Investment Q&A

Q: It seems obvious to me that AI will be a growing and disruptive field for investment. What companies would be best for investments in this field. Are too many of them private or too small to be investable? I prefer Canada but will go to the US if necessary.

Q: Hi Gang
Our parents are in there 80 /90s good health They need 5500pm Have 300-400 m to invest for income. Their income is 3600 now 200 m in other investment. Property worth 400m. Own everything free and clear. Also do credits carry to next year

Thanks Mike B.

Q: I would be grateful if you could advise me when NVDA will release its quarterly earnings. Also please provide the analysts'consensus with regard to the results.

Also, and this is probably off the wall, but in view of the apparent high value of NVDA and of the billions of dollars on the Microsoft, Apple, Google balance sheets, do you think NVDA could become a take-over target?

Thank you, Peter

Q: Looking for a home renovation supply company on the TSX doing similar business to Home Depot and Lowes. Only one I can come up with showing any promise is CWX with an 8.9 yield and a PE of 6.4. What do you think of this company and do you have any other that you would recommend? Thanks guys.

Q: Howdy Team 5i:

This Company was one of Michael Smedleys top picks on BNN's Market Call on Friday July 14th. It has a sizeable market cap. Can you please give me your analysis on future prospects for this company! Thanks. Stan.

Q: I have 37% (200K+) of my portfolio in CN Rail. It is in a taxable unregistered account. I would like to diversify a bit but afraid of the tax repercussions with selling (Up 100%+ capital gain). Also can't find many stocks that have been able to beat CNR over the long term. CN is basically a monopoly and a diversified hauler of goods. Note my registered accounts are fully invested. I try to sell 10,000 of cn stock a year to invest in other stocks but at the same time buying 15,000 of cn.

1. Should i be concerned with such a high % portfolio in one company? What is recommended
2. Should i be so concerned with capital gains tax?
3.What companies should i be looking at with the selling of CN that has been consistent with future growth?
4. Should i continue with 10% of income spent on cn stock. first 6% gives employee an extra 35% of stock.

Q: Is the future(and or share price)of this company, more or less dependent on the price of natural gas?
Is the company committed to a long term dividend?

Q: Hi Gang

What is your over all take on Reits given BOC rate increase. Do u think it is priced in.

Thanks Mike B.

Q: Hi,
Further to your reply: "ENB pays its dividend in Canadian dollars. You could buy it in the US, in a US account, and dividends would be converted, but you would incur exchange fees.
Rather than looking at this strategy, we might instead holding some US exposure in general, for general diversification, and avoid trying to predict currency movements"

Since I'm seeking USD income, I'm looking for the biggest bang for my buck (so the Dividend Tax Credit is something I would want to take advantage of). Would my strategy work with something like a ENB.PR.U (USD preferred)? Or does the same currency conversion issue occur. Thanks again.

Q: Hello,

I bought Intact Financial a few years ago for the rising dividends. But every year seems to bring increasingly catastrophic floods and forest fires. Am I picking up nickels in front of a steam roller?

Q: Hi All at 5i!! Hope the weekend was good!! Would now be a good time to invest in Suncor? Would you have any better oil/gas suggestions? Cheers, Tamara

Q: ,,It is almost similar to a private equity firm where the investments will need time to grow in value and then the holding company may need to do something (sell, IPO, etc,) to actually realize the value and get some liquidity.,,
I do not understand your comment. I have a 60% gain. I can sell now and realize the profit. What do I don't know?

Q: Hi
What impact, if any, would rising interest rates have on DFN share price. I like it for income. Would this be a good time to add to a position?
Thanks for all you do
GUY R

Q: Realizing you don't cover US funds that much, but can I get a quick opinion on VIGI? Looking for a long term hold with decent dividend. Any risks you see?

Q: You mention sectors, and list them on your portfolios. Is there a financial website that uses those same sectors? I'd like to go through my stocks, and note the sector of each. Thanks.

Q: Hi Peter how far do you think this stock will fall I never lost this much money this fast since WIN
Kind Regards
Stan

Q: The July 15th edition of the Financial Post carries an article with the headline "Worst drought in decades devastates Europe's Crops" with the article focusing on a wheat-farmer in the Tuscany region (province?) of Italy. After doing a quick check online it seems that drought is somewhat dispersed throughout regions in Europe.

Would this European drought be significant enough to impact global grain supply and prices?

Would this be time to consider purchasing POT?

Thanks!

Q: Have you learned anything more about this company? Can you tell me who significant investors are?
Thanks!

Q: Your last comments on this stock was back in December 2016, at that time you were negative on it's prospects. It has advanced nicely since . Has your opinion changed and does it now look like the momentum could continue ?

Q: Micheal Smedley last week on BNN thought this was a good play. Your thoughts please. ( And a bit of an explanation as to what it is would help! )