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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,

I am retired without pension and reliant on income from my investments. I do not want to exceed 55% of my portfolio in equities and thus am left with a sizable amount to invest in fixed income. I am concerned that bond ETF's are returning too low a yield to justify the risk of losing invested capital as interest rates rise. I have considerable GIC's(laddered terms), some ZCS and too much(20%) of my portfolio in Cash. I have been looking at HFR as an alternative for my cash/GIC's and would like your opinion if you think this represents diversification and yield improvement over the GIC's & cash while reducing the risk of capital losses?

And BTW - thanks for this service. It is great value.
Read Answer Asked by Morgan on March 08, 2021
Q: Hi 5i team,

Pls comment on MRE's results. Also do you any headwinds mentioned to also impact other parts mfgrs like Magna or Linamar.

As a side note, I'm waiting on a new 2021 pickup and my dealer said I'm lucky as their being told to no longer accept orders for trucks due to shortages on parts.

Thx
Read Answer Asked by Christopher on March 08, 2021
Q: Hi there,

With eye towards overlap, could you please rank these Canadian stocks you’d buy and hold for long term growth growth only assuming the top four would be held and the rest of the portfolio would be well balanced… Thx, M

SHOP
LSPD
AT
EGLX
WELL
XBC
DND
NVEI
Read Answer Asked by Mark on March 08, 2021
Q: Hi 5i team,
My nephew turned 18 last year and has now 11K in his TFSA ready to invest.
What would be your suggestion (s). It can be a mix of CDN and USD stocks/ETFs.
Obviously, it would be several years before needing any of the money so some risk can be taken.
Thanks
Read Answer Asked by Marco on March 08, 2021
Q: Hi to all 5I research thanks for the great work. My question is on CWX.to . Last quarter of 2019 they reported 04 cents and I was looking at a recent analyst report from Thomson R and they are calling for a 19 cent for q4 2020 up from 90 days ago of 13 cent and 6 strong buys and one buy. Own the stock for 5 years now and ask this question every march for the past 4 years. I like this sector because it is a renewable product and always in demand thanks to climate change. Is this earnings report match yours? They also call for a 8.80 stock price average do you agree with this number? Thanks again.
Read Answer Asked by Hubert on March 08, 2021
Q: The earning for the year look decent. Too bad they give little public guidance but my understanding is that business has picked up and they project double digit growth over the next few years. Based on that scanty information do you think the stock is undervalued? I like the 3.70% divy while I wait for the company to be discovered.
Read Answer Asked by Murray on March 08, 2021
Q: For new money to top up my income portfolio holdings per above. How would you rank if buying today based on valuation and future growth (revenue, earnings,dividends)
Please also rank the sectors (banks, insurance, utilities, telecom ). Thank-you.
Read Answer Asked by Albert on March 08, 2021
Q: Please feel free to disregard this question if it is outside the scope of this fantastic service.

High growth tech stocks such as Unity, trading at a high multiple of future sales, have been pummeled due to a rise in the yield on ten year treasuries. Future earnings will be worth less, so this makes sense. I understand this relationship directionally but not quantitatively. I would like to understand the relationship better in a quantitative way, a sensitivity analysis if you will. Can you offer insight into how a 1, 2 or 3% increase in ten year rates effects the value of future earnings? And in turn what is an appropriate adjustment in stock price for a stock trading at 10, 25 or 50 times future sales?

Thanks.
Read Answer Asked by Joel on March 08, 2021
Q: In Peter's editorial in the February Moneysaver, he re-iterated the importance of diversification across the 11 main sectors. I found I am short in 3: tech, healthcare and communications. I am on the verge of retirement and have an income slant but realize some growth is also needed throughout my investing lifetime. Could you give me one growth and one income recommendation for each of those 3 sectors? (A company which pays a small dividend but has a history of raising it consistently would be ideal in the growth recommendation.)

Thanks,
SCOTT
Read Answer Asked by scott on March 08, 2021
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