Investment Q&A

Q: How does Paylocity stack up in its space? How do you think this sector will do over the next 5 years?

Q: Historically I invested in bonds, bond ETFs, income trusts and international/global mutual funds for my RRSP account. When the tax laws changes I continued to hold the companies that were once income trusts. Many of my income trusts were REITs and REIT ETFs which I continue to hold. The past two to three years I have started to buy companies with decent dividend rate. They are as follows (gain in price included): ENB(+7%), FTS(+15%), TRP(+11%), CNQ(+60%), RY(+1%) and NTR(-13%). I can now buy a 1 year GIC with a rate of return of 4.25%. I am planning to start selling these shares to buy 1 year GIC or 2 year bonds. In what order should I sell these shares to purchase fixed income? What do you think of my strategy? Note I generally try to have fixed income in my RRSP except for the mutual funds . I have them in RRSP so I do not have to keep track of ACB. I only have shares in my non-reg and TFSA.

Q: I regularly read the Q and A section. Several questions mention being down 50% or more on an investment. I too have had similar losses in the past on a couple of stocks. Aren't these losses a result of inadequate risk management? In order to avoid such big losses, can you suggest a selling strategy or point readers to a discussion of selling strategies?

In the past I have employed a stop-loss but isn't that akin to showing the market your hand? In other words, as soon as you enter a stop-loss price doesn't that price then become another data point for algorithms to hunt down?

Any advice/information you can offer regarding selling strategies to minimize losses would be appreciated. No rush to get this answered. Thank you as always for your expertise.

Q: I feel that the future will usher in an era where good investments will be found in the renewable energy area. Just wondering if you agree. If so, I would appreciate it if you would rank order your 6 favorite investments in this sector. I'm interested in both Canadian and America companies and looking mostly for capital appreciation. (some dividends would also be appreciated).

Q: i would like to buy an etf (vanguard) with safety or stock with a high yield during these unsettled times
What would you advise ?.Can you please give me a few choices
GHB

Q: When a company vests rsu, restricted stock units, does that have an effect on the value of a stock.

Q: Do you agree, Hydrogen Takes Off?

Plug Power (PLUG), Ballard Power (BLDP), Bloom Energy (BE).

Which has the most potential and rank the 3.

Would you recommend another?

Thank you.

Q: Why is this stock so cheap? Economic pessimism? STLC just bought back ~7.5% of the shares outstanding and still have ~700M net cash. Would like to hear your thoughts on the company and whether this is a good buy for a long term investor here at $33 (despite it being a generally cyclical industry). Thanks.

Q: I own this security. What are your thoughts on Ford especially given yesterday's rather negative announcement from the company? Would you suggest holding on or selling. Thanks.

Q: hello 5i:
Comment on DND's preliminary earnings announcement?
Please ignore if already asked.
Paul L

Q: I was reading that the breakeven point for oil in Canada is much higher than in many other countries. While the price they can get per barrel is much lower. Should we not invest in American O&G companies instead then?

Q: Hello 5i, Which of the two Brookfield stocks do you recommend for growth over the next year please? Regards, Ron

Q: If you sell a stock on the day it pays it dividend,who gets it,the buyer or the seller?

Q: Can you comment on there second quarter results. Would you endorse a buy as turnaround play.
Best Regards,
Harold

Q: I notice that Meta is back at the 2020 lows. Would this be an opportune time to begin to establish a position or would you have a better recommendation.

Thank you

Peter

Q: I have a ladder of rate reset preferred shares that pay a nice yield. My anticipated yield when they reset is looking very attractive. They seemed to be in favour in 2021. Despite rising rates in 2022, they have had a very poor year this year (across the board, not just my holdings). Why is that ?

Thanks,
Mark

Q: Not much action from Questor lately, is it better to move on and take the tax loss?

Q: I understand that ~30% of ZWU dividend is ROC. Would you say this is the case across the board for all covered call ETFs? Am looking at XYLD with this spectacular dividend, and am tempted.
And GE- industrial sector, well diversified, (seemingly) well priced
What do you think?
Thanks Jerry

Q: what is your current opinion on this stock - still a good buy - dividend safe?

Q: Questions on Topicus:

What makes Topicus different from any other software company - i.e. what makes it more attractive relative to others?

Since it's operations are European, does it currently trade at comparable European valuations?

The economic outlook for Europe appears to be worse than North America. Is this not a concern over the short to medium term?

How do Topicus' current metrics compare to when it first traded?

If you were to choose 3 highest-conviction Canadian growth stocks with similar market cap / risk profile / management quality, would Topicus be one of them?