Investment Q&A

Q: For PK re Share Buybacks
Try using the research tool from your on-line broker for this. I use Scotia iTrade and if I click on “Edge Reports” it shows a very useful table that gives the total shares outstanding for the past couple of years and an estimate for the next two years based on management comments and what they are currently doing. TD Waterhouse has a similar function.
For example, for CNR I see total shares O/S for 2020 at 713M. 2021 is at 710, so I assume 3M shares were repurchased and cancelled. Interestingly, the estimate for 2022 is 688M shares so it looks like they have been buying back more this year.
I love to see the share count go down and the dividend increase each year, even if the share price does nothing. It helps me hold on and accumulate the stock even in a bad market. This has been rewarding. As a last resort you can look on the company web page or even email them your question. Usually you will get an answer.

Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara

Q: Thinking of using the 10% cash in my kids RESP to buy QQQ. They won't need the money for 13 years. Does this make sense or is it too risky? The rest of the money is currently in VEQT.

Q: Do you think TECK or LUN is the better investment today? Would you hold both TECK and LUN, or just one? Can also comment very briefly on holding commodity stocks? I assume these stocks fluctuating significantly and are not buy and forget stocks.
Thanks!

Q: What is your opinion on NRP's short-term to intermediate-term prospects? Can't help but think that the cost of Oil, not to mention ENG sources, have it sitting pretty currently.

Q: NOC seems to have been trading within a range since early March and is currently near the bottom. Also it's chart looks better than the other defense companies. What would you think about a purchase here for a short term trade?

Q: Hello,

What are your thoughts on the above stock? Is there another one you would prefer?

Q: Can you recommend some US stocks with growth and yield?

I have ABBV already.

Thanks
Mark

Q: Is there a China bank crisis looming or already here. What is your opinion on the effect on the world economy, commodities, and stocks. Thanks for your insights.

Q: Good day, With the big drop in SVB today, would you see this as a good entry point for a long-term investor? How do you see it’s growth potential going forward? Assuming it’s a buy at this level, would you see it as worth buying if I already own JPM?
Thank you for your insights, Doris

Q: Is PDBC a good hedge against inflation and would you recommend it ? What is the dividend with PCBC ? The information on my TD acct. and your website are very different. Are there eff's that provide the same commodity exposure that pay monthly or quarterly dividends that you would endorse. Thanks for your help.

Q: Hi Peter

In BNN Market call yesterday, Brian Madden thrashed TCL as an income trap with no future. I see that 5i still carries TCL in your income portfolio.

Is Brian's doomsday prediction of TCL correct ? Can I request you to share your thoughts please?

Thanks

Q: your opinion on this Co. please. Thank you , Fooklin

Q: Could you recommend some clean energy etfs that you think is a good way to play the sector? Thanks

Q: Can you comment on the investment merits of these two etfs.Are there others that you would see as more attractive for a diverse long term hold of both Canadian specific and US specific etfs?

Q: In my previous question, you commented on places to be if the market looks forward to the end of a recession later this year. In that context, can you also provide good sectors and stocks (trading on the TSX) that are good places to hide out in during the recession / for the period leading up to it (i.e. from now to the end of the year)?

Q: What is your on Neighbourly with a 3-5 year time horizon. Is there good value currently to purchase this stock?

Q: Barrick gold share price has been declining along with gold price . Would you be in favor to buy this gold miner company for portfolio diversification at this time and in this volatile investment environment? II have no gold or gold equivalent asset in my portfolio. I have refrain from a gold as a diversification asset in my portfolio so far. Given the perhaps opportunistic share price I am tempted to buy it for diversification. It does have a divided as well.
Thanks for your opinion in this matter.
Miroslav

Q: I just received a couple of weighty voting packages from Atlassian which I gave up on after the 74th “whereas”. I take it they are changing their domicile from UK to US, and essentially issuing new shares to be listed on the Nasdaq. If I understood the tax implications for Canadian shareholders if seems it will be a deemed disposition and capital gain or loss type of event. I know I am a little out of bounds asking for too much analysis about a non-Canadian company but just wondering if you had any thoughts. Is it a non-event or do you see any risks (competing with Boris Johnson for moving trucks?) or maybe possible upside? Thank you.

Q: What would you suggest as a proxy for AEM and FNV. Will take as tax losses and buy back in 31 days. (Bigger loss in AEM.)
Have a small position (spin off) in Fortitude gold.
Conservative investor.
Thank you.
Tulio