Investment Q&A

Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.

Q: Which consumer staple / defensive stocks would you recommend and why. (I already hold Alimentation-Couche Tard and will continue to hold this one.)

Also own Proctor & Gamble and OK to trade this one in an RRSP.
Really want something for 10 years and not to worry about ups and downs of market but happy to look at something of good value currently.
Please choose any of the above or another choice. Safety and sleep at night are priorities. Please Rank for me excluding ATD.

Thank you 5i.

Q: Can you please give an update on BRAG. I am down about 30 percent on it at present, They seem to be doing a lot of content agreements and with the closing of Spin games coming up there seems to be potential but the stock price does not agree. Buy, sell or hold. Thanks

Q: Hi 5i team,

May I please have your review of Methanex's fourth quarter results. Also provide outlook for next few years, and would continue to hold given the cyclical nature of the company.

Thx

Q: Hi There,

Can I get your opinion on the three US ETF's listed above.

Thank You

Q: Hello! When examining my portfolio there are definitely areas that are working and areas that clearly are not like emerging markets, gold, and high growth tech. These are a much smaller portion of my portfolio. However, does it make sense to exit these areas if one can get out with no loss/minimal loss and reallocate the money to something like Sunlife, Enbridge, BCE, etc.. if one also needs dividend income. The reason for owning gold, emerging markets/international equity and high growth was for diversification but if primary reason for investing is income/stability I'm just wondering if it makes any sense at all to own these other clearly more risky areas. Thanks and I look forward to your expertise!

Q: The market has been less than enthusiastic about Dye and Durham since the takeover announced a month ago, which looks iffy now there is another rebellion among Canadian legal clients over fee jumps. If the takeover succeeds an article in the Jan.29 Globe projects debt will be 5X EBITDA up from 3X which could bury DND.

5i's assessment of David Berman's piece and the outlook for shares should the takeover be turned down by regulators in Australia, please.

https://www.theglobeandmail.com/investing/markets/inside-the-market/article-investors-have-turned-cold-on-dye-durham-heres-why/

Q: For these ETFs, in the 'Regions - Country Breakdown' they both have 'Asian Developed'. What countries does this include?

Q: Hi Everyone at 5i!!! I am looking to add some income trusts to my retirement portfolio to create some dividend income. What are your thoughts on the following as possible candidates: AD, FRU, and KEY. Cheers, Tamara

Q: Q.

Would you recommend one ETF for a 12 yr+- time frame for my sons RESP?
One that I can add to over time, growth minded, MER friendly with CDN & US exposure taking into consideration US taxation.

Thanks,
Dan

Q: Do you still prefer WElL .ca to QUIPT for an investment today?

Q: Peter; I’ve read your previous answers and am thinking of selling grt.un to buy Nexus. I hold the grt.un in my TFSA with a $80.00 cost. Looking to bump up the income. Thanks.Rod

Q: I am currently down ~42% on both of these having bought them 1 year ago. Are there some better options for me to move into or should I just keep holding on?

Q: Retired, dividend-income investor who usually has ALL of my cash at work. I am currrently sitting on roughly 2.5% cash and am considering topping up the above holdings to achieve my asset allocation targets.

Q#1 = Assuming a diversified portfolio, if I wanted to deploy my remaining minor amount of cash, in what order would you spend it and why?

My view is as follows:
First = PBH and WSP (good value right now = fundamentals and technicals look good, if you ignore the death crosses).
Second = ZRE (should do ok in a rising rate environment?).
Third = XIT (wait until at least the first interest rate increase has happened?).
Last = ADW.A (may need another quarter or two to get past the Covid impact).

Q#2 = or should I continue to sit on this cash if you think there are better opportunities coming in the future. It's not as if this minor amount of $ is going to make a huge impact on future performance.

Thanks...Steve

Q: Which of these, if any, are compelling buys at their current levels?

thanks, Hugh

Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks … Cal

Q: I own 4 of the most popular energy names in this rising market. Question: should I go vertical and put more cash into each name, or, go horizontal and add more names? Really curious here!

Q: Hi 5i; do you think TOU has a high probability of going up in the next week, and if so, by how much?

Q: What is your opinion of ALB now that it's share price has slid almost 15% so far this year? Is it worthwhile as a longer-term (5 year) hold or do you see a better choice? Thanks for the great advice.

Q: Can you give me 3 stocks you believe would earn 10% gain per year that have outdone them selves year after year? Not sure if they exist, thanks