Investment Q&A

Q: Happy holidays to everyone at 5i.
Cineplex has reached 1.24 billon deal with Cineworld. Even with yesterday's increase in SP, CGX is still trading at significantly lower market cap @ 800+ million. It looks like many investors do not believe CGX would actually get that money. What is your take?

Thanks always for your great service

Q: What would you expect the 2022 increase in interest rates to be in the US now that the FED is signalling (Bloomberg) it's ready to begin to raise them?
If you were sitting on EUR cash, would this signal a readiness to buy USD? If yes, what news would you look for to know when to buy the USD?
I realize you aren't forex dealers but any insights would be useful.
Thanks a lot.

Q: Peter; I realize this is a bit early to quantify it but is there a leader in solving the new LOG4J virus? Thanks .Rod

Q: Hello 5i

In the overall context of the market right now and also in its own particular context is LNF very attractive right now?

Thank you

Q: You probably have a lot of people who are shareholders spooked by the recent drop in TOI. I know you've all mentioned that TOI is for the long term and have also recommended it at the highs and also in the recent dip -- but it's also true that it's "losing momentum" even if it is a little bit. At what point should we be concerned that this is a prolonged resetting of the market expectations?

Q: Hello,

I am down about 60% on NVEI which I hold in a non-registered account. Would it make sense to sell for tax loss purposes? If yes, what stock would you suggest I invest the sale proceeds in, in the event there is a bounce in the market in January? I have a 3-5 year time horizon.

Thank you

Q: What a dilemma. Apple is the best performing stock in what is supposed to be a relatively safe and balanced RRSP portfolio. But it has grown to represent 20% of the portfolio. I feel I have to sell a good chunk of this high performance stock in order to correct the balance. Can you suggest what I could buy to replace the shares of Apple I sell?

Q: I have learned that Sun Life has lost its contract to provide health insurance coverage to the Federal Government (it is being replaced by Canada Life Assurance a subsidiary of Great-West). Do you think this will be material to Sun Life stock price?

Q: Down 14% on MG in a non-registered account. Given new EV regulations in the US, should I take a tax loss and move on? Thank you.

Q: Which do you think has the most upside in 2022? APPS, LSPD or TOI? Please list in order of preference. Thank you.

Q: I was wondering if 5i would see a benefit from helping establish regional diy investment groups. I have had on my to-do list to get a face to face investment group going in Ottawa. Meeting other 5i members in Ottawa would be of value. Your forums don't really get enough traffic for me to post there....

Q: Good morning,

What are your thoughts on purchase of MDT after the FDA warning letter ? A buying opportunity or time to wait?

Thank you.

Q: MKKGY What can you tell me about this company?
Is it related to MRK and, if so, why is the performance so much better.
Most importantly, would you invest in this company?

Q: I do not have any positions in the Industrial sector and would like to initiate a purchase of a solid "Core Holding" security. Could you provide me with a US and Canadian selection for consideration. Looking for a solid performer with good fundamentals. Thanks

Q: OF the three telecom companies, which one is the best to invest right now?

Q: Hi Peter & 5i,
Wishing you and the staff a joyous holiday season!
Would you see any red flags in this portfolio for a conservative investor needing the dividends for cash flow. The portfolio would be 50% equities and 50% fixed income - 5 year laddered GIC's.
Here are the stocks and their proposed weightings:
Financial Royal Bank RY 5.7%
TD Bank TD 3.6%
Sun Life SLF 4.4%
Power Corp POW 4.0%
Utility Fortis FTS 5.7%
Brookfield Renewable BEPC 4.2%
Algonquin Power AQN 2.2%
Comm TELUS T 4.7%
Bell BCE 4.1%
Cons Staple Costco COST 4.3%
Loblaws L 4.0%
Cons Discr. Magna MG 3.8%
Restaurant Brands QSR 2.4%
Industrial CN Rail CNR 5.2%
Savaria SIS 3.6%
Energy Enbridge ENB 4.6%
Suncor SU 2.9%
Materials Nutrien NTR 4.3%
Real Estate BMO-Equal Weight ZRE 4.2%
Tech Thomson Reuters TRI 4.8%
Health Evolve Global Health LIFE 3.8%
ETF BMO-Low Volatility US ZLU 8.7%
iShares-US Equity-Hedge XSP 4.8%
Thanks so much for the fantastic service.

Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!

Q: I am wondering whether I should purchase some MSFT stock or the new canadian depository receipt MSFT for one or more of the grandchildrens RESPs that I have set up. What are the nuances that I might be missing between the alternatives. I have no other US stocks in any of the RESP's Thank you for your thoughts.

Q: Hello,

In reply to Berry's question to drip or reinvest dividends back into ETF's or stocks.
You have to advice BMO investorline to reinvest dividends. It is not automatic.
PS, they only drip full shares.
Hope this helps

Q: U article dated Dec 14 did not show REIT as a sector. Note that U rated ZRE a C non-Cyc. in the Income port. Please advise the sector for REIT .Txs for u usual great services & views Please do not deduct a precious credit