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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: Good Morning Peter & Team.

I have two questions. Please charge me accordingly. Both have to do with ramifications from increasing cost of OIL.

1. Do you think the ever increasing price of gasoline is going to push more people towards EV and if so, what would be your recommended play to take advantage of this?

2. Commodities especially those coming from mining, and especially those used in the EV industry, appear to be on the rise. What recommendations would you make for us to take advantage of this trend? Right now I have RIO & DML on my radar.

Thanks for all you do

gm
Read Answer Asked by Gord on March 04, 2022
Q: I like to look at total return including capital gains plus dividends over the previous 5 or 10 years when considering the purchase of a stock. This sometimes keeps me from purchasing a stock with a big dividend but little or no price appreciation. But I do not have a site that I am confident in to provide total return information for US or Canadian listed stocks. I use Globe watchlist which has a 5 year return but it does not agree with Canadian Stock Channel, for example.
Is there a site or simple method to get this statistic?
Read Answer Asked by Elliott on March 03, 2022
Q: Can you please provide the names of some Canadian blue chips with the best balance sheets regardless of sector?
Read Answer Asked by James on March 03, 2022
Q: Hi 5i,
Hope you are all well.

My wife's portfolio accounts (RSP,TFSA,CASH) on a consolidated basis show the following asset allocations by % sector type:

Tech --- 38%
Telec -- 0%
Financ - 4.6%
Cons --- 6.8%
Mater -- 0.6%
Reits -- 1.8%
Energy - 3.8%
Util/Pip - 4.0%
Indus --- 2.6%
Health - - 0%
CASH --37.8%

Obviously, quite a few glaring gaps to fill ... could you please suggest some top of mind positions in the key underallocated sectors that would provide a more rational and balanced portfolio thesis.

Thank you very much,
Dean
Read Answer Asked by Dean on March 03, 2022
Q: I am underwater with all of my holdings. SHOP is currently down 46%, GSY is down 16% and NPI is down 17%. Should I sell and cut my losses or hold? Can I hope for SHOP or the others to recover in 2-3 years time?
Read Answer Asked by Sally on March 03, 2022
Q: March 2 the market had quite an up day thanks to J. Powell but these 4 stocks went in the opposite direction - some as much as 5% CELH (has recovered and then some), U, SHOP and TOI. Of the 4, can you give me a bit of an explanation. The drastic down and up move in CELH and the down moves in the other 3. Many thanks.
Read Answer Asked by Dennis on March 03, 2022
Q: Greetings 5i,

I own both of these and have done well. I consider them long term holds. Bruce Flat has stated last quarter he sees 20% growth per year over several years. Apollo has merged with Athene (insurance /annuities etc). My question is, in an inflationary and subsequent rising interest rate environment, will these two companies face significant headwinds? Have we seen the “top” in the asset management class short to medium term? Please explain why or why not. Deduct as needed.

Cheers!
Read Answer Asked by Duane on March 02, 2022
Q: Hi 5i team. Love what you guys offer here as I am a recent trial member who pulled the trigger and signed up. I currently hold ATZ, BAM.A FLOW GSY PRN SLF TOI VFV and WSP in a TFSA. I am looking at rounding out my portfolio to include one of: IIP.un, DIR.un, CAR.un for long term hold with focus on growth and ok with some volatility. So out of those 3 what would you suggest is the best one to choose? Also, any other suggestions you would consider adding to my portfolio for increased diversification based on my overall strategy? Thanks
Read Answer Asked by Marco on March 02, 2022
Q: Hello 5I,
Could you list from more appealing to least appealing? And then at what price you would buy.
Thanks
Read Answer Asked by Tyler on March 02, 2022
Q: Hi,

With stock prices much depressed I have concerns that some unprofitable growth companies will have a hard time raising sufficient cash to fund operations; at least without massive dilution.

My question is two part:
1. What is (are?) the best metrics to assess profitability of a company (net margins, cash flow, etc)?
2. From your Canadian list of companies which do you see as the most needy to raise cash within the next 6-12 months in order to continue to fund operations.

Thanks,

Cam
Read Answer Asked by Cameron on March 01, 2022
Q: It seems agriculture companies are doing well in the current and probably future environment. NTR looks good but has already moved up a lot. Appreciate your opinion on whether it is still wise to take a new position. Also, do you know of other companies that should benefit from the current dynamics. I'm open to Canadian or other ideas.
Read Answer Asked by Les on March 01, 2022
Q: Read your answer to Ken's question dated Feb 25, 2022 to STLC question. You answered "..with the pricing discrepancy on the basis of hedging through the use of futures, management noted significantly lower prices for steel, which will dampen revenues." Looking at the charts for US steel companies: where NUE and RS hit new highs and X rose 10.45% on Friday. I would have thought this price action would also be reflected in Canadian steel companies (ie: STLC, RUS) based on "A tide rises all boats" theory. However this was not the case on Friday. Is hedging and/or steel tariffs the reason? Or maybe something else? Thank you your insight.
Read Answer Asked by Karen on March 01, 2022
Q: I have been holding STN for a number of years. It underperformed WSP in last 5 years by large margin, but started catching up in last 3 years. In recent stock market correction, STN dropped much less than WSP. STN is still above 200 day average while WSP is currently below 200 day average. Year to today WSP also underperformed STN. What is your view of STN and WSP going forward from here in terms of future growth? If just to own one name between them, which one would you pick? Alternatively, should I catch this opportunity to switch to WSP?

Thanks,
Read Answer Asked by Lin on February 28, 2022
Q: I have losses in ANRG, AT, CIX, DOO, DSG, NVEI, PIF, SPB, STC, TIXT. Would you add to any of holdings or sell?
In what order would you sell?
Read Answer Asked by David on February 28, 2022
Q: My accrued gains from the last few years on these tech stocks are evaporating. I'm thinking of selling the works and buying an energy ETF like IXC. Does this trade make sense?
Read Answer Asked by MATHEW on February 28, 2022
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