Investment Q&A

Q: Peter,

I love the G and M watchlist to show comparative performances etc. However I am skeptical as tManyo the accuracy of some of their other data when looking at fundamental analysis. What faith do you have in the accuracy of the data when looking at ratios such as Interest coverage, debt / equity, forward p/e etc? Where do they get their calculations from ? Do you know of a better source where we can list a number of companies , for instance with a sector and compare the relative financial strengths all on the screen. Much seems to be latest and loudest with performance being the number one issue of interest.

Thanks

Paul

Q: I need to clean up and rebalance my RIFF approx value $150,000.00
What would be your top 20 picks for an income portfolio I am 82 yrs young

Q: I am a 49 year old Canadian with $50,000 Cdn in TFSA and $25,000 in RRSP. I would like some names to build a portfolio. High growth. Risk tolerance high. How much cash should I hold for dip buying. Right now I am overweight TSLA. It seems to me MSFT is a very good stock and I like its outlook and steady growth. A trusted friend recommends TSLA. Please suggest other names including ETFs. Could you rank the names with percentage allotments? 15 year outlook.

Q: Both Zoom and Docusign stocks sold off after earnings were announced. I'm looking for a list of a half dozen stocks that shined during the panemic and the date that they will next report earnings.

Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,

Q: There is much concern about the future regarding Electricity to power all the Batteries when EV s come in in the Future. What Utilities in Canada and USA will benefit. This is turning out to be a Growth Industry. Are you concerned about supply RAK

Q: Hello, my discount broker has the following product in its inventory of fixed income products:

National Bank of Canada Announces NVCC AT1 Limited Recourse Capital Notes Offering
Montreal, 14 April 2021 -

National Bank of Canada (“National Bank”) today announced that it has entered into an agreement with a group of agents led by National Bank Financial Inc. for the issuance of $500 million of Limited Recourse Capital Notes, Series 2 (Non-Viability Contingent Capital (NVCC)) (Subordinated Indebtedness) (the “Notes”).

The Notes will bear interest at a rate of 4.05% annually, payable semi-annually, for the initial period ending on but excluding August 15, 2026. Thereafter, the interest rate on the Notes will reset every five years at a rate equal to the prevailing 5-year Government of Canada Yield plus 3.045%. The Notes will mature on August 15, 2081.

Obviously, the day I need the capital (it would be in my RRIF), I need to sell the note with the associated broker commission. The interest rate today is 4.21%. Are there disadvantages in putting some money for income in this type of product (I have seen offerings from other financial institutions as well) and if so, what are these? Thanks!

Q: Hello 5i,
This isn't a question per se, but rather an observation relating to Mary's question today about bonds/fixed income in a portfolio.
Something that was not mentioned which a 5i Portfolio Review and Portfolio Analytics pointed out is that if one has any kind of Defined Benefit pension (private, CPP, OAS, etc.) one can apply that to one's Fixed Income Portfolio allocation.
I am sure there might be some caveats that you could expand upon, but this may help some people with the bond/equity allocation conondrum.
Personally, we hold no bonds currently due to our pension positions which serve as our fixed income.
Cheers,
Mike

Q: Please comment on the Q4 earnings and outlook for CWB. Both looked good but the share price took a hit. Would you buy here ? Thank you.

Q: Not sure that I completely understand what a variable dividend is and how it works. Is the same as a variable mortgage rate?

Q: With the 30 year US bond flirting with 1.7% I am wondering what 5i's take is relative to the current discussion about inflation and the taper. Conventional wisdom would suggest selling bonds should tend to move rates up as would expectations of higher inflation.
Thanks in advance.
Mike

Q: Hi
The income model portfolio contains about 2% fixed income/bonds. Is the model portfolio meant to be followed as it is or are investors to decide on their own allocation to fixed income/bonds? I have been disappointed in my bonds. I know they can help soften the blow in a market crash but this is pretty expensive insurance so to speak. What is your position on bonds? Should one be increasing their bonds at this point in the market?
Thanks

Q: Looking forward to 2022 I think there is a recession coming at us. (Personal Opinion). Looks to me that growth companies are going to continue to face severe headwinds. I also think industrials, financials, energy, and health care will be the sectors that will start to outperform others. Of course I'm open to debate regarding my choices and welcome your opinions. However, I would appreciate 3 or 4 examples of companies that you believe are set up to outperform in these sectors. If I've missed any sector please feel free to add your ideas. Thanks for your valued suggestions.

Q: I have a significant position in ARKK, and after quite the ride, I'm almost back to where I got in last Fall, can you gaze into your crystal ball and advise on a hold or sell. A couple of weeks ago you thought it was looking good, but the decline has accelerated along with others of a similar ilk.
Thanks Peter

Q: Thank you for your comments on the earnings report earlier today. I am wondering what your thoughts were of the earnings call yesterday? Was there anything worth noting either positive or negative in their comments? It seemed like the de-acceleration really caught management off guard. It also appears that they may be increasing their investments in sales to get back to what got them there? If so, how would this impact their next quarterly results. Is there still room for good growth through new verticals and geography? Lastly, how close is DOCU from being profitable? Would that help shift stock sentiment despite potential slowing growth?

Thanks for always for your input especially on this type of big swing stock days.

Q: Peter,
Your thoughts on Arizona Sonoran copper please.

Thank you

Q: I understand Converge acquired many companies to allow for wide geographical coverage and raised money a few times already. What's expected to be their main driver for revenue growth in the next few years (they seem to have a wide range or products)? Also, can you comment on institutional backing they have. Would you consider the company medium or high risk. I am just trying to manage my exposure appropriately. Thanks!

Q: Hi, My respected 5i team
Could you please recommend 5 solid names to buy in Canadian and US markets respectively when there is a market correction? Do you think it is a good time to buy them now during the current market drawdown?
Pls list the names in the order from your most favorite to the least. Thanks in advance!

Q: Please provide your analysis of these two companies? Also what do you think about the new contract win by MRS?

Q: Can you comment on the aquisition .

Thank you