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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: I’m interested in a US bond fund that pays some dividends.

Vanguard has some funds, VFIDX & VICSX that pay 2%+ and appear to suit the bill.

Have you any recommendations in this area?
Is there any reason to stay out of this sector?
What do you forecast the near future, say 3-5 years, to be in US bond funds valuations?
Read Answer Asked by Danny on February 23, 2022
Q: To everyone at 5i! I would like to take a minute to sincerely thank you for everything you have done to help me along with my investment career. I have been with you now since Jan.10, 2015 and am about ready to renew my membership next week. Your service has been invaluable to me and I have learned so much! With your help and advice my portfolio has grown substantially . During this volatile market time, your guidance has kept me grounded and has kept me focused on my investment objectives. Thank you again!!! Kind Regards, Tamara
Read Answer Asked by Tamara on February 23, 2022
Q: Hello 5i,
Please include the payout ratio in the DIVIDEND section of company information. Payout ration using net income forACOX is 95%. Using operating income it is 11%. Is this correct? There seems to be quite a large discrepancy between the two.
Stanley
Read Answer Asked by STANLEY on February 23, 2022
Q: Happy Family Day to everyone at 5i! I am a firm believer that technology is our way in the future and holds great potential for growth. From all the research that you have done, which two technology stocks, either US or Canadian hold the greatest potential for future growth and why. Cheers, Tamara
Read Answer Asked by Tamara on February 23, 2022
Q: The globeinvestor blurb on this company says it derives most of its revenue from the Philippines. Based on your report, I believe this is incorrect?
Scotia research implies that at about $30 CDN, the stock is trading at approx. 20-22 X 2022 expected adj. earnings. Do you agree?

Thanks in advance
John
Read Answer Asked by john on February 23, 2022
Q: Hi 5i Team - Could you provide the names of some beaten down stocks that have a decent chance of recovery over the next year or two. This is a relatively short timeline but I'm looking for companies that still have a good balance sheet, are well managed, have good prospects, and yet have still been caught in the downdraft along with the negative market sentiment. Any sector and any market cap but with a focus on small to mid-cap. Thank you.
Read Answer Asked by Rob on February 23, 2022
Q: Based on todays prices, which of the beaten up tech is the "best" (most likely to do well moving forward, best monopoly / moat safety, most safe earnings, best books today, best P/E) to buy for a long term hold (over ten years)?

qualifying them on the above characteristics would be appreciated or any other variable that you feel is important.

If my list missed any other tech considerations, please let me know.

thanks

Ernie
Read Answer Asked by Ernest on February 23, 2022
Q: May I have your pick-up among the compagnies in this index based on growth, management and ROE? I know that buy back program can be used for different purposes namely to invest in the business or to bonify executives salaries. Can you point out those actively buying back for the right reasons and if there is an ETF listed that mimics this index in Canada and USA?

Thank you very much
Read Answer Asked by Jean on February 23, 2022
Q: please provide the current P/E ratios for these stocks please show the historic p/e high and historic low. please also show the current price to sales ratio of each company and the historic p/sales high and low also are the current p/e ratios based on trailing earnings or rather forecast future earnings thanks Richard
Read Answer Asked by richard on February 23, 2022
Q: I have no exposure to gold in my portfolio. What would you suggest for a new position in gold? Thank you

Donna
Read Answer Asked by Donna on February 23, 2022
Q: In view of multiple technology stocks decline would you be in favor of gradually add such ETF to a portfolio to achieve desired technology sector and US geographic diversification percentage in someone portfolio ? Eventually such large technology stocks will be again dominating force in the economy growth. Do you have a different view for such approach?
Read Answer Asked by Miroslaw on February 23, 2022
Q: The three large auto companies mentioned are currently trading at 'low' trailing P/E (6.9 to 9.8) and forward P/E (5.7 to 8.5) multiples according to the Globe & Mail Investor service. Why would they be trading at, what on the surface, appears to be such 'attractive' levels?
Thank you. Edward
Read Answer Asked by Edward on February 23, 2022
Q: I’m 59 and 20 years ago I transferred 62K from a union pension into a LIRA within the Royal Bank blue chip dividend fund that is now worth close to 200K,my question is could I convert this into cash and then transfer to a TFSA and not have to pay any tax because I never got a refund like I would have if it was coming from an RRSP
Or what are my options does it have to stay within some pension model ....Thanks
Read Answer Asked by Greg on February 23, 2022
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