Investment Q&A

Q: Can you name a few Consumer Staple companies US or CDA, mid or large market cap, that have some revenue (top-line) growth.

Many of the old school favorites now seem to have decreasing revenue year after year.

Thank you
Stephane

Q: Hi gang, what are your thoughts on element financial going forward now that it's trading near its low? Thnx

Q: Can you give me your opinion on TLF.un?
Thanks!

Linda

Q: I would like to place some Mawer fund that is mostly in foreign stocks into my TFSA. Are there any withholding tax implications?
Thanks for your answer. HD

Q: I have IPL 2.3% and PPL 3.9% in a taxable account. Held them for years and I am about breakeven not counting the dividend. I am thinking of selling IPL and buying ENB. Would this be good idea for the long term?

Q: I Would like to buy a canadian ETF that has all us banks, preferably the large banks. Either hedged or unhedged, depending on your decision as to which is better. Do you think this is a good idea?
Thank you for all your great help.

Q: Hello,

I have a previous position in RioCan that has lost 6.5% value. I also have some spare cash from distributions to reinvest. I am tempted to add to the position in order to bring it to the allocation target and also average down cost. I see a lot of the REITs are suffering though, probably due to the recent interest rate hike. In addition RioCan has been mentioned in the news regarding Sears Canada stores shutdown. They defended very well though saying that Sears only attributed very little to their income.

Would you add to REI in this situation and do you see any fundamental concern going forward with RioCan?

P.S. I don't need the distribution income immediately and will reinvest it anyway.

Thank you

Q: Sold aw.un been a good run in an income RIF looking to replace it with Npi or Cpx or a similar utility . I am well diversified and switch does not alter weighting.

Would appreciate your opinion on this matter.

Thanks

Q: what is your favourite ETF or growth stock that is outside Canada. Is it a good time to buy it now?

Q: Hi Peter and team, I have some PLI and I am interested in other Canadian companies that are in late stage drug development. Are you able to suggest a few companies that have some potential? I realize this is a risky area. Thanks.

Q: bought 2500 shares at back in February at 15.75, the yield was 3.8% when i bought and currently have about 2700 in cap gain, should i sell or hold or add more, its only about 2% of my portfolio.

Q: I was concerned with the share consolidation of 10-1 which took effect Monday. Usualy on consolidations I have found downward priicing pressure follows. But I see the market appears to have accepted the consolidation as ok. Am I correct in thinking this is a good sign?
Thanks John

Q: Hi 5i, what's the book value per share of CRH? Thanks very much.

Q: Nexoptic received Notice of Allowance from the USPTO around June 29. As I understand, this means the USPTO intends to issue patent within 3 months (by Sept 30), subject to the filing fee and any blueprints necessary. Nexoptic's press release advise they expect to receive the patent in 4-8 weeks (meaning by August 31). This should quell questions "as to the robustness of its technology".
Other than your valid point of no sales at this point, is there a reason you can see that this significant event has not sparked greater interest by moving the share price and volume upwards?

Q: Hi 5i Team,

What would be your choice for an investment over the next 3-5 years between CAE and Magna?

Thank you as always,

Jon

Q: What is your oversell level?
I feel there s money to be made in this name.

Q: I would have thought that the news release by the company would have stabalized the decline, but it has not. Any idea why the continued selling? Can you tell if the selling is retail or institution?
cheers

Q: When does SHOP and KXS report earnings, and what are the expected earnings for the quarter.
Thanks

Q: I have multiple questions in this post, feel free to take as many credits it requires.

I am right now rethinking my portfolio and your advices-suggestions would be greatly appreciated. I am investing for the long-term 10+ years

In the past 2 years, the size of my portfolio has tripled, mostly due to savings. Both my RRSP and TFSA are full, and I am now putting my new savings in an unregistered account. My full position (5%) size is currently between 8 to 9K$. When I began investing, in my TFSA my positions were more of 2-4K$. Here's a list of what stocks are in which account :

TFSA : ATD.B, GSY, MG, NA, OTEX, PHO, POT, SNC, T, and TD
RRSP : AQN, FTS, GUD, SIS, KXS, SLF
Un-registered : BAM, CCL.B +50K cash

I was thinking of selling SNC to buy back WSP in un-registered, and also moving TD to un-registered. So I could add to PHO, OTEX and GSY (my smallest positions). Is there other stocks in my TFSA that would better fit in another account? Do you have suggestions?

Also, I know I have some more growthy names in my RRSP that would might be better in a TFSA, but that's where I had room at the time of buying. Do you you think it's worth moving stocks from this account or it's OK leaving it as it is? I am at least 30 years away from retirement and don't plan to use money in my RRSP soon.

I would like to add gradually 4-5 positions to my un-registered account with my cash position. Do you have suggestions for quality long-term stocks (as I want to avoid as much as possible to sell in my un-registered) that could improve my portfolio?

Thank you!

Q: I have a question about GUD. I HAVE BEEN TRYING TO BE PATIENT ON THIS NAME.iT SEEMS ALMOST TOO LONG .aNY SENSE OF HOW ONE CAN KEEP A PROPER PERSPECTIVE...WHEN ARE THEY GOING TO DO SOMETHING?