Investment Q&A

Q: Hello 5i team,
Do you give any credence to Z scores? My take is that the values may depend on the sector. For instance in the utilities; AGN, BIP, BEP, EMA all have scores below 1 ranging from .45 to .82 and thus doomed to failure! KWH, SPB ,and VNR ave from 2.02 to 3.53. Thus the sector is all over the place. In what context would these scores be used, if at all?
Thank you
Stanley

Q: Hi - I have gains on WFT within a TFSA. I am thinking about selling WFT and buying WEF as WFT has outperformed WEF over the past year. Thoughts?

thanks
Mike

Q: I have a question on portfolio allocations. If I have a 50% fixed income and 50% equity mix and I look a no stock being more than 5% does that mean 10 stocks at full positions (5 % of full portfolio) or 20 stocks (5% of equity portion). 10 stock positions seems quite concentrated.

Q: Hi,

My portfolio is a bit light (5.8%) on Industrials than I would like (10%). I currently hold CAE (1.25%), XYL (2.5%) and SIS (2%). For a relatively conservative investor, what would be your top 3 recommendations?

Q: is the yield too good to be true ?

Q: Can you comment on TWM's lastest quarter at the end of March and your outlook.

Q: Can you please comment on NNO. It is taking a beating today. Thanks

Q: Do you feel this REIT is undervalued currently. Is it a decent purchase? Thanks

Q: Hi Peter
I currently own both railways. CP does not produce much in the way of a dividend while CN does.
I depend on Dividends for my retirement, and am looking for for cash flow. I notice ALTA Gas pays 9% and has done so for some time. Would it be advisable to sell my CP and buy into ALTA. I currently hold 400 shares of CP and 800 of CN
Thank you
John

Q: Is this a good time to add tech? If so, do you see one or two stocks that you would recommend now? I was thinking of a mix of CSU, OTEX, and KXS.

Q: Good Morning!

Could you please give me your opinion on above Company.
Thank you.
Albert

Q: I was wondering what your thoughts are on using Put Options to protect a portfolio in the event of a market crash?
Thanks, Bill

Q: What are your top 5 stocks with most return potential in the next 12 months, either U.S. or Canadian? Thanks!

Q: I sold these stocks mainly due to the fact that they are down 20% from my cost base and needed some Losses to offset some Gains. My decision now is to either repurchase these 30+ days forward or buy some other stocks to replace these. I have a long time frame and a balanced portfolio. Your suggestions would be appreciated. Stephen

Q: At this stage, with the WGL acquisition likely to go through, is it better to switch from the subscription receipts to the common shares? Specially since the common is trading at a discount to the receipts. Thx

Q: Good day,
Should I be concerned by the decline in AW ? Its been going down $10 last year. While I am still in positive territory, I used to have a really great return on this one and I don't recall any particular bad news. What has changed and what the future looks like in your opinion. Please recommend 2-3 safe income stocks with upside potential and tell me if you recommend to swap. Its in a RESP. Thanks!!

Q: Peter, if you became a fund manager again starting this week, what would be the first stock you would want to buy?

Q: I realize 5i refers to this type of stuff as noise but hopefully you can elaborate a bit about these comments made in the media. Seeking Alpha reported that Amazon might be getting their own type of pay system which will affect PayPal and Square and notice these two stocks dropped off more than the norm on Friday.
MU - Micron - I read the same article as another member about Micron was downgraded with a low target price. The following day, Seeking Alpha posted pictures of Micron's headquarters stating that at this price Micron was a definite buy and they had a good article on all of the great things about it and a high target price I believe of $75.00. Who do you believe?
A regular analyst on BNN - David Price was stating how he felt the market would not hold the February lows and was showing some charts and saying when it got down around the old lows the automated trading would kick in and the market is going to go quite a bit lower. He sees it as a rough couple of months and more or less said that it would be 2019 before things come along. David Price back when oil got down to the $40 mark, some time ago he said oil would be going to $20. He was wrong. Let us hope he is wrong again. Your thoughts.

Q: You, at 5i, represent yourselves as fundamental analysts but according to your answer to Darcy on April 5th, you show yourselves to be at least aware of technical analysis as well, with your answer of the death cross re ATD.B. You might be interested to know that, on the weekly charts, the 20 week moving average just crossed below the 50, often considered to be a selling point for many long-term investors. As well, the weekly RSI broke below the 50 line as did the Full Stochastics and both lines are still pointing downward. There is a support band between about $50 to $55 with the current price at $55.58. The price could easily drop to $50 or less.
Technical analysis is more an indication of investors' attitude than is fundamental analysis and I assume your are still okay with ATD.B's fundamentals or you would have sold it out of your portfolios; is that a fair assessment?
(I gave up timing the market a long time ago as I could never maker any money at it. But I am still fascinated by technical analysis and watch it, I guess, as a hobby).

Q: Diageo has seen a significant gain since the binging of the year. Wondering what your thoughts are on this company and whether I should buy at this level or wait for a pullback

thanks