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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: Hello 5i,

The BOC has clearly indicated that interest rates will not be increase until 2023 at the earliest and it does not appear that we will reach full employment anytime soon as long as the current pandemic continues to act as a drag on the economy.

My question: Why all this talk about interest hikes. What are the criteria supporting this conclusion and what is your view about imminent interest rate increases?
Read Answer Asked by Joseph on February 26, 2021
Q: Hi 5i,
I know you guys are long term investors and don’t like trading around earnings, but it seems to me that most tech stocks are priced to perfection these days and they can have great earnings calls and yet the stock sells off. Recent examples are NVDA, ROKU, TTD, SQ and SHOP (although SHOP announced a financing as well). For new positions, aren’t the odds in your favour to wait until after earnings to buy? Similarly, if one is overweight on a position, again it seems to me that the odds are in your favour to trim back prior to earnings. What are your thoughts on this approach?
Thanks again.
Dave
Read Answer Asked by Dave on February 26, 2021
Q: Hi!

What names in large cap tech in the U.S. do you think is attractively valued right now? I'm looking at MSFT and GOOGL right now.

Jason
Read Answer Asked by Jason on February 26, 2021
Q: VB on a bit of a tear the last few months. I’m at 1/2 position and can’t decide whether to hold for overall financial sector diversification (also hold BNS, TD, SUnlife, MFC) or sell and add to one or all four of these large caps. Given VB’s valuation has now caught up to the sector, my thinking is it only now moves with the sector on go forward basis, so why not play that game with a safer large cap financial name? Does this make sense?
Read Answer Asked by Tony on February 26, 2021
Q: I am attracted to Lassonde's P/E of 12 and D/E of 0.4, but becoming concerned about Canadian companies with significant US exposure. Can you provide any insight or point me to articles that discuss the impact of Buy America policies on Canadian companies such as LAS.A (may sell juice to military bases or other federal programs), CVE (owns part of American refineries) or NFI (was expected to benefit from US funding of EV transit)? Thanks for any information you can provide. Use as many credits as you feel are required.
Read Answer Asked by Murray on February 26, 2021
Q: Good Morning 5i,
A number of stocks such as GSY, SHOP, and LSPD seem to have been long time 5i favorites identified early-on that have done quite well to-date and appear to have a lot of room left to run.
Finding 'the next' is why a lot of us are here. Regardless of industry, is there a company or two that might not be favorites yet but are on your 'watch list'.
(Also understanding that nothing is guaranteed. If it was easy to identify 'the next' then we'd all be sipping drinks on the beach right now)
Read Answer Asked by Kyle on February 26, 2021
Q: Viewing the latest results from AR,for Q4,and the full year 2020,may I say that this company is firing on all cylinders, delivering and looking even cheaper and perhaps "overlooked" by the market.
With inflation fears on the horizon can one say that AR is grossly undervalued and could be taken over?
Many thanks,
Jean
Read Answer Asked by Jean on February 26, 2021
Q: I've portioned off a smaller amount of my portfolio into a separate unregistered account, reserved for growth names. Currently holding GRN, KRR, PRN, QST, STC, WELL. I have cash for 4 more names, will hold for up to 6 years. I was thinking about SIS. XBC is already held in my TFSA. Can you please suggest 4 growth names to consider that would complement the existing holdings? Thanks.
Read Answer Asked by Dan on February 26, 2021
Q: Hello. Any thoughts, comments, opinions on Loop Energy?
Read Answer Asked by Robert on February 26, 2021
Q: Hi guys. First, thank you for the great advice and it is a pleasure to belong to 5i Research. Based on percentage, how much US or foreign stock/ETFs can I have in my TFSA without having tax implications when I sell? Or, are there no tax implications because the investments are in a TFSA? Thanks.
Mike
Read Answer Asked by Mike on February 26, 2021
Q: I have a fairly well balanced portfolio - Cdn and US Stocks and ETF's with about 10% in 3 Brookfield companies, BAM, BEP & BIP.UN. Is that amount too high and what % should I have in BAM ...
Read Answer Asked by William on February 26, 2021
Q: Looking to increase my US div. Yield with these picks, would now be a good time to enter or wait, and would you consider better choices and please rate best to worse, thanks.
Read Answer Asked by Peter on February 26, 2021
Q: I hold 500 shares of a preferred stock in a RRIF but am confused about the best course of action. The MANULIFE FIN 4.2%-1 S3 PF were purchased at average cost of $24.10 but have not traded above $20 since January 2015, and have been under $15 since December 2018, but recently are trending up. Every 5 years (coming in June 2021) MFC could redeem at $25 or provide option to convert to another series. With income of about $272 annually on shares now worth only about $7,775 that works out to a return of about 3.5%. So if I sold at current prices I'd need to replace with something with same yield. Your thoughts?
Read Answer Asked by Michael on February 26, 2021
Q: When news comes out about a company, like it has for Workhorse yesterday, "The investigation focuses on whether the Company and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices." and the stock seems to be reacting to this, what are your recommendations and what other things should be considered? Thanks,
Read Answer Asked by Juanita on February 26, 2021
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