Investment Q&A

Q: Vermillion (VET) is getting hammered this week and again today after an analyst said they will have to cut their dividend by 50%. The company says no way. I am wondering if this is so terrible for the company. They would still be paying over 8% and have more money to repay debt. The price seems too low and I think it will rebound strongly when the panic passes. What do you think?
Thanks.

Q: I am thinking to take a position in natural gas producers. The past 5 years have been poor and this may be a good entry point. I feel that a long term hold may be worthwhile especially because of the future potential of LNG.
What do you think of the sector and do you have any recommendations.
What do you think of AR and UNG. Thank you

Q: I have $4,200 "invested" in WILD , in my TFSA account. Currently I am down $3,600 with only $600 residual value. Thinking of accepting the full loss, selling and putting the $600 to some other use but wonder if I'm better off just holding on at this point. With no tax loss benefit, which way would you go here?
Thanks for your thoughts,
Mark

Q: Hello , can you comment on high liner earnings?

Thank you
Stephane

Q: Which Canadian dividend ETFs do you recommend? I am thinking in particular of dividend growth or high dividend.

Q: Is dividend growth a good long term investment strategy? Would you give me 10 stocks each for US and CA markets that are good dividend growth candidates not overpriced right now? thank you!

Q: I noticed there has been a large run up in price on this stock in the last month or so. What is driving this increase? Has the stock increased too much to step in to purchase shares?

Q: The yield on Ford is approaching 8%. That seems a little ridiculous and very tempting. What are your thoughts for a long term hold that is primarily yield oriented?

Thank-you.

Q: I tend to decide if a stock is "fairly" priced based on its historical average dividend yield.

1. what do you think of this approach.
2. Do you have a different way of looking at "fair" price for buying into a position ? in this case MFC.

THANKS

Ernie

Q: Please comment on Expedia's recent performance and quarter 's result, how do you think its long term future? Would you initiate a buy today? Thank you.

Q: Hi 5i, do you know the name and ticker of company that has solutions for 5g coverage known as 5g master key. Thanks

Q: Thanks for your answer on the above but while it identifies the companies involved it does not address the reasons for the parabolic nature of this months rise, other than those companies prices also rose. But why?? It looks as though somebody/something goosed the sector as the gain is abnormal. A change in (US) policy? A virus issue impairing China's competitive ability? A technical development? Can you contribute to this analysis. Industry progress prior to February was consistent with prior periods; February was not. Thank you.

Q: Hi Peter and 5i Team,

Out of all of the stocks in your 5i Balance Portfolio, which 2-3 would you recommend cost averaging given the market downturn/correction these past couple days?

Q: How good of an indicator do you consider 5 year roe? Is free cash flow better?

Q: I would appreciate your recommendations for appropriate ETFs for a TFSA. The funds will likely be withdrawn in a couple of years for a home purchase.

Q: Could you please suggest 3 stocks for an RESP account. The funds will not be required for 12 years. Currently the account holds PBH, KXS, SHOP, and BEP.UN
Thank you

Q: I am thinking of buying this company, but was surprised to see a lot of insider sells. What do you think?

Q: What is the relevance of the lawsuit announced today.
Why is the current sp of $28ish well above the $26.75 announced some time ago.
Thank you

Q: Hi 5i,

In my non-reg account I prefer to hold stocks that I can hold onto for a minimum of 3 to 5 years and possibly 10 to 20, that have a yield of around 3% to 5% with the stock price growing +/-5% annually.

Having said that, I am looking to add a stock that would be equal to approx. 1% of total portfolio value.

I am considering adding to my renewable utility stocks (BEP, AQN, INE and BLX which currently total 7.5% of total portfolio value), bank stocks (TD and RY currently 6% of total portfolio value) or telecommunications (Telus or BCE currently 0% of total portfolio). My concern with T and BCE are the current CRTC talks and what may be the market reaction to any deemed negative outcome.

Other than the above listed stocks do any others come to mind that you would recommend at this time?

Please deduct for multiple questions as you see fit.
Thanks!

Q: Here it is, the long-overdue market correction. If it wasn't the conavid 19 virus that triggered it, something else would have.

I'm compiling a watchlist of virus-driven oversolds using stockcharts.com. Peter, could you recommend 5 Canadian and 5 US stocks that look oversold at the moment? The correction could drag on for awhile and bring valuations closer to historical norms, but at some point there will be capitulation and a chance to get into some good stocks at bargain prices.