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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: With tax loss selling at the end would appreciate your pick of approx. 5 mid cap and 5 large cap stocks that you feel could do well in 2019 and beyond. I feel oil stocks are due for a bit of a rebound and the trade tensions will ease. Your thoughts. Thanks for the great service and Happy New Year everyone at 5i. Leaning toward stocks that pay dividend with some growth.
Read Answer Asked by kenneth on January 02, 2019
Q: After some frantic selling to beat the tax loss deadline I'm now in position to re-acquire the stocks sold.

The three I intend to re-acquire are: NFI, GSY and TFII, and what order should I re-acquire them? Certainly the order of the buy back should be based on the timeline of the foreseeable share price recovery, if at all. Thanks.
Read Answer Asked by Victor on January 02, 2019
Q: I'm in the process of adding to/updating my consumer cyclical, materials as well as financial sector, with a tendency to a balanced vs. growth approach. I would like to add one stock of the below selection for each sector. Can you please give some guidance and as to why said particular stock should be selected?

C. Cyc.: GC / MG / TOY Materials: WEF / MX / CCL.B Financial: BNS / SLF / VB

Many thanks!
Read Answer Asked by Dominik on January 02, 2019
Q: I am wondering about the sector allocation of these two SU and PKI. Given that they are both vertically integrated could they each be split between energy producers and consumer discretionary some how. It will create some room in the energy sector for a couple of more companies like WCP and VET. If SU and PKI could be split what would the split be on each one.
Read Answer Asked by Clarence on January 02, 2019
Q: From Bob's question:
Q: I can move stocks in kind from my RRSP to my TFSA account,
Looking at some of listed stocks that have had a bad year. Which ones would you pick to move?
What would be the advantage? And the tax implications?
Read Answer Asked by Serge on January 02, 2019
Q: Considering bitcoins' drop in value, does anyone have an idea of what percentage of nvdia's business is tied to Bitcoin mining? What other customer streams does Nvidia have and what percentages might they be? What has been nvidia's primary growth catalyst the last 3 years? Does nvidia's prospects continue to be bright going forward?
Read Answer Asked by Mark on January 02, 2019
Q: It feels like the end of 2018 was simply a perfect storm of conditions suited to create an impressive (and painful) but not overly unusual pull back on the TSX. Yet there is talk of recession and looming bear markets (I suppose there always is).

What's your take on this? Would you be buying the many apparent opportunities (like mx, cnr, ctc.a) or would you be cautious still?
Read Answer Asked by Gordon on January 02, 2019
Q: Perhaps there is confusion between "averaging down" and portfolio rebalancing. If a person had bought GSY or TSGI at $50 and they each were 5% of a portfolio and were considered to have cheap valuations at that time. If, after the market correction they are each 3% of the portfolio with no change in fundamentals is there a problem with bringing each one back up to 5% ? I look at GSY and a consortium of investors put $46,460,000 into it at $50.50/share on Oct 10. I'm sure they did a lot of homework and considered it to be very cheap. It must be a steal now.
Read Answer Asked by Clarence on January 02, 2019
Q: About half a year after spinning off its electrical business, and now concentrating more on the water / filtration side, would you now consider Pentair a better investment than when the two businesses were combined ? I realize this isn't a Canadian stock.

The P/E has come down quite a bit since that time. They only raised their dividend 3% this year. Although they have a long history of increases, this one isn't great.

Thanks,

Jim
Read Answer Asked by James on January 02, 2019
Q: Hello and happy new year 2019

My question today is regarding xhy which is composed of high yielding US corporate debt but trades in Toronto in Canadian dollars. It mentions CAD hedged. Performance of Xhy is rather dreadful since Oct 2018, is this independent of the two curriencies ? I would have thought that a depreciating CAD would help boost the NAV. Or would an appreciating CAD boost NAV. Your thoughts ? Also, could you recommend a mutual fund equivalent of Xhy (albeit with higher fees).

Thanks so much

Daniel
Read Answer Asked by Daniel on January 02, 2019
Q: Of the followings which looks good to add to tfsa?
TFII,ALA,BHC,GOOS,COV,GSY,MG,MX
All at very low price now.
Read Answer Asked by Nizar on January 02, 2019
Q: Happy New Year and all the best for 2019. Thank you for another year of providing a great service.
I own Neo stock and now wonder what to do if anything. Should I just hold on and wait for the deal with Luxfer Holdings to go through? As I understand the NEO shares would be replaced with some cash and some shares of LXFR. What do you think of LXFR's prospects? Should I buy more LXFR to maintain my position in the sector? If you recommend a buy should it be now or after the deal closes?
Read Answer Asked by David on January 02, 2019
Q: Could you let me know the payout ratio for ivq In a November presentation they claim the payout ratio is 76 percent Yet yahoo finance shows a payout ratio of 167 percent
Could you let me now how the ratios could be so different ?

In your opinion is the dividend sustainable There line of credit was recently increased to 400 million I take it this is a good sign Could you also comment on the company
Happy New year

Paul
Read Answer Asked by Paul on January 02, 2019
Q: Q: As part of the financial sector of an income portfolio of a retiree would prefer POW or LB for "reliable" income with some (inflation) growth? Thanks.

Asked by David on September 10, 2018
5I RESEARCH ANSWER:
We would far prefer POW here.

Regarding the above question, I would to understand the business fundamentals for why you answered as strongly about LB vs POW.

The purpose of the question is improving my investor education / smarts.

To the naive / superficial investor; they look like stable financial sector businesses with strong track records at paying their dividends.

thanks for trying to educate me;)

Ernie
Read Answer Asked by Ernest on January 02, 2019
Q: About a month ago, I sold these equities, with the only reason being to take a tax loss against gains I took earlier in the year. This has left me with some liquidity. What do you recommend regarding re-purchasing these companies, or waiting for a more stable or upward momentum. Generally, my portfolio follows your balanced equity portfolio.
Grazi,
c
Read Answer Asked by Claus on January 02, 2019
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