Investment Q&A

Q: I've recently sold my holdings and am entirely in cash. I'm wondering whether I should wait for a correction and take advantage of some bargains or whether I'm better off getting my money invested and not worrying about marketing timing. I realize you cannot "crystal ball gaze" but I'm interested in your comments regarding staying in cash and waiting for an opportunity to present itself vs. getting back into a portfolio. Thank you.

Q: I hold googl cgi full positions over longer term recently added csu nvda shopify sis gud half positions all doing good

nvda did best l for the shortterm.i held . AS s its likely the most volatile should I trim it?
my real question is should I add facebook Microsoft amazon as they all appear to have steady runway. if it makes sense I could add two half positions (which two ?}
or buy an fang etf ?if I buy etf that has googl I will sell half my current googl.
hope you can make sense out of this-

Q: My question concerns forestry stocks. In your opinion are these really just trading opportunities or do they have a place in a buy and hold portfolio that first concentrates on income and secondarily on growth? What are your favourite forestry stocks?

Thank you

Paul

Q: Hi 5i,
United Utilities Group PLC is the water business, how does it compare to VEOEY.

Q: Is goos going into summer wear as well as winter wear. So far a great company with a good outlook. Do you have a breakdown as to various Country sales. According to CEO of BABA they have made a move into China . RAK.

Q: I hold cbl hot kwh (also fortis enbridge chaterwell). i like to drop one (cbl ?)or two hot? to make room for more stable stock like AQN or more growth as well like GS.
( i am surprise thatENB a top pick of a suseesful maney manager early in the year is now in the doghouse except stalwart defendersl ike you. i will continue to hold it same as jonathan goodmans fund

Q: Which of these 2 companies in your opinion would be a better investment looking for growth and dividends?
I am impressed with the new features on the website and continued services you provide

Q: Could you please give me your top rated 4-5 individual stocks from either BOTZ and or ROBO. Thank you

Q: i currently hold ba and td . i alike them both esp td as my dtr works there!
assuming financials will do well over next few years i like to add another. i gather JPM is good (how diff are they from BA? ) Or an insurance like Manu for their asian exposure.
i am open to other suggestiins

Q: Please comment on their latest earnings release and what it might mean if the takeover of NYX does not occur. If you have any further comments on the likelihood of the takeover being successful, they would be appreciated. The stock is currently trading at my cost so I am trying to decide whether to wait or run. Thanks.

Q: Hi 5i,

Which of these two companies do you prefer? Is there a different nat gas stock you'd prefer?

Thanks!

Q: I'm aware that you don't follow companies outside of Canada but I also appreciate the fact that you make a special effort to answer questions about them to the best of your ability.
With the caveat that I should do my own due diligence, what could you tell me about Australia-based blue chip CSL Pharmaceutical (CSSLY)?
Robert

Q: I am 10 years from retirement with no company pension.I have a good size RSP and TFSA along with an equal registered account.In your opinion what percentage of my portfolio should be in bonds and in what type of funds.I only see junk bond funds that are giving any kind of returns but risky while government bonds are only producing 1% returns.What does a guy like me do .I need 10 years of steady 5-6 percent returns to fund s decent retirement but can't bet the farm.I am currently invested in geographic diverse funds and some hedge funds.

Q: In a 7 figure account that I manage I need to add a telco for about $20K. This account already has close to equal amounts of Rogers, BCE and Telus. The decision is between topping up those three or adding COG. As you know the stock has been on fire this year but why? Can you shed some light?

Thanks

Kim

Q: Hi, I just read an article,that said the high price at the pumps were do to the refineries getting higher margins. If that is the case,and it is not the first time I heard this, then there must be some companies in Canada that are doing really good? The oil and gas sector has been down for years, getting impatient I guess.
I was thinking of selling my energy companies WCP,PEY&TOG and replacing them with refinery or related companies for more growth.
Do you agree with this switch, and could you name two or three stock that you could recommend.
Thanks,

Q: The last 2 days NFI announced the opening of a sales & service centre in N California plus spending $28m to establish a plant in Kentucky.Such big capital expenditure.Is this partially responsible for the decline this week &/or other reasons?Thanks for u usual great services & view

Q: Hi 5i,
Just a comment. You are fond of pointing out that there are two sides to every trade but I don’t know if many people really think about what that means. Frustrated holders of ENB (how could we be anything else?) might want to take a look at a 5-year chart for TRP. TRP went through a period where it had some issues and not everything was working out perfectly for it. Even though there was never any real concern that its dividend was in danger or that its business enterprise was at significant risk, the market sold it down from $60 to $40. Sound familiar? But a quick glance now will confirm that over the most recent several months TRP has spent most of its time over $60 again and the people who bought it near $40 have made out like bandits. Do you think maybe some of them were buying ENB this week? Thanks!

Q: If someone was looking to add to a TFSA account, what would be your best 5 ideas to invest in.


Thanks Valter

Q: What comments do you have on Enbridge? It is not performing well. Sunoco has improved. What outlook do you see for the energy sector?

Q: If you were interested in buying bitcoin how would you go about it. It may have legs, who knows. Thanks, James