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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: Hi,

I've owned CNQ in the past and it is approaching a level ($30) that I would deem quite attractive. While sentiment is terrible, do you still see value in the Canadian oil sector long-term? A lot of large international companies have pulled out and pipeline progress has been a disaster. It may take a while for sentiment to change and policy to change depending on election results. Do you still see value investing in Canadian energy or has there been an irreversible structural shift/decline?

Thanks,
Jason
Read Answer Asked by Jason on July 31, 2019
Q: Covalon has been beaten down considerably in last few months and I see from a few of the questions that 5i has been beaten up a bit over past recommendations on it. I think many investors are similar to myself in that when a trade works out well it is because I am very smart and when it doesn't work out well it is because someone else is not :-). However looking at Covalon it still seems like there is a good path forward for them but will take longer than originally anticipated. At today's depressed pricing would you consider them a good option from a longer term perspective?
Read Answer Asked by Bruce on July 31, 2019
Q: How would you rank these based on valuation, growth and management. Market seemed to yawn at CPX results, it isn’t as high profile as FTS but seems to have gotten more shareholder friendly, sixth consecutive annual dividend increase, wondering if this one and NPI are flying under the radar, Thank-you.
Read Answer Asked by Albert on July 31, 2019
Q: Dear 5i,

I am finally re-balancing some of my portfolio by selling some of my Canadian bank stocks (where I was seriously over weighed). The cash will be reinvested to fill 3 Canadian industry holes I need to fill. From most to least deficits are Consumer Defensive, Consumer Cyclical, and Basic Materials. The only stock I currently own that matches any of those 3 categories is AW.UN. Could you please suggest some quality Canadian stocks to buy to fill each of those 3 holes ? I am a 53 year old conservative investor trying to balance dividend and some growth for long term in stocks that have the brightest futures. I really appreciate your wisdom.
-Nick
Read Answer Asked by Nick on July 31, 2019
Q: Would you step in now on these two given fwd PE and PEG for both are higher than 5 year average? Given their markets can they sustain their growth?
According to Stockreports analysts are forecasting 21% growth in 2019 and 38% in 2020 for FSV, what is driving it? What is the PEG for FSV? Considering both have a similar fwd PE and FSV has better growth, do you agree FSV is better value ? Thank-you.
Read Answer Asked by Albert on July 31, 2019
Q: Can you please advise which ETF you prefer and why: VTI or DIA?

And secondly, why is MSI rated as a hold? I'm up 40% over the last year...and it comes with a respectable dividend of 2.54%. What am I missing here?

Thank you.
Read Answer Asked by Maureen on July 31, 2019
Q: Which of these companies do you think has the highest dividend safety? Regarding VET, I am reminded that yield is a function of price and not directly related to performance - a company does not reduce its dividend just because the yield jumps - more likely a buyback if the fundamentals are reasonable.
Read Answer Asked by David on July 30, 2019
Q: With respect to Larry's earlier question about ZST, I was surprised that you did not mention HFR as a better alternative. Althought ZST has a lower MER than HFR (0.17% vs. 0.4%) and a better distribution (2.9% vs 2.4%), its value has declined consistently (-15%) in the past eight years unlike that of HFR (0%). I see no reason to recommend ZST in preference to HFR so why would you?
Read Answer Asked by richard on July 30, 2019
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