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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 am currently down significantly on APPS, UPST, LSPD. In current market would you Add, Hold or Sell these companies.

Thanks
Tim
Read Answer Asked by Timothy on February 28, 2023
Q: Thank you for your insightful reply on a concentrated core US portfolio. Although greater than 5% allocations in the 3 Canadian portfolios provide guidance on building a Canadian core portfolio, I would appreciate your reply focusing on some of the key differentiating criteria [such as compounders, duopoly] that you identified in your US selections. I assume CSU will be on the list, but uncertain as to he rest. As with your previous answer, please provide key rstionale and target buy prices.
Thank you
Read Answer Asked by sam on February 28, 2023
Q: I originally purchased this stock reluctantly on the advice of my (then) advisor. I've never been a fan, as they seem to bounce from one crisis to another and have been stuck in a trading range until the recent hiring of Mr. Doyle; the trading range so far appears just slightly higher. There seems to be lot of investment advisor/analyst support at odds with my view. I am rethinking this position in my portfolio now I've no advisor, and am trying to decide if this one is worth keeping in my Consumer Cyclical group (currently underrepresented overall). I am interested in growth with this stock more than the dividend. Would appreciate your thoughts as it resides in your Income Portfolio. If not QSR then what is a plan B in this sector? Thanks very much.
Read Answer Asked by Dave on February 28, 2023
Q: Hi 5i,
I have a meaningful stake in WCP and am nicely in the green. I also have what I worry may be an irrational faith in its future prospects and its management, regardless of predictions that the energy sector will begin (or should I say continue?) to underperform in the not-too-distant future.
So, I'm looking for a reality check.
I have recently read elsewhere that WCP's debt, both short and long term, while presently manageable, is of a magnitude to potentially cause WCP significant problems that may well negatively impact both its share price and dividend if its revenues decrease by the amounts some are predicting over the next year and beyond.
Although I understand that there is 'good' debt and 'bad' debt and can both tell the difference in my personal life, and recognize how it is affecting me, analyzing the debt of a specific company in relation to its current and anticipated future revenues, CAPEX, FCF, EPS, P/E, etc. etc. is beyond me.
I would greatly appreciate your thoughts on the future prospects of WCP in this context.
Thanks.
Peter
Read Answer Asked by Peter on February 28, 2023
Q: I'm thinking to sell FRU for a tax loss and add to WCP. Eric Nuttal mentioned WCP is increasing their dividend? Where would one find this info?
I'm seeing conflicting info on dividend yields, on this platform as well, where is the most up to date place to search for yield info?

Do you have any other picks than WCP to consider for an income investor for a long term bullish oil play?
Read Answer Asked by Robert on February 28, 2023
Q: Hello Peter & team,

If a similar question which I missed has already been asked, please ignore this question and point me in the right direction.

The big 5 are reporting over the next few business days. Can you please share with us what we might expect? Good news bad news? Also, please rate each of the 5 in order and whether you think each of the names are a sell, hold or buy at this time and the reasoning for your logic.

Thanks for all you do

gm
Read Answer Asked by Gord on February 28, 2023
Q: My question is i hold these companies in my rrsp. I am up 186% on msft i have 22 shares and it is 2.8% of my portfolio. WSP i am up 195% 62 shares and it is 3.98% of my portfolio and unh i am up 135% 11 shares and is 2.69% of my portfolio. I would like to sell 5 shares of unh, 7 shares of msft and 12 shares of wsp. What companies should i pick up after selling these i have about 3 year time frame, or should i just hold on to them all. Thank you
Read Answer Asked by wilson on February 27, 2023
Q: With tough market and mounting losses to me 13% return looks very atractive at cost of much rise in the bank stocks(perhaps) can this stock return be good and perhaps sleep at night?
Which other stocks can we expect similar return in your opinion,I am trying to be high risk adverse having burnt since intrest rate rising.
Read Answer Asked by Nizar on February 27, 2023
Q: Hi 5i,

After the dramatic rise and recent sizable pullback in all things lithium how would you rate the main players from an investment perspective today? Thank you.
Read Answer Asked by Kim on February 27, 2023
Q: I'm down 50%+ in these positions in a registered account with a 5-7 year time horizon. Which of these would you suggest I sell and which would you consider holds? Please offer better alternatives in the same sectors for the sells. thanks!
Read Answer Asked by Chris on February 27, 2023
Q: please provide the forward P/E for MSFT AMZN INTU and MCO and also provide the respective PEG ratios for these companies and rank from best to last for capital appreciation over the next 3 years thanks Richard
Read Answer Asked by richard on February 27, 2023
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