Investment Q&A

Q: Hi Peter: I have a US equity trading acct. In the acct I hold 1/3 in ITOT, 1/3 in QQQ and 1/3 in SPYG. Over the past 3 yrs I have been satisfied with the returns. In your opinion should I just "stay the course" or would you suggest an alternative? I value your opinion. Thank you.
Ron Noble

Q: SJ was up nicely this morning on a quarterly report that I thought looked good in terms of the forward view. Then at around 10:30, it just came off the rails. Did you listen to the conference call? Was there something there that set it off? Thanks

Q: Another disappointing quarter judging by the market but I can't help but think there is value in long term. Would appreciate any insights plus your opinion. Thanks

Q: Hi,
I'm looking at sectors, both Cdn and US as I have a lot of cash to redeploy as the market gets stronger, hopefully over the coming weeks or months. REITs are something I've been considering and I'm wondering about the effects of rising interest rates on them in general. Are REITs that are based on residential rentals better than REITs based on commercial properties? What about REITs for industrial properties vs commercial? Or would it be best to just steer clear of this sector until interest rates stop rising? I am retired and count on my investments to generate income, but am also lucky enough to be able to handle risk and I am very adamant about maintaining stops to protect capital and profits.
As always, your thoughts are most welcome!
Dawn

Q: What do you think of absolute result.
It looks like they are steadily going forward and the results are good.
What is your opinion adding here?and what do you see in their results numbers.....could you analyze them.

Q: Good morning,
I have a question regarding tsgi. You guys have followed tsgi/amaya for quite some time with good success. Last quarter they guided lower and the market responded accordingly. Do you foresee them guiding lower again? Has there been any occurrences in their history where they guided lower but surprised to the upside? My gut tells me they were conservative in their last outlook. Comments? What is the street consensus?
Cheers

Q: what are your favorite dividend growing stocks in each sector .thank you, I have csh.un ,wef, bpy.un,bep.un, bce, thinking about picking up fsz.

Q: when does largo report earnings, i think it is today with an eps of 11 cents expected. dave

Q: Can you recommend two China etf’s that would be similar to:

1. Nasdaq 100
2. S&P 500

Thank you.

Q: Hi Peter/Ryan
I don't have any banks in my portfolio. In current scenario is it better to go with single ETF or buy individual listed banks. Value your opinion.

Thanks
Sanjay

Q: I hold 200 shares of both BNS and TD. Tired of watching BNS slide and wonder if I shud be selling while I still have a profit and putting it into TD or would you consider another bank. I also have 985 shares of Olympia which id doing well. How do you feel about Boyd?

Q: What percentage of Savaria's sales are paid for by insurance versus out of the user's pocket? I'm curious if you would expect them to fair better in an economic downturn then other companies in the industrial's sector. Also who would you say our their biggest competitors?

Thanks!

Q: As of today, what is your best guess or guesses for companies that pay at least 4% dividend, that will have a chance at more than average capitol appreciation going forward. In my income account, among others, I own CGX, GS, TCL.A and VET. Size, sector and risk are not factors, I dont rely on the income and sleep very well during high volatility.

Q: hello 5i:
given that US Health Care is not your specialty, and given that the 3 companies occupy different sectors in health care, could you give me your pick as to which of the three you like best using safety first, and growth second as criteria (I do realize that growth and safety create a conundrum of sorts).
thanks
Paul L

Q: Please give me your analysis on the recent earning report and your view on this company. Thanks

Q: Hi. I own Artis prefs (AX.PR.G). Given their financial results and the dividend cut (with the cut going to buybacks, growth and debt reduction), would you feel better or worse about the prefs today vs yesterday? Thanks

Q: What is the reason that there are no ratings for some of the companies in your portfolios? In this case, what make them the candidates to be in there?

Thanks in advance!
Jane

Q: Do you think the 2019 TFSA limit will increase to $6000.00 in January?

Q: Hi Peter, pls comment on 3Q earnings and guidance for Fairfax, thank you.

Q: I know 5i doesn't time markets but w the Feds raising rates, China tariff wars, business and world slowdown, US elections - when would 5i recommend to invest & what 3 US stocks and 3 Canadian do u like bests?