a more passive approach for my Canadian holdings I am considering investment in the following ETFs. VCN 25% (core), MAW106 25% (core). MKC 30%, and HEW the remainder. Would you consider any changes to the above selections or allocations?

Thanks to a dedicated team
Merry Christmas to all.

Q: Hi team, I know that you don't cover US stocks but am hoping that you may have some advice about how to deploy some of the USD I have in my cash account. What are some non-tech mid- large cap names that you would recommend for growth over the next 1-2 years?

Thanks

Q: What are your top picks in resources
Thanks

Q: Good morning,
I would like your opinion on this up and coming gold mine for my TFSA.
All the best of the season to all at 5i. Great service.
Thanks,
Carl

Q: Can you provide assistance with 2-3 US names you would consider "balanced equity" and 2-3 for "growth".

Thanks.

Q: Hi 5i Team, when is BB going to report it's earnings, if they had, what is your opinion? Merry X'mas to You All and Your Families and Have a Happy and Prosperous 2018 New Year. Thank You, Catherine

Q: I took a recent position in my RSP account on HLP-U which is now WHIVF in my portfolio. I went to buy more today and received a warning message from RBC "That I am attempting to buy a security that may be non-qualified in a registered account, CRA penalties may apply" and saying to contact my broker so I am contacting 5i instead as you'll likely know more than the guy answering the phone at RBC. Is this holding a concern in a Registered Account and if so why?

Thanks,

Craig

Q: Re. Craig's question about HLP.U. I think it contained a typo: when he said he got WHIVF he probably meant MHIVF. I also bought HLP but my account showed that I purchased MHIVF. Its the same company but instead of receiving the TSX-listed shares as requested, we received US OT-traded shares. (mine not in registered account and I didn't receive the warning that he mentioned).
RBC's explanation was: "Please know that this is only a system limitation and does not impact your actual trade."
Does that make sense to you? I'm guessing that when I place a sell order they will try to transact on the lower volume OTC which may not be the best option for me.

Q: Milan's question and comments about Warren Buffet's advice to his wife for investing after he passes away makes me wonder: Since DAY 1 (or there abouts) can you tell if he has beaten the market and if he has by how much?

Thank you for your answer; and thank you for a very good year $$$; and best wishes for a merry Christmas and a wonderful New Year ... in every way.

Q: I currently have CSU, DSG, ENGH and ZQQ in my IT stocks. I want to add one more, thinking of KXS, PHO or SHOP. Can I have your thoughts on which to add. Thank you, Stephen

Q: Seasons greetings: which company has a better growth potential. Kxs or Dol.

Thanks

Q: What do you think about Loblaw's recent admission of bread price-fixing for over 14 years - and what impact will it have on the company?

Q: Robert asked about Cannabis and Wine....:
Andrew Peller (ADW.A), Canopy Growth Corp (WEED)
Date: Dec 19, 2017 07:38 AM


This may be of interest from the Financial Post (and in other news feeds):

Canadians are already spending almost as much on marijuana as wine
The $6.2 billion in weed Canadians consume a year is about two-thirds the $9.2 billion beer market and close to wine’s $7 billion tally.

Canadians consumed as much as $6.2 billion of marijuana in 2015, almost as much as they spent on wine, the federal statistics agency said Monday as it gears up to officially track weed when it becomes legal next year....."

http://business.financialpost.com/commodities/agriculture/marijuana-use-may-have-hit-c6-2-bln-before-canada-legalization
............................................................................

"North Americans Are Spending Nearly As Much On Marijuana As They Do On Wine..."

https://www.weednews.co/north-americans-are-spending-nearly-as-much-on-marijuana-as-they-do-on-wine/

Q: I have a portfolio modeled after your balanced portfolio with a few additions/ substitutions from the growth portfolio. My wife holds BIP.UN in a taxable account where it may be suitable to take profits this year rather than in the future. Would you sell and replace with either AVO or NFI at the current time? I guess I am asking if you expect more growth from AVO/NFI than BIP going forward. Thanks

Q: Why has Guardian exploded this month?

Q: I'm adding to my Consume Disc. stocks and considering either DOL or TOY. Can you make a suggestion for a long term hold.

Thanks

Q: Hi Peter: Most utilities trade at a very high P/E because of the dividends. So what is the best valuation metric to look at for utilities? Is P/B, P/CF or P/S

Q: You recently cited 27x earnings for CSU yet another site showed p/e of 61x. I am seriously considering buying this company but would like to clarify this before jumping in. Your thoughts, please.

Q: Hello Santa

For my TFSA contribution in 2018 would you suggest KXS or SIS? I do hold a 5% position in SIS in my cash account but am not concerned about an overweighting if the better value, safety and prospects for SIS outweighs those of KXS.

Merry Christmas to all your staff and elves. I value your help.

Peter

Q: Some Canadian stocks have been and will be oversold by or before 27th which stocks do you think will be the good buy for short or long term?.