Investment Q&A

Q: Without regard to sector weightings...What would be your FAV 5 BUYS right now?
These would be for a long term Hold...3-5 Years..Thanks Valter.

Q: Hi team,
following the company,s issue of close to a million shares due to the exercise of options, OPEC and non-OPEC members to cut oil production,would you recommend purchase of Ithaca,s shares as a good entry price or are the shares overvalued at the moment. With Stella scheduled to be operational would this add to the further rise in share prices?
Many thanks and a Merry Xmas season to all.
Jean C.

Q: You mentioned DOL still has lots of growth potential in Canada. Is the growth coming mainly frow new stores opening or from existing stores ? I believe they now have more than 1000 stores in CDA. Would you know how many stores are they planning to open over the next few years ?
What is the insider ownership ? Thank you .

Q: copper mountain new symbol is cmmc will it survive with higher copper prices thanks

Q: What is the difference between QSR-T and QSP.UN-T? This company has moved a lot and would you consider it fully valued right now? THANKYOU

Q: I love a bargain. What otherwise good stocks do you see as being unduly punished by tax loss selling/

Q: Am a believer in Premium Watsa am now thinking of picking up a few more shares on this recent dip....what are your thoughts...wait for it to slide some more? or step up to the plate here.. picked up 10 or so earlier this year on a dip, paid maybe 590. or so.

Q: Good Day

With tax loss season here, any suggestions for buying stocks being sold for tax losses.

Thank you

Q: Fairfax, has been extremely weak lately, near yearly lows. Yet, they have unwound I believe half of their hedges against the S&P falling, sold off many of their bonds, and they are in the Insurance business. To me, it would appear that they are in a much better position now, than what they were just a few months ago. In your opinion why is Fairfax so weak currently?

Q: I am thinking of adding one of these to my TFSA. What would be your choice and why?
Thanks. RAM

Q: Hi folks,just follow up Q to $80M investment by Constellation Csu/t in Redknee rkn/t. Lot of investors on other sites are saying that Redknee Ceo gave the company away with Pre-ferred shares & warrants to Csu, leaving the rkn investor (like myself) with nothing. I thought the $80M was good for redknee?? so am confused, can you please clarify/explain your thoughts,thanks as always, jb

Q: Good morning, I am very interested in purchasing shares of Rogers Sugar Inc. They have a good dividend yield and a relatively low PE ratio. I am worried that the stock has had a good run over the last 12 months and may be time for a pull back and if the dividend is sustainable. Your thoughts on this company would be greatly appreciated.

Q: Can you give me your opinion on CorSite. I see they raised the dividend 50% and am wondering if there might be decent growth here as well.

Q: Do you think tax loss selling is mostly over, and it is time to start picking up some bargains, or do you recommend waiting until later this month or even into,January?

Q: Im looking for CDn and US etfs that offer a basket of resources ( metals, oil, etc) that you think will do well in the next couple of years.

Q: I'd like to free up some cash in my Income Portfolio. Of the following:
ABT, AX.UN, BPF.UN, BEP.UN, YCM.PR.B, DFN, ENB.PR.H, ECI, IPL, MTR.UN, FFH, SLF

I have overweight positions in BEP.UN 12.5%, DFN 15.3%, ECI 11%

Which of the the above would you sell some or all?

Q: Hello

I want to know if its worth to invest in long term into cymbria of edgepoint (CYB). Its a good etf to have in a portfolio. I m looking for a ''berkshire'' canadian i want to possess the share for a minimum of 5 years.
Thank you for ur comments

Q: I noticed CNR is rated a hold and CP a buy. Do you know why this would be? I thought CNR was the better of the two and was planning to buy it at year end. Should I be buying CP instead?

Q: Hello 5i team,
I think it is time for my wife to redeploy her cash position in the combined RRSP and TFSA portfolios.
I’m listing below her current holdings by the various TSX sectors, by weight and my proposed choice of additions. I would appreciate your opinion as to your order of preference at this time.
Consumer cyclicals (11%) CGX, MG; propose CCL, BYD or TOY
Consumer defensives (0%); propose ATD, DOL or PBH
Energy (8%) ENB, KEY: propose a producer
Financials (13%) SLF, TD; propose any addition?
Health (6%) ZUH; propose any addition?
Industrials (7%) BIP.UN; propose CNR, SIS, STN, WSP
Materials (0%); propose MX or SJ
Info tech (13%) CSU, GIB; propose ENGH, KXS or SYZ
RE/Telcos/Utilities (15%) BCE, BEP.UN, CIGI, FSC; propose reduce BCE or sell CIGI
Cash (26%)
I would not mind that you deduct any number of credits.
Thanks,
Antoine

Q: While analysts are still recommending US regional banks as a play on higher interest rates, I heard on BNN this morning that insider selling in regional banks has reached record levels. Do the insiders know something the analyst don`t? I should add that I have a half position in KRE.