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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: What would your top 4 buys be to hold in a taxable account? What would be your suggested time frame for each?
Read Answer Asked by Richard on August 25, 2017
Q: I hold equal shares of each in my tfsa, please share your thoughts is tweeking required. I have a well balanced portfolio outside the TFSA

Callidus Capital Corp CBL
Dollarama Inc DOL
Exco Technologies Ltd XTC
Inter Pipeline Ltd IPL
Photon Control Inc PHO
Sleep Country Canada ZZZ
Read Answer Asked by Peter on August 25, 2017
Q: the question I keep asking my self is why do I buy recommendations. These three are your picks so bought but all have declined since purchase. I have no problem with volatility but what is the percentage decline that yo u should expect on these kind of stocks, down 12,10, and 15%. My limit is usually 18-20. so should I wait for my target or move on.
Read Answer Asked by Ross on August 25, 2017
Q: Hi
I have small position in PIH in my tfsa. I thought I might sell it now instead of wait for the takeover. Could you please make some suggestions of what to replace it with.
Thank you.
Read Answer Asked by maida on August 25, 2017
Q: As a new member of 5i Research, I first want to thank you for the service you provide. Fantastic.

I am reviewing the Canadian portion of my RRSP, sector by sector. I have a balanced approach and 15+ years ahead of me before transferring to a RRIF.

I find myself a bit underweight and concentrated in Healthcare, owing only NHW.UN (4% of Canadian portfolio). I was thinking of switching half into CSH.UN for diversification within the Real Estate/Healthcare space, then add a 3% position in GUD for more growth. What are your thoughts?

Note: The US portion of my RRSP, which is half the size of my Canadian portfolio, is invested in Mutual funds with Healthcare/Big Pharma representing about 16% of my US holdings. So my strategy would bring Healthcare to 10% overall in my RRSP.

Thx.
Read Answer Asked by Christian on August 25, 2017
Q: What's a good replacement for CGX?

Thanks,
Robert
Read Answer Asked by Robert on August 25, 2017
Q: It seems to me that Cineplex should be valued more on cash flow, like a pipeline or a REIT, because of all the buildings it owns. For 2016, it claimed $106 million in depreciation, which of course lowered reported earnings by that amount. According to TD, 2018 FCF is estimated to be $3.46, making the stock actually somewhat cheap. Thoughts?
Read Answer Asked by Alex on August 25, 2017
Q: My only energy holdings are ALA, ENB and PPL, representing 11% of my equity portfolio. I am considering SU or CNQ as an addition. Which do you prefer at this time, or would you view my energy holdings okay as is?
Read Answer Asked by Barrie on August 25, 2017
Q: Their 2nd q results appear strong. There is no conference call but I believe there is one analyst coverage. Please comment on results. Also, were the 2nd q results better or in line with the analyst estimate ( re sales, margin and net income)?. What is the analyst expecting for this current year and next year?
Read Answer Asked by Murray on August 25, 2017
Q: Hi Peter
Just went through my portfolio and these are my asset mix results.
Tech - 19.8 %
Basic materials - 17.9%
Consumer Cyclical. - 11.7 %
Consumer Non Cyclical - 9.4 %
Energy - 9.0 %
Financial - 8.0 %
Reits - 4.5 %
Health - 3.4 %
Telecom - 3.8 %
What do you think of my sector waiting? Any thoughts on sector performance going forward... Should I be shifting my percentage on any of the above sectors going forward from here?
Appreciate your advice always!!
Read Answer Asked by Mike on August 25, 2017
Q: I have room for one of CCL.B, BYD.UN or ATD.B. Which has better growth prospects?
Read Answer Asked by Andrew on August 25, 2017
Q: On Nov 26, 2016 I asked if CRH has risen too quickly and was likely to decline materially. You mentioned the fundamentals were strong and it was not like other prominent TSX collapses of recent years.

Now that the stock has collapsed rather predictably I ask why do you still think share price momentum is a good thing to chase.
Read Answer Asked by Chris on August 25, 2017
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