Investment Q&A

Q: What is your opinion on the activist investor situation at CNR? I remember when this happened with CP a few years ago. Even though I never bought in, the stock did very well in the years following Hunter Harrison being appointed CEO.

I'm asking because I am currently light in industrials, I have postions in TT, WSP, TFI, XYL. I was considering a position in CNR for my RRSP.

Q: A recent guest on BNN market call (Blackswan Dexterios) mentioned use index overlay to protect on the downside. Being in the sales game it is portrayed an the sprinkling of magic dust. Going under the hood they are obviously making the use of options.

What specific strategies involving options do you feel are useful for this type of strategy ? Buying or writing calls or puts or any strategies such as straddles etc. What are the pros and cons?

Thank you,

Paul

Q: Hi 5iTeam,

I realize that it was up a lot earlier this year - unfortunately I bought it after that ride was over. Do you have any thoughts as to why it hasn't been performing since June even on good days in the market? It also seems to be a low vol stock without much interest. I am waiting to see what happens on their earnings but I fear that the results may lead to a further dump. Thank you for your time and comments as always.

Q: Peter & 5i team. I remember asking a question about holding TOU around $8.00 I believe. Well guess what it came back and more than performed. XBC who knows the market . Also we cannot outguess the market and winners & losers have been around. 5i has provided good information over the years Thank you

Q: 1. When will current hedges be reconsidered ?
2. Assuming that their hedges come off what is the likelihood that the sentiment will help stock price appreciation, as they increase revenue ???
thanks
Yossi

Q: Hi 5iTeam,

I would appreciate your thoughts on STNE going forward. I am thinking of taking a position on this company for a 2-year hold.
Cheers,
H

Q: Hi Peter,

I would appreciate your current assessment of this company located in your neck of the woods. Do you think it overperforms the sector going into the seasonal strength period?

Q: Hi 5i,
What are your thoughts on the rumoured, from several sources, PYPL bid for PINS at around $70 a share? It seems like a lowball bid. Not much of a premium and not even close to taking out the yearly high of PINS. On what metric would you evaluate this bid and how does it compare to peer group acquisitions in the past couple of years? How do you see this playing out in the market? Other potential bidders?
Thanks again.
Dave

Q: loss aversion-when the pain of a loss is greater than the satisfaction from a win.
many of your members suffer from it and its a retail investors greatest sin
using xbc and mrs as examples you seem to be encouraging your readers. to hold on even though you say they are on a short lease-WHY!
take the loss use it at tax time, so many great companies to buy-aritzia, gsy, lspd, nvei -i could go on and. on.
and why do you keep insisting you have to give a company 3-5 years-where did that come from.?

dave

Q: Could you provide some general thoughts on some of the best Cdn blockchain ETF for a long tern buy & hold.

Q: I would be very interested in your assessment of this company's future prospects if you have a view. Buy, hold or sell? Thank you.

Q: May I have your opinion on Trane for a 2/3 year hold.

Many thanks for your service.

Q: What are your thoughts on the upcoming Q4 IPO and valuation?

Q: Hi 5i,
I currently use my TFSA as my primary investment vehicle. As such, I've been trying to keep it as diversified as possible which has resulted in purchase of both growth stock and dividend stocks across various sectors. Examples of the dividend stocks include: TD, FTS, and T.

I am close to maxing out my contribution for the TFSA and now find myself in a bit of a pickle as I want to move out the dividend stocks in favor of growth names.

My plan now involves:
- selling the dividend positions in the TFSA
- opening a new RRSP account and re-buy these same dividend stocks
- redeploy the 'freed-up' cash within my TFSA into growth names

1.) Are there obvious pitfalls you can see with this strategy? I can't see any issues other than being a little clunky in execution.
2.) What are your current top-5 growth names (regardless of sector)

Thanks,
Kyle

Q: Hi Peter,

I have been waiting on the sidelines to buy into the October volatility as we go into the end of the year seasonal strength. What would your sector preference and ranking be between industrials /materials/technology?
In the meantime tech has almost recouped its losses.
I have been dithering between AMD and MRVL and both have gone up nicely. Would you suggest I buy now (and which); or wait for a pullback end of month? I do have NVDA and QCOM, am a growth investor and any suggestions if I should keep QCOM or migrate to one or both of the two mentioned above ?
Thank you in advance for your opinion.
Regards
Rajiv

Q: Hi,
Do you like Endeavor Mining with its low p/e. And do you know its all-in cost?
Thx.

Q: I've been buying companies according to the funds I have in accounts and it has led to the situation where I have shares of one company in each account.

I would like to combine the shares in order to tracking them more easily.

I am hoping to, for example, shift my RRSP shares in Teledoc to combine with my TFSA shares in Teledoc and then, to balance it, move an equal value of shares in, say XSB, from the TFSA to the RRSP.

I am also trying to move my higher growth stocks into the TFSA this way, as the example (hopefully!) suggests.

Is there any tax implication I should be mindful of in doing this? I realize that withdrawing anything from an RRSP is taxable, but would depositing an equal amount counterbalance that?

Thanks!

Q: Hello, I bought ABST around March this year when it was around $18.35. Now it is down around 23%. I am considering selling it, and taking the loss. Then transfer the money to a US trading account and putting the money into either UPST or SOFI. I am thinking these have better growth potential over. Do you concur? Which between UPST or SOFI has the most upside?

Q: I have this for a number of years, and think to drop it, as its market performance has been poor. What is your opinion on it. Looking to replace it in a tfsa with any of your recommendations for growth, sector does not matter in view of overall portfolio.
thank you for your excellent services.

Q: Hi. Are there any Canadian companies that meet the U.S. dividend aristocrats criterion of having increased dividends for at least 25 consecutive years?