Investment Q&A

Q: I have 5 positions in my TFSA and am looking to add 2 more to better balance my portfolio with a long term time horizon (20+ years). I currently have ENB, CSU, SLF, TRI, and ATD.B. Could you give me 3 or 4 companies that would be appropriate to add at this time?

Q: I am 71 yrs of age and must put my rrsp into riff this calendar year am I still able to make a contribution to my rrsp for the tax deduction
Thks
M

Q: Hi Team, what is your take on the earnings report. It's giving up everything (almost) it gained on Friday. I don't know if I missed anything on the report but I would like you take before I pick up some more. Thank-you in advance. Sam

Q: After market close,LSPD announced Preliminary Base Shelf prospectus up to $500m .Please explain,comment & its impact on stock price.Txs for u usual great services & views

Q: Do you have any sense of what the intensity of a dividend cut would be? Cardinal certainly got hammered when they last cut, but that cut was widely unexpected. In other cases a cut almost seems to give people 'permission' to start buying again, as they've got the expected cut out of the way. Where do you think VET would lie on this continuum?

Q: greetings,

Looking to trim a few overweight positions including Cummins. However this one continues to do well so i am a little reluctant to move on it. It is a 6% of my US portfolio and i usually like to keep positions at 4%. Do you think its funadamentals deserve a bit more time to run?

Thanks

Q: Please assess the following:

1. they cut did by half
2. stock price goes up a little due to renewed positive sentiment
3. current market reaction overdone ( due partially to "stops"
3. buy backs lift stock price a little.
4. the market still believes in management and business plan and will act accordingly long term
feel free to comment in any way
thanks
yossi

Q: Hi 5i
I'd like your comment on ENB, why the share price keeps dropping?
Thanks as always!

lil

Q: Do you have any thoughts on the London Stock Exchange/Refinitive deal, particularly concerning Blackstone's involvement and potential benefit? I understand this isn't an area you concentrate on but may still be able to comment.

Q: Hello who are Now’s main competitors? Can you speak about their competitors respective revenue growth rates? What are NOw’s main risks?

Q: when does sis report and what is the market looking for?

Q: Your opinion please?

Q: Could you please comment on their deal with Mylen.

Thanks,
Milan

Q: Good morning,
I would like to add a US health care name to my portfolio. Considering MDT or SYK. Which do you prefer or do you have a better idea? I currently own IHI.
Thanks, Dennis

Q: Gentlemen,
Can please give your thoughts on Columbine Capital Quant Ranking ?
Thanks
Regards

Q: Please provide your top 3 CAD and US equities with annual dividend growth for past 5 years at least that you would recommend buying now.

Q: which are the best gold stocks etf and mutual funds to buy as well do you think now is the time to invest some money into the commodity?

Q: In light of where we are in the business cycle and the trend of lower interest rates, I’m doing a review of my portfolio, $620000.
Recently reduced my position in ENB by half going from 10% to 6% and subsequently bought PPL. I’m looking for a second opinion. I’m an experienced investor familiar with the volatility of the market. Just looking to position myself for the next 6 maths to a year.
Price quoted is cost also % of portfolio.
CPX- 29.77 -4%; ALA - 19.38-6.45%;ECN.PR.A-23.56-8.5%(total return is positive);VGG-43.07-4.38%;CSH-UN-15.57-4.2%; NWH-UN-11.10-3.6%;ENB-42.16-6.2%; EIF-29.66-6.4%;VET-36.11-5.7%; WMT-98 US-4%; PKI-37.41-4.3%;AD-20.39-3.5%; CHR-6.79-4.5%; SIS-13.51-1.4%;AQN-14.23-5.7%; NFI-33.08-2%; PPL-49.50-3.7%.
Use whatever credits necessary. I find your answers given to your clients very valuable. Great unbiased opinion . Thank you. Supplementary to my question I have 8% cash and a quarantined income of $50000.

Q: In your view and regardless of volatility and risk, what are the 10 most promising growth stocks for a long term investment ?

Q: I have to express my concern regarding your response to Dave re: COV on 7/29. The comment that you take a "Portfolio Approach" and 5I "will not enter into debates on individual stocks" is the issue. My concern here is that I do not buy ALL of the stocks in a particular portfolio but do own many of them. By the sheer presence of a stock in a 5I portfolio suggests to me that you approve of the stock and are recommending it. I have held onto stocks far too long because it was retained in the portfolio. I consider if a stock remains in one of your portfolios it is a "Hold" recommendation from 5I. Am I wrong?

Carl



Carl