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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: Hello, I have a 2 part question:
1> I currently own a 5% position in LSPD and 2% position in KXS, ENGH SHOP. and QSR . which one(s) would you sell now as a vaccine will emerge soon? and which one(s) keep long term.
2> Could you provide 3-4 names of Value stocks that pay a dividend, and that will benefit when the economy re-opens. And, will benefit from inflation.
Thanks for your great service
Carlo
Read Answer Asked by Carlo on November 16, 2020
Q: Hello again 5i,

Just a follow up to my previous question yesterday, regarding monthly payout etf's above 4%. Could you list for me a collection of Blue Chip equities that payout dividends above 4% each month of the year, January through December? Preferably Canadian equities?
Thanks again for your help.
Stephen

Read Answer Asked by Stephen on November 16, 2020
Q: According to a TD Waterhouse report issued on Nov 10th, the valuation of BIP.UN using forward P/FFO looks very attractive over the next two years in comparison to 2020:
2020E 16.1x, 2021E 13.7x, 2022E 12.5x
As long as it can maintain it's current multiple over the same period I should be able to experience capital appreciation.
How much confidence should I have in these forecasts? Do these forecasts seem reasonable for the stock?
Thank-you.
Read Answer Asked by Albert on November 16, 2020
Q: Received these in the spin out from the units. Brookfield units are long term; held in my RRSP. ( turning into RIF in 2022 ). Considering the premium on the corps, would you sell and reinvest back into the units?
Thanks, Derek
Read Answer Asked by Derek on November 13, 2020
Q: What is your take on the move by Telus into health data management and now agricultural data? Is this a long way from their core business? Do you think they will be able to compete with those already in the precision ag space (Ntr for example)? Most importantly, if I already own BCE, are they also getting into these sorts of data management activities, or should I be adding T to my portfolio?
Read Answer Asked by David on November 13, 2020
Q: I need to add some weight to my industrial sector, and as an income investor, I'm wondering about TCL.A? I've read the commentary, and although it seems to have had some troubles prior to Covid, just wondering if you would consider it a buy on a dip or if you have other options you like better and would suggest. For a long term hold. Thanks again!
Read Answer Asked by Pat on November 12, 2020
Q: I am looking at the above companies highlighted in your recent comments. Could you please rank them in terms of a) highest growth to lowest over 5 year time frame b) least to most risk. If am missing another favourite please let me know. Thanks for all your great advice. Brian
Read Answer Asked by Brian on November 12, 2020