Investment Q&A

Q: Thanks for your answer on Shopify. Another question: is it too late to jump in? Does it have a competitive advantage?
Is the growth there? Is next year's forward p/e reasonable?
I seem to always jump in at the top. Can't figure out how they can compete with Amazon who dominates the market.

Q: In the process of cleaning up the losers in my high risk portfolio. Could you please rank out of the above list which ones you would let go first?

Q: Hello Folks:
In reading your answers to previous questions on GILD you recommend the company for it's strong cash position and low valuation, but recommend having the patience of a 2 year outlook. I have owned GILD for several years and not done very well as of late. Being I am 70 yrs. old should I hang in with GILD or move into another health related company? I have a full position with Johnson & Johnson, but am unaware of other very good health care options. I am not a frequent trader, tending to hold mostly American blue-chip companies,and welcome your advice...I greatly appreciate your good service!
brian

Q: Can you shed any light on the huge drop in CRH this morning? Thanks

Q: There was a lot of insider buying showing this morning.Is this just normal or are they anticipating good results.Is there information that I missed lately.

Q: CRH is down about 10% today, but I can't find any news. Do you know why it is down today? Have any of the brokers dropped their target price or rating?

Thanks

Q: Do you have an opinion on this?

Q: Growth stocks
I am retired and using the investment income from my high-dividend stocks. I have a few clunkers which are going nowhere fast. I am thinking of substituting these (a modest amount) in Canadian growth stock, which I interpret as small/mid cap. Not wanting to make a choice myself or, or that matter, betting on one horse, I am thinking of the Pender Value Fund or a growth ETF. Comments on above?

Also, as I would buy this through my full-service broker (with whom I have a flexible arrangement), is there a transparent information source for the sales and management fees applicable to the various classes of mutual fund products - class A, class F etc?

Q: I have a modest position in this company in my margin acct, what are your thoughts as to their future prospects..I purchased it at lower levels a little over a year ago so am doing ok as far as the dividend goes.
If I was to sell ( 2017 ) I would be looking to reinvest in a Canadian stock.

Q: Is there any more news about Gildan's offer to buy American Apparel which is now in bankruptcy? If they are successful is this likely to affect their short/medium performance? The stock has spiked a bit recently.

Q: TA-tsx is popping the last few days. Up ~13% today.

They announce today the signing of a deal with the Albert gov't.
+ The earlier this week's announcement of the government's change to the way electricity producers will be paid (via how much the can provide, not by how much they deliver).

Both appear good for TA.

Insiders per usual must have know this and started buying it upward a few days ago, per usual. Legal or not. LOL.

Have a great day!

Q: What are your thoughts relative to this stock. Have some US cash to invest - approx $10,000? Looking for decent dividend and future growth. If not this stock, what other stock would you suggest.

Q: Hello 5i,
My wife is concerned that our exposure to bonds is far too high, so I thought I would turn to the experts for advice.
Fixed Income is 31.1% of our total, combined portfolio broken down as follows:
CBO 4.8%
EMB 6.9%
VEE 1.0%
XHY 5.0%
XIG 4.7%
XPF 2.4%
XTR 3.0%
RBF 461A 3.30%
Note: these percentages reflect only the Bond or Fixed Income component of these ETF's, not the equity or other holdings.
We each have modest private pension as well as CPP and (1) OAS.
Our total portfolio income will soon be required to help cover living expenses - and presently looks to be able to do so for the most part.
So, my question is: given the foregoing do you see any areas of concern or any compelling changes that would be required?
I know this might sound a lot like a mini portfolio review, but I have added a lot of detail so that it might assist others who read the Q&A as I know asset allocation is an area of concern and interest for many members.
Please feel free to deduct as many questions as you deem appropriate.
Many thanks,
Cheers,
Mike

Q: Wondering if you could comment on this company and give your thoughts on valuation? Also the latest announcement...
Thanks

Q: Hi 5I team, please rank Tck.b, Hbm, Mpv and Fm risk and reward? Thank You.

Q: Now that there are 11 sectors in the Toronto TSX what would be your Sector allocations for a Conservative dividend and some growth oriented 45 year old investor.
Thank you.... Paul K.

Q: Regarding the short position on Badger:
- My google search shows 9.3 million short on the OTC market in the US as of Oct 31. Is there more recent data?
- Do you know the short data for Canada? What is a good website to check that?
- How will the shorters in the US ever cover with little to no liquidity in the OTC market (can they cover via the Canadian market)?
- Do you believe the recent strength is short covering?

Thanks!

Q: I am interested in increasing my exposure to the US through ETF's. I currently hold some IWO and VIG. I am wondering if I should just add to those or are there 1-2 others that would round out my exposure. I am wondering about industrials and banks for example. Thanks

Q: Could you recommend and ETF for the US big banks ? Thanks again.

Q: Could you recommend an ETF that is heavily weighted with:Amazon, Google and Microsoft ? Thanks.