Investment Q&A

Q: Would you have the 2018 yield for the TSX available?

Thank you

Q: I am in the process of trying to compare my historical investment performance to that of the indexes (total return statistics, including dividends). I am finding it difficult to obtain statistical data (not charts) of the total return performance for various indexes. Can you suggest a reliable source please.

Thank you again for all of your excellent advice over 2018! Best wishes for a very Happy New Year!

Q: I'm looking for suggests on where to invest about $18K that I have in cash that's in two RRSP's and my TFSA, from stock sales and cash deposits in 2018.
My total portfolio is about $53K, with $22K already in RBC, BNS and BAC, also $3.5K in Goeasy and $1.5K in Orca Gold, I'm still up on all of these even with 2018. I have a further $7K in various oil, gas and a driller, these I'm under water over 50%, but like to keep them for now and try to recoup some of those loses as I think they are very oversold.
Can you give me some ideas for investing my cash, I'm looking for longer term investments not just trades, I would prefer dividend paying stocks but would also be interested in non-dividend payers as well. I want to stick to Canadian companies for now as the dollars is down some much against the US.
Also should I look at trimming the banks stocks I currently have, I'm quite overweight on them, but I'm not worried at this point with the amount I have tied up in them.

Q: David Fingold has mentioned this company a couple of times, but I can't find much information about it other than is is n the grey market and has a 5B cap. What are your thoughts? - Strauss Group

Q: Sold Cliq and Ygr today at a loss. Bought MAXR at $ 15.60. Yield of 9% ???. Would it be a good idea or sell into the strength.? In spite of their problems in the past current fundamentals don’t look all that bad. How big a problem is their debt. New arrangements with their bankers. I’m mainly a dividend / growth investor. This is my only tech stock. 3% of portfolio.

Q: Very low stock price; some insiders have been buying in sizable amounts. Good entry point?

John

Q: I have owned WPM for many years, up about 200%. I am now 67 and looking for more income. Should I keep it as a hedge, a little income. Your thoughts on telcos?? Everybody ( younger) seem to be able do everything for free in that space! Please deduct appropriate amount of credits.

Q: I'm looking to add another dividend name with some opportunity for capital appreciation. What would be your preference between BPY and BAM?

Q: What are you thoughts on this company? They seem to have most of the market share in juices category in Canada with US exposure due to past acquisitions. Thanks.

Q: Team, I’m looking at holding 15% of my portfolio in a low risk fixed income investment. What would be suitable securities to buy?

Q: Could I please have your current valuation on this company and its prospects going forward?

Thanks

Q: Assume for the moment that I believe that the current market has just experienced a pull back as opposed to being at the start of a longer downward trend (bear market, recession, ...).

I have about 25% of my portfolio in income generating, relatively diverse, ETFs (xhy, xpf, xtr, ...) but I don't currently need the cash flow. These fell more or less in line with the TSX - in some cases less.

I feel like now would be a good time to move these ETF holdings to solid individual companies that have done worse this year (BNS -20%, TD -18%, ctc.a -23%, etc.) and in a recovery period should do better than the ETFs.

Your thoughts on this strategy?

Q: Ryan; There was a weekend Globe article on HNL and it sounds like they have basically switched from building structures for the north to mainly the BC lower mainland. Could you comment on this change please. They hired away a top BC official from Vancouver’s affordable housing agency. Thanks. Rod

Q: What has happened to PLI?? It was once a recommended stock with 5i but now it is practically a penny stock. Will it survive??

Q: Hi,
Happy Holidays. Please deduct as many credits as needed. I mainly follow your balanced portfolio, some of your other two portfolios and some US stocks etc. I just transferred my pension to a LIRA and have 30% cash to invest. With this pull back the timing might work out well. Retirement is 12 years away and my husband has pension for the fixed income portion of retirement. I plan gradually start to deploy 20% of the cash (still hold 10% cash for now) and add to all my current half positions and increase my holdings back to full positions that been beaten down such as TCL.A, DOO, NFI etc. I am not sure about adding to the following and wonder if they are a show me story or a good opportunity. Their portfolio weights have dropped to roughly the 1% range all in registered accounts with no tax loss advantage. Would you add to the following or just wait:
FB
Photon
COV
DOL
ENB
BOX
Any other stocks in your Balanced portfolio that that you would not add to at this time? Does this plan sound ok? Any other suggestions/advice
Thanks,
Kerri

Q: can you please tell me why the performance difference between vfv and xsp which I believe have the same index and holdings....thanks...gene

Q: what are your thoughts on abandons plans to acquire music choice? Is it a good or bad deal? Should I add or sell only 1% of my portfolio?

Q: Happy New Year 5i
I'm interested purchasing some AQN. It seems to have the combination of some equity growth and a growing dividend. The one concern I have is payout ratio. Can you please comment on the high payout ratio.

Q: Which of these companies would you add to today or would you prefer other ones?
Thank you for your help

Q: With tax loss selling at the end would appreciate your pick of approx. 5 mid cap and 5 large cap stocks that you feel could do well in 2019 and beyond. I feel oil stocks are due for a bit of a rebound and the trade tensions will ease. Your thoughts. Thanks for the great service and Happy New Year everyone at 5i. Leaning toward stocks that pay dividend with some growth.