Investment Q&A

Q: Guys...I have some room in my portfolio for a few high risk, high reward stocks. Can you give me one or two from Canada and the U.S. that you like currently...this is long term money...preferably something small cap. completely beaten up but that will likely still be around in 5 years....thanks for all you do.

Q: why the significant drop in share price this last month? i realize this is a small cap company in a very uncertain market. on the surface the numbers look very promising what am i missing?

Q: Peter, one of the worst 'safe' investments I have ever made has been ZPR. Looking for a somewhat enhanced yield and a bit more safety, my 2014 investment shockingly dropped by about 40% in a year! The explanation 5i offered at the time was the declining interest rates combined with ZPR's rate reset preferred share holdings. But now, interest rates are INCREASING and ZPR is again down - almost 20% in the past year, and 12% in just the last six months. I realize other factors can move prices, but I'm mystified how a supposedly more stable investment can decline so much, so quickly, both when prevailing interest rates go UP and when they go DOWN! Do you have any explanation that might make sense to a mere mortal?

Q: Hello, what is CSH.un’s payout ratio, given that they sold their LTC business this year? Thanks

Q: What's the x dividend date for LIFE?

Q: Can you please provide your thoughts on quarter. Is this a good time to purchase. How do you like the future potential. Thx.

Q: These stocks have been identified as the top 10 undervalued mid cap stocks. Would you consider any of these be buys and if so, (given no consideration for sector) can you list in terms of most favorable first. Also, which do you think will "hold on" best given the economic uncertainty and likelihood of recession.

Q: My wife's Cash account. As funds become available, I plan to initiate a position in NRGI and top up 3 existing positions = BNS, FTS, NWC.

Due to the war, NRGI could be a good addition if the war carries on, or possibly negative if the war ends (I'd gladly lose some money if it helped end the war). NWC has had a good run lately, so my thought was to do it last if at all. I currently have a large paper loss on BNS and a large paper gain on FTS. With interest rates still probably rising, that might help BNS and hurt FTS, but the market might be looking past the remaining interest rate hikes.

My thoughts on the sequence of buying when funds are available are = NRGI, BNS, FTS, NWC.

Your thoughts on sequence and why please...thanks.
Steve

Q: It was announced on Oct. 13 that DND would sell TM Group after the UK review. It appears to be improving how the market views the stock since it has gone up almost $2 since then.Your opinion on this proposed sale would be appreciated.Thanks for all your hard work.
Dave

Q: Are laddered bond etf -a small stake
recommended?

Q: MX or NTR - which stock do you believe has more growth and recover quickly going forward?

Thanks for your service!

Q: Hello Peter,
Algonquin Power has a current dividend rate of. 6.72 percent given the current price of 14.55 cdn according to yahoo. Does this rate include the conversion to Canadian currency. I was thinking of buying AQN over Canadian Apartment Reit mostly due to the dividend (6.7 percent vs 3.53). I know it is not an apples to apples but from an upside both seem to be the same, approximately 30 percent. If you do think it is worth diversifying, is there another reit that pays high dividend but is considered stable. Thanks very much

Q: Hi Ryan, really enjoyed your presentation at the CFS this past weekend.

Using your 5 criteria: momentum, revenue growth, roe, shareholder friendly, and value-momentum; what 5 Canadian stocks would you suggest?

If possible, companies that would survive this current market stresses.

Thx

Q: Hello 5i folks,
We are wondering what comments you have on the news we read in the local newspaper this morning concerning Fortis having avoided 2.2 billion in taxes over the last 5 years. The report was released by 'Canadians for Tax Fairness'.
We own Fortis shares and wonder if it is really the great company we think it is?
Thank you, Len

Q: Hi to all.

Presently retiring in a few months and looking for income.


Presently we own XHC in our RRSP account and thinking of changing over to LIFE.


Would this be a good switch in your view, or is there a better option?


Thanks again


Mike

Q: When NNRG reaches my next target price, I plan to do some additional trimming (for asset allocation reasons, as well as to fund some topping up of existing positions in my TFSA.

In which order would you add to the following, based on where we are at in the market cycle and where you see the best current value: XIT, PBH, PLC. Please add a brief reason why the sequence.

Thanks...Steve

Q: WGO came out with their earnings and the stock is currently down a whopping 12% despite beating.

DOO in sympathy, I assume is down 5%. Guess DOO will be facing the same headwinds as WGO.

What is your assessment of the situation/


Sheldon

Q: In March of 2020 BMO traded at 56 C$ and BNS at 46 C$ a difference of $10..

Fast Forward to today BMO $122 and BNS $65 a difference of $57. To say

BMO has outperformed would be an understatement.When I look at forward PE BMO still looks better. Time to move on from BNS and buy the bank that executes better.

THX

Q: All four securities are held in a US TFSA at ~2% - 2.5% positions each. I would like to deploy available funds to either take two of the positions to 3.5% or add to all four at 0.5% ea. Seeking market recovery growth over the next 2-4 years, which strategy would you deploy? If only two were added to, which ones would they be, if it were you?

Thanks for all you do for us little guys.

Q: Great October Market Report. I notice that in the 2008 and 2020 periods, job opening numbers began to decline only after higher rates had plateaued for a period of time. Today, job opening numbers have started to decline before higher rates have begun to plateau. Does this suggest the FED has gone too far to fast...and is poised, or could be forced, to quickly pivot? I'm just looking for a good reason to step into ZAG, or XBB for some decent yields and opportunities for capital growth. Thanks as always.