Investment Q&A

Q: I have 1.4% of my total portfolio in AMZN in a TFSA. I realize this isn't much of a commitment and am tempted to sell and invest the money instead in one of my other TFSA holdings (all of which are around 3%): LSPD, NVDA, APPS, ADBE or GOOG. Your advice, please.

Q: What are your thoughts on this company?

Q: Earnings came out last week and looked great to me but the stock got pummeled.
Comments, please.

Q: I believe Home Capital reports next week. What are your expectations? Looks like you thought it a hold. I am finally above water so just wondering whether I should sell and deploy resources elsewhere

Q: Hello 5i,
With all the recent changes at AT&T is it still a good hold? I've had it for a number of years and am still about level. The dividend has been good which helps but less now.
Thanks for your excellent service.
Greg

Q: I heard about this company via a 'tip'...... Since that time it has been rising on increased volume. I bought some shares as a lottery ticket.....

I understand given its size, etc that you can't endorse it, but can I ask for a quick assessment. Is it a classic 'pump and dump' or is there some actual potential here.

Feel free to take more credits than usual since this will take you off the 'beaten path'. Thanks

Q: Time to deploy a small amount of cash in an un-registered account. My 2 smallest holdings are SU and MAL. I am hesitant to jump back into oil and gas as the glory days are likely behind them. SU valuation is attractive but long term I just dont see the good times ahead. MAL I've owned forever and glad to see you add coverage and into the income portfolio. It has been beat up a bit and makes it attractive but worried about a slow airline recovery hampering revenues. Coin toss or do you have a preference for next 3-5 years. Not really enough cash to bother with a 50-50.

Q: I own the above three and and all having trouble getting some traction---now down 13-5 and 15% respectivily.Should I hold or add to them?I assumme you wouldnt suggest sell.
Thanks

Peter

Q: This is being bought out. Can you recommend another REIT or ETF in the industrial space to replace it?

Q: Please comment on 2nq q numbers. This stock appears to have more upside, long term.

Q: Decision time...all because WIR.UN is being acquired. When WIR.UN was bought in Cdn loonies, I flipped it to the US dollar side of the account. Now will have US dollars to top up one or more of 44 US positions. But which ones? Like BLK, a very large asset manager with exposure to index ETF that has held up well. Or a specialty retailer, DG. Or TDOC that looks to have a bright future but is down at the moment market price wise. Or finally, XYL with it's water machinery and it has market momentum at this time. Me, looking for your take....like which one or some of these at this time or any others US ones you are excited about. Many thanks for your insights, aka guidance to me.........Tom

Q: It has been 7 months since you last commented on IBI Group and in that time, the company has done well. They have been awarded multiple contracts, their recent earnings were solid and included raised guidance, and they just hit a 52 week high. Would appreciate an update of your views going forward.

Q: Some random musing (ramblings?). In a few-years-old article on Stella-Jones (currently in my portfolio thanks to you), Canadian Business remarked that Brian McManus, CEO of SJ, in respect of SJ's acquisitions strategy, "straddled the fine line between paying a fair price and never overpaying" for acquisitions.
I'm trying to wrap my head around that terrific concept in the context of the sometimes apparently exorbitant prices being thrown around for acquisitions these days (e.g. IPL/PPL/BIP, and lately especially MG/VNE/QCOM) -- which leads eventually to my question:
I can understand why MG would want to acquire VNE -- they are in similar or complementary businesses -- but fail to see the business reason why Qualcomm, a wireless-telecommunications-focused company, would be interested in VNE? And especially at those seemingly-inflated prices?

Q: Hi 5i,
Do you think that Brookfield Global Infrastructure BGI.un will benefit from the passing of the Biden infrastructure bill? They have quite a diverse ownership of assets with approximately 70% in the US. They also pay a very good dividend. Thanks

Q: Hi Folks,
finally breaking even with KXS - do you think it's a sell at this price or does it have more runway left in it ? Would a switch to GOOG or FB make more sense at this time?
Thanks

Q: I hold all of these stocks and want to add to one. Could you rank in order which ones you would be adding to today. TEAM, TTD, U and PLTR

thanks Dave

Q: Am looking at two for a company with good yield and growing dividends. Quick analysis : both have good management ; different sectors, one with oil/ gas issues and the other has risks in the housing market. Would FN follow the banks movement and how close does PKI track the oil/ gas index ? Understand PKI is in one of your models. PKI keeps hitting the $40.00 mark and has difficulty breaking out while FN has declined recently. Your choice ? Thanks. Derek

Q: What is going on with TOY ? It moved up and then tanked. What do you predict for this stock?

Q: As I enter my 60's I have discovered the benefits of not having more than 5% in any one company. I sleep much better, my returns are superior ( up 25% this year) and the 5% cap allows me to invest in as many as 20 or more companies. I do tend to have more cash on the sidelines but it is ready to be deployed whenever I find a bargain.

Q: What are your thoughts on Lyondell Basell? Just saw their results and they were good, it has low PE, good dividend, but looks like no one cares much. I'm not looking for a home run but a stable stock with a good dividend.