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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: Gordon Pape suggesting selling marginal companies in this environment and claim the loss. Which of the above if any would you consider marginal?
Thanks
Jeff

Read Answer Asked by JEFF on March 24, 2020

Q: Hi 5i Research Team:

I have traded Forex before and am new to stock trading. 90% of my RRSP, RESP and TFSA is in cash and I'd like to avail the current market conditions by "gradually" buying the dips.. and holding it over the long term, 5 to 10 years. I understand that no one can time the market or its bottom.

After exploring the reports and questions on your site, I have identified the enclosed 29 stocks based on following criteria:
- Current Retracements of > 75% over 52 week high & low
- Dividend Yield > 5% (in some cases, like WEED, which is a bit risky, I understand there's no dividend in the near term.. and I am simply going for the upside swing over the next 2 years... same for CRON and Air Canada)

Considering my 90% cash position and strategy to partially buy in on dips over the next few weeks, can you please advise if my stock selection is sound. In addition to my stock picks, please advise anything else that I should keep in mind.

Thanks for everything you do. Much appreciate.

Read Answer Asked by Meherban on March 23, 2020

Q: Hello 5i team
Thanks for working through this mess.
I have BCE, ENB, EIF, FSZ, MG, PBH, SPB in a non registered. I can sell these for a tax loss presently but should I, and if I do should I replace them with similar dividend players or risk 30 days to buy them back? This might fall into the personal decision category but if there is any comments or advice that you could provide please.
Thanks
Jeremy

Read Answer Asked by Jeremy on March 20, 2020

Q: Need to add to the financial sector. Prefer an alternative to banks and insurance because of dealing interest rates. I already have BAM.A
Ideas?

Read Answer Asked by Doug on March 16, 2020

Q: Hello 5i
This is a mixed bag inquiry. Looking for some perspectives on the above watch list. I m wanting to increase my overall US & tech sector exposure plus add to my CDN financials. All positions have yield income to weather the storm for the next few quarters
I m considering half positions (2%) in each.

Read Answer Asked by Brant on March 13, 2020

Q: I have held SIS for about 2 years now and down 28% - I am looking at selling SIS and replacing it with FSZ - has a nice 7.50% dividend growing at about 5% a year. Can I have your opinion on SIS and whether it's worth holding, hoping that it recovers and can I have your opinion on FSZ as a replacement. Your opinion is greatly appreciated.
Thanks

Read Answer Asked by JOHN on March 05, 2020

Q: I am thinking about buying FSZ. Can you please shed some light on its current and future estimated P/E, debt level, return on investment, and other fundamentals? Can you please explain why you think the stock is currently cheap? What are the chances of dividend cut over the next couple of years in the case of weaker overall market?

Read Answer Asked by Mahdi on January 27, 2020

Q: I have a young person who own TD and FSZ as their only financial stocks. They have been under water since they bought FSZ 4 % weight and wondered if better to sell or buy another financial stock or just hold FSZ and buy a third financial stock? For a young person which financial stock would you recommend if buying a third stock to add to the portfolio?
Thanks

Read Answer Asked by on January 21, 2020

Q: Hi, I have had fsz for approximately 3 years, b.e is 13.74 and have been thinking if it has dropped about $4 in this market , what will happen in a down market?
My other option was NA bank which has been a lost opportunity. Should i sell fsz (7%) and buy na, or sell half and buy half na. Or just stay the course?
I think fsz is ok, for dividend but getting a little worried with where itís at after such a great market the last 3 years. I do like to keep a stock 3+ years to give it a chance to work. With a good market and good management I find it usually works out. In a poor or flat market of course all bets are off. also I do have TD in my financial sector which has done well.
Thanks


Read Answer Asked by Brad on December 11, 2019

Q: Can you please give me your opinion on 3 stocks that is loosing money should I keep or sell or buy more. They are about 2% each.

Thanks for your great service

Read Answer Asked by Hector on November 28, 2019

Q: In the LIRA account which is quite small the holdings are SJ, FSZ and TOY. TOY is only a 2% weight, SJ and FSZ both 3.6 % weight and all 3 are in a loss position. Would you add to any of these or look for a new stock to add like GDI to the LIRA? I have a long time before retiring.
Thanks

Read Answer Asked by on November 26, 2019

Q: Good afternoon!
I have a substantial funds from recent gains that need a home. Taking note of Benj Gallander's thoughts to buy in December after tax-loss selling, are there candidates that you might recommend for purchase if they do drop? In particular, I would prefer dividend payers in the order of 5% or near to that - more if feasible!
Thanks!
Paul K

Read Answer Asked by Paul on November 14, 2019

Q: Why CCL.B keeps going down? Does the future of this company look bleak?
Why IGM has gone to the top, while FSZ is still sitting at the bottom although both are in the same industry?

Read Answer Asked by Dev on November 05, 2019