skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I'm considering a very small position in WBA as a "contra", turn-around pick. I recognize that this is not the type of stock 5i would consider investing in. However I value your opinion on this name despite its warts already mentioned in past Q&A:

- Do you see about a 5 P/E based on projected earnings? Other metrics also seem better than the last 10 years.....of course for a reason.

- How sustainable is the new dividend payout?

- Do they have the capability to cut costs enough to bring the debt load down to acceptable levels?

- In your opinion, how susceptible is their business model to disruption?

Read Answer Asked by James on July 03, 2024
Q: I have an extra 100k and wish to purchase 10 covered calls for income and would appreciate your suggestions on this investment. I am also considering setting up a different broker account with no or lower fees than my current broker at 9.99$ in and 9.99 out. I would really appreciate your opinion on this as well. Thank You, James
P.S. Yesterday I also bought a 100k GIC at 5.10% and will let you know the results in 1 year!
Read Answer Asked by JAMES on July 03, 2024
Q: Using the Portfolio Analytics, I see I need to increase my international exposure. What strong performing stock and ETFs do you suggest? In Canadian dollars, and US dollars.

Also I'd like to know if CSU, LMN and TOI are Canadian.

TIA,

Brenda
Read Answer Asked by Brenda on July 03, 2024
Q: I have heard many times not to buy a falling knife. I currently own BCE and after many years I am now at an overall loss position. I am a senior and dividends are very important. What should I do, Buy more, or put a bag over my head and hold my breath, or sell?
thanks
Read Answer Asked by Martin on July 03, 2024
Q: Greetings 5i,

Can you list your 5 best managed US and 5 best managed Canadian publicly traded companies. Also please briefly explain why they make your list.

Cheers!
Read Answer Asked by Duane on July 03, 2024
Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII

Read Answer Asked by John on July 03, 2024
Q: Do you recommend hedged or unhedged Canadian ETFs for a retired Canadian couple?
Read Answer Asked by Ron on July 03, 2024
Q: Jean asked about converting USD to CDN and you replied with Questrade steps. For TD I use the following: https://creditcarrots.com/norberts-gambit-td-direct-investing/ It is important to follow exactly i.e., when selling click the sell button on top right NOT the sell button beside the DLR shares. Or just call TD when ready to sell.
Read Answer Asked by Danny-boy on July 03, 2024
Q: Hello, I own Aritzia stock. I purchased it at its lowest point in 2023, and now it has increased by 63%. The company’s quarterly earnings release is scheduled for July 11. However, I have concerns that the earnings may not be ideal. To preserve my profit, I’m considering either selling the stock or buying a put option. It’s important to note that this stock is in my cash account, so selling it would have tax consequences. I would greatly appreciate your professional advice. Thank you!
Read Answer Asked by Esther on July 03, 2024
Q: Hi 5i, upto now many US retailers are reporting lower numbers and guidance, even HD guided lower. I really like this company and thinking things might get worse for the US consumer thereby making even lower guidance by HD. So based on current valuation is HD a good buy, and historically how has it behaved in past downturns. Thx.
Read Answer Asked by Christopher on July 03, 2024
Q: Good morning 5i,
I just read your excellent report on Canadian companies which could rebound with a changing economic environment, especially concerning rate cuts. You mentionned AQN and a Brookfield clean energy company.

I imagine the same dynamics would hold for US stocks. I was wondering specifically, whether ICLN might be an American company similar to the Canadian ones you mention?
thanks for the great service
Read Answer Asked by joseph on July 03, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!