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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: I bought MFI for a variety of shorter term and medium term reasons including African swine flu in China and Asia affecting the price of pork and their aggressive move into plant protein seemingly still at an opportune time overall. The recent earnings seem to confirm not only this, but very good news overall for an otherwise steady eddy type business. Long intro I know, but how do you see earnings and the outlook overall for a longer term hold? Thank-you.
Read Answer Asked by Alex on August 06, 2019
Q: Guys...I have some room in my portfolio for a few high risk, high reward stocks. Can you give me one or two from Canada and the U.S. that you like currently...this is long term money...doesn't have to be on your model portfolios either...thx
Read Answer Asked by dan on August 02, 2019
Q: Good morning. I sold these company for tax-loss selling purposes and are wondering if I should buy them back or is there better options? they are all small positions in my well diversified portfolio . wcp and vet are my only oil and gas holdings. i'm a long term investor and can wait but not if any are loss causes. you can deduct as many question as u like .

Thx
Read Answer Asked by Stuart on August 02, 2019
Q: Hi,

Quick thoughts on these companies. I'm doing some clean up and these positions are under 1% in my portfolio. Which ones would you continue to hold, add to or just sell? Can you please rank. I have a diversified portfolio. Thanks!
Read Answer Asked by Keith on August 02, 2019
Q: I have gains that account for two 8% positions in my TFSA in both CGI Group and Restaurant Brands. I was thinking of selling either CGI Group or Restaurant Brands and replacing that one position with three smaller positions in Constellation Software, Enbridge and Brookfield Infrastructure.

Would this be a move you endorse to increase dividend income and eps growth potential, and if so which of CGI Group or Restaurant Brands would you sell?

Thanks.

John
Read Answer Asked by john on August 01, 2019
Q: Does the recent partnership Imperial Brands and an investment of $123 million change your outlook on Auxly ?
"Imperial Brands PLC (Imperial) is pleased to announce a research and development partnership with Auxly Cannabis Group Inc. (Auxly), a listed Canadian cannabis company. As part of the transaction Imperial will invest CAD123 million (£75 million) by way of a convertible debenture and grant Auxly global licences to its vaping technology and access to its innovation business Nerudia."
If so, please elaborate.
Thank-you
Read Answer Asked by Alex on August 01, 2019
Q: Dear 5i,

I am finally re-balancing some of my portfolio by selling some of my Canadian bank stocks (where I was seriously over weighed). The cash will be reinvested to fill 3 Canadian industry holes I need to fill. From most to least deficits are Consumer Defensive, Consumer Cyclical, and Basic Materials. The only stock I currently own that matches any of those 3 categories is AW.UN. Could you please suggest some quality Canadian stocks to buy to fill each of those 3 holes ? I am a 53 year old conservative investor trying to balance dividend and some growth for long term in stocks that have the brightest futures. I really appreciate your wisdom.
-Nick
Read Answer Asked by Nick on July 31, 2019
Q: Would you step in now on these two given fwd PE and PEG for both are higher than 5 year average? Given their markets can they sustain their growth?
According to Stockreports analysts are forecasting 21% growth in 2019 and 38% in 2020 for FSV, what is driving it? What is the PEG for FSV? Considering both have a similar fwd PE and FSV has better growth, do you agree FSV is better value ? Thank-you.
Read Answer Asked by Albert on July 31, 2019
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