Investment Q&A

• Balanced Equity Portfolio (BEPORT)
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Q: Can you explain why some companies are included in your model portfolios, but have an NR rating ?

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Read Answer Asked by Jim on April 12, 2017

• Alphabet Inc. (GOOG)
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Q: Hello Folks:
For a number of years I have not held large cap U.S. tech. stocks in my portfolio. Do you have a preference among Microsoft, Amazon, Google or Apple? Perhaps you have a better suggestion?
Thanks for everything
brian

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Read Answer Asked by Brian on April 11, 2017

• Income Portfolio (Income)
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• Growth Portfolio (Growth)
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• Balanced Equity Portfolio (BEPORT)
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Q: I am planning to own all stocks in growth, income and model portfolio excluding ETF.
I would allocated Growth = 1%, Income = 1.75% and Model = 2.25%
Do you think this is the good strategy and it will work going forward?
Total stocks = 59.

I set up dummy portfolio since Nov 2016 and it has the gain of 11%.

Currently, I own all stocks in Model portfolio with 3% waiting and it has gain 6%

My portfolio is over 500K

Thanks for the great service.

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Read Answer Asked by Hector on April 11, 2017

• Celestica Inc. (CLS)
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• Enghouse Systems Limited (ENGH)
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• Kinaxis Inc. (KXS)
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• Open Text Corporation (OTEX)
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• Premium Brands Holdings Corporation (PBH)
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• ZCL Composites Inc. (ZCL)
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• Altus Group Limited (AIF)
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Q: Hello
I want to add 2 growth stocks to my portfolio. Of the listed stocks can I please have your 2 top choices.
Thanks

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Read Answer Asked by Al on April 11, 2017

• Agrium Inc. (AGU)
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Q: Can I get your current thoughts on AGU? Is this a good time to initiate a position?

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Read Answer Asked by Nino on April 11, 2017

• Swiss Water Decaffeinated Coffee Inc. (SWP)
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Q: As it is the only company that doesn't use chemicals to get rid of caffeine, I am a believer that they can and will do better. I have a small position at present and am interested in taking on a bigger position but, I am awaiting your update due sometime this month. Any news?

Thank You,

Stephen S

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Read Answer Asked by Stephen on April 11, 2017

• Miscellaneous (MISC)
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Q: Hey 5i,

I'd like to hear your thoughts on the Toronto housing market as a whole. Do the valuations make any sense relative to our incomes? Or does that even matter anymore?

Thanks

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Read Answer Asked by Elliott on April 11, 2017

• Miscellaneous (MISC)
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Q: Under the heading miscellaneous there are questions about a particular stock but the stock's name does not appear. On April 7th the following question was asked “Q: Our financial advisor has exposure to other countries with this mutual fund (3%). This is in my RRSP. Your thoughts please.” Your answer refers to the stock but never mentions its name. Could you please explain why that is. Thanks.

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Read Answer Asked by cal on April 11, 2017

• Issuer Direct Corporation (ISDR)
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Q: You mentioned this company in a response on April 9. I had a look at it and I am interested. Could you provide a more comprehensive comment on ISDR. Thanks.

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Read Answer Asked by Noel on April 11, 2017

• SSC Security Services Corp Com (INP)
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Q: Input Capital released a Q2 update, streaming contracts, canola sales etc. Are they "turning the corner", "gaining traction", what are your comments on how this story is developing, also valuation? Thanks

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Read Answer Asked by Harry on April 11, 2017

• Knight Therapeutics Inc. (GUD)
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Q: 2 questions on GUD:
* Recent report states " GUD also invests in funds, which have substantial assets under management in the healthcare sector..." What type of funds, private equity or mutual, and how major is this part of their business?
* Your models have 3 and 6% positions in this name, my weight is 2.5% and I'm wondering what is a suitable number, though I would be comfortable up to 5%. I am retired and it is presently my only health care stock.
Thanks, J.

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Read Answer Asked by Jeff on April 11, 2017

• Dream Office Real Estate Investment Trust (D.UN)
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Q: hello
what is your outlook for dream office real estate investment trust, is there a cut in distribution coming?
thank you,
Karl

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Read Answer Asked by Karl on April 11, 2017

• Bonavista Energy Corporation (BNP)
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Q: Bonavista Energy has been way down for a long time. Do you see any improvement ahead or should I just cut my big loss and move on?
Thank you

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Read Answer Asked by Nadine on April 11, 2017

• Canadian Natural Resources Limited (CNQ)
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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• Russel Metals Inc. (RUS)
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Q: I have no metals and little resources in my portfolio. For a one or two year hold, would you recommend any of these and why? or is there something you like better?

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Read Answer Asked by Graeme on April 11, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: Prometic announced a small ($9.5 million) purchase order from an existing client last Friday, and they seem primed for several growth opportunities/catalysts in 2017. Yet the share price keeps dropping.
Would you be on board with an initial purchase at this time? Or wait for more good news?
Thank you.

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Read Answer Asked by kelsi on April 11, 2017

• CRH Medical Corporation (CRH)
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Q: CRH has lots of momentum currently. I am starting to get concerned about P/E ratios. What is the P/E to growth ratio, and please give some comments on the company\s ability to grow earning to meet this ratio.

cheers

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Read Answer Asked by Darcy on April 11, 2017

• EMX Royalty Corporation (EMX)
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Q: Good afternoon,
In the past Rick Rule was a big fan of the company's management. May I have your view of the current prospects for the company.
Thank you.

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Read Answer Asked by Peter on April 11, 2017

• Lonestar West Inc. (LSI)
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Q: Do you think this company is a survivor?
Any information for the date of the full year results?
Thank you for your assistance.

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Read Answer Asked by Peter on April 11, 2017

• Miscellaneous (MISC)
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Q: Are you aware that Ryan Modesto is on Market Call on BNN at noon today--watch and support.

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Read Answer Asked by Bryon on April 11, 2017

• Electra Baterry Materials Corp Com (FCC)
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Q: With cobalt prices rising what are your thoughts on First Cobalt Corp for a speculative buy.

Thank-you.

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Read Answer Asked by Bryan on April 11, 2017