Investment Q&A

Q: I asked this question yesterday, however it appears it was missed:
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.

For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."

Q: Hi team, Before I fall for a good div enhancement gimmick, would you please comment on brett Owens div. Conversion machine being applied to us blue chip companies like Google, dis, jpm, pfe, to triple dividends received, and could this be applied to CDN stocks or what's the ketch. Thanks for the heads up.

Q: Hi 5i,

With the market correction, I am looking to add to some positions while things are on sale. I am looking at TSLA, which reposted good results last week and thus the stock started to rise. It also did pretty well today in a negative market. I have read your other answers on TSLA. Has you opinion become more positive after the recent results. Thanks 5i

Q: I am a retired, conservative, dividend-income investor. I have added ROE and Payout Ratio to the metrics that I track to assess the securities that I hold. Can you give me some ballpark levels that are a good starting point? For ROE, is >10% a reasonable level? For Payout Ratio, is <90% ok? I suspect it differs by industry (eg. I know the banks are around 50%), if so can you lay it our for me...thanks.

Q: with the stock at a low is it time for a dividend investor to buy in. They brought new projects on line (NB)and more will come on line in 2019.

Q: With the forward P/E of TSGI currently under 8 times I am wondering how this compares to the historic P/E.
Thanks Mike

Q: Are there fundamental or other reasons why this stock has lost about 20% of its value in the past 5 weeks? Does NAFTA II negatively impact it? I notice the CEO is also president and chairman. Does this pose a risk at this stage, or would do so if the firm got a lot bigger?
I enjoyed the seminar last week. Refreshing !

Q: Hello .. I hold a foreign dividend etf in my cash account. Will the foreign tax paid increase my cost base or is it just the cost or diversification. Best regards gary

Q: I know this isn't an exact science, but can you list what Canadian sectors you think will be the hardest hit by tax-loss selling? Is it a good idea to wait until early December to pick up some companies in these sectors?
thanks,
Paul

Q: hi Peter. do you still forecast eps for 2019 of $2.51? if you do TSGI now has a P/E of 10.73. and for a growth stock would appear to be a great buy at these levels. would TSGI now be considered by you as a value stock or a falling knife? thanks as always for your insight. Richard

Q: Looking at Microns history it has been quite volatile. Between the end of 2014 and mid 2016 it fell over 70% which ended up being a fantastic buying opportunity. Looking at it now, it has fallen over 40% since its most recent peak. If it were to fall a similar % as 2014-2016 it could go all the way to 20 bucks.

Looking at the most recent balance sheet however, the company paid down a massive amount of debt in 2018, and generated a ton of cash. Is there any estimates of how much cash/share this company could have at the end of 2019? If 2019 is anything similar to 2018 it looks like a decent % of the market cap could be in cash, which makes me think a similar decline as 2014-2016 is unlikely . Is the risk/reward getting increasingly interesting here?

Thanks!

Q: mine is a margin growth portfolio.yet i would liketo add judicously starting with div stocks

one add to one of the following TD , BNS, BA AND JP
Two add to ENB I own or Bell new
three add to nvda or pho
four addto SQ /TOY/ FB
FIVE ADD TO TSGI OR GC
six Magna..

Q: Hello Team
Out of these two Insurance business SLF and MFC which one is a better co. to Invest for growth and dividend for 1 year.

Q: Just a comment about Terry complaining about 5i's bad advice regarding when to sell financials. 5i should make it perfectly clear that this is not an advisory service. People need to take responsibility for their decisions, and stop blaming others. Start with a financial plan, know yourself, and always remember the stock market is a tool for redistributing wealth from the many to the few. A plan will help you end up with "the few".

Q: Is it possible to view the recent webinar as it was not possible for me to attend?

Q: Enjoyed the recent Webinar. As a beginner investor, could you please recommend 1 TSX stock that would be your Top Pick for today (any sector). I would like to research the stock to understand the criteria that you used to select this stock

Q: ABBV share price has slumped from approx. $95 to $82.50 in the past 5 days. Marinol was recently approved by the FDA. ABBV currently has a Forward P/E ratio of 10.72. I understand that the industry's average Forward P/E is 15.85.

What is your view of this stock. Seems like it might be an opportune time to buy and play the marijuana angle from a safe distance.

The Webinar yesterday was great. I hope there are more. Thank you for your services.

Q: I am just in the negative in this stock and wonder if it is worth holding on to. I see that it has come off about 10.00 a share in the past year.
Thanks, Lesley

Q: What do you think of this company for a long time hold and could you commit on their latest earnings.

Q: Hello Peter. I attended yesterday's webinar and must say that I found it to be of assistance. I do, however, have a question regarding when to sell a stock. In your presentation, you said that one of the biggest mistakes is to take too long to sell a loser. You also said the "Doing nothing is almost always better than reacting". These statements are a little contrary to one another. For instance, I purchased The Stars Group when you recommended it a number of months ago and all it has done since then is go down. How do I reconcile selling or holding in this case. Your thought process would help me a lot. What are the key factors to think about in my decision to hold or sell in this case and in general?

Thanks Peter.

Alex Riben