Investment Q&A

Q: Good (not so good ..) Monday.
Have you seen any official press release about these 2 preferred which will reset at the end of June. Prefblog’site mentionned that EFN.PI will be redeemed. I have not seen anything on EFN.PI or BPO.PG. Some cies really drag their feet. Thanks

Q: What is Sylogist’s dividend coverage ratio currently?

Q: I have been hearing a lot of negative views on the stock market lately because of rising inflation/interest rates. I had a look at the US 10 year bond rates, compared to the S & P 500 level over the last 60 years. The 10 year moved up over 8% in roughly the 1978/1979 period and basically stayed there until roughly 1991, with a peak of over 15%. During that time, the S & P 500 went from roughly the 400 level to around 850, so the market more than doubled. Inflation was also very high then, and unemployment was much higher than it is now. It seems curious to me that so many people are so negative about the stock market, citing rising rates/inflation as the reason, when the market performed quite well during an extended period of much higher rates. Wondering if you had any comments about this.

Q: Can you comment on hut.ca? I am considering buying at the present price for a 1% holding longer term vrs a trade to sell after sometimes after bear market has turned.

Q: Amazon or Salesforce for a 5 year hold in an aggressive growth account? Thanks!

Q: Any explanation for the sudden drop in BIPC from $88 to $57?

Q: Peter; Could you updates your thoughts on NHF.UN ? Thanks. Rod

Q: ISRG is now under $200/share. I thought I would add to it if it fell below $200, and now that it has I am not sure if I should average down. I am down 40% already.

Why should I NOT average down at this time?

What price would you consider adding to this stock?

In this market many growth stocks have fallen considerably. I know you don't like averaging down, but at some point you will have to unless you have owned growthy stocks for 3 to 5 years then you are still positive.

thanks,
Paul

Q: What interest factors do analysts use to calculate the discount on equity cash flows?
Perhaps you could give us novices an example.
Thank you

Q: What do you recommend for high yield short term savings?

Q: I hold BRE and ECN in my portfolio. I would appreciate your opinion on these companies. What is the short term and medium term outlook for ECN and BRE. Also, what would your current recommendation be: hold? sell?
Thank you

Q: Hi! If you listen to Larry Summers from Harvard on Wall Street Week he speaks of stagflation, Fed not raising rates quick enough, and difficulty with getting a soft landing. If you had to create a brand new portfolio today with a tilt towards income and could choose a combination of 16 stocks from either the US and Canada what stocks would you choose?

Q: In the current market environment with high inflation, lower growth, risk of recession and war, if you were building a portfolio today for income/growth what sectors would you avoid entirely, if any? And, if one was building the portfolio today what percent would you allocate to each area that you are suggesting? Thank you!

Q: Hello, would appreciate your thoughts on this ETF as a potential long-term hold, which also has a small dividend. Thank you as always! Aaron

Q: I have to take issue with (IMHO) inconsistencies in answers to related questions by 5i personnel. Because the answers are never signed I'm not sure who is answering what.

My issues are with my question on ENGH and a subsequent question on ENGH by Ronald

ON May 26th I questioned holding ENGH and a portion of your response stated "We continue to like the long-term prospects and we would be fine with the stock for a long-term hold. We think ENGH has a solid recovery potential, once the market calms down and inflation risks peak."

To me that was a rather generic response that I've seen you write on many stocks." Your comments were IMHO not negative on the stock, so I decided to hold.

Then on June 9 you repsonded to Ronald : "ENGH has missed a lot of its recent earnings expectations" and "We believe that time will be needed before this company reverses its momentum and it finds its footing. We would prefer to sit this one out for the time being."

Now, I realize that my question was pre earnings, I believe Ronalds' was post earnings. BUT had I had the comments you gave to Ronald I probably would have sold the position.

I found the second answer much more pertinent and salient and would have made my action very different.


Sheldon

Q: hello 5i:
I'm asking for help in understanding current rate expectations and the way forward.
Given that the current Fed Funds rate is 1% and given that the future Fed Funds rate is expected to rise to 3.5%, it seems that interest rates, or expectations of interest rates, seem close to peaking. Would you agree?
If so, it seems bonds might become much more investable. Would you agree or disagree, and in either scenario, what is your opinion and the results on the bond market?
Would the results of a future Fed Funds rate of 3.5% not push us directly into recession?
I am also supposing (please confirm) that the Canadian path forward (although with higher rates) will directly follow US rates.
thanks for the economic primer
Paul L

Q: Can you please comment on the investment potential /outlook for Southern Energy….
Thx Kim

Q: Wondering which of these 2 stocks you would consider the better buy during the current sell off? I own a small position in Nvda already.

Q: In our unregistered, income account I recently sold LIF and have decided not to return to that stock after 30 days. Instead, planning to buy more of one or two of the existing stocks.

Since this is an income account, yield is important and also quite happy to see total account balance steadily increasing whilst tapping off the cash.


I need some help deciding which ones to add to, and have 3 criteria:
1. Best yield
2. Current portfolio weighting
3. Best value over next 5 to 10 years

1. From highest to lowest yield:
TCL.A, BCE, AQN, EIF, BNS, CPD, T, SLF, QSR, ZRE, RY, LNF, FTS, BEPC, NTR

2. From lowest to highest weighting:
ZRE, LNF, TCL.A, QSR, AQN, NTR, BEPC, SLF, CPD, T, BNS, EIF, BCE, RY, FTS

3. Can you please help me to rank these stocks from highest to lowest value / growth prospects, or if that is to big a task. Please recommend overall best 3 selections given my criteria.


Thanks,


Jim

Q: Hello 5i Team,

I'm down considerably in these US stocks in a taxable account: APPS, DIS, DXCM, EXPI, FB, NET, NFLX, U, and UPST.

I would like to crystallize some losses.

Could you please suggest:

1. The stocks I should sell outright (and suggest a replacement);

2. The stocks I should sell and then re-buy in 30 days (and suggest a proxy); and

3. The stocks I should continue to hold.

Feel free to subtract as many credits as required.

Thank you for your valuable advice!