Investment Q&A

Q: Which would you prefer and why. Is now a good time to enter 1/2 position? I’m low on financials with only TD and GSY. Many thanks as always

Rob

Q: Not all that long ago this stock was in the mid 60's and just falls everyday, sometimes as much as 5% in one day. Do you still like this stock? Have you any idea what the problem is with it? On the Canadian side, seems like pretty well all of the Canadian stocks are falling. BBD.B went from $550 to $450 then back up to $525 and then back down to $445. Is this going to do what it did in the past, causing people who got involved with it to lose a bundle? Thanks, Dennis

Q: I have a question about 1238

With the economic problems facing Turkey combined with the strength of the USD, do you see India being dragged down and with it Fih.u? Dead money at best in the foreseeable future?

Thankyou.

Q: Hi,
I have just reviewed your answers to recent questions concerning this company and there is very little doubt about your very negative views. Can you be more forthright about your reasons? Should I still sell?
Thanks, Bryn

Q: I own 3000 shares of RRX . Is it too late to sell now? Thanks

Q: Hi, I am just wondering whether I should sell TSGI. I bought it around $48 and then again at $46 for a full position. What's your stance on it as I am down 25% almost?

Many Thanks!

Q: Why the big hit today?

Q: Will you being writing a report on Waste Connections (WCN-T)? I don't see a "report tab" to open one of your usual research reports.

Q: Good morning. Could you please give me your opinion on The small Frac sand company Claim post Resources (CPS) on the Venture. It Appears to have at least 1 check mark in the positive column, high insider ownership of about 25%. They also appear to have a very high quality product on par with sand from the high demand sand from Wisconsin. 2nd positive? I know they are small and speculative at this point with no earnings but what do you think about their potential?

thanks John

Q: Constellation Brands made a heavy investment in Canopy Growth and the stock drops significantly. What's the deal with the market reaction? Do you still consider this a buy?

Q: Good Morning 5i,
In your estimation what is the downside If: a). recession and/ or b). rising interest rate housing crunch ? On the flipside what is the upside?
Also, how much did they miss the numbers by and was it for a more valid reason other than 'the weather'. Deduct as necessary.
Good job to all, carry on and Thank You. This is not a private question

Q: Hi,

Have MG ($2,000) in my TFSA. Looking at replacing it with TOY as MG may not be going anywhere in the next 12 - 24 months.

Your thoughts, please.


Thank you.


Larry

Q: Good morning,

I didn't have an opportunity to buy RAY.A after the recent feature by Peter on BNN. It seems to be down a touch (why?) and I wanted to know if you still like it? It would appear to be a nice opportunity if your opinion has not changed. Also, do you think a pull back to what appears to be possible support at $8.00 is likely?

Thanks

Q: The new board appears to be great & much better than the previous one. There is still a fear of increase rate environment.Is it time to start a position after recent slide.Thanks for u usual great services & views

Q: Given that TOY has been drifting down from the $58 level at beginning of July and is now approaching the $50 level which looked like some resistance in June; do the technicals show any indication of being oversold or are there any buy indicators showing. Is this a good price to be adding at considering that a toy season is coming.
Clarence

Q: Hello 5i team:

Your opinion on their results released yesterday please.

Thank you

Q: Instead of purchasing a piece of real estate, am thinking of REITs . Could you recommend a few for a 5+ years hold, both Canadian & US. Thank you. Fooklin

Q: I hold alt.a, less then 1% of portfolio and underwater. I bought because no debt and sector out of favour but so far has worked against me. Should I just give up or average down expecting in the next year to turn around. I assume with no debt it can last out the down cycle.

Q: Hi FR is down 10% after earnings. They did reduce their forward forecast. Do you see the price action after Q report justified and does it change your opinion going forward on the stock. I'd like to maintain a holding in a silver producer going into the fall as I think they will be strong but wondering if I should switch out of FR. (I also hold SSRM already). Thanks!

Q: I am trying to straighten out my portfolio. I have been buying over the past 2 years based on solid companies that offer a good dividend and dividend growth for my retirement (with the exception of mining and gold stocks, which I hold for fear of inflation). I am not sure of when I will retire, but some time in the next 5-10 years. I am fine forgoing growth for security. I do not wish to change my holdings when I retire.

Could you please review my holdings? I have listed them by sector (including the lopsided distribution figures), then in descending order of current market value. Do you have suggestion for those I should sell, or others I should buy to have a solid portfolio of buy and forget dividend income stocks for retirement? Suggestions of sector weights would be great as well.

I know I am asking a lot, so please deduct question points as you see fit.

4% Consumer Cyclical - MG, CGX, CTC.A, PZA
3% Consumer Defensive - SAP, PBH, L
19% Energy - SU, ERF, CVE, HSE
23% Financial - CM, BNS, GWO, SLF, POW
9% Gold - G, YRI, LUN, PSK
15% Mining - FM, TECK.B
1% Heathcare - CVS
1% Industrial - WJA
3% Technology - ET
6% Telecom - BCE
17% Utilities - CU, AQN, BEP.UN, ENB, FTS

Thanks!