Investment Q&A

Q: Hi team: there is a prediction that it will be a cold winter, it could benefit the above gas stocks which I have in a half position, how would you rank the above in terms of 1)safety and 2) potential upside ? Thanks Micahel
the stocks I have interests are: Altagas, Toumaline, arc energy, peyto and keyera (Ala, Tou, Arx, Pey, Key), thanks team
Michael

Q: Would you please give your analysis of Clearwater and High Liner regarding growth,debt level,dividend growth,etc.and which you would recommend for a 1 to 2 year hold and why. Thanx.

Q: Hi,
Could you recommend the best and simplest way to build a well balanced portfolio for a passive long term investor? Would it be etfs? If so could you recommend the ones you think (possibly 3-5)? They would be held in a TFSA and added to annually to maximize tfsa room and DRIPS would be used whenever possible.

Thanks!

Q: What are your thoughts on INTC today? Its growth prospects and what you like or don't like about INTC. Also, where would you rank INTC compared with other large tech companies (to form a one of the tech investments in a portfolio diversified across all sectors)? Thanks!

Q: Is there an ETF I can buy if I believe Canadian dollar will weaken against US in near future and vice versa.

Q: Today Enbridge Inc. (ENB) announced they are purchasing Spectra Energy Corp (SE) in an all stock deal.

I own Enbridge in my non-registered account (in order to take advantage of Canadian Dividend Tax Credit) and I own Spectra in my US $ RRSP (in order to minimize taxes on US dividends which are treated like interest income).

I want to participate in both the Canadian and US energy infrastructure (pipeline, midstream processing) market.

My question is what can I replace Spectra Energy in my RRSP with? I own Kinder Morgan (underwater), Oneok (above water) and recently sold off Williams (too much drama) in the RRSP account.

Am I better off to sell Spectra now or wait for the Enbridge merger and then sell off the Enbridge or even keep Enbridge in my RRSP as a US holding. Or do I increase my holding(s) in Kinder Morgan or Oneok?

Thanks for the excellent service.

Q: You noted that Cipher "is in a bit of a proxy battle and we like John Mull, a 37% owner trying to improve the company." But isn't Mr. Mull effectively seeking to take control of the company - which presents the risk of it being taken private at no significant premium to shareholders?

Q: What is with this company they are now starting to get buy recommendations. Earlier this year they were at 2008 levels then took off the same as this year. With no buy recommendations in 2008 or first part of 2016. Is this a buy,sell or hold if already owned.

Q: Good morning guys,

This is the 3rd time I am asking the same question since last Thursday. Would you please let me know if it is worth holding on to this company. I have gone from 11K to 2 k but I don't want to go to zero although I don't need the money for another 5-10 years. What is the best option here...just let go or hang on? My only reason for staying this long hasn't really worked but would it work if I just look the other way for another 5 years. Hope you get this question and get a chance to answer me. The stock is down another 3.5% today. Thank you!

Q: Thanks for all the great info on so many companies. Here is a crystal ball question for you.

Below are 2 groups of up and coming growing companies. Group 1 has market caps below 500M whereas Group 2 has higher market caps of roughly 1-5B.

Group 1: SYZ, CRH, ADW-A, SIS, TNC.

Group 2: KXS, SH, PLI, GUD, BYD-UN, PBH, NFI, TOY.

I am trying to get a feel of which companies have the potential to grow significantly over the next 5 years or so because of the quality and increasing demand for their products/services. Based on your knowledge, could you indicate which companies in each of these 2 groups are most likely to double (or more) their market caps in the next 5 plus years. And perhaps indicate the least likely candidates to do so.

Thanks - James.

Q: Hi Peter, Ryan, and 5i Team
Let myself get stuck with some LSI shares.
Would you please share an updated opinion regarding the recent
financial release, and possible future potential.
Thank you

Q: I would like to set up a portfolio using the TD e-series funds. My time horizon is 10 years. I plan to purchase on a monthly basis. Can you recommend a portfolio composition using these funds (including percentages).

Q: What is your current comfort level with DCI? Results seem to keep the stock in its 12-14 dollar range. I use the high dividend to balance out my other income stocks such as Adw.a, Zcl, sis, Syz, etc..... How does the business look to you?

Thanks,

Robert

Q: Any value in holding both SJ and CNR in a 25 stock portfolio or is there too much overlap? I assume SJ is the preferred choice if opting for one only. Thanks.

Q: exe an ok play on aging demographics would svi storage vaults canada be ok also thanks

Q: I would like your thoughts on copper and whether now is a good entry point and any stocks you would recommend, for example NCU, CPER, COPX or other. I have a long term horizon (> 5 years).
Thanks.

Q: Hi folks: I am not a big fan of technicals but I do check a stock's "trend, volumn, and momentum" sometimes.
My question is what is the best time frame to be looking at: ie: one month, 3 months, 6 months, a year ???
Will the time frame differ for different stock sectors?

Q: What are the companies in Canada in this sector. Please rank them and provide a brief analysis of which you prefer and why.

Q: May I have your thoughts on the latest news from Aquila? They appear to have obtained some permits from the authorities and the stock was bid up on Friday. Is bulk sampling on the horizon or are they more likely to diamond drill the ore body to get a better handle on the grades and consistency?. Are the option holders in the money?
Thank you.

Q: I have a 3.5% position in CPG, and I have a 1% position in TOU and a 2.5% position in VET. My overall exposure to energy is around 12%. I am not looking to decrease my energy exposure, but I am considering consolidating my position into fewer names. Would you consider a transition from CPG to either TOU or VET to be a sound move, and if so, which would you choose? VET offers a better dividend, but TOU is better positioned to take advantage of a rise in natural gas, which seems like a real possibility over the next 3-6 months. Thanks so much!