Investment Q&A

Q: Peter; Income aside what would you think of selling Slate and buying Td and BNS with proceeds - for a growth scenario? Thanks.
Rod

Q: AQN seems to be staging a comeback, it looks inexpensive and pays a fair dividend but it seems you are negative on it, why?

Q: BIP.UN TAKEOVER OF TRITON INTERNATIONAL , JIM CRAMER SAYS HE LIKE THE DEAL. WHAT SAY YOU AND DO YOU AGREE IT IS A GOOD DEAL FOR BIP.UN.?

Q: This company's stock price has taken a bigger hit than other high growth healthcare names. What's the reason for this and is it still a company with good long term potential? Are there other small cap US healthcare companies that may be undervalued that you prefer to this one?

Q: I've never been able to justify buying MSFT purely on valuation. How does the current valuation compare to historical valuation and when looking at a stock like MSFT, what valuation metrics are most important to look at to determine is this a good time to buy or not?

Q: Back in February 5i had responded to an MG vs TIH comparison request. I guess I was a bit surprised that you had favoured MG. I'm trying to understand MG's risks in the new EV world. How dependent is MG on the legacy companies for business? If they are quite dependent, are there not a lot of legacy costs (and therefore disruption risks) with these type of companies compared to the Teslas of the auto world who have built from the ground up on EV production? Maybe it's a case of MG having other avenues of growth in EV design and production that I'm not aware of.

Regarding TIH, what is its historic yield range ? Is the upper part of the range about 2.3% ?

Q: Hi Everyone!! Peter, I always enjoy your article in the National Post. In this past one” Five things I wish I knew when I started out”…. You mentioned as one of your points , that companies that don’t need any money at all are the best investments . Could you please list a few Canadian and US companies that are in that situation?
Cheers,
Tamara

Q: Hope you all had a great Easter Weekend.

With the need for more rare earths are there any Canadian companies that standout to capitalize on this coming demand? To my understanding China has 80%+ market share and control of these types of materials and 44% of world reserves within their boarders.

Q: Trying to decide to hold or sell, what is your opinion?

Q: Dear 5i team.

Can you give me your updated views on which you prefer of the above two ETFs (or any you'd add) for this type of investment?

Many thanks for your help

Q: What are your 5 favourite Canadian Stocks that have been beaten up over the last year that could see a significant bounce back in the next 2 to 3 years. Can you also indicate good entry points.

Thank you
Tim

Q: I have long been interested in AUDC for its decent (for a growth stock) dividend and excellent diversification properties. Does its recent drop make it a buy opportunity or is it just "to be avoided"?
Thanx!

Q: Please provide your comments/outlook for BRAGG. I am currently down on this stock and wondering if you consider it buy, hold, or sell.

Q: What is your opinion of AJG compared to AON. Both have performed well but AJG has a much higher PE. Would recommend either or is there another company in the sector that you would prefer. Thanks so much for your expertise.

Q: Hi, what would be your top 5 Canadian stocks today in each sector?
materials
energy
communications

thanks

Q: Big bank earnings approaching. What do we anticipate and how will the sector respond. Some regional banks look attractive. Do you agree? If so, which names look nicely on sale.

Q: Any thoughts on SVI would be appreciated.

Q: What are your top 5 Canadian and US Dividend Stocks (> 3%). Could you also indicate good entry points.

Thank you
Tim

Q: What is your long term view on these two companies? Is their structure, management, and financial condition such that holding on to them makes sense?
Do you have replacement suggestions that will likely surge ahead in more promising market conditions? Thank you.

Q: Hi 5i. I hope all is well and you took a break at Easter.
I have noticed in the G&M that john heinzl reports on a dividend portfolio. I like his sense of humor on Stars & Dogs but I really wonder about his dividend hog portfolio. The same newspaper lets me create portfolios for comparison. I started with the same about of money (about $116K) and pretended to invest in October 2017 like he did. I made three one ETF portfolios. Made one portfolio with ETF HXT, One with VDY and One with WXM. All three of these one ETF portfolios beat JH’s significantly and WXM was a clear winner beating it by about $50K i.e., turning $116K into about $200k from Oct 2017 to now. The other two ETFs were not far behind. $50K can pay for a few dinners!
My question is whether you see any issues with WXM in the current investment environment and with the above comparisons.
Thanks as usual for this great service and patience with my questions. Thanks Danny-boy