Investment Q&A

Q: Hello Peter and Team,

Thanks for another year of market out performance.

I am thinking of cleaning up both RRX and HWO (which are in an non-registered account) and taking the capital losses, and consolidating the money in WCP. Can you give me the pros and cons of this switch?

Thanks for all you do.

Wes

Q: Hello Team -
My understanding is that in a rising inflation environment, commodities tend to also generally rise. If we see a gradual increase inflation over the next 12-24 months would you expect to see the NTR and TOU stock prices also rise as a result?

Thanks.
Jim

Q: What are your thoughts on holding HBB as a bond holding in a margin account when the income is not currently required?

Q: Of the three stocks mentioned above, which two would you choose and would you have a specific entry point, or go ahead now to purchase?

Q: Hi 5i,

KXS reports after close today, what are you expecting from them in terms of numbers?

Thanks!

Q: I have a large gain on MSFT and am contemplating trimming holding and with proceeds, purchase IBM. Would you recommend doing this trade? If not, what would you do?

Q: what is your opinion of the future for Brookfield properties? It has declined significantly since the announcement of the purchase of the position in the retail malls in US. Is there a large increase in debt looming or something else I am missing. Yield is now 6%

Q: I have to sell some oil and gas companies to generate losses to offset some gains.I will be selling ARX,BNE,CPG,SPE,SU and WCP.
I wish to stay in the sector,so please recommend several companies to replace the above companies for the 30 day period (or perhaps an ETF).
Which of the companies being sold would you recommend buying back after the 30 days?

Q: what was the date that 5i started?

Q: Just an observation after following some frustrated posts the last few days. Members have the opportunity to add RHT today at what appears to be within $.04 of where you added to the portfolio. You guys definitely moved the market on it but this should be a lesson to subscribers to take your advice but be patient with it and wait for the right time to add to their own portfolio rather than rush to join the herd if there is an initial run up.

Q: Any need for a bit of a short term hedge going into earnings ?
Thanks

Q: Good morning, between CCL.B and RPI.UN which would you view as a 'better' company to initiate a position in now? Assuming a long term view (5-10 years).

thanks

Q: I hold AMGN and see from your recent responses that it's a 5i favorite. The metrics do not appear to justify your support, so I wonder if I am looking at the wrong data. PEG is sky high (over 4); forward P/E is almost 14 ; ROE is only 6.6. The data above is from a premium site which differs from the Yahoo Finance site which shows forward P/E at 13.09 and PEG at 3.3 with ROE at only 7.18. Net margins do look healthy but I cannot tell from 3 sites I checked whether net margin % data is fwd looking or refers to historical.

Although AMGN appears to have been a dividend grower (not a dividend aristocrat that I know of ) , it’s dividend payout is very high at 171%.

Yet there must be something about AMGN that you like a lot.... perhaps something not shown on reported data. Is it AMGN's pipeline? Projected cash flow? I would prefer not to sell my holding until I can understand what it is about AMGN that you like so much. I would appreciate your insight very much (am not looking so much for basic or raw numbers available on popular sites---but I really would appreciate your thoughts, thanks).

Q: Hi 5i - any reason for the huge run up in VMD this week? Thanks, Neil

Q: Hello,

Note: BDI currently does not pay a dividend.
Someone asked a question earlier with the assumption that it pays to wait on BDI due to their 9.7% yield.

Q: hi folks:
under the heading of "if it ain't broke why fix it.........."
sitting on a double; chart looks parabolic
aside from rebalancing to 5% (from 11) is there any compelling reason to sell?
ie. do the fundamentals still look supportive ?

thanks

Q: Hi 5i:
In your recent (Feb. 15th) income portfolio changes you recommended selling the full position in NTR. I have not yet sold my position.
Does your opinion change in anyway after their announcement of their US$1.60 per share dividend? The dividend seems decent?
Thanks so much for all the great information.

Q: Hi team,

I am looking for your best ideas (small / medium / large cap) to invest in the ongoing and ever-increasing move to 5G. Telcos will be spending billions over next decade. And ultimately benefitting of course. But which companies will benefit from that, or government's (?) spending? Mostly interested in Canadian-based companies. I know AMT and CCI are the big players in US. Any chance they get a foothold in Canada? Does small company like Baylin have unique expertise to deliver in this space? Are they well-managed and well-known enough? Anyone else?

Thanks for advice.

Q: Good Morning 5i,

Is the price range you provided on Shopify this morning in USD or CAD?

Have a wonderful day!

Q: Hello Peter and Team,

I am trying to keep positions to a reasonable amount (less than 40). I like both these companies for good upside. If you can have only One, which one would it be, and why? What are the pros and cons of each.

Thank you,

Wes