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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: Recently, you answered a question about a US balanced portfolio with a 10 year time frame. What would the Canadian equivalent look like, with a bias for more growth at a reasonable price?
Read Answer Asked by sam on June 05, 2020
Q: With the confinement, im expecting a baby boom in few months. Dorel is producing babies material, can you explain de down trend since 2017 (41$ to 5$ before the covid)?

Would it be a good title to own? Do you know better stocks which could benefit from a baby boom?

Thanks a lot
Read Answer Asked by Francois on June 04, 2020
Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .
Read Answer Asked by Roy on May 29, 2020
Q: Does you portfolio allocation as referred to country investment recognize that some companies despite designated as domestic (Canadian) have and derive significant income from abroad ?
Therefore these are more diversified by the location as it appears in the Portfolio Analytics summaries.Basically the summary understates the total portfolio diversification by the country .I give the two above companies as an example but there are more companies to which this would apply.
Read Answer Asked by Miroslaw on May 27, 2020
Q: Could you explain their new offering please? The stock is up 5% this morning. If they are releasing 1 billion in new shares (20%of current market cap), how does that dilution not drag down the share price? Is it just that the market is happy that they will have more cash to weather the downturn after the sale? I feel like I’m missing something?
Read Answer Asked by david on May 27, 2020
Q: My Canadian dividend portfolio lacks exposure to materials. I currently hold CCL.B and was considering adding one position in SJ, NTR, or BOS. My goal is owning a good business at a sound valuation with prospects of dividend growth for at a long term. I consider the companies the best in the Canadian universer of stocks when it comes to materials. I am leaning towards NTR, but I am hesitant because I try not to invest in businesses that are very sensitive to commodities prices. Can you comment on these companies, their management, risks, and outlook? What do you think is the best option among the three?
Read Answer Asked by Steve on May 26, 2020
Q: In a portfolio where the priorities are capital preservation and some income, these 7 equities represent about 45% of the total value. The other 55% is in sadly low paying GICs. The TOU is a left over from more positive times with a very small weight and kept with a hope for natural gas. The other 6 have weights of about 3% (TD) to 10% (BCE). My question is about how these would hold up if we had a very significant downturn with re-test to recent lows (or lower) with a much more prolonged recovery; do these stocks have some resilience? Are the balance sheets sufficiently secure to see less of an negative impact? Is there sufficient diversification with these holdings? Thanks for your excellent service.
Read Answer Asked by Leonard on May 25, 2020
Q: Your top 5 consumer stocks for long-term hold? US would be ok.
Read Answer Asked by Greg on May 19, 2020
Q: What is your opinion on JBHT-Q? How does it compare to TFII and CJT?
Would you be a buyer at current levels or wait?
Thanks for your outstanding service.
Read Answer Asked by Yvonne on May 12, 2020
Q: Can I get your thoughts on these two? Would you prefer a specific airline or two over jets? How would air Canada stack up ?
Read Answer Asked by david on May 12, 2020
Q: Hi gang
In an answer today.. saying that Consumer Cyclicals are better choice over Staples at this juncture ..you mention DOL and DG as good choices to consider. But in your cover reports you say they are both Defensive. Is Defensive not the same as Staples?
Thanks for all you do...would be lost without you.
Read Answer Asked by El-ann on May 07, 2020
Q: Hi 5i,

Thanks for the quality work. Buy and hold forever. 1-3 and why? Insight appreciated. Maybe one thats better or missing?

Thanks again!
Read Answer Asked by Adam on May 07, 2020
Q: Hi 5i,
Would you recommend buying SRU.UN at the current price for a 5 year minimum hold? Same question for JPM please.
I currently have BCE and considering adding a new position in TMUS, Thoughts on the addition of TMUS at current price for a 5 year minimum hold?
Thank you
Terry
Read Answer Asked by Terry on May 06, 2020
Q: Interesting Chart!

https://public.flourish.studio/visualisation/1160235
Read Answer Asked by Joseph on May 04, 2020
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