Investment Q&A

Q: The yield on Ford is approaching 8%. That seems a little ridiculous and very tempting. What are your thoughts for a long term hold that is primarily yield oriented?

Thank-you.

Q: I tend to decide if a stock is "fairly" priced based on its historical average dividend yield.

1. what do you think of this approach.
2. Do you have a different way of looking at "fair" price for buying into a position ? in this case MFC.

THANKS

Ernie

Q: Please comment on Expedia's recent performance and quarter 's result, how do you think its long term future? Would you initiate a buy today? Thank you.

Q: Hi 5i, do you know the name and ticker of company that has solutions for 5g coverage known as 5g master key. Thanks

Q: Thanks for your answer on the above but while it identifies the companies involved it does not address the reasons for the parabolic nature of this months rise, other than those companies prices also rose. But why?? It looks as though somebody/something goosed the sector as the gain is abnormal. A change in (US) policy? A virus issue impairing China's competitive ability? A technical development? Can you contribute to this analysis. Industry progress prior to February was consistent with prior periods; February was not. Thank you.

Q: Hi Peter and 5i Team,

Out of all of the stocks in your 5i Balance Portfolio, which 2-3 would you recommend cost averaging given the market downturn/correction these past couple days?

Q: How good of an indicator do you consider 5 year roe? Is free cash flow better?

Q: I would appreciate your recommendations for appropriate ETFs for a TFSA. The funds will likely be withdrawn in a couple of years for a home purchase.

Q: Could you please suggest 3 stocks for an RESP account. The funds will not be required for 12 years. Currently the account holds PBH, KXS, SHOP, and BEP.UN
Thank you

Q: I am thinking of buying this company, but was surprised to see a lot of insider sells. What do you think?

Q: What is the relevance of the lawsuit announced today.
Why is the current sp of $28ish well above the $26.75 announced some time ago.
Thank you

Q: Hi 5i,

In my non-reg account I prefer to hold stocks that I can hold onto for a minimum of 3 to 5 years and possibly 10 to 20, that have a yield of around 3% to 5% with the stock price growing +/-5% annually.

Having said that, I am looking to add a stock that would be equal to approx. 1% of total portfolio value.

I am considering adding to my renewable utility stocks (BEP, AQN, INE and BLX which currently total 7.5% of total portfolio value), bank stocks (TD and RY currently 6% of total portfolio value) or telecommunications (Telus or BCE currently 0% of total portfolio). My concern with T and BCE are the current CRTC talks and what may be the market reaction to any deemed negative outcome.

Other than the above listed stocks do any others come to mind that you would recommend at this time?

Please deduct for multiple questions as you see fit.
Thanks!

Q: Here it is, the long-overdue market correction. If it wasn't the conavid 19 virus that triggered it, something else would have.

I'm compiling a watchlist of virus-driven oversolds using stockcharts.com. Peter, could you recommend 5 Canadian and 5 US stocks that look oversold at the moment? The correction could drag on for awhile and bring valuations closer to historical norms, but at some point there will be capitulation and a chance to get into some good stocks at bargain prices.

Q: Good morning. I'm thinking of using this selloff to shift some assets from a dividend paying ETF (CDZ) in a locked in account that I can’s access for at least eight years to some individual dividend payers that have been particularly beaten down. Was looking at MFC. Any other suggestions. Thanks!

Q: I wonder if I could get you to speculate what impact Bernie Sanders being elected President might have on the markets. And how one might adjust a portfolio in response/anticipation of such an event. For example, I imagine there could be a major impact on health care stocks.

Q: Which one of these companies would you prefer to go along with XGD for some gold exposure? Are there any hidden fees or costs associated with owning these names?What would you consider a reasonable portfolio percentage at this time? Thank you
Cory

Q: Could I please have your opinion on QBTL.CA and if you would recommend. Thanks

Q: Hi, I am 42 and just signed up for your portfolio analysis service. One of the key gaps noted was an over-sized focus on Canadian equities and etfs, and particularly a gap in sufficient international investments.
With a 20+ investment horizon for an existing rrsp portfolio, could you suggest some holdings to build a better international base? I already use Both general and thematic etfs but would be happy to add some more targeted stocks of ideas as well.

Thanks so much

Peter

Q: HSAV is a new offering by Horizons that looks similar to PSA but is a corporate class fund (estimated gross yield 2.25%). I would like to hold HSAV in an unregistered account - can you provide any info regarding this ETF. Also, HCRE is about 1 year old, but has only about 26M in assets and an average trading volume of about 1,700 - thanks for any comments/info you can provide re this ETF!!

Q: Hi, could you please comment on earnings release and outlook for this company. Thanks.