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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: I am overweight in Canadian tech and would like to reduce my holdings. please list in order of confidence for long term capital appreciation, high risk tolerance.

Dave
Read Answer Asked by Dave on September 03, 2021
Q: Over the next few months, I plan to buy the 5 stocks listed. Not sure if there is a preferred order of purchase. This will be in a non-registered investment account, where dividend accumulation and safety of principal are the main goals. Buy and hold forever. I keep all of my growth stocks in my TFSA, and I have most of those recommended by 5i. Could you please recommend an ordered sequence for purchase of these 5? (If you see one.) Thank you for continued great service.
Read Answer Asked by Gordon on September 03, 2021
Q: Brookfield Office was taken in by Property Partners and now both have been taken private by Brookfield Asset Mgt.

You once wrote these shares are not the best choice as the office market was in difficult times....not unlike today as Covid Delta comes on.

If BAM has taken the real estate private, does the risk of default not get reduced? Making these prefs a reasonable buy below $25, Min Reset ( 5.10%) with a current yield above 5.10%?

How likely is it that Brookfield parent would let a Sub default on payments?

Dave
Read Answer Asked by David on September 03, 2021
Q: Bought CU over CPX because of long history and large capital program to move CPX off coal.
Surprised Alberta power rates are good given their economy is languishing. Which do you see as the better option going forward for steady income and likely dividend increases above inflation rate (unlike CU of late)? Thanks.
Read Answer Asked by David on September 03, 2021
Q: thanks for Thursday's Market Update...the narrative and charts put reduced tapering with interest rate increases clearly in front of me...and now is making me wonder, especially about a possible window of opportunity later in the year, if I should wait until later to top up to full positions in ISRG and SYK, both heath care US stocks in a LIRA and to be held for the long-term, or do it now....what would you suggest I do or consider?.....oh, the funds used would move health care closer to the Portfolio Analytic target for this sector........thanks for the insights....Tom
Read Answer Asked by Tom on September 03, 2021
Q: Hi Peter and the 5 I Team.

This is just a comment.

I just wanted to thank you for the excellent service over the years. My portfolio has never looked better and my confidence has greatly improved.
I would recommend your services 100% , anytime, anyplace.

Thanks a lot,
Read Answer Asked by ilie on September 03, 2021
Q: Hello Peter,

Following the quarterly results from Docusign Veeva and Crowdstrike, would you consider them worthy of an overweight position?
Appreciate your opinion as always.
Regards
Rajiv
Read Answer Asked by Rajiv on September 03, 2021
Q: The other day Bruce asked about buying ATA at the current price. The answer concluded with " it remains fine to buy, but it should not be a 'buy and forget' name".
I am pretty much a buy and hold investor. What can a retail investor with limited access to research and market information (and limited wherewithal to understand the market) do to assess when if might be time to sell this stock?
Thank you for your excellent service.
Read Answer Asked by Leonard on September 03, 2021
Q: from a long term perspective how does engh and csu an look today?How does the value look with regards to forward PE and other metrics 5i would look at? Thx
Read Answer Asked by blake on September 02, 2021
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