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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: Hello Peter and team, I have held a position in the company for more than 10 years. It has been a roller coaster ride with a couple of boom and bust along the way. Recently, it has been recovering fast, with Covid restrictions lifting and people going back to offices. Does this run up have more legs? Is it time to trim? What will the rising interest affect REITS in general? Do you see better opportunities in REITS (not limited to office REITS)? Appreciate your insight!
Read Answer Asked by Ching on March 17, 2022
Q: I presently own Mawer US equity 108 and 150 global small caps
Would like your recommendations as to buying two more Mawer funds that are down a lot and may have some good upside in the next two/three years
Alternatively can you recommend an ETF instead of the mawer funds you choose since the etf would have lower fees
Finally would You choose the Mawer funds over the ETFs you recommend in spite of the higher Mawer fees with the expectation of better returns from Mawer ?
I would like to purchase with Canadian dollars
Thank you
Read Answer Asked by Indra on March 17, 2022
Q: In march,2021 you published a special opportunities report on 10 top picks beginning with byd,csu.
We would be pleased if you could provide an update.
Would you make any changes?



Read Answer Asked by Terry on March 17, 2022
Q: Given the recent price jumps in some of the US recommendations you have been making, can you give me your top 5 long-term holds in terms of their current price?

Thanks

PS. I understand your timelines, but if you could answer quickly because tomorrow morning will be my last buying opportunity for the next week.
Read Answer Asked by Kevin on March 17, 2022
Q: Hello, conservative investor and thinking about adding an oil and gas ETF into my portfolio and am looking at XEG vs HEE. Now, I know HEE writes covered calls, so I was surprised when looking at 5 and 10 year returns that HEE's return was lower than XEG. Conversely, in up years, HEE had higher returns than XEG. I would have expected this to the be the opposite. Are you able to say why this has been the case? Thank you.
Read Answer Asked by jeff on March 17, 2022
Q: Hello 5i,

In our registered accounts we have BEP.UN, BEPC, FTS, AQN, BAM.A, BIPC, WSP. All of these stocks performed very well for 2+ years thanks to 5i. We trimmed each of the stocks to 1%-2% positions between August and October when prices were elevated with the intention of repurchasing if they dropped. With rising interest rates and inflation now it may not make sense to repurchase. Would it be viable to:
Retain one of FTS (2% position) or BEP.UN (2%) or sell both?
Sell AQN, BIPC,
Retain BAM.A and WSP, and increase each to 3% or 4% with the proceeds from the sale of the other stocks?
or Any other suggestions?

Thank you

Debbie and Jerry
Read Answer Asked by Jerry on March 17, 2022
Q: When I was awarded shares of PMZ I entered them into the program with a book value at the current share price, but in reality, I did not pay for the shares. Conversely the HR.UN became a 20% + loss. I'm wondering if this is okay or should the PMZ shares have gone in at 0 book value or the HR value be reduced to accurately reflect the performance of the portfolio.
Read Answer Asked by Robert on March 17, 2022
Q: Which Canadian companies will benefit when the trans mountain pipeline starts up.
Thank You.
Read Answer Asked by nick on March 17, 2022
Q: I started looking at NVO and I saw that you said it had a PE of 37X in answer to a question about it in December (2021). Yet TD (webbroker) shows earnings of about $50 going forward and not much less in the past year. So i was wondering where you got the number of 37X - should it be closer to 10X? What am I missing?
Read Answer Asked by arnold on March 17, 2022
Q: Hi, One of my friends who is constructing a house told me costs of 2x4’s have gone up by five fold recently.. Is that reflected in the stock prices of companies like West Fraser? Is it too late to get in?
Also what are your thoughts on Aritizia going into this tough environment of higher interest rates and inflation..Will apparel companies typically prosper in such an environment? Thanks.

Shyam
Read Answer Asked by Shyam on March 17, 2022
Q: I’m wanting to start small positions in two of the above. Will you please advise which two you prefer. Many thanks as always for your knowledge. Rob
Read Answer Asked by Rob on March 17, 2022
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