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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 5i: I'm still on my quest to reduce the number of stocks in my RIF in the most defensive way possible. In my IT sector I hold:
AIF (or is that in Real Estate?); GIB.A; KXS;
FB; GOOG; RYT (ETF).
Could you suggest the best way to reduce this to 3, say? Any suggestions on how to proceed given the current sell-off? Thanks Roland
Read Answer Asked by Roland on February 06, 2018
Q: A little context please. When investment advisors on BNN says they would buy some,or more, of a stock on a "dip" or a "pullback" what exactly are they considering that pullback/dip to be? A 1% pullback, a 5% pullback, a 10% pullback? As a retired long term investor I try and buy solid dividend payers, and yes, it would be nice to only buy LOW, but day to day drops of 1-3% are not always considered buying opportunities by me since tomorrow it could be the reverse. I try to keep some cash on hand so when do you pull the trigger in a "pullback"? I know it isn't an exact number but as I say,some context as to your thought process please. Cheers.
Read Answer Asked by Peter on February 06, 2018
Q: Hello, in my last question you recommended CLS as an addition to the technology part of my portfolio. Could you explain the reason? From what I see, it's share price is at the same point than 2 years ago, no momentum, no dividends. Are there some interesting developpement in the business? What rating would you give it? Thanks.
Read Answer Asked by Jean-Bernard on February 06, 2018
Q: From BMO Capital Markets, regarding the cost of borrowing (rising interest rates) and the new US tax bill. "Starting in 2018, companies can only deduct interest expense of up to 30% of its EBITBA. Any amount beyond this, will no longer be deductible. This will tighten further in 2022."
I read this quote, and noted that while you do not cover US Markets, this tax increase on companies in the States, may largely affect some of your members' portfolios. I really don't have a question about it, but thank you again for your guidance in regards to searching for value stocks. Susan
Read Answer Asked by Susan on February 06, 2018
Q: HI 5i, Sorry to ask another question re: a US company. Can you please tell me how the business model has changed with Koninkliijke Philips? I am interested in investing in a a good health care company and Lorne Steinberg recommended the company on BNN. Do you like this stock long-term? Would there be any concerns with Amazon, Berkshire, JP Morgan collaborative initiative? Thank you, Linda
Read Answer Asked by Linda on February 06, 2018
Q: What would be your favourite healthcare stocks in Canada and Us?
Thank you
Read Answer Asked by Josette on February 06, 2018
Q: in Dec. I added both ZBK and Bank of America to my portfolio...
with the correction, I am thinking of selling ZBK and adding JP Morgan instead...
the concentration will hopefully provide a greater return ( at less cost )!
appreciate your comments on this strategy ( and if you prefer an alternative U.S. financial instead )
ed in montreal
Read Answer Asked by ed on February 06, 2018
Q: Having sold Pure Industrial, I am looking at replacing it with industrial or perhaps office. (I already have enough retail and apartment exposure.) I have looked at Dream Industrial but am concerned with its small market cap. Also, the 25% ownership by Dream Office seems unusual and I wonder whether it is a red flag.
What are your top recommendations in the office and industrial segments?
In particular, what do you think of Granite REIT? Do you think that the outcome of the dissident shareholder dispute is positive?
Read Answer Asked by Carl on February 06, 2018
Q: Your report on this company highlighted U.S. softwood lumber duties as a major risk. But I believe that the Dept of Commerce exempted lumber from this company's territory. Does this change the rating for ADN ?

Does the increase in U.S. employment mean that there will be more demand for lumber for housing and therefore more business for ADN ?
Read Answer Asked by Don on February 06, 2018
Q: Hello Peter and Ryan,
I am thinking of increasing my weight to 6 percent each for Enbridge and TransCanada to take advantage of the weakness in stock declines during this week. Overall, i am down on both names but expect to keep them for 3 to 5 years as the dividends are great. My covalon technologies position has gone up alot and am thinking of selling half. Lastly, Alimentation couche tard does not seem to be getting too much attention on the positive side as the stock is simply building a base in the low 60s. I would appreciate your opinion on the four stocks please. Thanks very much.
Read Answer Asked by umedali on February 06, 2018
Q: Your opinion on CNR please. do you view this dip as a buying opportunity?

would you consider buying this dip in the S&P500 and TSX with the 10% cash i have? or should i invest 5% right now and 5% at a later stage?

i understand there are a lot of moving parts to this question, but im looking forward to your opinion.
Read Answer Asked by Adi on February 06, 2018
Q: Could you name 2 stocks from each portfolio that would be strong adds during the pull back? Also, in a minor pull back like this would someone be best to add money in blue chip names or growth? Canada or US? Where would you expect best returns?

Much appreciated.
Read Answer Asked by Tim on February 06, 2018
Q: With the current pullback what 5 names in your income portfolio would be best to ad cash to. Thanks.
Read Answer Asked by Peter on February 06, 2018
Q: If you had to pick two of these three consumer non-cyclicals to buy, which two would you choose?
Read Answer Asked by Carla on February 06, 2018
Q: Hello 5i, firstly let me echo other comments about how nice it is to have an experienced voice of reason on our side during these turbulent times. Thank you!!
I'm considering selling AVO now to free up some cash to buy a few beaten down names. My question is...if the offer for AVO was increased would it likely to be 5-10% or maybe more?
I know this is pure speculation but I am interested in your opinion.
Thank you
Dave
Read Answer Asked by Dave on February 06, 2018
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