Investment Q&A

Q: Rogers' ambition to purchase Shaw may have the side-effect of more-than-doubling Quebecor's wireless footprint. Assuming this occurs, does QBR.B become more attractive as an investment, or does the prospect of even more debt outweigh this windfall growth? In this connection, it's interesting that the company has already paid for substantial 5G spectrum.

Q: I have a question about portfolio allocation for a pre-retirement investor. I have 5 years before retirement, and when retired, I will have to rely on my investments only as I have no public sector or corporate pensions. While my current investments seem sufficient for retirement, I am concerned about inflation and bear markets, so portfolio allocation is very important to me.

My current sector allocation is 10% energy, 10% health, 20% financials, 10% industrials, 15% tech, 5% telecom, 5% utilities, 5% materials, 5% consumer staples, 10% consumer discretionary, 5% real estate.
My geo allocation is 33% Canada, 60% USA, 5% developed, 2% developing. I currently have about 25% in cash that will be moved to short-term bonds when interest rates stabilize.

Do you consider this sector and geo allocation reasonable? What allocation would you recommend for a typical pre-retirement investor with a relatively low tolerance to risk?

Q: Are there any indications that 5i through your analysis is aware of (Bloomberg Terminal etc.) that the buyout may not happen in the coming days?

Thank you,

Joseph

Q: Aritibe came out with a report, I believe today, with a sale of one of their drugs. Sale takes place over 3 years, I believe. I see the market took no notice of this, but I'm wondering what your opinion is.

UGE had a Q report, last week, the stock has gone down, so I assume the market was not impressed. What is your opinion.

NDVA the company appears to be doing very well, so again please comment.

I did check the investment questions, but none of these companies have been touched on in some time.

Thank you for your good work.
Earl

Q: Hi 5i!
Thanks for your educational and always rational guidance in these rough market waters.

Given that things change drastically week to week lately, what are you top 3 undervalued stocks you would buy today?

Looking for 3 Canadian AND 3 US.

Thanks a bunch!

Q: good morning guys : is cp rail splitting it,s shares and when or have I missed any announcement Thank you

Gary

Q: what could the upside be for cnr in 2023??

Q: Hello 5i,
What are your three favourite North American airline stocks in order with a brief reason why?
Thank you so much!
Dave

Q: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.

Q: I am low on my consumer defensive allocation.
1. Is this a good time to buy in this sector.
2. What stocks/ etfs would you recommend.

Q: Can you please list the earnings announcement dates on these stocks and if it before or after hours..


Many thanks


Sheldon

Q: Hi Folks,
I am in the process of tweaking my portfolios in case we have a recession or we go into a bear market. I am thinking of selling CTC.A MCD and WSP and buying COST, DOL, L and adding to ATD. Your opinion is greatly appreciated.
Thanks

Q: How would you position your portfolio for an environment of deglobalization? With what has happened over the last few years, do you think the world is moving towards deglobalization?

TIA

Q: I am considering uranium exposure as a long-term part of my portfolio. What do you consider to be the advantages between a position in the commodity itself (for e.g. through U.UN) versus an equity like CCO? In the equity space, would you suggest a basket of uranium miners, or simply go with CCO?

Q: These 2 darlings are now ugly ducklings. Not long ago,Shop was the biggest company in Canada overtaking perrinnel leader,RY. Recent drastic drop from $2228 H to $658,1year Low.Any reasons for the 14% haircut today besides news that it is in talks to buy startup,Deliverr. Think market does not like this type of acquistion nowadays as it will likely increase its losses & prolong its plan to profitability in this market backdrop.Is this a entry point or more pain to come. Txs for u usual great services & views Is this an entry point for GSY which got hammered today too & trading near 1yr low.

Q: I have held this company for about 5 years. Early on they paid special dividends on top of its regular dividend, which at the current price yields 4.8%. The price has had a strong run YTD and I am close to breakeven. I am looking to switch this money into either GSY, FSV, WSP, ATZ, CIGI, or TFII as I would like to take advantage of the weakness in these growth stocks. Is it time to sell the position or do you think it has room to run with the move into safe staple stocks? It seems if it can break $20 it may run quite comfortably to $22. Can you rank my list according to safety and growth prospects. Thank you.

Q: Where would you rank CROX with the above companies if one was to purchase now?
Thanks

Q: Good day 5i Team,

I have some cash sitting around and would like to build a portfolio.
There are few names that I selected, the goal is to have a stability, potential growth, dividends and maybe some covered options selling opportunities. I will hold these in my TFSA.
What do you think of the names? What would you add? What would you recommend.

Thank you as always

Q: Hello Peter,

I am thinking of trimming CVS in half back to 5% of my portfolio and switching to one of these 3: Walgreens, Loblaws or Metro.

Your thought, please. Thank you!

Q: Hello Peter, Could you tell me which sectors are doing well in Canada and the USA and how long will they be in favor ie:- 3 months, 6 months 1 year etc.
Thanks.
Ivan