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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: Reko has just announced its best quarter in almost 5 years. It was driven by increased revenue and improved operational efficiencies.
Reko continues to buy back its shares and has a “hard” book value of $7.74 that is probably understated given the real estate the company owns. The balance sheet is pristine with over $3.35 in working capital. Although the Reko family controls 2/3 of the shares what would you consider a fair value for the shares if it was privatized or as a continuing public company?
Read Answer Asked by Charles on June 15, 2021
Q: May I please have your preferred small, mid and large cap stock(s) that are primarily nickel producers.
Thank you,
Ed
Read Answer Asked by Ed on June 15, 2021
Q: I am looking to add one REIT to my RSP portfolio. I would greatly appreciate your thoughts on the two listed above and if you have a better suggestion. What would be your preferred REIT please?

Thanks and a price increase for this service is well deserved in my humble opinion. Dan
Read Answer Asked by Danny-boy on June 15, 2021
Q: Hi, Can you recommend any consumer defensive stocks or etf’s that are international? Looking to reduce Canadian bias while increasing consumer defensive as per portfolio analytics. Thanks
Read Answer Asked by Lavern on June 15, 2021
Q: I am participating in a fun challenge at work wherein all staff get $100,000 of play money to invest in stocks June 30, 2021. The "portfolios" will all be valued September 30, 2021 and the three highest value portfolios win a small prize. I know this is nothing more than a crap shoot, but can you recommend a few (I'm thinking 5 or less) stocks that might run during that period?
Read Answer Asked by MATHEW on June 15, 2021
Q: Hi Everyone at 5i! Me again! Somewhere is the archives of my mind I seem to recall the the TD bank offers some decent ETFs or mutual funds to their customers. If this is the case, could you tell me what they are?? Cheers, Tamara
Read Answer Asked by Tamara on June 15, 2021
Q: What companies do you see having the most influence or ability to bring the Metaverse to reality? I have been reading a fair bit about this, some think it will be the next version of the internet in conjunction with AR & VR. Using your crystal ball do you have any suggested companies for a long term plays.
Read Answer Asked by Kolbi on June 15, 2021
Q: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).

On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?

Thank you.
Read Answer Asked by Maureen on June 15, 2021
Q: I am underweight in the technology sector with half positions in CSU, TOI and REAL. I have a well diversified balanced portfolio. Please recommend 2 or 3 CDN technology stocks with a good growth outlook, and rank your choices. I'd like a brief rationale for your number one choice.
Read Answer Asked by Robert on June 15, 2021
Q: I have a full position in CNR in my cash account and a 1/2 position of TFII in my TFSA. My plan is to sell down my CNR and increase TFII as my annual contribution limits permit. Good plan?
Read Answer Asked by Bruce on June 15, 2021
Q: What are your top safe dividend paying stocks? Only interested in the dividend and want to protect capital as much as possible. Looking to park some money for a while. Safety is the prime concern.
Read Answer Asked on June 15, 2021
Q: Good day - thank you for reading my email and all your information and prompt assistance It is very appreciated

Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible
Read Answer Asked by Marla on June 15, 2021
Q: I read Peter's article on "Five summertime US stocks picks to set and forget" and great article by the way. I wonder if Peter would have 5 Canadian stocks picks that I could set and forget for the summertime. Tnx.
Read Answer Asked by Jacques on June 15, 2021
Q: I live and Calgary and have spoken to quite a few people in the industry and they are saying similar information.
Essentially that declines in wells are going to out stripe the demand in the next year creating more demand then supply. Many companies around here have been underinvesting in new production due to the market conditions.
I am quite cautious on oil and gas companies as they haven't performed well over the last 7 years.
Are these people overly optimistic or is there a potential trade and opportunity to go up to 10% weighting in Oil and Gas?
If so, do you think CPG, WCP, and MEG would be good exposure?

Thanks.
Read Answer Asked by Colin on June 15, 2021
Q: To my knowledge both of these companies are in the specialty insurance business. Given that TSU is wholly owned by BAM.A (3.5% of my overall holdings; overlap concerns?), which do you prefer for a conservative investor and why. What would be their outlook considering an post-COVID opening world and over the next 5 yrs? Is there another name you prefer more in this specialty space?

Thank you!
Read Answer Asked by David C. on June 15, 2021
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