Investment Q&A

Q: Peter and team could you recommend a trading stock in the Canopy field .

Jim.

Q: Hi 5i. What is a good entry point for cnr long term. I'm wondering if there may still be a small pull back with Nafta negotiations in limbo? Thx Rob

Q: Air Canada profits went up (even after correcting for one-time tax recovery), but stock price went down. Any idea why ? Were expectations higher ?

Q: I don't use the site much. Do you have a section that shows your latest recommendations? ie a newly recommended paying stock

Q: Hello,
I would like your opinion on this. Do you feel it is important to try and keep a certain number of stocks in your portfolio, based on the size of it of course. If you do, could you advise what "approximate number" you would have for each of following sizes of portfolios to give me a sense of how you would handle this:
-$100,000 portfolio
-$500,000 portfolio
-$1,000,000. portfolio
-$1,500,000. portfolio

Thank you
Margaret

Q: MRE has increased from 5% to 10% of my portfolio due to the recent price rally. How would you handle a rising stock? Would you let it rise and put a stop loss in oplace or would you sell of 50% of the holding? I have a tendency to sell my winners too early.
Thank you,

Q: Hi there, I am looking to add 3 of the 5 names to my portfolio. I know you are a fan of all 5 but how would you rank these? I like a balanced approach but am open to growthier names and would be purchasing for a longterm hold. Thanks!

Q: Have held both KEY & PPL for 5+ years & enjoyed substantial gains & excellent dividends from both. However, major changes have taken place in this sector and I have decided to move on. In our principal Cash acct we hold KWH.UN, DRG.UN, WSP, PKI, LNR, RY, WPK, SIS, & CHW - all dividend paying. Would appreciate your suggestions for 2 or 3 CDN. replacements. My RIFF investments cover USA, Asia & Europe. Thank you.

Q: Hello,
I recall recently reading a reply you had given to someone who asked about a list of "forever" stocks that you had recommended in 2016. The stocks were: BNS, BCE, ENB, T, CSU, FTS, BEP, AQN, OPTEX, PBH. They asked if you would still recommend these and you said "yes" and that there were some additional names you would add.
Could you pls advise what these additional names would be.
Thank you
Margaret

Q: Greetings 5i team:

Can you please suggest 3 stocks on a valuation basis that still have a good balance sheet that you consider have the best potential over the long term. If you can draw them from the mid-cap or larger dividend paying universe so much the better, irrespective of sector. Finally, if you could highlight what you see as the biggest risk for each?

Thank-you,

Q: Royalty companies are a favourite for me and thus this is of interest.Can you shed any light on this company?

Q: I use Adjusted Cost Base.ca to track my ACB. I have been with TD Direct Investing since 2012. They do an ok job of tracking ACB of stocks (including DRIP's and commissions) for stocks bought and held on one side or the other (CDN or US) of the account. This tends to go off the rails if I buy CDN stocks that pay USD dividends I journal them on the US side to get dividend/drip. If I move any portion of a given stock back to the CDN side of the account to sell or donate, I find the ACB is not accurate. It's easier to keep track and more accurate with Adjusted Cost Base.ca and it's free. Also, at tax time, TD only records the market value of sell transactions. You're on your own to calculate the book value.
Richard

Q: Regardless of NAFTA the US is going to require lots of lumber to rebuild after their disasters. WEF doesn't have any US mills but the other three do - but it does have a 3% Yield. The others have very low to zero yields. How would you rank these with regard to growth and solid financials over the next 1 - 2 yrs?

Q: I hold cash in my accounts. I would like your view on the companies addressed in this question.
Is it a good timing to initiate a position, what are their growth and safety prospects. Could you rate the above in order of priority.
I value as always your opinion.
Raouf

Q: I would appreciate your comments on WFT's earnings release.

Thank you, Peter

Q: Could you please advise what the analyst's expect for WFP's earnings which are to be released tomorrow morning.

Thank you, Peter

Q: Hi, Our investment portfolios across family are made up of a combination most companies from Balanced Portfolio, some from Income portfolio and a few others like CM(10%- reasons of affiliation), TD (3.5%), CWB(1.5%), JWEL(1.5%), RPI.un(2.5%). Objective is Mostly growth and income.
I am grateful to 5i research team for recommending companies like CSU,PBH,TOY,SIS, KWH.un and CCL.b and providing timely and consistent updates, resulting in substantial gains. Many of these successful companies would have escaped my attention, if not for your valuable advice.

My question is about a few stocks, listed in subject line, which, during my YTD review, continue to show decline in value (although we have in built gains in all of these). Except SYZ and ENB others are inside RRSP's. Does it make sense to liquidate a part of these holdings and deploy capital elsewhere ? Total value of above is about 15% of my portfolio with SYZ being the largest, 6% and GUD being the smallest,1%.

Thanks again for the excellent service !!

Q: What are your thoughts on these two companies, as individual companies and as to the environment that they operate in going forward?

Q: What are your thoughts on the return prospects of BB and RFP? I noticed that Prem Watsa holds significant positions in these two stocks and I am having a hard time understanding the potential of these positions other than a speculative bet, which I don't think he would be making? What am I missing here? Thanks.

Q: I noticed an article about Passive Investing but in the process of validating my email to receive the blog posts, I lost the article. Can you direct me to its location?
Many thanks for helping the "little guys"
John