skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Have a small position in UTX(US). The company has declared a spin-off of Otis and Carrier which ( I assume??) will leave me with shares in three companies as opposed to one company. I tend to not like small positions as it is now three times more work to moniter. What would you do? Sell UTX now or just accept that I now have two additional companies to watch? Thanks Ron
Read Answer Asked by Ronald on February 04, 2020
Q: In a diversified RRSP, which two from above listed equities would be best chosen at this time (2-3 year hold) for income and some growth with strong consideration given to safety of the dividend.

Thank you.
Read Answer Asked by Tony on February 04, 2020
Q: Good morning, what are your views on Canadian banking industry, and what 2 banks would be your top picks?

Cheers!
Read Answer Asked by Steven on February 04, 2020
Q: On Feb. 3, a member wrote on the question board that "TD Waterhouse stopped coverage on GSY only because their analyst quit." Would a brokerage as large as TD completely drop coverage of a company if an analyst left their organization, or would they simply transfer coverage of the company to another analyst which they employed (or perhaps hire another analyst if the company in question could not be evaluated by analysts within their employ)? I would figure that any brokerage which offers analysis of publicly traded companies would not drop evaluation of a given company altogether due to one of their own analysts seeking employment elsewhere. I am curious to know your thoughts on this question. Thanks so much!
Read Answer Asked by Domenic on February 04, 2020
Q: I feel I am over exposed to the Canadian Financial sector with TD and BNS making up 9% & 11% respectively of my portfolio. As well, I'm looking for more growth. I wish to sell one position and increase my US equities such as MA, V, MSFT, CRM. Would you consider this a reasonable plan and what bank would you recommend selling? Thank you.
Read Answer Asked by Shawn on February 04, 2020
Q: can you provide release dates and earnings/ revenue expectations? Thanks.
Read Answer Asked by Jordan on February 04, 2020
Q: Looks like Absolute had a stellar quarter again.
What is your take on their results?
I am thinking of starting a position, would you agree to this?
Read Answer Asked by Josh on February 04, 2020
Q: Please provide your suggestions for non US investments of above 3.5% yield and some growth and somewhat protected from volatility in Canada and internationally. Thanks.
Read Answer Asked by Peter on February 04, 2020
Q: I'm looking to invest in one Income stock and I am looking at these three from your model portfolio. I already own BIP but do not own any banks or telcos. Please rank the order these would be considered. Thanks.
Read Answer Asked by Kenneth on February 04, 2020
Q: I own way too much of BIP.UN { 22.4% } and will be trimming when I get my free shares. And have a position in BEP.UN which has risen to a 6.3% position which I am okay with size wise. Even though these are two huge winners for me I always look at it as " Would I buy them now ? " .... Not sure that I would. Mr Market seems to be in love with the name Brookfield right now and the forward PE on BEP.UN is 298 { Source Yahoo Finance } which seems astronomical for a utility. And though I cannot find one for BIP.UN the trailing PE is 377. { If you have a forward PE I'd like to know what it is ? } ...I realize there is more to evaluating a company than the PE but I am thinking these two are expensive......Plus I kind of view them in the blue chip category not the wild growth spectrum.......What is your opinion on the fair valuation of these two companies versus " Investors have gone gaga for the name Brookfield right now " ?
Read Answer Asked by Garth on February 04, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!