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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: 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
Q: I like to add one a{blue chip )income stock sector not material if any of the three which one ?
if not feel fre to name a couple
Read Answer Asked by thambirajah on January 08, 2020
Q: I am a conservative, retired, dividend-income investor. I normally save up to 5% "full positions" for typical blue chip stocks, like the telecoms, pipelines, banks, etc.

I have partial positions in Leon's (2% position), Magna (2%) and Nutrien (1.5%). Would you add to any or all of these? At this stage in the market cycle, would you favour one over the rest...please rank.

Thanks...your guidance throughout 2019 was much appreciated...love the service.
Steve
Read Answer Asked by Stephen on January 07, 2020
Q: I am a huge believer in asset allocation. I even subdivide the mutual funds and ETFs into their sectors, then add in my stocks to end up with a better total portfolio asset allocation. However now and then I end up with a stock that, depending on the source, is quoted as being in different sectors.

Example #1 = CSH is both a REIT and in Health Care, so I treat it as a hybrid and allocate 50% to REITs and 50% to HC.

Example #2 = TRP is said to be in both the Utilities and Energy sectors. Even though I believe it is truly a Utility, it seems to trade closer to stocks in the Energy sector. So, I allocate 50% to each sector.

So...what to do with my potential purchase of NTR. Depending on the source, It could either be Consumer Non-Cyclical or Materials. OR, to be consistent with my above methodology, is it a hybrid and therefore allocate 50% to each sector?

Thanks for your help...Steve
Read Answer Asked by Stephen on December 17, 2019
Q: Your thoughts for long term hold, 5 years
Read Answer Asked by Nhung on December 16, 2019
Q: I am building small trust accounts for each grandchild that hopefully will get them interested and informed in the market.
Can you comment on current holdings and suggest 2 or 3 additional stocks?
Criteria: Canadian, dividend-paying, relatively stable but with growth potential?
Many thanks for your great service.
Read Answer Asked by David on December 11, 2019
Q: I see that for NTR and HR.UN the RSI is entering oversold territory. What importance do you place in the RSI for a company when considering a buy or sell? I am considering buying these two companies at these levels, would you recommend a purchase now? I am surprised at the sinking stock price of HR.UN compared to other REITs, do you see a particular reason for this? Thank you for your great work.
Read Answer Asked by Dennis on November 27, 2019
Q: Greetings 5i Team,
I have room for two of the three names listed above (materials). How would you rank them in order of growth potential 3-5 yr (minimum) hold? Would you offer another Cdn name to throw into the mix?
Thanks as always
SP
Read Answer Asked by Steve on November 25, 2019
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