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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Our cash and RRSP accounts which are mainly conservative, well diversified, good dividend companies have largely recovered from last fall's blood bath. My TSFA accounts, where I am more aggressive, have not. I do not need the money in the TSFA accounts for some time so I am willing to wait for a recovery but would like to eliminate those that have faint hope of doing so. Given this, should I give up on any of the following and buy stocks from the 5I growth portfolio. I am retired.
TOY,TSGI,PHO,RAY.A,COV,SIS,GUD,GC
Most, if not all, were at one time looked on favourably by 5i but things change.
Many thanks for all the great answers to the questions which I read daily.
Read Answer Asked by Don on March 09, 2019
Q: Please rank SIS, EIF, NFI in order of best growth prospects over the next three years.
Thank you.
Howard
Read Answer Asked by Howard on March 09, 2019
Q: "DowDuPont's (DWDP) board of directors approved the separation of the materials science business from the agro-chemical giant, moving forward with plans to create the new Dow that's set to start regular trading in New York next month". I own a small amount of DWDP and I understand I will receive 1 share of the "new" materials science business for every 3 shares of DWDP. What would your recommendation be with the material science business shares once I receive them (hold, sell, or buy more)?
Thanks

Sean
Read Answer Asked by Sean on March 09, 2019
Q: All these are oversold as of this week. For a long term investor, are any of these good to buy today?
John
Read Answer Asked by John on March 09, 2019
Q: Caledonia's share price seems to have plateaued somewhat since at least November 2018, trading mostly between $7 and $8. I've done well by it but am growing impatient. It is a relatively small holding in my TFSA. I'm wondering if I'm better off selling and investing the proceeds elsewhere. (I have three other mining holdings.) As always, I welcome your insights.
Read Answer Asked by Marc on March 09, 2019
Q: Hi,

What is your opinion of this company that merged in 2016? They seem to have a required service but not sure how they compare to their peers or if they are the market leader in what they provide.
How do their financial metrics look?
How does the management team rate?
Any cautionary flags that you see?
Would they be a good investment in a well diversified portfolio?

Cheers,
Steve
Read Answer Asked by Stephen on March 09, 2019
Q: Hi Guys:
I'm thinking of taking a position in IPL in my RRIF for the dividend and the potential for growth when the Heartland Project comes on stream in 2021. The dividend yield is high which can be a cause for concern and construction costs can get out of hand which would delay any increased profits. I think the dividend is good while waiting for share price to grow, looking to build a position this year for a long term hold,is there risk to the dividend & do you think that IPL can deliver the Heartland on budget and would you have any comment of management financial projections for this project.
Regards,
Tom
Read Answer Asked by Thomas on March 09, 2019
Q: What are your thoughts on this one? I'm looking for growth.
Read Answer Asked by Danielle on March 09, 2019
Q: What is your take on the suspension of dividend, does this change your generally positive long term outlook? Looking to balance Gold exposure in my portfolio due to the strong run of KL, do you see MUX as a viable option? What are your thoughts on management, debt and safety of their operating jurisdictions?
Read Answer Asked by Deryck on March 09, 2019
Q: Hi team
I have a full position in the above as well as WSP

Stantec has a very slow growth as compared to the above

I have no position in ARE

is it prudent to sell half of the stantec holdings and put it equally in ARE and WSP ?
I already have nearly a full position in WSP which has done very well for me
thanks

Michael
Read Answer Asked by Michael on March 09, 2019
Q: Hi,
Steve asked about accessing info on stocks hitting a new high. The Canaccord Genuity morning coffee news letter often lists stocks hitting new 52 week highs and lows. It’s free and is e-mailed and daily.
Thanks,
Kerri
Read Answer Asked by KERRI on March 09, 2019
Q: Just a comment based on Darcy’s question on March 7.

While anyone who is invested in stocks based on the balanced equity portfolio, which I suspect is plenty, my own experience is to recommend patience.

Remember when GC was recommenced and then shortly thereafter the news came out about the money laundering. Stock tanks and the natural reaction was panick. Thanks to 5I I held firm and am looking at 60% gain.

I buy the dips, and for the most part, am very pleased, with the BEP.

Thanks team!
Read Answer Asked by Kelly on March 09, 2019
Q: Your reply to Karl on Mar 7 stated that You are going to give it a few Qs & that it is not a stock that "need to own" If the latter,please suggest some replacements My $9.10 p/p represents a 28% drop.Thanks for u usual great services & views
Read Answer Asked by Peter on March 09, 2019
Q: Do you have an opinion about buying either of these at this time? Based on the company numbers you post here, the div yield is about the same but P/E is a bit lower on CNQ. Does the fact that SU is more vertically integrated help or hinder with future corp/stock growth? Do you see either co having a stronger financial position?
I wouldn't mind some capital appreciation but the yields are attractive and I'm thinking that the div is safe with both cos. To me, neither co likely has big upside but they both seem to trade in a somewhat narrow range and given current yields and where the prices are, is either a better buy now or would you hold off for lower prices yet?
Thanks
Ralph
Read Answer Asked by ralph on March 09, 2019
Q: Hi, I see that Knight is at a two year low. I like the company for it’s conservative ways, comfort if recession hits, and large cash position. (Has it ever given a one time special dividend while waiting?). I will be buying more in the near future.
Is now a good time to buy or would you wait and if it hits the low RSI ,as momentum is weak? I have a 4% position
Thanks,
Read Answer Asked by Brad on March 09, 2019
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