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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: Which one of these, if any, would you sell to increase my tech sector allocation? Can you please rank them as well.
Alternatively, if they all have good long term potential, I have the flexibility to increase my equity allocation with additional cash. Please let me know you thoughts and thank you!
Read Answer Asked by Pierre on March 27, 2020
Q: If we have yet to reach the worst of the virus threat and if the current question mark regarding the direction the price of oil will take in the future poses a problem, I think we have yet to see the lowest prices for these companies. The question is how much further down their prices can go. If my theory is correct, at what price would you take an initial position in these companies?
Read Answer Asked by Les on March 25, 2020
Q: I am down on the stocks as follows but do not have offsetting capital gains to compensate for the losses - would you continue to hold or sell and please advise your rationale
Also, what criteria do you use for determining when this market has stopped it downward trend?
Read Answer Asked by David on March 17, 2020
Q: Hi,
Would you start buying these and in what order?
Thank you for great service.

Milan
Read Answer Asked by Milan on March 11, 2020
Q: Appreciate your report today on recommended stocks to track in this time of turmoil. Above is what additionally interests me and can't believe BMO @ $75.00 Could you review your thoughts for each going forward & thanks!
Read Answer Asked by Bruce on March 11, 2020
Q: Retired, conservative dividend-income investor with a "buy-and-hold & trim-add around a core position" strategy. At times like these, I take a fresh look at my holdings and ask two key questions. #1 = are there any of my equity holdings that have alarm bells going off? #2 = how safe are the dividends (knowing that no dividend is 100% secure)? The portfolio capital may rise or fall, but it is the continuation of the dividend that is more important.

For asset allocation purposes related to individual stocks (as opposed to sector allocations), I use the following:
5% targets = AQN, BCE, BNS, PBH, RY, TRP, WSP
4% targets = AD, AW, CSH, NWC
2% targets = LNF, MG, NTR
ETF targets = roughly 3-7%

Q#1 = are there any of these equities that you hear alarm bells?
Q#2 = are there any of these equities where you foresee dividend risk?
Q#3 = any thoughts on how I have my asset allocations set up (knowing it is a very personal decision?

Take a bunch of credits. Thanks for your help...Steve
Read Answer Asked by Stephen on March 06, 2020
Q: I follow your balanced portfolio and have taken opportunities in the past to harvest a tax loss and replace with another company in the same sector. I have losses in CCL.B and MX. Considering NTR in the same sector. Does this seem reasonable or is there another non gold company you would recommend. If so CCL and MX are each currently a 2% position. Would you sell both and buy a 4% NTR position or just sell one. If so which one?
Read Answer Asked by Paul on February 27, 2020
Q: I saw that Citigroup downgraded NTR to neutral from buy. Can you go over their report? They seem to now have a 12 month target of $47 down from $61 (please confirm that this target is in US $ and not Cdn $) Seems like NTR went down on Friday 14th due to this? What is your current view on NTR?
Read Answer Asked by Frank on February 18, 2020
Q: Hi 5i team,
I was wondering what your opinion is of the Morningstar Quant reports which can be found within TD Direct investing. For example, each of these stocks are noted as ‘undervalued’ or significantly‘undervalued’. As well, they have little or no moat, and some are high or very high risk. Their stock prices are/have dropped a bit.
Would you consider it realistic decision making to include them in the mix of info resources?

Also, could you kindly rank these stocks if one were doing this year’s TFSA amount- it’s a small sum so is it best applied to one stock or divided?

I have SU and CNQ, similar amounts invested in each and both are above water a little.

Please deduct however many credits you like. Thank you for helping me!
Read Answer Asked by Hilary on February 05, 2020
Q: Hello,
Would you add to these positions ? 5 year + hold.
Any favorites ? Your general comments are always appreciated !
Thank you

Read Answer Asked by Pierre on January 28, 2020
Q: I am looking for a stock for my TFSA and am thinking about either Nutrien or Thompson Reuters. I am retired and not likely to need this money for many years, if ever.

Ntr has a pretty ugly chart with lower lows and lower highs for the last year, but a pretty good dividend. It might appear to be bottoming at around $60. They also seem to be rather wedded to their old production technologies and are not putting much into R&D (unlike some competitors), which causes me some concern, though it is perhaps offset by tremendous change taking place on their retail side .

TRI seems to only go up, but has only half the yield. They've certainly made a lot of changes in the last couple of years.

Recognizing that they are very different businesses, which would you prefer to own and why?
Read Answer Asked by David on January 23, 2020
Q: I am looking to take a position in a commodity. Can you suggest one or two companies you expect to do well over the next 2-3 years?
Read Answer Asked by Danny on January 20, 2020
Q: I am a retired, dividend-income investor. Assume asset allocation is not an issue. I already hold positions in Nutrien, XIT (technology ETF) and Eric's NinePoint Energy fund (proxy for the oil market). I have this year's TFSA monies to put towards one of these equities.

Please rank for total return (best to worst) for 2020 and a short explanation as to why.

Thanks for your help...Steve
Read Answer Asked by Stephen on January 13, 2020
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