Investment Q&A

Q: Between ATZ and WELL, which should I sell to raise cash, and please explain. Thanks again. al

Q: Good morning
I would appreciate comments regarding investing in the Canadian financial sector versus US financials. This is in a tax sheltered account and currency volatility is not a concern. Thank you

Q: Good afternoon! There are two parts to this question:
1) You mentioned that BN would recover FASTER than Canadian banks, and given its having dropped more than any of the banks' 5 year highs, would you also say it has MORE upside, regardless of speed of recovery?
2) You mentioned that you see recovery for the Canadian banks, and that buying them is a good idea in the long term. I absolutely agree and have "doubled down" on that basis. However, you stated that you would not hold them at the 30% level of a portfolio. What do you think would be the MOST percentage-wise you would be comfortable with in a 100% stock dividend-payer retiree's portfolio?
Thanks! ... Paul K

Q: Good morning team,
Could you please give your take on these holdings .. keepers or let go? With the exception of TECK, I am down with the rest. Although they are good companies, they don't seem to have +ve momentum ..
I appreciate your thoughts ?
Thanks
CR

Q: My MGA is sagging but I still like the company's future. My ATS is doing fine, thank you very much. I'm thinking about selling MGA and increasing my ATS to a full position. Long time horizons but in say five years, which company would you rather be in today? thanks

Q: Hi,
I need to sell all the stocks in my non-registered account to access the cash in the next 2-5 years. I will be selling many of the stocks listed, in the next few weeks. Can you list them in SELL order with a few comments on the rationale.
Also, please list the top 10 Canadian stocks (from this list or others) for longterm holding, since I will buy some of them back in one of my registered accounts (RRSP, TFSA), likely over the next 2 years.
Thank you,
Camille

Q: I would like to sell either one of NTR or CJT, both had been slipping this year. I would like to lock in the gains before they slide any further. Which one of these two names you would recommend to sell and not likely to regret later? Thanks.

Q: Dear 5i,
In regards to BEPC:CA, BEP.UN:CA, BEPC:US, BEP:US and stock Beta.
Your web site reports: 0.80, 0.76, 1.09 and 0.87 respectively.
Does your web site report 3 Year Beta? If not, what is it? What is a reasonable Year Beta statistic to consider? Can you help explain why the Beta varies quite dramatically with the four different Brookfield Renewable tickers? There doesn't seem to be any obvious correlation between the Corporate versions and the different Currencies?

Q: As much as I’d like to buy all three, I can only buy one right now. In what order would you purchase for a two to three year hold?

Q: Hi 5i team,

I have a growth and long term outlook and looking to trim some losers and replace with some winners. Of the following stocks, do you feel any need to hold for the long term? Also, what are some US/CAD replacements you would recommend and can you rank from highest to lowest based on overall strength?

Thanks 5i team.

Q: Presently I have the above stocks in losing positions. would you buy more to average down / sell or hold? thanks

Q: Which company has the best potential in the next 5 years. Please consider growth and dividend. Is there another company I am missing in this sector. Currently I hold MG.
T Steve

Q: A guest on market call yesterday recommended LNR as a stock that has no debt and projected to grow 25 to 30% over the next few years. Could this be a potential double over the next five years?

Q: I own goeasy and am thinking of selling it and buying google what do you think of this.

Q: Hi, There has been recent commentary and reports from analysts that trucking sector is witnessing a slowdown and getting hurt with lower rates. They also say that these headwinds may persist for at least later half of this year. ( or longer, depending upon, how recession scenario plays out ). Recent results from companies in the sector has only confirmed this.

Specific to TFI, analysts have commented that the discount is already reflected in the current valuation and M&A will likely offset the slowdown impact to certain extent, over time. However, consensus is that any near term recovery is unlikely.

We have a small <1% position in TFII and were contemplating to eliminate it and use the funds to add to existing 1% position in CP or to further add to ATS { better momentum and visibility ).

What are your thoughts ?

Thank You

Thank You

Q: What is your outlook on interest rates over the next 1, 3, and 5 years? If you were given the below set of rates for a mortgage, what would you pick and why?

1 year fixed 5.99%
2 year fixed 5.39%
3 year fixed 4.89%
4 year fixed 4.89%
5 year fixed 4.59%
5 year variable 5.50% (based on prime at 6.70%)

Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion

Q: I have shares of Air Canada and would you rate this as a buy as wondering if I should buy more shares as I have a very small holding and thinking of increasing the %.
Thanks

Q: Maple Leaf Foods has been range bound for 7 years, maybe even top left to bottom right in trend. They've announced a significant share buy back authorization. Not sure whether they will execute on this. You have been fairly neutral on MFI . Any thoughts on whether this or any other recent news will change your thinking on this stock

Q: Hi Peter, Ryan, and Team,

Regarding Nutrien, I read your answer to 5i member Maureen, and also just finished today's article in the Globe and Mail:"Nutrien shares fade on disappointing first-quarter earnings" by Ian McGugan. In your view, is Ian's thesis valid, and would now be a good time to sell NTR if one has already made some money on it? What would be some better (?) and less volatile options in the Materials sector?

Thanks as always for your insight.