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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: I hope you would consider telling the members your views on some “ 5G Enablers”. Nokia, Ericsson, Cisco, Qualcomm might be large cap considerations. Little outfits like Inseego ( INSG) are helping Verizon rollout 5G. There must be some potential winners. Thx Frank
Read Answer Asked by Frank on January 04, 2019
Q: Just added $6,000.00 each to mine and my wife's TFSA. What would be your top pick(s)? Do not consider risk or diversification.
Read Answer Asked by Larry M. on January 04, 2019
Q: Good Morning,

What are your thoughts on Apples recent downward guidance, stock is now down 38% from its highs a few months ago, it is as you know a very cheap stock for a "tech" company. Do you feel that this is way overblown... I understand the trade war concerns but this has to be a short term concern (1-2 years).

Is this not a very compelling price at its current valuation with the cash hoard they have and stock buybacks, services revenue increasing, etc.

I do not own Apple but I have been waiting for a good time to buy some and now seems like a good opportunity to maybe buy half a position and see how it goes? Would you think Apple would be a good stock to buy for a grandchild's RESP money not needed for 15 plus years?
Read Answer Asked by Michael on January 04, 2019
Q: Wanting to make an initial investment into equities within my TFSA which has lots of room. Planning to put in about 10k. Planning to buy and hold long term. Would like a recommendation on growth stocks to get started and have a bit of diversification. Also should I buy all at once or buy some names now and others later. Thanks!
Read Answer Asked by Dustin on January 04, 2019
Q: SQ share price has basically been cut in half as of late. Do you see this as overdone? I am interested in the long term prospects in this company. Do you see it as a good entry point for this name? Also, if the US economy is slowing, do you still feel SQ will keep up its rapid pace of growth and is this company "here to stay" so to speak. It seems like this company still has a long runway of potential here globally, would you agree? Thanks for your comments.
Read Answer Asked by Shane on January 04, 2019
Q: Hello Team. It seems the level of negative sentiment in the sector has not diminished since Dec although it has only been two days. Every day there is some new big issue to fret about like Apple today and U.S. growth yesterday. Does the VIX adequately reflect this negative sentiment? Are we still waiting for the "spike"? Would your advice be that, rather than try to adjust equity holdings to conditions, just sit tight and wait it out ?
Clarence
Read Answer Asked by Clarence on January 04, 2019
Q: Kind people of 5i - the other day someone wrote in a question "I can move stocks in kind from my rrsp to my tfsa..." Startled I was. Is this correct and can one not yet using or not yet maximizing their tfsa simply transfer shares in kind from their rrsp to either a new or an existing but not maxed out tfsa and thereafter use the resulting monies withdrawn from their tfsa without tax. Or am I misunderstanding something such as the transfer from the rrsp to tfsa would still have a 30% holdback and the need to declare the share value at date of transfer as income in the year of transfer. A clear understanding of this issue is what I'm seeking with thanks.
Read Answer Asked by Ken on January 04, 2019
Q: I have BNS 3% total weight, CCL.B 2.9 % total weight and TOY 1.7 % weight. I have some cash and can add to any of these 3 position. Should I add to all 3 or just add to TOY to bring it up to a 3% weight?
Thanks
Read Answer Asked on January 04, 2019
Q: From what I recall one of the reasons 5i Research does not like to put stop losses in place is to avoid being stopped out in "flash crash" events.

How frequent are "flash crash" events? There is the May 2010 flash crash, but that was 8 years ago. Can you tell me when all the market flash crashes occurred in each of the last 5 years?

If "flash crash" events are rare then is it really worth the risk of not having stop losses in place?

Many stocks in the balanced and growth portfolios are down substantially from their peaks (e.g. NFI, TCL.A, KXS, MX, PBH, TSGI, SIS, MG...), so if trailing stops of 20% were in place they could have been sold by now. I know, "don't sell a stock just because it's down", but with some of these former winners now down 30% to 50%, it seems that stop losses could have helped limit the losses or preserved some of the gains.
Read Answer Asked by Paul on January 04, 2019
Q: Happy New Year guys

In regard to CNR it would appear one of the main issue the company has seen over the last two years, and going forward, is too much freight to move and a lack of capacity. I have to think isn't this a "problem" a lot of companies would dream about. Only really two possible railways to choose from and both running higher than capacity. One would think that would give CNR some pricing power as well. And moving forward it would appear the only option for the next few years to move oil is through increased shipments, where the government of Alberta is paying for the cars.
In this environment the stock has fallen about $18 a share.

My question is what do you see as weighing over the stock, are these fears justified and do you see this as a decent entry point. How is the stock trading in regards to typically where it would be at the end of an economic cycle.

Much thanks

Stuart

Read Answer Asked by Stuart on January 03, 2019
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