Investment Q&A

Q: Hi Peter/Ryan

Looks like lots of stocks are at adjusted valuation now. I will appreciate if you can list couple dividend and bit growth sleep well stocks for RRSP account irrespective of industry.

Thanks

Q: listened to the entire conference call and everything was as positive as can be, yet the stock is do, am i missing something.i think largo is minimum a 6.
savaria , is this beat down justified, i thought a 1.75 would be as far as it would go, but this is crazy.dave

Q: Which stock would perform better in this current market? CJT reported good results and seems to rise, whereas CHR went down despite steady revenues.
Thank you!

Q: of the stocks listed can you please rank in order from 1st to last for adding to at this time as I have some cash to add to these stocks that I currently own.
Thanks

Q: Hi Peter and Team,

It definitely has been a wild ride on the markets recently. Thanks for your messages about taking a measured approach during times like this. The portfolio approach definitely works, as the valuations are not swinging as much as if I had only a few stocks.

That said, I have set aside cash for times like this and I am trying to figure out what to buy. I follow the balance portfolio model and have some stocks from the growth portfolio added to the mix. Would it be a good time to add to one or all of my positions to PBH or KXS or BNS?

Thanks.

Q: I had a half position in Loblaws before the Weston spinout, so now I have a tiny position in Wn. I'd welcome your thoughts as to how best to proceed. Do I dump Wn and build L to a full position or fill out Wn to a second half position?

(Supplemental info: If you looked at my full portfolio, you would likely say I am rather long on banks and utilities and short on consumer stocks, though I do have some ATD.b and ADW.a. However, I am about to retire, so I am keen on fairly reliable dividends.)

Q: Hello could you comment on AutoCanada and AGT earnings?
Thank you
Stephane

Q: What would be your choice between WEF and OSB currently? Looking for sector exposure and think the valuations are attractive after the recent sell off. Will either or both face tax loss selling pressure?

Thanks.

Q: It seems Cdn/US markets have reached a very high valuation for many stocks/sectors and investors are trying to find a reason (minor earnings miss etc) to get out of the market and build some cash positions. Interest rates will still go up and it will add more pressure along with all other uncertain factors which would lead to more panic selling and high volatility in the markets. Worst case scenario the markets will collapse considering the 10 year bull market run and tightening liquidity, lower stock buyback etc. Keeping this theory in mind is it a good idea for small investors like some of us 5i subscribers to build at least 30% cash and stay invested in defensive sector stocks like Utilities, REIT, FInancials and Staples instead of buying on dips in Tech, cons disc, Industrials sectors. Last few days many solid companies in 5i portfolios in Industrials, CYcylical sectors have sold off due to minor earnings miss. We can re-deploy the cash once the interest rates stop increasing and the market buy signals are positive in 2019. Would like to get your opinion and recommendation on this thought assuming smart money has started getting defensive and getting ready for next fall/recession.

Thanks
NInad

Q: Your analysis of Canadian Tire earnings please.

Sheldon

Q: Dear 5i
If you had 6 months before you were planning on retiring and considering the volatility in the markets, what percentage of fixed income vs equity would you have in place in your portfolio ?
Thanks
Bill C

Q: I know it is has not been one of your favorite companies, but what are your thoughts on it's Q3 results and outlook? Is this a good point to average down? Thanks.

Q: Can you comment on their latest results. Aside from the miss on EPS , are they really that bad to warrant the reaction in the market ? Thanks, Joe

Q: hi guys,

wondering if i could get your comments on the earnings reported by the noted companies. deduct necessary credits for question on multiple companies if needed. thanks.

Q: Hi Peter/Ryan
I am in the dog house on listed stocks in my registered accounts (RRSP/TFSA/RESP). For TOY and TSGI , I will wait for your review in Q&A section. As part of cleaning up portfolio would you keep these or if not then replace with which stocks? Money requirement and risk is not an issue.

Value your opinion. Thanks

Q: PHO really missed the boat. Have a small position. Is it best to move on, hold or buy a bit more on the downturn. As I watch the questions pass by, I sense there are many big misses -- RHT, TSGI, NFI and quite a few more. Are you doing something different in your analysis that might account for this? Sorry for being a bit negative but some of the shine might be coming off.

Q: Please comment on results released tonight.It appears to have missed EPS estimates ,5 of last 6 Qs.,Txs for u usual great services & views

Q: Your thoughts on SGY and CCL.B earnings yesterday. What are your views for each going forward?

Q: thoughts on seasonal trades for the following going into winter months?

Q: In light of the strategic review announced, what is your current and future view of the chain for any upside or sale?