Investment Q&A

Q: Could please tell me your newest additions to each portfolio in the last 2 months
I do not see where to find the date of entry ( although I see the start price)
Thankyou

Q: Nvda seems like it is shooting for the stars..is it still a buy at these levels. What are your thoughts on buying AMD or intc instead. Thanks. Shyam

Q: The yield on this stock at its current price is > 8.5%. Is this yield sustainable for the next 1 -2 years? It makes up 2.5% of my RRSP and I am considering adding another 2.5% for purposes of yield generation. Your thoughts please.

Q: Hi Gang, I hold the following companies to go with my core long term dividend payers, BUS, SHOP,ZCL,CCL,SIS,KNX,TV,PHO and NFI. I have some cash to put to work and was wondering if its a good time to buy TOY,WSP and CSU. Always looking for the next SHOP. Thank you

Anthony

Q: My daughter is just starting her investing journey and has probably 40 plus years until she needs the money. She has enough for 12 stocks and I have suggested she follow your balanced portfolio with a few growth stock added. Considering buying T, GUD, ENB, CCL.B, TV, BNS, TOY, PBH, SHOP, CAE. She understands SHOP as her mom was one of their early clients, but we are hesitant due to its incredible run up. Is this a good list and could you suggest two more stocks from one of the following areas. Tech, industrials or consumer. We are considering PHO, CSU, BYD.UN, KXS, OTEX, GC and SIS. Any other suggested changes would be appreciated. As a new investor I am sure she values some stability as she gets her feet wet but growth should be a prime objective. Of these stocks which one would you chose for her TFSA. Thanks for your insight. Please deduct appropriate credits.

Q: What is your opinion about the latest news that a company is interested in buying Alabama graphite?

Q: Opinion

Q: I want to buy AC but I only have cash in my USD cash account (non-registered). If I buy it on the US side will I be dinged for the withholding tax? Is the US ticker ACDVF? Thanks, John.

Q: Whats your opinion on OGI after the MOU from the NB province?

Q: Hi Peter and Team,
Could you please comment on PVG news release yesterday. It seems very positive. Is it under valued at this stage? Do they need raise more working capitals?
Thanks

Q: This is just a comment on Umeds question. He asked why Pengrowth shares had popped. The main factor has been insider buying starting on the 19th. There has been 2.7 Million of insider buying as shown on TMX Money. Large sign of faith by mgmt.

Q: Could you suggest advisory like 5IResearch with focus on US stocks. Thank you

Q: Hello Peter and 5i team,
I have done very well with Linamar and was thinking that it might be wise to switch to Magna at this time. It seems that Magna has a bigger global footprint and a better chance of participating in the electric car movement, especially over seas. Linamar appears more focused on non electric vehicles .
I would greatly appreciate your opinion, thanks

Q: I refer Richard's question of Sept.19th
Would this work for a RRSP as well, combined my wife I have $877,000. Sell our stocks and buy equal amounts of these etf'e.
This would give us a nice income should we take it out.
Also have a larger amount in cash and TSFA based on your portfolios.
We are 60 and also have pensions and no debt
Thank you and have a great weekend.
Mike

Q: HI All at 5i!! You suggested that we sell our Enghouse stock. What would you suggest we put in its place? Cheers, Tamara

Q: If oil stocks are in the process of forming a bottom, can you list some companies you would favour (small, med, large, oil and/or gas) as a potential buy list? Thanks!

Q: Two well established expressions are:

"Timing is everything" and "You shouldn't try to time the market"

So, on Wed the 20th, I bought my first position in Questerre Energy and today, the 21st, it's down 25.5% (so far).

I would appreciate your advice on whether it's likely to continue falling off a cliff, should I cap my loss at this point and run away or is there any reasonable expectation of a near term recovery.

Many thanks as always,

John

Q: If I was to invest 25K, I would receive approx $105/Mn dividend but the cost would be .72% or $180/Mn. Are my calculations correct and if they are, why would I invest in something that costs me more than I'm paid?

Q: Hi Peter,
Since Covalan Technologies is a small cap, i was thinking of trading it, but it could turn out to be a long term play. With the recent news, the stock jumped to $4.60 but has been going back and forth between 3.90 and 4.60. My average cost is 3.30. In this cases, should one simply trade it or simply hang on for more profits later given the good news release. Any idea why Pengrowth is surging over the last two days. I am not seeing any recent news and if you are able to access the recent releases, can you suggest a link please? Finally, i am thinking of boosting my GUD and BIP.UN to 5% weights which is my max per stock. Any comments. Thanks very much.

Q: Please provide your opinion on TD bank with reference to buying it on the TSX or NYSE. Since I have both a US and Canadian denominated accounts the buy can be made in either account. Is there any advantage to buying in one versus the other? Is the US listing subject to influences relative to all US banks, which currently are seen in a positive perspective with respect to the US Fed intending to raise interest rates? Although the rates are expected to rise in Canada as well, it does not seem to be as important a factor as compared to the US. At current exchange rates there is a difference in the relative value per share as well as a difference in the proximity to the 52 week high. Is there an explanation for this situation and is it significant to making in buy in US or Canada?