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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i,
My partner and I are 60 yrs. old, both newly retired with no pensions. 50% of our portfolio is in banks (one in the US), the rest in renewables and the occasional tech stock.
We are thinking with Mr. Trump now in office, we should probably look at gold. Presently we have no gold, even though I see comments that 4-6% of your portfolio should be in gold. What would you suggest for us? Stocks, bullion? If stocks, which ones and percentage of each would be valuable.

Thank you!
Read Answer Asked by Wendy on January 23, 2017
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
Read Answer Asked by Kevin on January 23, 2017
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
Read Answer Asked by Marco on January 23, 2017
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
Read Answer Asked by grant on January 23, 2017
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
Read Answer Asked by claudio on January 23, 2017
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!
Read Answer Asked by Michael on January 23, 2017
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
Read Answer Asked by David on January 23, 2017
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