Investment Q&A

Q: I sent a question early that came back as private. If I indicated for the question to be private, that was my mistake. I would prefer it to be public as we all learn from each other's questions and your answers.
Thanks

Q: For the most part we (subscribers) seem to ask you questions on the same stocks in some sort of rotation that I have not quite figured out. So it must be time again to ask, what stocks are we not asking about (very frequently perhaps)that we should be considering for our portfolios?

As always, I appreciate your insights - my best performing stocks are generally ideas I've picked up here!

Q: Hi team: I wonder if you would recommend a buy at these prices of Sept 22.

Q: With gold producers tightly a liked to the process of gold, there seems to be a 1 to 5 ratio of impact (gold increases 1%, producers increase 5 or more %). Over the past few days we see spot increase or decrease without a symmetrical impact to producers. Can you comment on what else impacts the general sector or are the more sensitive to factors and in fact spot prices are trailing?

Thanks,

Eric

Q: What are the four or more good reasons to own Gilead Sciences today? What are their Pipeline or new drugs coming like today? What will their future best selling drug in revenues be?

Q: I am looking for a higher paying dividend ETF for income that isn't too high on financials as I also own some individual stocks. Can you please give me your analysis and opinion on ZDV vs XEI on growth, risk, stablity.
Thanks

Q: Please provide me your views on this stock. Thanks

Gerry

Q: Hello 5I crew. I would like to say that I really enjoyed the Money show this year. I am assuming you lined up all the speakers on Saturday in the main hall...Good work, excellent topics. While I was there I had asked at the Money Saver Booth if it was a better cost to purchase the online magazine there or through 5I. 5I was suggested but I can not find the proper link to do this without renewing my 5I membership. Can you please direct me to the website area I need to go to? Thank You

Q: I am looking for exposure to U S Technology. Is IGM a suitable vehicle or are there others you would prefer? Thanks again.

Q: Hey team, I've decided to add these two stocks to my portfolio as long-term investments. My one hesitation is with timing. As both are sitting around all time highs right now, would you suggest holding off for a couple months to see if they decline, or would you go ahead and pull the trigger? In a perfect world I'd like to pick these up around $700/share.

Q: OK the Trump effect ... would it be prudent to turn all investments into cash lets say a week ahead of the US election (50 stocks X $10/transaction =$500) and if Trump wins ride out the wave of volatility and then buy back into the portfolios for another $500 hit possibly avoiding the chaos that would follow the Donald into his presidency? If Hillary wins would you expect a positive response from the markets?

Q: I move in and out of gold depending on my fear level and currently have no exposure. Trump is managing to change my perception, however, and am currently looking for ideas. GLDI seems to have a screaming nice yield, but share depreciation has eaten away any gains over the past year. What would need to happen to the gold price to reverse this trend. Any thoughts or other ideas (excluding GLD and XGD).
Thanks in advance

Q: any thoughts regarding TWM

Q: Hello 5i
I am looking for your opinion on my selling Whitecap to realize a capital loss and replacing it with Raging River. Or might you have a better suggestion?
Thanks Les

Q: I have been a bit worried about the US market, as measured by cyclic PE it seems quite expensive. I have used the recent strength to sell some of my low conviction stocks and take half positions in what I consider to be better companies. My cash is now up to 10%.

My first question is do you think this cash level is appropriate for the market now? My second question is, given a pullback how would you deploy the cash. Immediately on the day of a big drop, say over 200 points on the Dow?. Or try to time the bottom using technical analysis? Or gradually ease into a position starting the day after a big drop in the market? Any other suggestions gratefully received.

Q: You responded to a query about IT recommending taking the exchangeable shares. Could you please explain why and are you still positive about the company? Thanx for the great service.

Q: Sunopta has almost doubled in price since the end of May. Is it good value?

Q: Ten Peaks Coffee popped about 5% today on high volume. Do you know of any reason why? I've been tracking the stock's descent for the past few months and waiting for it to bottom. In your estimation, would this be a good time to buy?
Robert

Q: COULD I HAVE YOUR THOUGHTS ON MX, AND IS THIS A GOOD ENTRY POINT

THANKS

Q: I have just about forgotten why I bought into the silver craze (FR). It was self-explanatory when FR zoomed to $23. I thought about selling, but blinked--had I bought this as a speculation, or an investment? Now it's back down not far from where I bought in. For context, it's a small holding. I generally buy and hold 5i BE stocks and have reason to believe in the long-term story of my holdings. FR is the exception.

Can you give me an analysis of whether you think it is prudent to hold FR, given the macro environment--and more importantly, why? If silver is a useful 'hedge' for any nasty looming risk or otherwise good to have, would something less volatile (SLW? No etfs please) be better?

On the macro point, I can't piece together what silver hedges me against. As a non-yielding asset it seems to be sensitive to talk of a rate hike (going up when Fed didn't raise rates). But it soared along with gold earlier this year seemingly regardless of interest rates. Your thoughts would be appreciated.