Investment Q&A

Q: What do you think about selling Kone and buying Otis as a tax loss strategy?

Q: Is the below option better to invest in than buying actual stock? Can notes be sold anytime or are they lockin? How do notes work in this environment? Can you please give me a brief explanation of the notes?


Brookfield Infrastructure Partners (BIP) said Thursday it has agreed to sell 700 million Canadian dollars ($517.6 million) in medium-term notes.

Thanks for the great service.

Q: Could you comment on earnings. Any red flags or is this a buying opportunity for a long term investor.

Thanks!

Q: Hi Peter, what did you think of earnings and guidance for each ? Any tells from VET postponing their buybacks ? Thank you.

Q: Could you comment on the earnings, please?

Q: Just a note of total frustration in dealing with the big banks (for example TD). For the last couple of weeks, I have been researching high-interest savings ETFs. Some of my recent questions to 5i reflect this. I have been monitoring dividends, and price changes, etc. At the conclusion of my research investigation, I decided to pull the trigger on HSAV. I brewed a strong cup of coffee, did my finger exercises and fired up my trusty laptop with 2 screens glowing brightly in anticipation of a vigorous workout. I signed in to my TD direct investing account and entered all the appropriate data to buy HSAV.

After entering my trading code and proceeding to the next step I was advised in bright red letters that I am not allowed to buy this ETF and I should call TD. In that call, TD advised that I can’t buy that ETF. WHY? Because I can’t and the gentleman advised that even, HE can’t buy it. Why? He doesn’t know. Luckily your November news report on ETFs and Mutual Funds was released yesterday and hope was restored when other slightly similar ETFs including HSAV where provided: CASH, PSA, CSAV. It turns out TD does not allow me to buy those either.

Is this legal? If it is shouldn’t be!!!

Now researching Questrade where a 3 minute call revealed that I can buy any of these with no commission. Now the painful process of moving all my stuff may start.

Q: Knight released quarterly numbers today and I would like to have your analysis of these numbers. Thanks

Kenn

Q: Thoughts on the latest quarter? Please wait until after the conference call to respond.
Thanks....Steve

Q: Peter; What did I miss this am. Markets are up across the board- ( except CTS ) did inflation drop to 2%? Haha. Rod

Q: What are your thoughts on CAE earnings?

Thanks for the great service

Q: your thoughts of Peyto earnings please?

Q: thoughts and discussion on earnings and future acuityads thanks. please provide thoughts on earnings expected for eglx and cloudmd

Q: Hello 5i,
Both companies reported this past week: I’d appreciate your take on the quarter. I’m building a position in both. Which would be your top pick today.
Many thanks

Q: Hi there- I’m wondering if you can please recommend a US ETF. It is for a RRSP account so not looking to access funds until another 10 + years.

Thanks

Q: Hi Everyone at 5i!! Today was a good day in the markets, but I can’t help but feel that we have more head winds coming our way. David Rosenberg says that this is a bear rally and we are headed lower. Your thoughts??? Cheers, Tamara

Q: Please comment on latest Q results.Very negative response as dropped some11.4% & now trading near 1 yr low.Add,Hold or Sell? If sell,please provide 2 good names.Txs for Uusual great services & views

Q: Hi Peter
I am thinking of balancing the asset type in my income portfolio .
I am currently 40% financials , 25 % energy stocks . 25 % real estate, 10 % consumer
Do I need to rebalance?

Do you have suggestions for dividend paying growth stocks that i can add or health stocks that you would recommend over my current portfolio.

The minimum dividend for a stock in my portfolio income portfolio is 3.5 %

Thank you

Howard

Q: In your answer to "K", you mention the following......

"....The thesis is that certain names are being unfairly punished, and while guidance and earnings may be coming in lower than expected, multiples are contracting and companies with a current price to sales of 0.5X can trade closer to 3X to 5X in a deflationary, falling interest rate environment. "

Do you actually mean deflationary, or should it be disinflationary ? Not trying to nit-pick, but there is a difference. If we were experiencing deflation I was thinking companies would trade at much lower P/S valuations since the market would likely be in a sell-off (?). Maybe I misunderstood the response.

Q: Please provide some recommendations for quality, dividend paying stocks in the consumer staples sector that are a good buy right now.

Q: I have both Tou and Cnq already, which one of these junior gas producers look most attractive, Pey for its 10% dividend or Pou’s growth prospects?

Thnx 5i
Dave