Investment Q&A

Q: Which do you prefer for a long term hold? Which currently has a cheaper valuation?

Costco or Walmart ? Thank you

Q: Hi,
The BCE dividend is presently at almost 9%.
Would it be a smart move to buy it just for the dividend? The thing is I don’t want to lose capital that offsets the dividend either.
Knowing no one can predict future company actions, do you think they will cut their dividend?
Do you see the stock price drop if they don’t raise their dividend in February?
Where do you see BCE stock price in 5 to 10 years? Does it at least stay flat?
Thanks

Q: I see that you and many analysts use forward PE instead of trailing when valuing a company. I understand that trailing PE is the recent past earnings, and forward PE is obviously the projected future earnings. But wouldn't it make more sense to use the trailing since its recent actual earnings, when the forward earnings are at best a projection or estimate, which is often quite wrong? Just curious why the industry standard seems to be the more inaccurate of the two. Probably because markets are forward looking, but I'd love to hear your thoughts. Thx

Q: Hello,
Do you think ADN is a buy and why? Can you please also comment on their payout ratio and debt level. Would it be your favorite in the sector? Thank you,

Q: Simply Wall Street has GSY undervalued by 49.4% with earnings forecast to grow by 17.09% per year. Whereas they have PRL overvalued by 54.4% with earnings forecast to grow by 38.3% per year. They also have GLXY at 78.9% undervalued and earnings forecast to grow by 14.66% per year ......First question. Do you concur with these numbers ? Second question. Which one do you prefer and why ? Also please rank from first choice to third choice ......Thanks for your terrific service Garth ......

Q: Good day, Your humble opinion on this CDN. bank etf. Thanks again

Q: Your top 5 Dividend stocks in order please for CND and US? Long term holds

Thanks you

Q: Following up on Donald’s question on September 30th about favourable risk/reward scenarios with compelling valuations in the energy sector. Can you please name your three favourite energy stocks that fit this description?

Q: I would appreciate your comments on above US equities. Which one is your favorite?
Are there any Canadian equivalents?
Thank you!

Q: Good day guys :
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark

Q: DRX has announced great profits, new contracts and the buyback which happened after the last quarter. Negatives could be upcoming US elections, the buyback being treated as Insider selling and the deferral of revenues from this quarter to the next. There seems to be no retail support for this stock, or retail support is not sufficient to offset the institutional selling. What would be the steps that management needs to take to stop the bleeding on this stock as it has been in a down draft since the high of $20.8?

Q: Hi I asked this question last week and think it may have slipped through.
I am down 6% on ATD. I am thinking of selling to claim the capital loss but concerned of it popping back up in the short term. Where do you see it going from here? Would you sell and buy back after 30 days or move to something else? What other top 5 CDN or US stock would you consider to replace it in the same sector for a 5 year hold period. Thanks

Q: What companies are held in BN and at what percentage for each stock/company (I know Brookfield partners is no longer listed), ie. BEP, BIP, BAM etc.
I know this question has been asked many times but I could not find the answer.
Thanks!

Q: Hi All at 5i! I have 44K in CPD in a non registered account which provides me monthly income via dividends. I prefer a stock which pays a decent dividend but also offers some growth. I would like to sell my CPD which has given me no growth and reinvest in better growth/ dividend paying stocks. Could you offer me the names of 5 such stocks?.
Cheers,
Tamara

Q: Hi,

Do you think that the Growth Portfolio is poised to outperform the balanced portfolio moving forward? You've mentioned in other threads that small caps have underperformed in the past 5 years; is that compared to large caps, or is that compared to an index?

Also, when comparing both portfolios to American ETFs such as VFV, they both seem to underperform. Which portfolio would you recommend for a long-term 40-year hold in a TFSA to maximize returns? Or would you recommend a different investment into an American fund to maximize returns over that same time horizon?

I like the strategy of investing in small-cap stocks for higher growth but also don't want to disregard the balanced portfolio if you believe that small-caps will continue to underperform moving forward.

Looking forward to hearing your thoughts

Q: It can be irritating to see bought deals but in this case it seems to be immediately accretive
What is your take on the deal

Propel to Accelerate Global Expansion with the Acquisition of QuidMarket for US$71 Million and Announces Concurrent C$100 Million Bought Deal Offering of Subscription Receipts

Q: Hello

Any comments on ADF announcing today of new orders worth $50 mln ?
Do you think, this will help stabilize the stock, near term ?

Thanks

Q: On Sept 11, Otex announced it has received authorization for the OpenText IT Management Platform (ITMX) from the Federal Risk and Authorization Management Program (FedRAMP®) (https://finance.yahoo.com/news/opentext-management-platform-achieves-fedramp-142600427.html ) .

You mentioned before that OTEX may need time to integrate previous M/A. With the FEDRAMP approval, would it be a buy now? Or would you consider stronger stocks to be better total returns over the next 3-4 years? Please rank the attached companies (knowing that they're all very different).

Thank you so much for your insights!

Q: Hi 5i team,

What would be your current 5 best (highest conviction) buys in each of the following categories please.
1. small cap
2. mid cap
Hold target is 3-10 years or longer.
I prefer these categories as they seem to have the most torque (in the right environment) albeit also the most risk.


Cheers,
Steve

Q: Can you identify of the 10 top oil companies in Canada which ones receive WTI vs WCS oil pricing? How would you rank these companies for both risk and total return?