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Investment Q&A

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

Q: Not a question but just a comment that companies like Aritzia First Service and Go Easy would never have been on my radar without 5i. I’ve held all three for a number of years in my portfolio and they’ve done well. It’s also heartening and reinforcing to hear the “experts” on BNN Market Call selecting these names as Top Picks or strong recommendations. I appreciate your sound advice and recommendations. No doubt I can also mention losers that I’ve followed from 5i but my take is that it’s up to us to decide when to sell and what to buy based on your data and your informed advice. Thanks
Read Answer Asked by Dennis on July 26, 2022
Q: Hello, would you agree with this statement that I've found from Motley Fool on investing in NWC ?:

"The company is excellent at controlling costs. And its razor-sharp focus on costs plus vertical integration means it is always improving its margins. The stock recently had a selloff after its profitability reduced significantly. But this reduction was due to inflationary costs that the company didn't pass on to consumers."

How would you rate management?
By many metrics, to me it looks historically cheap.....would you agree?

The 3.7% annualized dividend increase since 2018 isn't keeping up with inflation. How do you see dividend increases going forward?
Read Answer Asked by James on July 25, 2022
Q: For PK re Share Buybacks
Try using the research tool from your on-line broker for this. I use Scotia iTrade and if I click on “Edge Reports” it shows a very useful table that gives the total shares outstanding for the past couple of years and an estimate for the next two years based on management comments and what they are currently doing. TD Waterhouse has a similar function.
For example, for CNR I see total shares O/S for 2020 at 713M. 2021 is at 710, so I assume 3M shares were repurchased and cancelled. Interestingly, the estimate for 2022 is 688M shares so it looks like they have been buying back more this year.
I love to see the share count go down and the dividend increase each year, even if the share price does nothing. It helps me hold on and accumulate the stock even in a bad market. This has been rewarding. As a last resort you can look on the company web page or even email them your question. Usually you will get an answer.
Read Answer Asked by john on July 25, 2022
Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara
Read Answer Asked by Tamara on July 25, 2022
Q: Do you think TECK or LUN is the better investment today? Would you hold both TECK and LUN, or just one? Can also comment very briefly on holding commodity stocks? I assume these stocks fluctuating significantly and are not buy and forget stocks.
Thanks!
Read Answer Asked by Grant on July 25, 2022
Q: Can you recommend some US stocks with growth and yield?

I have ABBV already.

Thanks
Mark
Read Answer Asked by Mark on July 25, 2022
Q: Is there a China bank crisis looming or already here. What is your opinion on the effect on the world economy, commodities, and stocks. Thanks for your insights.
Read Answer Asked by Ian on July 25, 2022
Q: Good day, With the big drop in SVB today, would you see this as a good entry point for a long-term investor? How do you see it’s growth potential going forward? Assuming it’s a buy at this level, would you see it as worth buying if I already own JPM?
Thank you for your insights, Doris
Read Answer Asked by Doris on July 25, 2022
Q: Is PDBC a good hedge against inflation and would you recommend it ? What is the dividend with PCBC ? The information on my TD acct. and your website are very different. Are there eff's that provide the same commodity exposure that pay monthly or quarterly dividends that you would endorse. Thanks for your help.
Read Answer Asked by Ian on July 25, 2022
Q: Could you recommend some clean energy etfs that you think is a good way to play the sector? Thanks
Read Answer Asked by Gary on July 25, 2022
Q: Can you comment on the investment merits of these two etfs.Are there others that you would see as more attractive for a diverse long term hold of both Canadian specific and US specific etfs?
Read Answer Asked by Kim on July 25, 2022
Q: In my previous question, you commented on places to be if the market looks forward to the end of a recession later this year. In that context, can you also provide good sectors and stocks (trading on the TSX) that are good places to hide out in during the recession / for the period leading up to it (i.e. from now to the end of the year)?
Read Answer Asked by Alexander on July 25, 2022
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