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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: According to my Portfolio Analytics, I should raise my investment in the areas of Consumer cyclical and utilities.

Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?

Thank as always.
Read Answer Asked by Kevin on September 20, 2024
Q: Hello Peter,
Given your last reply on well at 16 times forward earnings, is this stock mis priced by the market? I would think for growth company, investors would pile into the stock given the current decrease in rates which help small caps.. Any comments? Also, do you think xsu can go much higher or has it rallied already in expectation of rates going down? Lastly, i know you don't believe in market timing but when some stocks surge due to recent announcements on lower rates, is it worth selling and buying it back when markets settle.. much appreciated.
Read Answer Asked by umedali on September 20, 2024
Q: I am significantly under water in a non-registered account with a holding in NXT, which I bought some months ago. What is your current outlook for the company and the share price going forward? Time to realize the loss and move on? If so, what are some of your current favorite ideas? I have a good number of the companies mentioned by you folks in the Q &A, so 3 or 4 names to choose from would be a help.

Many thanks for your excellent service
Read Answer Asked by Leonard on September 20, 2024
Q: Your return on the balance portfolio is around 14% per year since inception. I am updating my own personal financial model, and is this a reasonable return to use? I presume this number includes yearly dividends. It does seem a little high given it is in a low interest rate period but that may be irrelevant.
Read Answer Asked by Greg on September 20, 2024
Q: Wanting to invest in a Cdn engineering company.
Could you pls rank ATRL, STN and WSP
Thnks
Read Answer Asked by Dennis on September 20, 2024
Q: Building on Jeremy's suggestion to Kim's question today on drawdown of RRSP and other retirement holdings, here are a few free calculators I have found helpful:


https://www.calculator.net/retirement-calculator.html

And,

https://www.cchwebsites.com/content/calculators/CARetirementPlan.html


The latter is more flexible. Also books by actuary Frederick Vettese are very good, and there is a free site for one to calculate CPP payouts if you are inclined to drawdown early or defer:

https://www.cppcalculator.com/

Read Answer Asked by Christopher on September 20, 2024
Q: Portfolio Cleanup Part 14:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 20, 2024
Q: Admittedly, I am not a patient investor. I am disenchanted with Boyd and have to believe that either or all of the other equities mentioned above (which I am not fully invested in) should be a better investment for the medium/long term. Could you please comment on this and suggest the equities, in order of growth expectation, I could replace Boyd with.
Thanks,
Read Answer Asked by Claus on September 20, 2024
Q: In my RRIF I hold the above 5 stocks in the "financial" sector:

1) What impact, positive or negative will interest rate reduction have on each of the stocks?
2) Would you please rate the 5 for total return possibility over the next 12-18 months, and
3) They represent about a 25% of the RRIF - would you be comfortable with this level of allocation n the current environment?

Thanks,
Terry
Read Answer Asked by Terry on September 20, 2024
Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.
Read Answer Asked by Karim on September 20, 2024
Q: Hi 5i Team, I Have two questions following today's significant deal between BCE and Rogers.

1- Market reaction was a bit negative on Rogers stock following the deal with BCE, What would be the trigger point to take a position in Rogers following that deal should Rogers stock keep falling.

2 Following that deal between these two giants, which company would you consider the best deal BCE or RCI.B at current levels?

Thx for your opinion.

Michel
Read Answer Asked by Michel on September 20, 2024
Q: Would you consider now to be a good time to do some buys in the consumer staples sector? If so, why? I'm looking to close this gap in my investment portfolio and would appreciate your recommendations on some companies -- ideally growth oriented that also pays a (growing) that I can buy an hold for 5+ years. I'm not too fussed on the specific industry. What are guys liking these days? Thanks for all the great advice and insight. You guys rock.
Read Answer Asked by Paul on September 19, 2024
Q: Portfolio Cleanup Part 13:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 19, 2024
Q: I hold Bep.un however BEPC has outperformed they are both same so why there is a big difference they both pay almost same dividend. Should I move to BEPC

Thanks for the great service
Read Answer Asked by Hector on September 19, 2024
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