Investment Q&A

Q: I have held sox for a year plus in my tfsa for income and growth. I am dead even counting dividends and am unsure whether to hold or sell with upcoming earnings report.Would appreciate your opinion please

Q: Holding 23000 shares in this Company (ICP)..... Should I hold or any other options ? ..... Thanks, Sean

Q: Hi 5i team. There maybe a few questions here so please deduct as required. Knowing that bonds need to be part of a well diversified portfolio, more on the income side, what are your thoughts about establishing a position now with the current yield curve. I'm covered with a diversified mixed of stocks and pref's and individual bonds but would like to move or grow into a mix of bond ETF's for 20 - 30% of my total portfolio. Thinking more of corporates, both Canada and US with the following on my watch list; ZCS, ZHY, HYI, PFH, XHY. What other ETF's might I be missing or should I consider.

Many thanks, steve

Q: In reply to the question by Miscellaneous this morning on tracking gains and losses, our BMO InvestorLine does this with continuous updates. It handles our Joint account as well as two TFSAs.
Cheers, Ted

Q: Good morning and thanks for your service which is invaluable to me...I hold cbl - crh - gps - ikm - itc - and phm ... all except cbl are owned in protected account and all represent 5% of my portfolio at cost and 3.5% current value.. my question is what if anything should I do with these stocks as my portfolio is up over 13% this year with your other stocks...thanks...Gene

Q: Is there a website or source of information that I can use to monitor upcoming IPO’s for both the CDN and US Markets?

Q: Hello...your view today on PLI please as a purely speculative purchase...

Q: Where would you place HFR on the "safety scale" as a place to hold emergency cash? Would it be equivalent to GIC? Cash could be needed next month, next year or never. Thx Ron

Q: Peter, what are your thoughts on Clean Teq (CLTQF-OTC), chaired by Canadian mining old hand Robert Friedland? It has done very well for me over the past 12 months but it seems to be in the right space and with the right resource (cobalt used in ev batteries etc.) to have a long, clear growth runway ahead.

Also, it is hard to find cobalt producers outside the DRC. This from Seeking Alpha: "Clean TeQ (OTCQX:CTEQF) is poised to become the largest producer of cobalt outside of Democratic Republic of Congo, the wobbly country which produces more than 53% of world's cobalt yet is notorious for its geopolitical instability."

Could you comment on the fundamentals of the company?

Q: Hello team, thank you in advance for your perspective. If the US and Canadian dollar fall relative to the Euro, can one predict whether it would be more helpful to own a European ETF in CAD or US dollars? Is it more advantageous to own both a hedged and unhedged version of Europe to help cancel out currency effects? Would you consider a combination of the above two funds as one way to cover off potential currency changes? Please deduct as many points as appropriate to help enhance my understanding of this puzzle.

Q: How do people track their overall performance as traders? I use TD Web Broker and after I make a trade there doesn't seem to be a filed that tracks the loss or gain on the trade. Do people track this in an Excel Spread Sheet or is there a program/app for this?

Thank you for another great year of smart stock picks!

Q: Would there be any withholding taxes on dividends from these products when held in a TFSA ? Joe

Q: Hi, Sylogist, after a long time made an acquisition, as per following NR,this morning. Any comments !! Should it help stock price recover, in time ? Thanks

Monday, October 23, 2017

"Sylogist’s "Serenic Software" division enters the United States educational market; Acquires K12 Enterprise and Sunpac assets
08:00 EDT Monday, October 23, 2017
CALGARY, Alberta, Oct. 23, 2017 (GLOBE NEWSWIRE) -- Sylogist Ltd. (TSXV:SYZ) (“Sylogist” or the “Company”), a provider of enterprise information management solutions, is pleased to announce that its subsidiary, Serenic Software Inc., has acquired the assets of K12 Enterprise (K12E) and Sunpac Systems (Sunpac), both providers of ERP (Enterprise Resource Planning) solutions to the kindergarten to grade 12 local education authorities marketplace in the United States."

Q: Your thoughts please on this company.

Q: Could I get your opinion on Amarin, a small cap biotech stock?

Q: I have owned hbc now for 12months and am up 20%.What do you think of the recent news and do you think this is a good time to buy more or sell. I have a 1/2 position in it.

Q: Hi 5i Team

I'm thinking of buying ENB. I can use either my margin or RRSP account and either my CAD or USD account (so 4 choices). Question: If I buy using the USD account (so NYSE) does the US withholding tax apply even though it is a Canadian company? If I've filled out the withholding tax form (W-8BEN) does that eliminate the withholding tax in any event?

Thanks
Peter

Q: You are very generous in assessing most every company and finding something good on the balance sheet or fundamentals.But i know from experience that there are companies I just should not have bought into for several reasons.Do you have a list of companies that you would not want to be involved in.

Q: Hi 5i
With its recent run up would you predict CGNX to continue to run following its next qaurterly release (assuming all is well) or take a breather to catch up with expectations?
Is this a name that you would consider good for a trade or better as a long term hold? I'm holding for medium to long term as due to a small position, weighting shouldn't be an issue.

Thanks
Mike

Q: Hello 5i team,
In calculating percentages of holdings and sectors: concerning complete portfolio vs, equities and fixed: are ZPR and and XTR considered equities or fixed?

Thank you
Stanley