Investment Q&A

Q: I am considering transferring my assets in CPG to WCP. Both have an equal weight in my portfolio. It seems that CPG has not performed as well as WCP during the upturn in oil prices. Both have cut their dividend substantially but I believe that WCP has more upside in terms of growth and dividend increases. What is your opinion? Thanks

Q: I have a disproportionately large position in Apple. Now that it has recovered to the $120 level, I'm considering selling a portion of it to bring it back to a more reasonable percentage of my portfolio. Can you give me your view on this stock, and provide your insight into the influence all their cash will have on the stock price if corporate income taxes are reduced

Q: What is your thought on score? I still hold it with a 75% loss. Is it worth it to hold? Is there any chance that they would get bought out?

Q: FTG has had a marvelous run but suffered a major drop today. I could not find any news. Do you have an explanation? Thank you.

Q: Are there any energy stock or new green energy stocks that are around a dollar or less then a dollar that u think would maybe make good run this year

Q: Is it a good time to invest in FSZ or is the trend to ETF's going to harm it ?

Q: Hi 5I Team,
My question is regarding US ETFs. Could you list some well balanced US ETFs that could do well under a Trump presidency? And if you had to only pick 1 of these ETFs to invest in, which would it be?

Thank you.

Q: Recently, I sold some of my well performing CDN dividend equities (a tenth of my RRSP portfolio), and wish to redeploy to high-quality US dividend stocks paying 4-5%. Any suggestions?

Q: Thanks for the timely reply.
As a follow up question, and since QCOM reports this week, what percentage of its business is tied up with Apple? Who are the top five customers and specifically % of sales for these top five QCOM customers.
Thanks again!

Q: The potential for an increased US protectionist stance has me thinking about the possible impact on Canadian companies (non-manufacturing) doing business in the US. Some of the big Canadian banks like TD have significant US exposure, as do some utilities like FTS or AQN. These companies are Canadian, but have US offices and presumably employ thousands of Americans. They do not really export any product into the US. Do you see any reason for concern for Canadian companies like these that have US offices and employees that provide a service (as opposed to selling a Canadian-made manufactured product into the US)?

Are Canadian banks, utilities or similar companies covered under any NAFTA provisions that could be re-negotiated? Do the profits on their US operations all come back to Canada?

Perhaps it is a little premature for these questions, but I hope 5i will be proactive in keeping its clients advised of any developments respecting Canadian companies operating in the US.

Thank-you

Q: What suggestions do you have regarding Global Reits to invest in. This can be an ETF or individual Reits. I will then compare then to the Canadian ones you have recommended earlier.

Thank You

Paul

Q: Hello Peter and Ryan
I was at todays investment seminar and i like how much information was shared .
There were many take aways from todays financial literacy.Please give me 5
new companies that i can hold for the next 10 years that has the potential of becoming a Google.I know that is impossbile to do , but based on what you know today .

Kindest Regards

Claudio

Q: Now that PLI has received orphan drug designation for PBI-4050, what is the liklihood the stock will rise to $4.75 as predicted? If it does reach that level, is that a take-off point to much higher levels?
Elmer

Q: Which sector is currently undervalued in your opinion and what companies I should consider within that sector.

Q: Hi,
Could you tell me what you think of I Shares Hedged Mid Cap ETF XMC ? Would you have a comparable one that can be bought in C$ or might be more stock specific ?
Thanks
Larry

Q: Hi Peter and Team. The Canola Council of Canada suggests 43,000 canola farmers in Canada and Internationa canola demand is growing. Based on INP's 122 contracts to date (and historically steady contract growth) it seems there is a long runway for growth at INP. As far as I know Input Capital has no direct competitors, however barriers to entry on the streaming model seem low. Based on this, my questions are: (1) Do you see the INP streaming model as favourable from a farmers perspective? (2) The Nov 2015 default of 3 contracts seemed large compared to revenue, do you foresee farmers being spooked by the legal action being taken, or is this expected? (3) Are barriers to entry low in this business model? (4) INP's annual report does not indicate the avg length of time streaming deal is in place and renewal rate of streaming contracts to date, are you able to obtain this info? (5) Lastly, INP compares itself to precious metals streamers in its Jan 2017 presentation, do you think that is a fair comparison? Thx!

Q: Could you pls. recommend which of the above has the better near term stock price potential, in your view? SCB recently received their banking licence which had been a significant overhang on the stock. Urbana has finally experienced a breakout, and hold a huge position in Real Matters, which is supposed to IPO this spring.

Thanks, I joined the newsletter 10 minutes ago, after having watched and appreciated you, Peter, for about 10 years (via BNN).

Sincerely,
David

Q: Last week you suggested we wait to see how things settles out over a few days. What indicators are you looking for? - have they panned out. Can you comment on the reasons for the slow down and if it could a trend. My son and I own SJ - should we sell? We are on a 2 year timeline and 10 year timeline.
Thanks for your great work!

Q: Hi,

Which of the following mentioned above do you recommend to buy for a long term hold and why? I will add this to my rrsp account.

Thanks.

Q: Hi Peter, What is your analysis of Valeant? I went through the conference call and recent presentation and it sounds they are on track to pay down $5B in next 12 months. Is market panicking?