Investment Q&A

Q: What is your outlook for POW? I saw recently that you ranked it below an number of others? i.e. your ranking was:
SLF, IFC, PRU, MFC, POW

Q: Hi, PZA continues to march along nicely while providing a high dividend. Technically it looks just fine. Your views on its outlook as a hold?

Q: APPS continues to perform well, despite production concerns by AAPL. And if AAPL is having problems getting parts then you know everyone else is having a harder time.

How does APPS continue to outperform if sales of new phones aren't what they could be?

C.

Q: I know 5i favours SLF over MFC. MFC is cheaper, but I was surprised to see on Morningstar that it isn't by a whole lot.

I am a long term investor. I am looking at MFC from a 10, 20 year perspective. l did own it back when they cut the dividend, but am now considering adding it back in.

Is the company much improved from 10 years ago? Cash Flow metrics seem to be good. I was unable to find debt ratio though, and whether or not it was at an acceptable level.

How do you see MFC going forward, despite the present events in China?

Q: This company BRP is very well run and has reported continuous growth, as well as seemingly never misses earnings.

Anyway my only concern is, in the current economic climate, with a company making "expensive toys" like BRP, how much of that likely downturn will affect its sales (and then directly on share price)?

I try to research back to 2008 (the last major economic crisis) but nothing goes back that far on line. Of course the forecast published by the company and selected analysts, though mentioned the current economy issues, still paint a very rosy picture for the near future.

Is my concern about the potential downturn and its effect on BRP valid? What is your take on this? Thanks.

Q: Using ARX as an example of a company with a 10% share buyback approval, through to Sept 2022.
As an owner, I would rather see them leverage and do it sooner, while the stock is still cheap.
Does this ever happen, or it considered as bad form by the TSX ?

Q: With the American banks having strong earnings, do you see the same for Canadian banks when they report. Which banks do you prefer.

Q: I am deciding which one to buy. There is a $2.00 premium for BAMR which is one to one exchangeable with BAM. But my thinking is that BAMR might have more growth as a new company trying to reach a certain scale. I like the (Re) insurance business. There are other considerations such as valuation, stock correlation, market float etc which I appreciate your comments on. Which would you buy? Thanks Derek

Q: Hi Everyone at 5i! I am looking for two stocks, either US or Canadian which, in your opinion , have the highest growth potential over the next 5 years.( excluding Shopify or Lightspeed which I own) Cheers, Tamara

Q: Hi
I use BMOInvestorline as my brokerage account. I have a CDN and a US dollar side.

I'm overweight Canada and wanted to increase my US holdings. I thought that one easy way to do that was to journal my Enbridge and Magna positions from the CDN to the US side of my account.

I think I misunderstood what this meant. I had thought that it meant that my existing shares in ENB and MG on the TSE would be exchanged for ENB and MG shares traded on the NYSE. But the fellow at BMOInvestorline said that it's just changing the currency and the shares will continue to trade on the TSE.

Is there a way to take an existing position on the TSE and exchange it for the same shares being traded on the NYSE?

I'm not sure I really diversified my holdings. I just changed the currency.

Thanks,
Robert

Q: With the recent earnings out, do you think JPM has still room to grow or you believe it is mostly fully valued at the present price ? Thanks for your valued advices everyday !

Q: I'm thinking of switching my CPD to ZPR because the return of ZPR has been significantly higher and the dividend is slightly higher. Curious what your thoughts are. Do you prefer one over the other? Any reason to own both - half in one, half in the other?

Q: Can you recommend a sort of Rip van Winkle portfolio for an 84 year old lady who just sold her house? We're talking in the neighbourhood of $400,000. She has little need for the money right now and is not worried much about volatility. She has an pension which helps too cover the need for bonds.

Q: Would you regard iip.un as a solid addition for a TFSA? My current TFSA holdings include, SHOP, KXS, CSU, OTEX, CP, ATD.B, CPX, AQN, NWH.UN and SGR.UN.

Thanks.

John

Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason

Q: Looking to add to Facebook or start a position with Costco. Thoughts??

Q: Are there any possible alternate bidders for this company in your opinion?

Q: Hello, for tax purposes is the income of CVD treated as interest or dividend? If you had to choose just one with the goal of income and "safety", which one would you pick? Thank you

Q: Stellar results and share price reflects this. If one were to make a bear case, what are possible headwinds for ATZ? Supply chain/labour issues come to mind...what else could send this back into the low $40's

Q: RE: Profit Taking -- Asked by Rob on October 15, 2021

Perfect question. Perfect answer. Investors: Keep & read this gem often!