Investment Q&A

Q: I realize you have better prospects than these but I am wondering if you can make a buy case for longer term holds. Could you also provide some of your current small cap favorites . Thanx Robbie

Q: The GUD investing thesis is largely based on management including past success with Paladin. Paladin was certainly a well run company and created lots of value for shareholders so credit to management is not misplaced. But, do you think that the ultimate success with Paladin was more a function of incredibly lucky timing to have been taken out during a really crazy pharma cycle? In other words, how much credit goes to management and how much goes to a once in a generation crazy pharma cycle?

Q: Morning,
I need some help to understand an "outperform" rating recently issued by RBC on CAR,un.
When the report was issued a day or two ago CAR was trading at $42.63 and only had a yield of 3.1%. RBC has given a $40 price target in 12 months.
Why would there be an outperform rating on a stock that may have a negative return in the next year?
I feel CAR is extremely overvalued at this time and have reduced my holdings by 25%. What is your opinion?
Thanks for the help.
John

Q: About a month ago I purchased vxus & already it is down 7%. I believe I'm caught in a perfect storm of a rising US dollar & trade war rumblings of Donald Trump. EM countries often owe debt in US dollars which hurts them & causes further drops in stock prices.Your comments on this thesis & suggestions would be appreciated.On the positive side Bloomberg News feels China has hit a bottom.

Q: Payout ratios

I am confused about payout ratios. I have read here several times that you prefer to stick with dividend income stocks that have payout ratios below 50%. You have also suggested recently that the following were good solid choices for dividend income stocks. Your website does not include payout ratios, but I suspect your calculation is different from those I have found elsewhere. Below are the payout ratios I found in other places. As you can see, they are mostly above 50%, and some are above 100%!

Could you please comment on your calculation of payout ratios, that have these below 50%, or why the high ratio is acceptable presently?

Thanks again.

PWF 72%
BCE 97%
CU 116%
TRP 78%
ENB 182%
TRI 169%
QSR 79%
AQN 130%
T 82%

Q: Greetings 5i Team,
Your thoughts, please, concerning MAXR's recent improving stock behaviour.
Thank you.

Q: I have followed 5i research since 2013 and used the model portfolios to tremendous advantage resulting in more that doubling the capital in my portfolio. I have been all Canadian from the beginning having fear of the US stocks. (and still do) However I am wondering if its time to dip into the US and International markets. Do you think it is appropriate at this time and how would you approach this. I could just transfer some stocks to a US account. I am a retired growth/income investor. By the way I followed many talking heads on BNN before 2013 and none impressed me more than Peter. That is why I took the plunge into the 5i Research philosophy. Many thanks Peter.

Q: Hi ? I have done well with RBF1030 (RBC Life Science & Technology).
Do you see a net advantage to replace it with one or two ETFs ? If so, which ones ?
Thank you so much for your clear and concise reply to my recent question on US tech stocks. Most helpfull. Just what I needed.
JD

Q: Hi Peter, Ryan with all the tariff talks, if it ends up not working well for everyone and there is a trade war among countries how would a recession affect stocks. Thanks, Nick

Q: I like the concept of this company going forward but am somewhat concerned about the lack of proven technology. Does 5i have a view on this company?

Q: Hi Ryan any shorts on this it seems under a lot of down ward pressure
Kind Regards
Stan

Q: Good day
I have a small amount invested in both ACB and WEED in my TFSA (as of today I am down 29% in ACB and up 22% in WEED) . I wish to sell one. Which do you think would be best to keep and why? Thanks so much

Q: Hi team,

Would you prefer KXS or ENGH for a long term hold in the tech sector and why?

Thanks,

Keith

Q: I see MAXR is up about 9% today as I write this email. There doesn’t seem to be any explanation for this rise from my admittedly limited news sources. Do you know of any reason for the bump? Bye-the-way when do they report?
Thank you,
Jim

Q: I notice that in your response to recent questions on TSGI you refer to it as a CD stock, whereas in the Balanced portfolio it is listed as Tech.

Q: I am thinking of selling SJ and buying some of the others above


What is your opinion

Ernie

Q: How do you see fit BLX as a long term 3-5 years growth story. Considering the industry (utility) would you have a better recommendation for new money allowance in a dividend / distribution portfolio?
Thx

Q: I understand that US companies are not your focus but am looking for some advice on these companies. I hold the above companies in the US side of my RSP account and am wondering about holding both JPM and BAC. Would you recommend dropping one of these US banks and if so which one? If yes, what would you replace it with?

Thanks Ken

Q: I own these three US traded companies. my question is are they all bankrupt and should I be gifting them to my online brokers TD, to clean up my portfolio. mlkkf,rbeif,guesf

Q: in my portfolio I hold WFT and CFP would you recommend changing to your pick of WEF or leave as be....Gene