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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 team!

I've owned both SU and CNQ over the years and I have done well on both. It is my impression that when comparing these two, you tend to prefer SU over CNQ, but given SU's underperformance, dividend cut and operational issues, shouldn't CNQ be the preferred choice. CNQ has gone from about $10 during the pandemic crash to $66 while SU has gone from $16 to $36 because of the issues noted above. Suncor is cheaper, but maybe its cheaper for a reason. Operational issues are still a factor as recently as December and early January.

Jason
Read Answer Asked by Jason on January 21, 2022
Q: Hello Peter,

You used to love palantir’s prospects. Do you still feel the same way about this company and that it will be a future powerhouse in data and to a large extent are in a league of their own?

If so, at what price are you buying? At what price do you love it? And at what price is it a table pounder. I remember last year you loved it at $18.
Read Answer Asked by James on January 21, 2022
Q: Thank you and credit to the whole team at 5i for posting the following:

One of the hardest things for investors to do is 'nothing'. When markets go against you, and you feel like selling, it is important to ask yourself 'why' you are selling. Is it because you are scared of losses, or because fundamentals have changed? Other questions to ask yourself: Is your portfolio properly balanced? What is your time frame? Can you withstand some more losses without panicking? Is your income more than your expenses? The start of 2022, at least for some sections of the market, has been absolutely brutal, one of the worst we have seen since 2008 (October). But keep in mind that things always look bad when they are down. Sentiment and fear can get in the way of investment success. There is nothing wrong with doing 'nothing' in times like these. It is exceptionally hard, but most times turns out to be the right move.
Read Answer Asked by James on January 21, 2022
Q: The market has been weak since the start of the year with the NASDAQ down over 10% from its November high. I don't own any not profitable tech, but I do own Shopify. Seems like the market is fading into the close the last few days and can't sustain a rally. Does this suggest more downside on a waiting pattern until the BOC and FOMC meetings next week. If history serves, it seems like these tightening cycles always overshoot in anticipation of the start and then settles out a bit. I guess the big difference this time is inflation and whether it moderates or forces the Fed to keep tightening. Thoughts?

Jason
Read Answer Asked by Jason on January 20, 2022
Q: Are there any rumours or indications that TD is preparing to sell its position in Charles Schwab. Also can you tell if the Schwab shares are voting or non voting.
Are you aware of any banks or other financial companies that TD is looking to acquire?
Read Answer Asked by Robert on January 20, 2022
Q: Morning 5i,
I'm light on transportation, and recently read an optimistic appraisal of MTL that considered its substantial dividend to be safe, highlighted its aggressive share buyback program (approximately $100M worth of shares last year and this) good price/cash flow and forward PE metrics and evaluated both it's business and business model as solid for the foreseeable future.
I wonder if you agree and how you would compare it to TFII which I know you like? Specifically, I'd be interested in your comparison of the two in terms of total return over three or so years.
Thanks!
Peter
Read Answer Asked by Peter on January 20, 2022
Q: Do you have a hard and fast rule for taking profits into a spike? So many stocks peaked in November and "round-tripped", many giving back their pandemic moves. I have heard -triple-sell-half, rebalance above 7%, etc. I find that they are easier said than done. Just need to add another methodology to my quiver as I have seen too many gains melt away.
Read Answer Asked by David on January 20, 2022
Q: Favorite (hammered) growth stock that pays a divy? Bit of bottom-fishing for a long term hold. Thanks Ron
Read Answer Asked by Ronald on January 20, 2022
Q: Hello Peter,
For an RESP today and future contributions with focus on Canada and USA, I was thinking of allocating more monies to indexes such as xic and xsp and less to sectors such as xfn or zeb , and xit. What are your thoughts? Also, i noticed that xsp has not done as well as SPY. i am assuming it is do to currency. In an RESP, I would think xsp on toronto and SPY on NYSE, both have withholding taxes.. Please comment. Thank you
Read Answer Asked by umedali on January 20, 2022
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