Investment Q&A

Q: Hi 5i Team,
My allocation for TSGI is 6.5% instead of 2.29% as per 5i Balanced model. Would you recommend 4% Sell of TSGI at 49% loss and buy KXS, or COV or TOY, PHO or SIS or something else for faster recovery. Much Thanks in advance for your valuable advice.

Q: Hi

I have about $45000 invested in TD bank, AQN, Northland Power, BEP.UN, SIS, TOS3,and IPL. I have another $45000 I want to invest in long term (5 to 20 years), safe investments that I don't have to worry about, as I don't like checking my stocks everyday. I like dividend growth companies. I want to Invest in TDB972 but with my account set up with CIBC Investors Edge, I can only invest in other TDB mutual funds. Looking into changing this. I was also thinking of putting more money into AQN, SIS, and buying some BNS stocks. Do you think in the long term that these are good choices? Also, what do you think of TDB972? Should I try and change my account parameters to invest in this, or are there other better options with TDB mutual funds? I am open to hear about other good mutual funds to invest in that you think are good, sound, long term investments. Thanks

Q: I would like some recommendations on some companies or ETF's that you like now and going forward. I'm looking for growth as I have a 20year+ time frame and low aversion to risk. I currently hold in my TFSA: CJR.B (down about 5%, should I hold or sell some/all off? -heaviest weighting of portfolio currently), GS, BNS, CPH, CR, KXS, NIF, SIS. Would like to add more companies to TFSA for some more sector diversification and can add to RRSP as well - possibly a growth ETF with US/International exposure? Would appreciate your input, thanks very much.

Q: I initiated a position in both of these companies (<2%) at the beginning of January and am down 7% on NVDA and up 15% in SQ. Both have been under considerable down pressure recently. Would you continue to hold or liquidate at until the dust settles.
Thanks Kindly.

Q: Based on recent Q4 revenue warning and analysts downgrades, Nvidia's stock price continues to drop. How do you feel about it's prospects going forward and if positive, would this be a good time to buy or should I wait out the negative sentiment?

Q: Hello,
Raymond James analyst downgraded SQ to underperform. "In short, we believe organic growth peaked in 3Q18 and growth on the all-important [subscription] and services line will likely materially decelerate in 2Q19. What do you think about this opinion? Do you still think its a buy?
Thanks
Victor

Q: I remember looking at a blog post you guys did a while back on tsx listed companies with large % of revenue from the US. Can you paste the link? Please and thank you

Q: Whats driving CLS stock higher?
Is this a good opportunity to pick up SQ? What do you think of the bearish SQ report that drove the stock lower?

Q: I have a question about a Canadian Heat map for stocks like the excellent Finviz.com
The two that I've found ...
http://www.watchstockprices.com/tsx/
http://www.digitallook.com/dlmedia/investing/visual_tools/heat_maps?&username=&ac=&country_id=25
... are not visual or user friendly like Finviz.com. Can you recommend one?

Q: What is your current view on GrubHub? I like the company. The stock has been pretty beaten up. Is it a buy, hold or sell?

Q: What is happening with Square today?...Catherine

Q: What do you think about SNC earning warning today, due to problem with project in Saudi Arabia, what about the acquisition they make last year of a UK engineering company, at that time everyone though was a good deal?

Q: I own a full position of SNC in my TFSA and am now down almost 40%. With today's large pull back what would you recommend (Buy, sell or hold) and why

Thank you

Sean

Q: Can you advise on level of ownership by AQN senior mgmnt of their stock?
They have preferred series A shares which pay higher dividend. Does AQN pay dividend only in USD. Is there dividend which is not eligible for the Canadian div tax credit? Am trying to figure out which series to buy. Many thx for the great services.

Q: Hi Peter, Ryan, and team,

In a recent post in Stock Chase, Barry Schwartz was commenting on MFC and gave it a "Don't Buy" rating, for reasons similar to 5i's. He then goes on to say that "he avoids this sector".

Is there a compelling reason to own SLF (or any other insurer) in the Financial Sector?

Our sector holdings across all accounts are BNS at 2%, GSY at 3.8%, SLF at 2%, TD at 6%, and TRI at 0.9%.

Should we 'stay the course' and keep things as they are, or should changes be made?

As always, I really value your advice.

Q: Hi,
I recently sold my AC shares (kind of reluctantly since I had done well on them) and exchanged them for NFI, which I think have more upside. Do you think this was a reasonable move?

Thanks

Q: I learned from TD Waterhouse that Enghouse did a 2 for 1 stock split in December. I discovered it when I saw, what I thought, was a drastic fall in the share value to $37. My question is: should I not have received some sort of advise about the stock split from the Company?? To my knowledge I did no receive any such advice. And, also can you give me some background about the split?? Thanks

Q: I have a question about AutoCanada Inc

They have entered into a strategic relationship with Quorum Information Technologies Inc. (QIS). Your thoughts on how this might help AutoCanada? Is QIS a company to consider making an investment in?

Q: Hi Peter, Ryan & Team
In addition to my current 5i Balanced portfolio I want to build an additional RRSP ETF portfolio.Time horizon 3-5 Years and my risk level is moderate.
I am thinking to invest in the following ETF. Appreciate you advise on the distribution, concentration and risk level.
XMD 30%
VUN 20%
XIU 10%
VEE 10%
VXUS 10%
IXC 10%
IWO 10%

Thanks,

Q: Your recommendation on GE as a buy at current levels.