skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Would holding GUD be close to the equivalent of holding cash right now? I understand it’s a security and nothing is 100% safe but when I look at the cash in hand along with Goodman’s shares (which I assume he’s in no rush to sell) it’s probably around the current price per share. Would you see this as a viable alternative to a piece of the cash portion of a portfolio with nice potential upside long term? Thanks as always for this service!
Read Answer Asked by Peter on May 19, 2021
Q: I am concerned regarding Mr Vounassis background at Bombardier. Given that Bombardier has been the worst performing stock in history and an ultimate example of corporate welfare, it is not a good name to have on a resume.
Also, sometimes applying methodology from large corporations to smaller companies does not work so well.
I hold some XBC and will continue holding but I have concerns.
Your comments please
Thanks for your great service
Read Answer Asked by Clarence on May 19, 2021
Q: On May 17th, your response was "EIF and FSZ as well, though those may be considered 'just' income with perhaps less capital gains potential." With that comment, I thought I might realize the gain on EIF, like 30%....and then redeploy it elsewhere.I say this as the chart shows EIF runs up and then pulls back...and at the moment, it might be topping. Within my income portfolio, EIF weighting is OK. Without considering the income tax implications, am I wise to do it, trim the gain, or as EIF would be a long-term hold with a dividend nearly 6% and expecting to hold until the fundamentals change, just do nothing?......Appreciate your insight on this.....Tom
Read Answer Asked by Tom on May 19, 2021
Q: You recently commented that at this point you like TFII better than CNR and CPR. Could you elaborate and would you consider TFII a good choice for growth if we have inflationary pressures.
Thanks!
Read Answer Asked by Greg on May 19, 2021
Q: As I write this, Friday mid afternoon, all of the markets are sharply higher. Gains seem to be pretty much across the board. I like to look at outliers that are bucking the trend. There are a few stocks that you have been optimistic about that are actually down today. Wondering if any of these are not as favoured by the market, given their performance today. Perhaps issues with recent results. Understanding that you can't read too much into one day's trading, but several of these have dropped quite a bit lately, and I'm wondering what your current feelings would be on buying these today for a long term hold in a diversified portfolio. Would you give each a rating from 1 to 10 as to how strongly you would want each of these in a portfolio? BYD, CSU, CTS, DOO, DND, ENGH, LNF, PBH, REAL, STC.
Read Answer Asked by Dan on May 17, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!