Investment Q&A

Q: I have benefitted from your service and am happy I discovered it. It has enabled me to buy stocks you have a high conviction in while there is still significant upside.

The additional area that I think would benefit subscribers is to advise when you are cooling on previously recommended stocks.

In some instances, I have held recommended stocks well past their best before date, resulting in losses where there were previously gains.

Some old flavour of the day stocks that come to mind are ecn, goos, toy.

I know you actively manage the model portfolios, and that it's ultimately my responsibility to manage my own portfolio, but I know it would help me (and perhaps others), to understand in a more timely manner when a high conviction stock not in the model portfolio moves from a Strong Buy to a Hold or Sell.

I'm identifying a need, but don't know how this would work. Thanks for considering.

Q: The last investment and economic report cards were aug 14 and july 31. When can we expect the next one?

Q: Is this company suggested to be a hold or sell based on it's recent performance?

Q: Based on it's recent performance is this company a recommended hold or sell?

Q: Everyone, what would you not invest in today? Clayton

Q: Which one of Bn or Nbis do you think would provide the best return over the next 3 to 5 years?

Q: Hi 5i,
I have owned this stock for a long time and all it did was to go down. what is your opinion of this stock. I am quite willing to to sell it. Thanks.Cheers

Q: Hi,
Could you illustrate to us all what type of companies/stocks and/or sectors historically have performed the best ( or least worst ) over periods of recession/depression/stagflation and war times? And further, can you provide your top 5-10 CDN stocks that you think would do best in these situations, with at least half of them dividend payers please, if possible. Potential ETF and options strategies would be appreciated as well. Take as many points as you see fit.
cheers and thanks, Chris

Q: Hello 5i,
In a US $ account, I hold AEM, TRI FSV WCN and BIPC. I just checked my RBC direct investing account and the dividends for BIPC and WCN are off (a bit). As far as you are aware, should i be receiving the full dividend without conversion nicks?

Also, on the 5i site I used to be able find the USD beside the dividend listed for the companies I track that pay divies in USD. That is currently not the case for the full set. Has your data source changed? Or perhaps the policies at the companies changed?

TIA!

Q: Comments please on the quarter from GRGD. Would you be a buyer here?
Thanks for your great work.
Rob

Q: Can you go over recent results and how they have done over past several Q's /years?
Would you consider it a buy at this time? Thank you.

Q: Do you know what % of the companies sales come from Costco? I understand they are finished a $1B capital spend having expanded production facilities in the US. I know they are on the cusp of large anticipated cash flow increases from the expansion. Will producing there largely shield them from tariffs? Would you buy it now? What are the risks? Debt? Thank you.

Q: I have held TRI for many years. Its share price is up over 700%. since I have owned it. I was wondering, given its recent price decline, whether you think its day has come and gone or if you think it still has future growth.

Many thanks for your imput.

Q: ISC catching a bid today after announcing a strategic review, based on it still appearing relatively cheap and a theoretical exercise only, what would be a reasonable potential takeout price?

Q: With the Canadian government planning to spend more on defense, which are the top Canadian and European companies that would benefit.

Q: Seeking your view on FSV valuation and momentum prospects for next 18 to 36 months.

Q: Which one would you pick today to initiate a position? Was originally seeking additional US exposure. Adding ATD is a canadian stock, but really a global stock. How do you account for this typically?

Q: You have often commented that timing the market (bottom or top) is next to impossible and I do agree. In one of your recent updates you talked about the “Volatility Index” and it being an indicator of when you could step into the market and the level of volatility could provide some guidance when trying to buy the dip”.

Could you provide some commentary about the level of volatility and your thinking about how it can help determine when to step into the market?

Thanks
Tim

Q: Hello 5i,

A follow up to Willie’s question about a potential USD devaluation on Sept 03.

We have 50% of our RRSP and TFSA in USD. Investments outside of the US and Canada are in CDN though those investments are minimal. In the past, the suggested path was to own US stocks with US funds over using CDN dollars to purchase US stocks or purchasing CDR’s. Moving forward, is it prudent to slightly reduce USD exposure by having a combination of CDR’s and US stocks for US investments (i.e. 10k in MSFT CDR’s + 10k of MSFT in USD)?

We had purchased USD about 8 years ago with a plan to vacation in the US upon retirement though we decided to vacation elsewhere now with CDN dollars. A currency cost would apply to sell 10% of USD though we do not have costs to buy or sell. This change would only be applied to the largest positions (NVDA, GOOG, META, MSFT, BRK.B, WMT.)

5i always seem to be ahead of the curve in their investment strategies and we are humble beneficiaries from your knowledge.

Thank you for your insight.
D&J

Q: Deferent businesses but which would have a safer dividend and growth going forward ? Thank You.