Investment Q&A

Q: What would be your top five income and growth investments for an rrsp

Q: I may be incorrectly expecting downward pressure on oil prices given the likelihood of reduced demand from recessionary conditions. As a result I plan on exiting my position in Suncor and moving the funds elsewhere in hopes of capital appreciation. I follow the Balanced Portfolio with a few holdings of some other names you like. Wondering if you could provide a couple of Canadian companies you feel are undervalued right now regardless of sector. Don’t need the cash again for 10 years.

Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.

Q: Trading near 52wk lows. I read your report and am quite enamored.

Currently P/E around 5, yet management is expecting CAGR of 15% if I understand correctly ?

Market is pricing interest rate hikes and real estate slowdown, but is this not a compelling buy right now ? If not, what would be your better alternatives ?

Thank you !

Q: What publicly traded companies in Canada (outside of the big 6) originate lending for the consumer or small business sector? Ideally looking for companies that have a bit of an alternative focus (M&A, leasehold improvement, appliance financing, etc) and are looking to expand their capital deployment scope.

Q: Hi, What are your thoughts on dividend growers to beat inflation, rate hikes bad markets etc. Could you suggest some dividend growers who are attractively priced. Thanks.

Shyam

Q: Hi folks, opinion on Q2 results for Equitable Bank eqb/t...Scotia rather negative but kept $80 T....your thoughts, & Buy/Hold/Sell....thanks as always, jb

Q: Have held SIS for 3 years, just over break-even with it, considering a swap for EQB. For a 5-10 year time frame which company would you think has more potential to out-perform? Thanks. - Jeff

Q: Could you comment on the Q. I understand their capital investments are lower but core business looks very strong? What does one make of these disparate parts? Is this a buy or sell?

Q: Hi 5i,
I'd be interested in your take on EQB, in light of their quarterly report and indicated investment losses. Thanks.

Q: Hello 5i team,
Would you recommend this stock in one of the portfolios in the future?
Andrew

Q: Can you please provide a few US and Canadian companies that are not traditional growth or tech companies, but represent deep value at this time. Bonus if they pay a dividend as well.

Q: Could I have your updated opinion please thank you

Q: Please rank these securities in terms of attractiveness at current valuations. Looking for best total return opportunity with 5 year time horizon

Q: 2 questions? 1).Any reason why Equitable Group has been plunging lately ?
2) Paypal has come down a lot. They have been changing there target for long term growth and the CFO has recently resigned .It is still not cheap with a p/e 28.6. the forward p/e is 21.9 is not bad. Buy, sell or hold. Thanks

Q: What has happened here to EQB. I am very surprised by its performance. Is this a comparable buy to BNS? Thanks J

Q: What are your thoughts on the announced acquisition by EQB of Concentra Bank, along with the big dividend increase. Is this an opportunity to step into the name, considering enhanced growth potential, a current P/E of only 9 (G&M figure) and that there might be a pullback toward the bought deal sub receipt price of $70.50?

Q: Hi there - I've been researching Equitable for a bit and really like it overall. My only issue (beyond a housing decline) is it's total debt (which seems quite high).

Could I possibly get your thoughts on that?

Thanks so much - really appreciate it!

Q: Looking at some Canadian companies that are involved in various aspects of consumer activity such as retail, investing, borrowing. Please rate each of the following on a scale of 1-10 for desirability for a 5+ year hold in a well diversified portfolio. Looking for good total return with a higher than average tolerance for share price volatility. These would not be core positions. CF, EQB, GOOS, NFI, PBI, PLC, TSU, TOY, ZZZ.

Q: Hello Team,

What are your thoughts on these 3 companies? If you are positive on them what would be your opinion of a good entry price, great entry price and table pound.

Thank you!