Investment Q&A

Q: These are the US holdings in my RSP. All have done well except for SYK down about 8% with a limited outlook for the rest of 2020 based on the Covid pandemic. Regardless of sector weighting, what are your favorite 2 or 3 US equities for growth over the next 5 years? I'm okay with a moderate risk.
Thanks in advance,
Greg.

Q: Hi there,

I'm looking to purchase a full position of BYD. It's come off a little bit and I was wondering if it's a decent entry point of it's better to wait for Q2 for this company. I suspect with driving down so much, their Q2 numbers could be soft. What is your opinion and what would you do.

Thanks!

Q: I asked this question yesterday and I am re-sending as I have not received an answer. Thank You.
Enbridge Inc Pref Ser D
This prefered is currently yielding around 9%. It will reset in Feb 2023. Since interests rates are expected to remain low for the next year or two, is this a safer way to invest in a RIFF for the next 2 years? I expect to sell these shares in 2 years to meet the mandatory withdrawals. What risks should I be concerned about? Other then interest rates going down from here, what can possibly drive the share price further down ?

Q: what are your thoughts on Pulse Seismic Q1 and future prospects?

thanks
Don

Q: Hi Peter, Ryan, and Team,

Today (rightly or wrongly), I used the large uptick in the share price of CAE to sell my position that's held in my TFSA. (I sold with a gain of 4%, not counting the previous dividends.) I feel that the "airline" sector will still be under pressure after the present euphoria settles down, but who knows?

Having said that, please suggest two or three stocks or ETFs from each of the following sectors that could be considered somewhat defensive as well as being suitable for a TFSA. Portfolio Analytics indicates that I'm underweight in:
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials

Please deduct as many credits as you deem necessary. Thanks for the continuing superb service especially during this unusual time.

Q: There has been quite a fall in ATE's share price in the last week. Do you have any information on this? Do you see any upside, or is it time to let it go?

Q: Do you think this company is a recovery play? If so would you recommend it is a good time to initiate a position right now and hold for the long term? Thank you!

Q: With Endo's latest issues and a multi year low for their stock price, is it time to act for Mr Goodman? It would be great for GUD to go after the Paladin business. Endo needs the cash.
Can they do it? Should they?

Q: The profitability of the life insurance company is negatively impacted when the interest rates are low. Since the interest rates may remain low for a while, does it make sense to buy Sunlife at the moment?

Q: OECD is in the news predicting the possibility / likelyhood (??) of historic global recession. What might we see to refute / support this dire scenario?? Thanks, Jim

Q: I hold CNQ since 2015 and I am losing 50% on it.
Does the share price of CNQ stand a chance to go back to $42?
Is it worth to keep it or if the situation for oil in Canada is a lost cause?

Q: Hi, I owned the 5.25% Debentures (and stock) ahead of the COVID-crash, but bought more of both in the pit of the crash. I get that they are servicing a lot of debt, but I also felt that they were perhaps being punished for being an airline, without consideration of their essential service in most of their flying markets, and their largest input cost is fuel, which mitigates some lost revenue.
The Debentures have not recovered nearly as well as the stock. I'm OK holding on to the debentures, as they are less than 2% of my RSP, but would appreciate your perspective.

Q: Qsr dropped $2.52 today.Any reason(s)?After close,announced election of directors.Did Akerman place any on the board? Txs for u usual great services & views

Q: Good morning 5i guys!

Thanks for everything as usual solid advice.

Divurging from ETF's for the canadian market. I am fairly well diversified. But lacking in tech.
Which individual tech stocks would comprise your home built canadian tech portfolio 'today'? Rough weights even though they are personal of course.

Thank you and looking forward to it.

Q: What are your thoughts on this company? I have family members that have invested in it, but I cannot find much information on the company. Thank you

Q: Hi any info on this company, are the warrants worth a punt?

Q: Is this a good entry point for this stock?

Q: Sorrento Therapeutics Inc. is hot on the Vaccine trail. along with MRNA & NVAX. Would you have an opinion on it?

Thanks! Austin

Q: In a recent response to a portfolio question you said you couldn't comment on over 40 stocks in the portfolio but could comment on a few of them. Of IBM you said: "IBM we consider 'meh' and there are better ideas."

My question is this: Couldn't IBM have a place in a diversified RRIF portfolio from the perspective that it provides a reliable income stream to help meet mandatory minimum withdrawals? If you have to withdraw say a minimum of 4% a year, then IBM's 5% dividend certainly helps. If you still don't like IBM in this context, what else would you suggest for a 20 year hold?

Q: I’ve held BNS shares in a DRIP over the past 10 years. My ACB is about break even. I obviously chose the wrong bank as I would have done much better holding RY, TD, or NA over the same time period. Since I’m in a position to sell and not pay any tax, would you suggest switching over to one of the other big five or simply stay the course? I’m a long term investor and plan on leaving this money for my estate. Thanks for your insight.