Investment Q&A

Q: Hi Team
Can i have your opinion on these 5 stocks and how would you rank them base on their
quality of management, growth and risk.

Q: Hi team:
the money has rotated out of the Weed stocks (marijuana) since last year
the Tech stocks are doing very well, can you tell us if the funds rotated out
go to any other particular sectors (not banks, utilities are flat recently)
of the stock market ?
many thanks
Michael

Q: Which company has the better growth potential? Thanks

Q: Hi All at 5i! Would you consider EFN a good buy at this point in time for growth? Cheers, Tamara

Q: Often one hears an investment advisor (especially those with a long-term buy-and-hold style) say: “if you had bought $10,000 worth of company X in 1990, you would have $1,000,000 (or whatever) now. Yet, these same advisors (and this would include 5i) usually also advocate regular “trimming back” if any one security becomes overweight in a portfolio. But you can’t have it both ways!!—if you are lucky enough to get a 20-bagger, or 40-bagger, or (in my more extreme example above) a 100-bagger, you won’t get the aforementioned immense absolute $$ gain if you constantly trim back the winner(s). My own style typically is to just keep adding new $$ to my other (lower-weight) holdings, and thereby avoid selling my winners: e.g., I’ve had CP, ENB, NA, TRP, CAE, TD, QSR [via predecessors WEN and THI], etc., for >20 years, and have hardly ever sold any shares (and have often regretted those times I did sell a few shares for “trimming” (rebalancing) purposes. The only time I was hurt by not rebalancing was when AIG became 15% of my portfolio, and it subsequently imploded during the 2008-2009 financial crisis. But, otherwise, my general reluctance to sell high-quality securities has paid off. I am curious what comments 5i might have.....

Ted

Q: National Bank has been on a bit of a tear lately and I am sitting on a rather nice 47% gain. When I value Canadian banks { long term } I generally consider them fairly valued when the yield is around 4% and on sale when they approach 5%. National being the smallest of the big five plus one I expect a slightly higher yield. So at 3.48% I am wondering it is overvalued and I should switch to a different Canadian bank. What are your thoughts on the matter ? And if you concur which bank { I already own BNS } would you suggest if you agree ?

Q: Hi Team
What are your top picks for 5G technology stocks

Thanks Mike B

Q: I would like to sell subject 4 companies, unless your advice is to hold because of much near term growth potential.
Please suggest 5 each U.S. and Canadian companies that you consider offering the
' best ' growth, short and medium term, with no consideration of industry.
Thanks
Klaus

Q: In a recent question you mentioned that the cannabis industry will most likely go through a significant consolidation and an investor should wait until things settle out. Wondering if this would include KHRN, they seem to be in a different segment of the industry and different market. They have also had some interesting news recently. Could you please comment

Q: Good morning 5i.
I read an article in the Globe and Mail (National Bank Financial report) recently about Three shrewd investing trends hidden in all the hype about surging ETF sales.: (1) Bond ETF for fixed income exposure, (2) Low-cost index tracking ETFs and (3) Asset-allocations aka balanced ETFs.

Am interested in the your comments on the above and please provide an example of each type of the above ETF: three trading in US currencies and three in Canadian currencies. Please also provide the total net assets, the liquidity, fees, yield etc. Thank you in advance. Please deduct the appropriate credits for your answer. Rossana.

Q: To all the great folks at 5i a big thank you. Our returns have been calculated for 2019 and we are up about 33.8% across all accounts! Yeah!! Total trading costs for the year about $160 + 5i subscription!!! Thanks 5i. If averaged with 2018 returns things only look "good" rather than "great" but with basically, not many portfolio changes. Buy and hold!!! Thank you for teaching me patience. Now if I could just learn to take some profits! What will 2020 bring... We will see in time.
John

Q: I own enbridge and have done well on it. I struggle to hold it as psychologically long term we are moving away from fossil fuels and have been thinking of going into BIP. So ENB will have to move away from their reliance on FF transportation and into other projects. What are your thoughts on this longer term theory. Do you think shorter term, say 5 - 10 years, this theory is irrelevant?
Thanks.

Q: Just heard about this promising bioscience company on the local newscast. Your initial thoughts /analysis for a small position in a growth portfolio with a long timeframe? Thanx!

Q: In your last report on MTY it was rated as a b+. However that was about 2 years ago.

I won the stock and was in the red after its precipitous fall following its last earning report. However, it has recovered and I am breaking even now.

So its time to revisit this holding. Would you think there is significant price appreciation ahead or is it time to search for greener pastures?

Your recommendation please.

Thanks

Sheldon

Q: If you were a contrarian investor what sectors would you guys think would be a great area to look into at this time? Maybe pick 2 sectors and 1 or 2 stocks in those sectors. If room maybe add your reasoning as well. Feel free to deduct as many credits as nessacary.

Q: What do you recommend I do with CXI? I'm down about 50% and have held it for several years. I've been patient for many years and I'm now wondering whether I should sell and put the cash into something else at this point. I'm trying to clean up the portfolio for the new year.

Q: Hi,

I've held MCR since the highs of 2014 and have been patient - very patient. But I'm wondering now whether I should sell at a loss and re-deploy the cash. It's a small position that I'm left with and I'm still generally over-weight the energy sector.

Thanks,

Q: Any new thoughts on FTG since September and the last comment on the company? Looks to be breaking out nicely on the chart.

Q: Hi, using your analytical tool, it's telling me I'm still somewhat light on my tech sector. I hold a full position in CSU (and have done very well), and have half positions in OTEX and KXS (up reasonably well) and a quarter position in LSPD (flat).

What would you add to to bring my overall sector weighting up? I"m a middle of the road investor.

Thanks,
Robert

Q: Hi Peter and staff
Your service is good and very appreciated . Awhile back when asked you indicated that other than very easy questions Peter reviews each answer .

Recently a couple of times a stock was said to be in a different sector than it is

Today Stan wondered if there were problems with a negative ACB on Richards PAckaging. He specifically said in a TFSA or other registered account - the answer that CRA will treat the negative ACB as a capital gain is clearly wrong .

Dennis