Investment Q&A

Q: Hi group i am holding 30% in cash ($200,000). When should i start putting these $ to work?. I own several of the following companies + some i am looking to repurchase after selling in July to cover loses, in what order and at what price should i start to buy.

TOI, BAM, KXS,WSP,CSU.COST,GOOGLE,TFI,ECN,TSU,TCN,LLY DOL,L, QQQ,MG, BIF,RY,GSY


Thanks for your help and guidance deduct credits as you see fit

Q: Hi Team,

Can you please provide the current valuation of these two companies?

Thank you,

Q: Leaving other factors aside (eg taxes etc), within a well diversified portfolio would you be ok with selling CIX and TECK.b in favour of buying WCN and DOL? Basically I am asking if you think these latter two (at current valuations) might outperform the former in what I expect to be a somewhat moderate to deep recession? Thanks!

Q: Hello, why are iron and steel companies selling so cheaply? P/e of 1.43? Are these good buys. Would you please recommend any quality company in any sector which you think is great bargain. Thanks. Shyam

Q: Wow, it appears that there will be further, possibly much further decline in stock prices over the next while. That got me thinking/wondering about trimming of selling Canadian stock held in the TFSA....and these stocks are also held in a trading and registered account. Some, like ATZ and PBH are in the consumer discretionary sector, a sector that might be considered more risky in the current market setting. An others, like GSY that is the loan business, a subsector of the financial sector. And finally, there is industrials like TFII, and a US position in TT that also sells into Europe which is in turmoil. This is a sample of the holds that are still in a gain position. Would you consider trimming back to a more risk appropriate weighting, selling the ones in TFSA and avoid income tax or just hold and ride it out???....Thanks for your insight....Tom

Q: Interested to note you selected TCN as one of three Canadian stocks you would overweight for a 2-3 hold. How would you compare TCN to MG in terms of risks and total return over the same period? For an investor with a balanced portfolio, which would you recommend? Thank you.

Q: In various question you are asked to give a stocks entry price. My question is what parameters do you look at to calculate a stock’s entry purchase price. Thanks … Cal

Q: I've whittled down my latest TSX "watch list" to the 4 securities listed above. How would you rate them and which would you pick if only one was chosen?

Q: Hello,
Question I've been wondering about for some time. ATZ appears to be one of your favourite companies. However, given its focus on higher end fashion, in a downturn, would not GIL stand to benefit more, given its focus is more lower end day to day needs? What makes ATZ more preferable to own? Thanks as always for your great service.

Q: What are your top 5 us stocks to buy? Thank you Rose

Q: What would you consider good entry points for the attached stocks.

Thanks
Tim

Q: Hello 5i, I read an article in the Edmonton Journal Aug 17/22 by Chris Varcoe titled Alberta Left out as Natural Gas Demand soars. In my opinion Canada has mainly one customer for its oil which is the US which since oil was discovered in Canada have been buying Canadian oil for half price of the world market price per barrel. Could you explain what is the discrepancy of what US companies get for there natural gas as well as world price and what Canadian natural Gas producers receive and why.

Q: Hello Peter,
When Brookfield first indicated that they were going to spin off the asset management unit, the stock popped alot, but then subsided. Now, the spinoff is more certain as opposed to just mentioning it, why is the stock not behaving as it did when the first announcement was made? Please provide your view. Given USA is still delaying its legalization of marijuana, I was deciding on Weed or Hut mining given both are volatile. What would make sense ? Thanks very much

Q: what do you think about starting a part position in CAE at todays price?

Q: this is my mix of companies. which would you cull and what do you recommend to replace?

Q: Hi

What is 5i's take on your first Sentiment Survey - anything surprise you particularly?

Thanks

Q: Hello

Presently ATZ is 4.29% of my RRSP account. I have done well as a result of your help.

I am thinking of selling half of my ATZ and increasing my holding in GOOG that is only 1% of my RRSP holdings.

My thinking is GOOG is huge and appears to be safer based on its size.

Your comments please.

Thank you

Mike

Q: You've referenced sentiment indicator. What is it currently and where do I find it?
Thanks!

Q: I was thinking of selling my holdings in Paychex based on short term price target upside and purchasing CAE which seems to be selling at a discount with recent insider buying by Elise Eberwein one of their newly appointed directors. Your thoughts on this? And how much stake do you put into seasonal investing? What do you think of the people and website running equityclock?

Q: The average PE for GSY is 11-13 , now it is more than 15 according to yahoo finance. What price is a good entry point ? Please comment on earning of SFTC , is it a buy ? At what price ? At what price is good to start a position in NVEI ? Thanks a lot.