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Investment Q&A

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

Q: Not a question but an observation. Read article in WSJ yesterday that USA going to pass a bill banning Chinese rail and electric bus companies from operating/ manufacturing in the states. A Chinese owned electric bus company manufacturing plant in the “the rust belt” will close. ( Probably could be bought at good price).

Market for electric buses expected to grow from $745 million in 2018 to $1.95 billon in 2024.

Someone with patience will do well with NFI.
Read Answer Asked by Derek on December 11, 2019
Q: Noticed that NFI is in the balanced portfolio and also in the Income one. Also the return has been very negative (-28%). However, it has a good dividend and a LTM plan behind the production of electric buses. Analysts at TDWaterhouse do no like it . In the last 5 months it seems that its price is making a base. Do you think that a contrarian approach could work here?, How would you rate its management ?, would it be worth to buy and hold the stock for 5 years ?, what is its biggest risk to make it underperfom ?, How safe is the dividend ?, Does it have a high debt ratio ?
thanks
Read Answer Asked by Alejandro (Alex) on December 10, 2019
Q: Everything about NFI says it should be taken out behind the barn and shot. I can't think of a single reason to keep it because:
a) the momentum is horrible
b) the fundamentals are not good
c) there are many amazing stocks with better stories and momentum

The only reason I can imagine to keep it is for a potential bounce once tax loss selling abates. My question is why/how it can be justified to keep this in a portfolio in an environment with better opportunities elsewhere? Can you give me the case to hold vs the points above?
Read Answer Asked by Tim on December 09, 2019
Q: According to 5I or your data supplier NFI is classified as Consumer Cyclical, my sense is that it should be Industrial, not? If NFI is miss classified than I would just add it to my industrial weight.
Having said that, I need to reduce my cyclical exposure to meet our Portfolio Analysis. Of the 3 companies listed if you were to keep one for 3-5 years which would you keep?
What would be your top 2 recommendations for Consumer defensive stock for 3-5 years hold. I currently own ATD and PBH. I can add to them or add a new name regardless.
Deduct as many credits suitable.

Thank you for your clear explanations on all topics and your excellent service.
Read Answer Asked by Yves on December 09, 2019
Q: Hi 5i,

I've dumped some underperforming stocks this month to harvest tax losses and so now am sitting on some cash to deploy.

Notwithstanding that I may repurchase a few that I still like after 30 days, I would love to get your "as-of-this-moment" Top 3 Canadian equities that you would throw some money at if it fell into your lap.

Criteria would be:

1. Must be Canadian
2. Sector is irrelevant - assume its a small part of a wider, well-balanced portfolio.
3. Dividends not relevant
4. Held in a cash account
5. 3-5 year hold

Thanks!
Read Answer Asked by Ryan on December 09, 2019
Q: I will be coming into some cash around the middle of next summer and will be re-orienting my portfolio towards income. I want to have 4%+ overall yield. To that end I am looking for a bunch of higher income stocks so I can hold on to my low or no yield, growth stocks. Specifically I am looking at stocks that have over 6% yield and whether you think a full or partial position makes the most sense for each. Please deduct as many credits as you see fit. Thank-you.
Read Answer Asked by Alex on December 03, 2019
Q: Which 6 top Canadian companies do you consider the best tax year selling purchase for this year?
Read Answer Asked by john on November 29, 2019
Q: Hello 5i,
I sold NFI, PSI and CCL.A as tax losses on October 25. Should I buy them back now, just add to the positions I now have or are there other equity opportunities to consider in replacement. I am a retire, value, dividend investor, 60/40, evenly distributed with many from the INCOME MODEL PORTFOLIO.
Stan
Read Answer Asked by STANLEY on November 22, 2019
Q: Good day team, I'm looking for a good dividend paying etf that I can contribute to weekly in a tfsa. Ideally I'm seeking a canadian focused eft so I dont have to pay withholding taxes.
Additionally (deduct credits as you see fit), how do you feel about NFI at this moment? I'm thinking about taking a position.
Cheers
Read Answer Asked by Seamus on November 11, 2019
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