Investment Q&A

Q: Have a bit of cash I want to add deploy to one of MAL, PLC, X. Preference right now? Longterm hold, unregistered account, hybrid of income/balanced follower. Yes they are very different and yes this is a market timing question!

Q: Hello 5i
Could you provide an indication as to buyhold/sell - all are current holdings but some due to declines have reduced to < 1% . I'm looking to rebalance overall and these need addressing with possibly topping up, selling or doing nothing ... ignore sector weights please. Already held for some time and any that I decide will remain will be held for the long term
Thanks

Q: I am just preparing for charitable giving and was wondering which stock to use. It is down to cnr and tfii. I know this is subjective but I was wondering what you thought would be a reasonable weighting on tfii for a retired investor?
Thanks

Q: In my TFSA I have 3 big winners CSU GSY KXS and a few lossers AT NBLY TOY. Keeping as objedtive GROWTH what titles would you suggest adding or departing in the upcoming months?

Q: Hi Peter,
LNF has been down about 10% for the last few weeks. Are there anything unusual that we are not awared off. If not, is this the moment to add more.
Thanks again,
Roger

Q: As CTS was beaten up very heavily and raised interest from Bidders,which stocks are
similarly are very much beaten up.Thanks for your guidance.

Q: Dear 5i
From my readings it appears that LLY,ABBV and UNH would be your favourite healthcare stocks and in that order . Would you agree ?
Between my wife and i we have 3 RRSP accounts . Would you recommend putting the number one healthcare pick LLY in all three accounts or maybe LLY in one account , ABBV in another account and UNH in the third account ?
The same applies to DOL and ATD which seem to be your favourite consumer staples stocks . Earnings forecasts look better for DOL but ATD is liked a lot as well though ATDs earnings forecast isn`t as good as DOL .Do i put DOL in all three accounts or and DOL in one account and ATD in another and a combination of both in the third account ?
Please deduct credits accordingly .
Thanks
Bill C

Q: It is tax loss time, I must sell some of my teck losers. Could you place in order from the ones that must be sold vs those that hold a lot of merit. Thank you for all that you do, Cheers, Geoff

Q: If you were only buying one of these companies, for a 3 to 5 year hold, which one would you choose and why? Much appreciated. ram

Q: With new cars sales now being a car dealers seller’s market (as opposed to a buyer’s market where there are more new cars available than prospective buyers), are there Canadian stocks that specialize in car dealerships. Thanks … Cal

Q: For the financial sector of a new portfolio with a minimum of a 2-3 year time-frame please rank the above listed stocks for a) maximum return and b) risk. Please add other US or CDA names that you would consider in this situation, especially for higher returns.

Thanks.

Q: what is the reason that this stock is going up in the past week or so?
would it be a hold or add or take some profits?
thanks

Q: Can I have your thoughts on Nationial banks cash saver account (NBC100 series A) the interest rate is 3.25%. It has a one day purchase and redemption.
I also am an x TD waterhouse investment customer and moved all of my accounts to National Bank and couldn't happier! Got rid of TD insurance also. TD continually had their hand in my pocket. I will never do business with them again.

Q: any tips on were i can get detailed up to date info on companies from different analysts thanks

Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.

Q: Which Canadian large cap stocks would you consider as being also a global stocks and profitable at this time? Are any of these would be investable at this time due to all world markets decline?
Thank you for your opinion in this matter.
Miroslaw

Q: In which order would you suggest buying Pembina, Fortis, Cameco for 2-3 growth ?

Q: I am making some end of year adjustments to my portfolio and am looking to add a new position with some cash in and RSP accounts. Looking at H, EIF or BNS. Which do you prefer at the momment. Income investor, long term hold, well balanced and diversified portfolio.

Q: I am a 60+ retired income investor,

I consider the above noted equities to be my riskiest holdings.

About 1,000 each - mostly in my cash account.

I understand SYZ reduced its dividend today and of course the issues with AQN.

Still up on AQN. Underwater on all the rest.

Looking for some advice - sell or hold by holding?

And of course any general comments would be appreciated.

Thanks very much.

Q: I plan on journalling these stocks to my US account because the dividends are paid in $US. However, I am confused as to the appropriate listing name for BEP.UN on the NYSE as it appears to be the same as the one for BEPC, namely BEP. Is that correct?

Secondly, can you switch BEP.CA to BEP.UN:CA (or vice versa) in a non-registered account without the transaction being considered a disposition for tax purposes?

Appreciate your insight.

Paul F.