Investment Q&A

Q: Hello Team,
I have some money on the sideline and I want to gradually put it into action.
Considering that the market is statistically overdue for a good drop (or at least flatline for a while), what would be your best 4 picks for a RRSP and your best 4 picks for TFSA. I would target a 50/50 income/growth mix in both cases.

Thank you!

Michel

Q: If the US were to suddenly decide to revert to a gold-backed currency, what do you think the effect on gold stocks would be?

Q: Can you provide 2-3 US names that are mid-risk, pay >3% dividend, any sector, and currently priced for some future growth?

Q: Hi Peter and Staff
My question is about industrial REITS- I have been slow to replace Pure Industrial - most of your recommendations have been Dir.un.
I bought that last week after you had given a slight preference to Summitt over it - yesterday you were asked to recommend one and you picked WPT - what’s up?

Thanks for all you do
Dennis

Q: How much more upside do you see in this name (Shopify) and now does it being added to the index bode for near term upside? To what extent will it rally with ETFs and what not accumulating it through index funds? Thank you.

Q: XAU owns near 80 M shares of Mene. In the Q, I read, the class B shares will be marked to market on Goldmoney’s balance sheet in subsequent quarters.
Not sure what this means. I believe this will have no impact on EPS, even when sold this will be a one time revenue, is this correct ? How do you see this moving the sp of XAU should Mene ever become say a $ 1.00 stock?
Thanks for all your help.

Q: Could I please have your opinion on AEG. Some assessment in regard to future prospects, dividend sustainability, and how much it’s presence within a struggling European market accounts for its share price would be appreciated.
Thanks, Don

Q: Hi, I currently own SPB and INE and down on both.
If you sold one, which one would you sell?
Also looking to buy a stock for income and a little growth but would like 4%. Would you consider ACI or could you recommend another, sector is not a big issue.
Thanks

Q: hello 5i:
Long time holders of both of the above companies and intend to add to one. Have read the questions submitted in the past, but am wondering which of these companies would you favour:
A.) as far as total returns are concerned
B.) as far as safety is concerned
C.) as far as present valuations are concerned, adding in future growth possibilities

thanks, and deduct as many credits as necessary.
ps. Bought these companies YEARS ago, based on 5i recommendation. While they haven't quite been CSUs - what has? - my only regret is that we didn't buy more. Kudos to you Peter, as Ryan wasn't around back then.

Q: Hello. Thoughts on these ETFs for yield plays? Thank you.

Q: Top dividend stocks to write covered calls on?

Q: Can you please give me your opinion on this company

Q: Hello Peter, Ryan and Team,

I have been plucking the weeds and watering the flowers. These three are my biggest losers in a taxable account down between 20% to 30% and haven't been rallying as the others. Can you make the case for both buying and selling each of these? Thank you,

Wes

Q: Is there an etf focused on companies in China with domestic focus (ie vs exporters) ? Tsx listed would be preferred. Thanks.

Q: I see this companies stock had quite a surge. Do you have an opinion on it???

Q: I was considering selling Enghouse based on the most recent earnings report and buying either Shopify or Open text.

Q: Hello,

We hold this U.S name in a registered account as with other U.S names and yet I notice on our statement that only this name gets deducted a "Non Resident Tax Withheld"

1) The Feb 26th dividend was reduced by 37% ! Did I get my calculation wrong? Could it really be 37%?
2) Why only on this name and not others?
3) If the yield has this handicap then shall I just sell and look for something else?

Many thanks

Q: What is the difference between GOOG and GOOGL?

Q: Can you please provide the consensus estimate for Stella Jones when they report on Friday. In addition, given analyst expectations and the company’s past history of beats and misses, can I ask if 5i’s intuition is leaning one way or the other with respect to their Q4 numbers?

Q: Hi 5i,
Just some additional comments following on Scott’s question about the latest issue of EIF debentures. EIF is a serial issuer of convertible debentures. This issue will likely trade as EIF.DB.K when it hits the exchange and the timing of the issue suggests that its purpose is to fund the redemption of the EIF.DB.G debentures, for which EIF will soon be issuing a redemption notice. The series G debentures have had a 6% coupon and have been trading in the money (share price above $31.70) for a good chunk of the past couple of years. The new issue technically extends this portion of EIF’s debt financing out to the new issue’s maturity date, March 31, 2026. However, anyone considering holding EIF debentures should be aware that they routinely ‘hard call’ their debentures, for an early redemption at par, typically about two years before maturity. For example, the actual maturity date on the series G debentures isn’t until March 31, 2021. To obtain the existing premium, current holders of the series G debentures will need to convert them into common shares at $31.70 or else sell them into the market before the redemption date. Cheers!