Investment Q&A

Q: I have held MFC for decades, have enjoyed the dividend but have had less than 1% pa capital growth with lots of volatility. I am seeing PFE near five-year lows and paying a dividend yield slightly higher than MFC. MFC is in my RRIF so there are no capital gains or dividend taxation issues to consider. My weighting in health care stocks and financial stocks are about the same, so there are no sector allocation issues. MFC seems to be finally moving higher and the interest rate environment should help it in the longer term, making me wonder if I should hang in. Especially with MFC still trading around 8 x earnings, it could easily move up 50% and still trade at a multiple comparable to its financial peers. However, I am intrigued by the opportunity to switch into PFE for a better yield and longer term growth. Would you make the trade to PFE or stick with MFC?

Q: I am looking to redeploy some cash,
Of these three companies, which do you prefer as an investment and why?
Thanks

Q: The Rule of 40 is a SaaS financial ratio which states that a healthy SaaS company has a combined growth rate and profit margin of 40% or more.

Do you prescribe to this rule? Why is this specific to SaaS companies and not other industries?

Q: Hello
Why the bump today? Report due tomorrow. Would seem a bit odd for the stock to add 4 % pre reporting do you agree?
What is the consensus for earnings tomorrow?
Thanks
Jeff

Q: I heard lot of money has been invested in MONEY MARKET or GIC. is there a way for regular investors to check when money is coming out of money market or GIC and investing in EQUITIES.

Thanks for the great service.

Q: Hi. I'm currently over weight in Consumer Defensives (BYD, PBH & PRWM) and under weight in Industrials (WSP, TFII, STN & SIS).
I'm thinking of selling PRMW and buying EIF. Based on future prospects do you think this trade makes sense. I intend to hold for a few years. Thanks!

Q: I know it's outside your mandate but do you know of a good analysis software that takes taxes and investment returns with rrsp's ,tfsa's cash accounts and cpp into account . We have been investing on our own for 40 years and just don't want to give an advisor 1 to 2 % of our money. Thanks for any recommendations.

Q: I do not understand why the Canadian dollar has risen relative to the USD$ recently. The price of oil is declining, our government debt is increasing again, productivity is low and business investment in Canada is almost non-existent. Why is the Canadian dollar currently getting stronger?

Q: Just a comment - I like the "popular" voting function that you introduced. I don't see it as a voting competing at all. Rather, I find it's interesting to check to see what questions other readers have considered noteworthy by searching "popular" questions. Thank you.

Jason

Q: After a long period of sustained growth, this company'share , since more two years is consistenly declining, except for the last month where some upward movement seems take place. From your point de vue is it a turning point and what is your appreciation on the next future (2-3 years) of the company?

Thank you so much in advance.

Gab

Q: Thoughts on qsr

Q: Good morning,

Do you think it may be prudent to swap out Franco Nevada shares now (considering the growing list of political/legal headwinds) for something else?

If so can you give a Canadian suggestion for gold exposure, along with two other picks (any sector) for a possible year-end through January bounce (CAD or US)? Thanks. Brad

Q: with annual rev $1.4 bln DCFlow $9.39, street targets $9-$12 and trading today
at 5.74, help me with what am i missing or is it simply tax loss selling and a buy opp.
many thanks

Q: Hello 5i

My TFSA needs some torque - can you recommend three US growth stocks and three Canadian growth stocks that you find compelling to buy today for a 3-5 year hold?

They do not need to be sector or risk specific.

Thanks so much - very appreciated!

Q: Hi,
I don’t usually care on daily stock moves. But today, in a generally positive market, BBD and CAE , in the same sector, were both down close to 5%. Any news or analyst comments I missed ?

Q: Hi 5i,
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.

I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.

Thanks!!

Q: Hi Folks,

My RRSP portfolio consists of the above stocks all with relatively the same weighing. Can you suggest 5 names or so, (CDN and U.S) that I take a look at that would complement the above? I am looking for a company that would be a good buy today for both income and capital appreciation - total return.
Thanks

Q: I would like to keep "high risk stocks" in my non-registered account, aka trading account, rather than in my TFSA or RRSP or LIRA accounts. But I'm wondering what the attributes or metrics or characteristics of "high risk stocks" are in Canada or US. Keen to learn from you what to look for for such stocks....Thanks....Tom 

Q: With the new TFSA limit, how would split into 4 purchases with a 20 year hold. Assuming RRSP is diversified and with no other holdings. Does BAM, BN or TOI hit your radar. Also, I am retiring in 20 years. Thanks as always.

Q: Hello, I have some money to deploy and have picked the above lucky 13 stocks. Are you able to put them in order in which you would purchase them (1 to 13). I know there is a wide range of companies, industries and cap size. This would be in a cash account and looking for capital gains over the next 3 years. I'm okay with lots of risk in this account.