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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: Hi Peter and team,

What do you think about addition of fertilizer stocks at this point given we don’t have any exposure following the 5i BE portfolio and the huge arbitrage in Natural Gas prices between NA and Europe and the sidelining of Ukraine as a major agricultural producer?

It feels like a solid opportunity. CF has a yield and is buying back stock.
Read Answer Asked by Marc on October 16, 2022
Q: Hi,
I'm curious about these two stocks. I came across LNG and am thinking they could be well positioned to grow profits based on their LNG terminal and NatGas marketing - however, volumes seem low, so I'm obviously missing some key info here. Then there is FLNG which ships NatGas, but - and it's a big one - there seems to be lots of red flags here - starting with the very high yield. Am I correct in thinking both of these are too good to be true?
Thanks!
Dawn
Read Answer Asked by Dawn on October 16, 2022
Q: With heavy losses in margin accounts do you think only BANKS AND INSURANCE companies will benefit from rising interesr rates?
Read Answer Asked by Nizar on October 16, 2022
Q: There is a thought that the equity market will improve once there is an outlook for interest rates to decrease or at least not continue to rise. I recently heard a discussion that suggests this is not the end of the story because the turn in interest rates will only happen when inflation is brought down and that inflation will only come down when businesses cannot increase or will probably have to lower prices. When their prices go down, Corporate profits will drop significantly. It seems to me when Corporate profits are dropping, equities will fall even more, and as such there will be a long time to go before the market recovers. Your comment about all this please.

Many thanks.
Read Answer Asked by Leonard on October 16, 2022
Q: This was your response to my last question about the webinar broadcast a few days ago

"Unfortunately due to securities regulations on offering memorandum fuds we are not being allowed to post it"

Perhaps you can help me. So, its ok to do the original broadcast that people attended live. But it is NOT ok to view a replay of the exact same broadcast?

Please try and help me understand the logic here.

Thanks

Sheldon
Read Answer Asked by Sheldon on October 16, 2022
Q: Hi 5i Team - I hold the above stocks in three small U.S. accounts. I plan to keep NVDA, QCOM, AMZN, GOOG. My holdings in the other six are minimal due to the general sell-off over the past year: CRWD, UCTT, U, APPS, ROKU, UPST. I would like to combine these 6 into two, three at the maximum. Could you suggest which two or three should be kept. Or might it be best to sell all six and start over with a couple of different ones. My investment focus is growth with a three year timeline. Since it's the end of the week the answer can wait until sometime next week.
Thanks.
Read Answer Asked by Rob on October 16, 2022
Q: I've owned Dream for over 6 years now and its steady 40 cent dividend was all return of capital, lowering my Adjusted Cost Base each year. I now see that its current price and my ACB are almost the same. I've made ZERO in 6+ years despite its very good dividend. I think this illustrates your comments that they have not created any value over the last 10 years.
Read Answer Asked by Earl on October 16, 2022
Q: Reko released excellent y/e results yesterday.
The company is now debt free and focused on robotic factory automation & precision machining.
During the past couple years Reko has paid a special dividend and bought back over 5% of their o/s shares while growing their book value to over $8.
Do you feel that the company is undervalued and is a prime candidate for a privatization or take over?
Read Answer Asked by Charles on October 16, 2022
Q: I’m a Canadian invested with a dividend focused portfolio in my retirement account. I’ve help Morgan Stanley for a while and have more than a 20 percent loss. I started to wonder whether my holdings in Canadian banks gets me enough exposure to the Is capital markets (like through TD bank) that I should sell MS and maybe look for a U.S. alternative in tech or healthcare. Does TD or other Canadian banks have enough capital market exposure that moving my investment out of MS would make sense to improve diversification?
Read Answer Asked by Gerry on October 15, 2022
Q: Given the nice run up in Nutrien is now a time to sell and look for other opportunities? I know this stock has long term potential, but I’m concerned with it’s cyclical in my retirement portfolio and with events such as end of the war (which would be a good thing) could negatively impact the price of these shares. Is there another materials type of stock that may be preferred in a dividend focused portfolio?
Read Answer Asked by Gerry on October 15, 2022
Q: I realize these can differ by industry, but what levels would you consider solid when looking at FCF%, P/FCF, ROA and ROE metrics? Thanks
Read Answer Asked by Michael on October 15, 2022
Q: i do not own birchcliff preferring other names but i am curious after announcing a special divvy of 20 cents per share, increasing their cap ex and confirming the 60 cents annual divvy starting in january the stock is getting hammered-is this because the markets prefer stock buybacks over
divvys paying down debt especially in relation to oil and gas names. dave
Read Answer Asked by david on October 14, 2022
Q: I'm looking for somewhere to put my cash for 8-12 months (looking to buy a house at that time) as the savings account rates are too low. What would you suggest? Would GICs be my best option?
Read Answer Asked by Alexander on October 14, 2022
Q: My US ETFs are a significant percentage of my portfolio and are unhedged. Given the strength of the US dollar, do you think it is time to consider selling these investments to purchase the hedged versions? Do you think the US dollar will continue to strengthen against the Canadian dollar or will this trend reverse?

Thank you for your excellent advice.
Read Answer Asked by Dale on October 14, 2022
Q: I'm thinking of investing in US Long-dated TIPS.

Does this make sense: good real yield right now, and if inflation persists then the yield remains high. Flip side, if we enter a recession and the Fed reverses and lowers rates or pivots to QE then the long duration would make for good capital gains.

1) Please point out any flaws in my above reasoning/if there are other risks I'm not seeing.

2) Please recommend 2 long(er) dated US TIPS ETFs that you think are good.
Read Answer Asked by Max on October 14, 2022
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