Investment Q&A

Q: I have lost about 3/4th of my investment and was holding on for better days. With the recent announcement about coal-fired facilities, I'm wondering whether the tobacco in my pipe dream is finished.

Q: Hello 5i, between these energy companies, TRP, ENB, PPL.un , and IPL.un, KEY, which of the following companies would you recommend buying now for a long term hold?
Please advise from best to least liked, or please advise if you would have a different recommendation of the energy sector companies? Thank You.

Q: Recently took position in Savaria, but with your last comments on Nov 22nd " Shares may see some weakness but the trend is still going the right way for SIS" should I get out now with minimal loss and buy back later at a potentially lower price?

Thanks for the info

Q: Wanted to thank Peter and the 5i team for persistently reminding readers that the weed sector is high risk and should be avoided by investors. Looks like most of the suspects in the sector are now down 50% from their highs with no support in sight. Anyone subscribing 5i's service has paid for their subscription 100 times over by avoiding these devastating losses while existing weed shareholders are in panic mode. Well done, 5i, you are worth your weight in gold and platinum.

Q: Thoughts on latest Amaya drama? Seems like this is more of a David Baazov drama but nonetheless frustrating. I thought it might affect Canaccord negatively but seems like at this point it's just AYA taking the hit.

Q: any idea why down so much today? Is this an opportunity to buy more at a low price? Shouldn't management have responded to offer by now?

Q: any idea why down so much today? Is this an opportunity to buy more at a low price? Shouldn't management have responded to offer by now?

Q: I am concerned about the relative weakness in Milestone recently, compared to other reits. I have read a bit about the possibility that their Houston properties were weak in Q3 and they may be getting weaker. And yet, wouldn't the impact of the weakness in the energy industry be already present in the vacancy/rental rates? Also, does the relatively low rents (i.e. B properties renting for around $900/month) give some protection? In a long-winded way, I am asking if the Houston portfolio provides a lot of risk to overall growth (in cash flow) going forward? Or is there anything else causing the weakness in the stock price.I'm feeling anxious about this because I put my kids into it after their recent offering and the stock is down from there......

Q: Any idea why enghouse is falling so much today. Should I be worried or buying more?Thanks for the help.

Q: I have Enbridge in my portfolio and have received notice of a special meeting pertaining to the merger with Spectra that involves the issuance of shares to Spectra holders at just below par to facilitate the process. The literature is rather bulky and I am not sure I really understand it. Is this a good proposal for shareholders and should I support it? This kind of change makes me nervous. Is it a really good idea almost certain to benefit the merged entity, or is it time to exit from Enbridge to be safe?

Q: I'm looking to buy a US bank. I know you like JPM, so can you compare JPM to OZRK for me? I know JPM is way bigger so less risky in theory.Looking at Fwd P/E OZRK looks more expensive but it looks much more consistent over the last 10 years and has better ROE and cash flow.Please give me you r analysis.Thanks and I'm learning a lot from your service!

Q: Could you please provide me with some names of the best "Dividend Paying" stocks for a non registered account. Thanks Valter

Q: Hi, What ever happened to MDT? It dropped a lot today. Still a good company?

Q: Align has taken the orthodontic sector by storm and the company appears to be expanding rapidly. is this company on a firm financial footing and is it a suitable stock for a US growth portfolio?

Q: Any comments on today's results? Pre-market bid/ask is ~0.5% above last night's closing, so I would take that to mean they beat. Since this was never a 'bond proxy,' do you think it recovers some of its lost ground, or has money simply rotated out of this, and its momentum is therefore done?
Thanks for all your insights.

Q: Hi guys,

Please provide your thoughts on ATD.B latest results.

Thanks,

Jim

Q: I know US is not your focus but someone called Davuluri on BNN yesterday says that Nvdia is seriously overvalued and that it is a market sell with a downward trend to $38 a share. That is a huge prediction drop as the stock is trading closer to $100.
Is one too late to the party? I know it has a huge p/e but other analysts seem to think it is justified based on going forward.
Why would this person risk his reputation on a call like that or is it the case: hope you sell sucker so I can buy it?

Q: A comment for Dave who was asking about "playing the vix." HVI is a Canadian un-leveraged inverse VIX ETF that is "safer" than going long the VIX. HVU and HUV are, in my limited experience, good vehicles for losing money. With an inverse VIX product like HVI (or XIV in the US) it tends to benefit, not decay from the contango. Strategy in a nutshell is to buy when the market is tanking (VIX > 20) and hold as the VIX declines, which could be over a period of weeks or months. It's still a risky trading strategy, but less so than long VIX products, especially the leveraged long VIX products like HVU.

Q: as a concentrated us a large cap US ETF what about this concentrated offering run by Eddie Efenbien - compare to others.

Q: Detour Gold has dropped quite a bit in the last few weeks. Could you please give an updated opinion on this stock? Are insiders still committed?

Thanks