Investment Q&A

Q: How risky an investment do you think GDI is in comparison with some of the stocks in the balanced portfolio? Would you put 1% or 5% into it?

Q: Dropped to 40% gain this year for people who bought it at the lows and not the ones that bought on 5i recommendations, who are probably 12+% down.

Q: What could have possible be said in the conference call to cause a crash of the stock? This is in free fall now.

Q: In your opinion why is DOL being hit so hard today after a relatively alright quarter? Thanks

Q: This is more of a comment than a question. I too watched the interview with Bruce Flatt and walked away very impressed. I found his calm, rational demeanor to be quite encouraging. When he stated that he is more cautious now than in 2009 he said it was because they knew then they were buying assets at $.50 on the $1.00. I simply took that to mean that we are not in a recession and no such bargains exists.....which is not a bad thing. However, he is realistic enough to know that markets move up and down and when the next recession or downturn happens (whenever that may be) they have access to plenty of capital, are global in reach and have "feet on the ground" to take advantage of it. Glad you recommended it for the portfolio.

Q: With long term growth and limited downside protection being the goal. In what order would you consolidate to one name?

Q: Could you please advise what analysts are expecting regarding Descarte's earnings release after markets close today.

Thank you, Peter

Q: Thoughts on DOL's quarter?

Q: Gud has now 51% and yet BIO trades at $10.15 BRL, about 16% below the offer price.
What do you read into this. Is there an opportunity here ? Can I buy BIO, should I ?
Will GUD offer less than they offered the private previous owners ? When will GUD start reporting earnings from this acquisition ? Do they need all the shares to do so ?
Finally do you see more analysts stepping in now with this new acquisition, maybe one or two will make it their top pick in 2020 ? Thoughts?Thanks

Q: Please comment on acquisition today.

Q: On Oct 31,U made a new 2% of BAM.a to the BE port.@ some $72.83 .U various comments stated that it is a can.co paying its Div.in US''''''$ so eligible for Div.tax credit. U prefer it in TSFA over RSP/RIF due to its growth. My 2 questions.If in TSFA,then I presume that I will not get benefit of Div tax credit? 2)Should I buy in TSFA or Investment a/c.Txs for u usual great services & advices

Q: Good morning 5i,
Once again thank you for the excellent service and advice that you give so generously. This morning there was a question about putting Boyd into a TFSA. I had been wondering the same thing. But, you mention that you dont really see it as a high growth stock. I imagine I would be better to put Google in, if I want growth. That means another capital gain, however. The beauty of Boyd is that you have to take the cap gain anyway. Getting to be a long story here. But, how would Parklawn compare with Boyd in putting in a TFSA?
thanks

Q: I bought PBH on the pull back after they reported earnings. I'm quickly up 10%. Should I sell and take the gain or is there more upside? Shares are in a registered account so capital gain tax is not a consideration. Thanks.

Q: I was wondering what the target is for Shopify for the next few months. I bought it at $425 and now it`s finally starting to climb again. Not sure if I should be in a sell at $480, and take my 10%, or stay around longer

Q: Are you still a buyer of goose it is up a few points from around $47 when you recently recommended it. Thanks

Q: My direct investing account categorizes BEP.UN as American equity. Does it really qualify as a US holding?

Q: Peter; I bought some GDI yesterday- lucky timing - could you comment on the news today and can they finance it internally? Double thanks. Rod

Q: I bought SLF a few years ago expecting to benefit from increasing interest rates. SLF has been a stellar performer despite the trend of lower interest rates this past year, especially at the longer end of the curve.
I’m certainly not complaining but am a little confused by the strong performance in a weakened rate environment.
Could you shed some light on the reason for their outperformance and prospects going forward. (I’m thinking of taking some profits)

Q: I hold BEP.UN in both my RRSP and non-registered accounts. It's having a good run and is now roughly 7.5% of my portfolio. I'm starting to think about lightening up to 5% on it even though it shows no sign of slowing down yet. The 2.5% i would sell would eliminate the holding in the RRSP to no tax consequences.

Deciding to sell a stock is always a struggle for me. Which of these options would you recommend:
Use a trailing stop loss (for the 2.5%) to protect against a hard reversal in SP and just let it ride?
or
Use near the money, 1 or 2 month covered calls on the 2.5%?
or
Sell the 2.5%.
or
Just continue to hold the 7.5%

Your advice is always appreciated.
Peter

Q: Would you be a buyer today?