Investment Q&A

Q: I hold both Blue Ribbon Income Fund ( 6.4% dividend) and Canoe EIT income fund (10.2% dividend ) Blue Ribbon is 6% of my total portfolio and Canoe is 1% of portfolio. Would appreciate your thoughts on both of these and would you suggest selling and if so what would you purchase.
Second question, a little out of the box but if you wanted to start a risk portfolio, maybe 2 stocks, which ones would you recommend. By risk I mean potential to lose but with a potential upside to make a big profit in the next year or two. You might call this a speculation portfolio that has the money you can afford to lose.

Regards

Wayne
I just joined in July and do enjoy the information you put forth.

Q: I am relatively new to self directing my investments. Now have my long term portfolio set up for my registered accounts that is progressing quite well, I am now looking for a home for some cash savings. As I have some significant capital losses accrued, what recommendations would offer to take advantage of them?

Q: Madalena Energy just received a loan for up to$40M but this reduces their control over the company to 35%.Does this signal" Time to get out " or is there still some hope for this company?
Thanks, as always,
Dave

Q: I have a half position in PLI and, with it being down this much as of late, I am considering buying more. Looks like there may be technical support just above $2. Though the consistent downward trend is somewhat worrying. In a situation like this would you suggest waiting to see if the stock turns around a little or just buy with the understanding that the current value looks good to me. I understand the issues with trying to time something just looking for thoughts on this stock in this context. Thanks!

Q: Hi, How long do you think the share price can remain at these levels yielding 8.3 percent?

Q: I have these 2 dogs in my TFSA unfortunately, down > 100% each!.....so NO Tax Loss opportunity. Any point in hanging onto them, or should I simply bite the bullet, sell them and buy GUD / CRH with the risidual funds?

Many thanks, Austin

Q: Hello,
Wi-Lan (WIN) has popped almost 10% today with heavy volume. Your thoughts on this please. Thanks.

Q: I was reading your comments on stocks that do not do well in a rising interest rate invirerment.Utilities,riets, pipelines, telcos.How do we (Your Members) stay diversified if we sell all of these?I was also told that when everyone runs to one side of the boat it is a bad thing. Canada did not raise their interest rate.I am confused. HELP

Q: I have some money in the Steadyhand Small Cap Fund, which recently changed managers, now Joe Sirdevan from Galibier. Do you know him and his track record at Jarislowsky, where he was previously? Would you recommend him as a money manager?

Thanks.

Q: Do you know of an etf that invest European banks or global banks ex-us

Q: Grande West Transportation is down about 10 per cent today. I can't find any news on it. Have you any idea why? Can you tell me the short position for this. Thanks

Q: Thanks for the webinar today. It's reminded me to think about fundamentals. Normally I rely on you think about that for me (I follow BE), but not always. I hung on to Amaya after you removed if from the portfolio and bought a bit more at ~19.50 when the original bid came and you did a great blog about two "trades" (the other being SPB--it was a nailbiter but I did well on that one).

There's a lot of noise on this company and I want to ignore that. What is your view about fundamentals and outlook for AYA? If you think there are better opportunities right now, could you please give me some suggestions? Doesn't need to be the same sector. I want to avoid the pitfall of hanging on too long if this is not a very promising company long term.

Thanks.

Q: I own both NYX and IT. I am up a little on IT and down a little on NYX. Which of these company's do you think is better to hold onto? Should I sell IT and buy more NYX to take advantage of the cheap share price? Or should I continue to hold both?

Thanks

Q: What is your opinion of the Mackenzie maximum diversification etf managed by Tobam, aside from the size of those etf which could be a shorterm issue.

Regards Alain

Q: Large-cap healthcare ETFs are giving-up their post-election bump, in some cases (for example, HHL) approaching nine-month lows. Are there any that are becoming interesting, or is this sector just too instrinsically volatile? In the past, 5i has spoken well of IHI (NYSE), do you still like it?

Q: maybe you can comment on nyx.
most people bought this stock because of eric nuttall who was pounding the table to buy it, i bought at 1.70 it went to 2.20, did not sell and then i sold at 1.50, i can guarantee you eric nuttall has been long gone from this stock.
why are your members holding on, this stock is not working and it will never work. we are back to my favorite subject IF I COULD ONLY GET BACK TO EVEN THEN I WILL SELL. dave

Q: Hi Peter and Team,
Could you please estimate fair takeover price for DH?
Thanks

Q: Hi 5i: As part of my RIF portfolio I hold three ETFs, namely one S&P (45%), one TSX (35%) and one for developed ex North America (20%). Do those percentages seem reasonable to you? I also have a chunk of the portfolio reserved for fixed (safe) income, so I'm not worried about safety, just efficiency.

Q: Can you give me your opinion on this stock

Q: Do you forecast continued price appreciation in the shares of this bank ? I bought a couple of months ago at just over $26 and am now up 19%. Time to sell or hang on for the ride ?? This stock seems to be not well followed outside Western Canada and few analysts are aware of how well secured this bank's loans are, despite its western exposure. For example, from 2009 to 2014 the stock price of CWB outperformed Royal Bank. It only declined dramatically after the decline in oil prices, which now seems to have bottomed. Maybe it is time to buy more ?