Investment Q&A

Q: I am seeking income and while these companies are very different and in different sectors can you advise me which would be the best and perhaps safest for income?

Q: Morning .. the re-vamp is great ... EIF issued debentures on Thursday to the tune of $70,000,000 and immediately increased it to $100 m .. can you explain whether the debentures are a positive thing and also is the rather sudden increase good news ? Markets seem to like this offering. Thanks for all you do.

Q: I am trying to understand the bitcoin / cryptocurrency frenzy. Particularly, I see articles talking about the bitcoin "trade" taking away from the gold trade. With my limited understanding of the bitcoin, it seems like it is a currency that trades with the volatility of a junior miner. So, why would it be suggested that, in times of uncertainty in the markets, money would possibly flow into bitcoin trades vs the historical "safe" haven of gold and thereby form another headwind for the price of gold?

Q: Hi 5i, are you still bullish on ICHR? Just wondering if there have been any developments that are causing the price to fall.

Q: Cogeco used to trade at a value less than cogeco communications but now that has reversed.
Why?

Q: Hello.
You recently responded with the following to a question about what may concern you about TV "The price would be our main concern."
As I own TV with only a recent purchase at current price level, would you please expand on this comment?
If price is a worry then do you have a valuation/price in mind that makes this investment a safer bet?
A response written as it has been, would have most investor reading into your words that we should expect a price pullback of significant nature.

Thanks
Dave

Q: During the merger period in the Canadian Cannabis Industry, who do you see as the potential winners?

Q: Your monthly balanced equity report states that the BE portfolio targets an annualized 10% return. This will obviously fluctuate and there will be good and bad years, but if you were to benchmark against say the S&P 500 (or any other benchmark if you have a preferred choice), what sort of alpha would you expect? After all, every equity investor strives for better than market returns right, otherwise we would just buy a low cost market ETF and be done with it.

Q: Please provide your comments on NFI's acquisition of ARBOC. Does this put then in direct competition with BUS?

Q: Hello Peter and Ryan,
Cannimed has provided the following press release
http://www.businesswire.com/news/home/20171130006170/en/Actions-Words-Aurora-CEO%E2%80%99s-Actions-Reveal-Aurora
which basically illustrates insider selling by Aurora executives on November 28, 2017 while Aurora is in the midst of a takeover of Cannimed.
How is this recent information on insider selling obtained? I am thinking of adding to Savaria Corp giving it total of 5 percent weight and Knight to 7 percent given its recent weakness. Any comments please. Thanks again

Q: Your take on this company, it's latest results and the energy services sector in general would be appreciated.

thanks

Robert

Q: You had responded to a previous member question about Neptune Tech waiting for its Investor communications on Nov 28th. I see it has sold the Krill Oil business and is now into cannabis derivative products. The current p/e is stated as 5.5 x and there was quite a bit of insider buying (albeit at lower prices). Has your opinion changed as to whether this would be a good speculative purchase for me?
Thanks,
Brian

Q: Hi 5i Team -
The article today in the TOStar about putting pressure on tobacco has me wondering about the future prospects and dividends for MO. What do you think? p.s nice job on the website !

Q: Would these companies be timely investments at current levels?

Thanks Team!

Q: with opec holding the production cuts will this help wcp to recover?

Q: I have been looking but unable to find the names/tickers for US bank stock etfs. Would you please give me the names of the the large and mid caps etfs you recommend in US dollars?
Thank you. Cathy Further to my previous question re US bank stocks etfs, would you recommend buying them now?
Thanks, cathy

Q: I am in my 30's and have a fairly diversified portfolio both geographically and by sector. Currently i own 100% equities with roughly a 70/30 split of growth to value companies. This money is for retirement and i don't plan on touching it for the unforeseeable future. I don't want to do anything drastic but i would like to get slightly more defensive going into next year. The bubbles i see in cannabis/bitcoin at the moment as well as i see many friends/family who normally don't invest or talk about investing starting to put money into the market (mostly in weed/bitcoin stocks) scares me slightly and i feel we could have a minor or slightly larger pullback at any time. Which of the following would you suggest. Add a 10% weighting in fixed income? Trim some of my growth winners (TOY,KXS,SHOP,etc) and add to some of my value names (XTC,OTC,WPK,etc)? Trim some winners to have my cash position move from 5% to 10-12% and add to positions when i see more value? I realize these can be personal questions but i am looking for your feedback anyways.

Q: i have enerflex in my tfsa is it a hold, or would you have another one you prefer like bbi

Q: I Would like to do some rebalancing. If you were to pick a stock in the financial sector for 4% of your total portfolio which stock would it be.? Also staying in the financial sector but looking for your suggestion for a stock with a bit more risk/reward. Looking for maybe a 20%+ growth target and this stock would be in TFSA and be 2% or less of total holdings. Not looking for ETFs at this time
Thank-you. Terry

Q: What should we make of yesterday's bought deal ? Is it time to initiate a position ?

Thank you