Investment Q&A

Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?

Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??

Cheers,

Tamara

Q: I suspect TRP will settle in over the next few weeks, but has any of the recent developments changed your view on the safety of the dividend?

Q: My earnings website says the 3 companies reported earnings. If so, may I please have your comments. Dock me points accordingly

Q: The splitting into gas and liquids components is not impressing the market, seems more like shuffling the deck chairs. I've owned TRP for many years at a good profit which has now become a small loss and am considering selling. Any sage advice?

Q: This company is in a free fall. Is it a good time to get in?

Great yield.

TY

Q: Can I please have your analysis of First Service recently announced earnings. Do you see upside potential in the next few years. Any comments would be appreciated. Thank You.

Q: I have been holding HPQ for years. The company does not seem to go anywhwere. What are your thoughts on this company?

Q: Hello, What are you thoughts on MTY? Between QSR and MTY, which one would you prefer. Thanks.

Regards,

Shyam

Q: Your opinion please. Thanks!

Q: Would you buy ATZ below 20$.?

Q: hi,
I am looking at adding these to my dividend equities. I like growth with the dividend stocks, both in capital appreciation and dividend payout ( to keep up with inflation, over the long term ). how do these 2 stack up? further, is there an open source website to check CDN dividend equites in regards to the dividend growth, payout ratios, etc...
cheers, chris

Q: This is a portfolio management question. I help manage my retired sister’s stock portfolio; it consists of 36 generally high-quality companies, with focus on Canadian dividend-paying stocks (as she benefits from favourable taxation of eligible dividends); the portfolio has done very well over the years (thanks to advice from 5i); the philosophy is generally "buy-and-hold" with minimal turnover. Portfolio breakdown is roughly 60% Canadian (many with U.S./international focus, e.g., TD, RBI, TRI, etc.), 30% US, 10% foreign. All 36 stock holdings are 2.0-5.0% positions (median weight, 2.7%), except Aritzia (ATZ), which due to declining share price is down to only 1.4% weight. My question is: what to do with a stock like Aritzia? the portfolio management style would be to add to this position, given that it is fallen a lot, and the expectation is that it will recover, and potentially do quite well, in the long-term. On the other hand, there is a risk of continuing bad performance, and one doesn’t want to add good money after bad (the ATZ cost base is already near the median for the 36-stock portfolio). So, from a portfolio management perspective, how would you handle such a stock that has fallen quite a bit below the 2.0-5.0% target weighting of the rest of the portfolio. (Further, it doesn’t pay a dividend, either.)

Ted

Q: Hi team,

May we have your opinion on the Q?

Thanks

Q: Could I have your thoughts on Q2 earnings.
Lower prices per tonne received for their commodity, lower net earnings, but Geismar 3 is 90% complete. Which way is a shareholder to feel about all of this?

Q: Hello 5i Team
Thank you for your everyday ongoing learning in every questions I read.
I would like to get your opinion on the earning release today in Mainstreet stock.
Thanks

Q: Peter; I read the earnings, forecasts etc - looked good- what doesn’t the street like to dump it? Thanks
Rod

Q: I want to buy both of these stocks. Should they go in my Registered or Non Registered accoun and why.

Thank you. Ian

Q: From Google on the difference between BIP.C and BIP.UN
The key difference between is that BIPC's dividend qualifies for the Canadian dividend tax credit, whereas BIP. UN's distribution consists largely of foreign dividend and interest income, Canadian interest and return of capital
Which one is better to keep in an unregistered account (taxwise)?

Q: I am planning to start a 1-3 year position in one of these two companies. Which company has the best upside.

Thank-you.