Investment Q&A

Q: I feel I am over exposed to the Canadian Financial sector with TD and BNS making up 9% & 11% respectively of my portfolio. As well, I'm looking for more growth. I wish to sell one position and increase my US equities such as MA, V, MSFT, CRM. Would you consider this a reasonable plan and what bank would you recommend selling? Thank you.

Q: can you provide release dates and earnings/ revenue expectations? Thanks.

Q: Can I have your thoughts please moving forward?

Thanks.

Q: Have you got any recommendations for GICs or bonds? These days one can get 2.45% in cash with EQ bank so I find it hard to get excited by fixed income.

Q: Looks like Absolute had a stellar quarter again.
What is your take on their results?
I am thinking of starting a position, would you agree to this?

Q: What do you make of RPI given its recent correction. Good entry point?

Q: Please provide your suggestions for non US investments of above 3.5% yield and some growth and somewhat protected from volatility in Canada and internationally. Thanks.

Q: I'm thinking of buying Tesla for a long-term hold! JK, is that a crazy short squeeze or what?

ps. Please do not ding me for a question as this is more of a comment (besides, I'm already down enough on my TSLA Put LOL, not really)

Q: I'm looking to invest in one Income stock and I am looking at these three from your model portfolio. I already own BIP but do not own any banks or telcos. Please rank the order these would be considered. Thanks.

Q: I own way too much of BIP.UN { 22.4% } and will be trimming when I get my free shares. And have a position in BEP.UN which has risen to a 6.3% position which I am okay with size wise. Even though these are two huge winners for me I always look at it as " Would I buy them now ? " .... Not sure that I would. Mr Market seems to be in love with the name Brookfield right now and the forward PE on BEP.UN is 298 { Source Yahoo Finance } which seems astronomical for a utility. And though I cannot find one for BIP.UN the trailing PE is 377. { If you have a forward PE I'd like to know what it is ? } ...I realize there is more to evaluating a company than the PE but I am thinking these two are expensive......Plus I kind of view them in the blue chip category not the wild growth spectrum.......What is your opinion on the fair valuation of these two companies versus " Investors have gone gaga for the name Brookfield right now " ?

Q: My husband has some old capital losses that I think we should start to be using now in the event of any possible future rule changes. He has a 10 position unregistered account in which there are 3 equities with substantial gains from 125% to 1350%, i.e.: WSP, ENGH and CJT.
There are 2 equities with 50% and 70% gain, i.e. SYZ and WPM and 1 equity with 35% gain, i.e. KXS. The remaining 4 have small profit or loss, i.e. CAE, MCR, CCL.B, PBH.
Looking at selling WSP, ENGH, CJT, SYZ ,WPM and perhaps KXS to apply some of the old losses. What would you recommend to buy for replacement (a 1st and 2nd choice if you could) and would you move back into the original equity after 30 days or would you just stick with the replacement ? A dividend would be nice but not mandatory. Also, any thoughts on timing considerations or other issues ? We have diversified RIFs and TFSAs in addition to the above.
Many thanks.

Q: Stocks will sometimes issue more shares to raise capital. Does this ever happen with ETF’s ?
When an ETF is born I presume the promoter will take a percentage and institutional investors the rest , is this so ?
I ask because I notice some ETF’s are very small, does this mean they will remain illiquid ?

Q: MX has dropped this week after reporting earnings and there seems to be long term support around the 37-41 level. Is now a good time to get in? I am patient and don't mind collecting the dividend until the price recovers.

Thank you.

Q: I'm interested in investing in any North American companies that would benefit from the 5G network infrastructure that is being put in place in the world. I'm thinking of companies that would build 5G networks but it could also be companies that would benefit from 5G. Can you please list your top 3 choices? Thanks.

Q: Hello Peter,

Being a relatively long term member, I have greatly benefited from having my portfolio mimic the 5i Balanced portfolio and a selection from the 5i Growth Stocks. I have not yet sold out of WCP and switched to SU. Before I do, I was wondering you thoughts on taking the WCP proceeds and adding to MX instead? I am growing impatient waiting for an Energy turnaround and MX seems to trade like one anyway, but I like the fundamentals more. I already have a full position in ENB. Some commentators on CNBC (i.e. Cramer) is of the opinion that millennial fund manager hate fossil fuels, so oil stocks may be in the doldrums for a long time, or worse broken stocks forever. Of course, this could very well be a bottom when everyone "hates" this group.

As always, thanks for the continued great service!
Angelo

Q: Peter; This may sound a bit jaded but in the last 1-2 weeks DIR.UN has been trading upwards - closing at $14.15 today- now a new issue at $13.65- is there any way to see if the firms doing the issue are also short the stock? Thanks. Rod.

Q: Hi 5i,

If you had to choose between CCL and GUD for a 3-5 year hold which one would you go with?

Thanks as always,
Jon

Q: What do you think of a Chinese ETF as a Contrarian play at this point in time for a long term investor? Which ETF would you suggest to do this?

Q: Good morning team i wanted to hear your opinion on the recent downgrade Thanks

Q: Do you think that Vermillion's dividend is safe if oil and gas prices hold steady, or fall by a small amount? Approximately how much do you think that oil or gas would need to fall in price for VET to need to need to cut its dividend?

Thanks,
Ishay Friedman