Investment Q&A

Q: Are utility stocks and other dividend names under greater pressure with a rising 10 yr yield? If so, could you please explain why? Thanks.

Q: 10yr TB reached1% since Mar/20.U added 1% of BNS to Balanced Port on Nov 26.Is this a good time to buy/add? Or U prefer TD? Txs for u usual great services & views. All the Best to all of U for 2021 & continued great picks

Q: I currently own $10K in each of these companies,,, looking to invest another $10k into possibly SLF or BCE. I look at 1 year at a time and then judge after. My aim is growth. Would you change anything?

Q: Investment in these 5 roughly equal. Need to drop at least 2. Time frame to hold is next 2 years. Please rank. Thank you.

Q: Can you rank these companies in order of preference for current investment?

Q: Looks like questions on this one come about once a year, and it seems like one is due. Wondering if you could update your views, especially in light of the remote work situation.

Q: I own shares of China Mobile in my RRIF--what should I do with them?
Lloyd

Q: Thanks for the January 5th guidance on US stocks for TFSA.
I like your "growth stocks with at least some degree of stability" suggestions as it fits my risk/reward mental framework. 
One stock I was thinking about was SQ.  But with its volatility as measured by beta being 2.33, I'm now thinking of putting it on hold as a transfer from a trading account to the TFSA or might just do 50% of the number of shares.
Besides beta, is there a way I could also assess or calculate US stocks with steady growth that for me is relatively easy to do?
 Continuous learner via 5iR....Yahoo!.....Thanks....Tom

Q: I am looking for an investment opportunity in a healthcare company along the lines of WELL, DOC but at an earlier stage of development (i.e. share price has not yet run). Looking at SHG and welcome any other suggestions.

Q: I noticed that most gold stocks are off their 52 week high, while other materials stocks have made new highs. With the price of gold still high, have gold stocks been negatively impacted by the rally in bitcoin?

Jason

Q: With the streaming boom and OTT advertising hype, is SEAC on your radar at all? recent news Dec 21 expanding platform seemed to be interesting... very risky of course.

Also noticed some new growth names coming up specifically MITK and TT, can you expand on why these are perking your interest?

Q: What is your opinion on Converge Technology?
thank you

Q: I want to purchase one of the above stocks for this years TFSA. Could you rank based on upside out a couple years.
thanks Dave

Q: I was reading something from Paul Merriman where he recommends allocating a portion of your portfolio to a small cap value fund, particularly for investors with very long time horizons as he claims that historically this is one of the best performing categories over long periods. How do you feel about this strategy? I was considering either IWN or VTWV. Do you have a preference between these two and can you suggest a similar ETF for international (non US) small cap value?

Q: Hi
Based on the success of CSU, would Topicus be a good pick for a TFSA account when it starts trading next month?
Thank you
Sincerely
Mike

Q: What do you make of Firm Capital Property Trust? They raise their dividend and recently have had a good quarter: “NOI for the nine months ended September 30, 2020 was approximately $21.4 million, a 32% increase over the $16.2 million reported for the nine months ended September 30, 2019.”

Most of their tenants are Grocery, Pharmacy or essential services. They also own interests in residential and industrial properties.

Thank-you.

Q: Please give me your opinion on these three company's management team, growth prospects, debt levels, and current valuation. I am looking for a home run over the next two years for my more speculative part of the portfolio. Any other names you would prefer? Regards greg

Q: Happy New Year to the 5i team.

I was hoping to get some feedback about how about to allocate about 11% of my total portfolio that is otherwise well-balanced and is made up of a mixture of Canadian dividend and large-cap stocks, and US and international ETF's.

These purchases will be in my TFSA and I am seeking greatest total return for the next 5-10 years. I am not afraid of risk but am also looking at sound investments rather than speculative purchases or quick trades.

I currently own GH, ISRG, LSPD and XBC and would like to add 4-5 more names. On my short list are the following: CRWD, MITK, ROKU, TTD, TT, U, VEEV and XYL.
Are there any from that list that you think match up well with my existing stocks? Alternatively, if you think there are better names that I haven't mentioned please advise.

Thanks in advance for all the great work you do,
Rory

Q: I have a fairly large holding of FIE. I like the large dividend and considering adding more to my position. What is your opinion about the sustainability of dividends for this ETF? Do you have any other high dividend stock/ETF you can suggest? This is for my TFSA.

Q: I was going to add some more BAM on this recent pullback but I noticed that you categorize it as falling within the "financials" sector. I'm already overweight financials so that gave me pause. But it strikes me that BAM is more infrastructure/industrial/real estate, no?

Thanks
Robert