Investment Q&A

Q: i own Granite i like to add one more.
A REITS MANAGER ON BNN Had as top picks Tricon Bsr and Irish residential (Manage by Capreit. I only want one which one (or anytother) would you recommend

Q: I am planning to take some losses as offsets to capital gains from previous years. In some cases, I am considering replacements as well. Please advise of any concerns with, or suggest alternatives to, the following sale (purchase) plan.

Sell HWO, PSI & IPL (buy PPL and AQN - already own ENB, ALA & KEY)

Sell SU & CJ (buy CNQ and PXT - already own ARX). I also have a sizeable loss on VET, but consider that is presently so far below comparables, that I should wait for some recovery – or sell now and move on?

Sell HR.UN (buy another REIT, possibly TCN.UN and/or ERE.UN - already own IIP.UN & NWH.UN).

Sell CHR.

Thanks - Don

Q: I have owned this for several years and while they seem to do a lot of good things the stock price has stubbornly been resistant to change. I figure the sector has a lot to do with this. There is also not a lot of coverage for this company so I am wondering if, as a proxy for sentiment, one might look to coverage of Pulte Homes, for example? I am not so much interested in switching names (unless you think it is reasonable to do so) but Pulte has been getting a lot of positive press lately, appearing on several lists as being undervalued, so I am wondering if that same optimism would apply. If so, would you see adding to TCN as a prudent move at this time?

Appreciate your insight.

Paul F.

Q: Hello 5i Team,

I currently have small positions in each of the above stocks as holdings in a diversified small cap portfolio and I would like to add to each position over the next 12 months.
Could you please give me your current outlook for these stocks? Are there any you would avoid? How would you rank these stocks at their current prices?

Thank you for the great service!
Colin

Q: Thoughts on GUDs drift lower ? News for TCN ? Thanks.

Q: How do the results look ? Thanks,

Q: Can you please provide your thoughts long term potential for TCN and comment on current valuation?
Thanks

Q: Hello Peter and Team,
I currently have 50K ready to be invested in the market. I am looking for capital gain in the next 24 months. Above stocks have been hammered and did not fully recover yet. Agree that they are in different sectors, my portfolio is otherwise diversified.
Could you give me your expert opinion and prioritize your choices if any from the above.
I always value your opinion
Raouf

Q: Can I get your analysis on q1 results please. Did they beat or meet expectations? They had a write down on a non core business line but we’re there other numbers good?
Is this a buy today?

Q: Which one of these two investments would you buy now and why? Both seem decently cheap.

Q: Hi 5i,
Assuming you are still favourable to TCN, are there other US based REITS (US or CAN$) with a dividend greater than 5% that would be a good buy currently?
Thanks
Terry

Q: These REITs have been awarded B and B+ rating by you . Would you keep the ratings of these REITs at this time as they were?

Q: Which 4 of the 6 Reits would you buy at current levels? Please rank your choices.
Thanks

Q: I carry these stocks in my RIF account with different level of loss. They do not seems to respond to any positive move in the market. I am loosing patience. Should I sell.
What replacements would you recommend that could recover faster in this type of market.
I value as usual your opinion
Raouf

Q: Hi Peter, are any of these at risk in this environment over the next year or alternatively in particularly good shape ? Would you continue to hold them or elimate any ? Thank you.

Q: your view on adding at this time to triton capital

Q: Which one of these, if any, would you sell to increase my tech sector allocation? Can you please rank them as well.
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!

Q: Both of these are down significantly today. NFI had a press release. This was viewed as negative by the market, but to me it seems the company is reducing risk. No idea why TCN is down again, it is selling for less than half book value. Any risk of these companies going bankrupt? They both seem to be incredible buys at these prices. Your views, please.

Q: Hello 5i,
As a pensioner who requires dividends for my income, I have been looking at the above names to potentially add over the next year or so. It is my belief (uneducated guess) that it might take that long before we see any solid bottom and subsequent recovery begin.
In that vein, out of the above, how would you rank these based on the following:
1. Safety of company through a one year to 16 month recession.
2. Safety of the dividend through this same period.
3. Confidence in management team
4. Sector vulnerability
5. Value at current levels
6. Any other considerations, warnings or caveats for any of these ??
i.e. some of these have a decent 5i rating (B or higher), but the rating dates back to 2019, some as early as the summer.
And, finally, are there any suggestions you might have that are not on this list that deserve serious consideration in place of any of the above?
I am in no rush for an answer so take as long as you need to consider this question and deduct as many credits as you see fit - I should have enough to cover it. I hope that this question might also prove beneficial to other 5i members who rely on dividends for income.
All the best to everyone in this very trying and uncertain time!!! Be safe above all!!
Thanks to all at 5i!!
Cheers,
Mike

Q: Hi 5i Research Team:

I have traded Forex before and am new to stock trading. 90% of my RRSP, RESP and TFSA is in cash and I'd like to avail the current market conditions by "gradually" buying the dips.. and holding it over the long term, 5 to 10 years. I understand that no one can time the market or its bottom.

After exploring the reports and questions on your site, I have identified the enclosed 29 stocks based on following criteria:
- Current Retracements of > 75% over 52 week high & low
- Dividend Yield > 5% (in some cases, like WEED, which is a bit risky, I understand there's no dividend in the near term.. and I am simply going for the upside swing over the next 2 years... same for CRON and Air Canada)

Considering my 90% cash position and strategy to partially buy in on dips over the next few weeks, can you please advise if my stock selection is sound. In addition to my stock picks, please advise anything else that I should keep in mind.

Thanks for everything you do. Much appreciate.