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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: I am thinking about selling Couche Tard and buying GoEasy. I am concerned about what their confusing move for the French grocer meant. It was over so fast and they had to know the government would not been very keen. Was it signaling that they have run out of convenience store targets you think? What was that exercise telling investors? I know you like both but what one do you like better in my TFSA? When do you add sub prime exposure? When credit spreads are massive or when the economy gets back on solid footing? Thanks
Read Answer Asked by Martin on May 10, 2021
Q: Recently, I transferred the following mutual fund 'RBC SELECT GROWTH PORTFOLIO FUND' into a self-directed online brokerage in the approximate sum of $40,000.00.
Can you please recommend a similar ETF(s) that are comparable? Thanks
Matt
Read Answer Asked by Matthew on May 10, 2021
Q: PHO Should we wait for a higher offer or sell as it is dead money and is trading at the take out price? Which stocks would be a good replacement either in Canada or US with the same risk profile as PHO?
Thank you for your service!
Read Answer Asked by Ozzie on May 10, 2021
Q: Hi 5i,
Thinking about initiating position in GXE. How did earnings look to you going forward?
Share price has run up quickly in last two weeks, would you be interested at current prices or does it have more room to move up?
What would be your three best energy plays for short to medium term?
Thx
Jim
Read Answer Asked by jim on May 10, 2021
Q: I have received voting materials from XOM and there is a lot of discussion about a hedge fund called "Engine No. 1" that is trying to insert some directors on the board of XOM. This is interesting to me. Are you familiar with this effort? Can that even happen? And should I follow XOM's advice and vote along party lines?

Thanks.
Read Answer Asked by Marilou on May 10, 2021
Q: In your response to a reader's question about MFC's earnings you said "The stock remains very cheap at 8X earnings, and can benefit if interest rates rise."

While I agree with you, I have now held MFC for 15 years and am beginning to lose patience on the turnaround. MFC pays a nice dividend, for income in my RRIF, but on MarketCall today, Norm Levine is still negative on MFC. He says they may not benefit as much as you might think if interest rates rise.

I have done well on SLF, which is 1.8% of a diversified portfolio,. Should I just throw in the towel on MFC and double my position in SLF?

If not SLF, what would you recommend? Or should I be patient with MFC for a few more years?
Read Answer Asked by David on May 10, 2021
Q: What three US and three Canadian Public companies would you recommend for growth and management abilities/performance when looking at a 10 to 15 year horizon. (In order of your preference)

Thank you for the incredible value your investing insight has given me over the years!
Read Answer Asked by Mike on May 10, 2021
Q: In your opinion, which sectors of the market would you consider to have the best momentum for the remainder of 2021? Would it be tech, biotech, health care, industrials, mining, gas & oil, or value stocks? Which areas to you predict to be most promising in Canada or in USA? I am wondering where to put some extra cash.
Thanks.
Read Answer Asked by Catherine Ann on May 10, 2021
Q: Hello 5i team.
I don’t have any investments in copper. Is it time to buy and if so, which company would you suggest. I’m a fairly aggressive investor. Thanks a lot!
Read Answer Asked by Marc on May 10, 2021
Q: Just wanted to confirm your earlier answer on TTD . With those numbers I find it hard to believe there isn't some other reason for the stampede for the door . An 18% drop on good numbers and outlook makes me think there has to be some negative news out there somewhere that a whole bunch of investors can see .... It makes no sense to me, and if there is no news it sure looks like an opportunity to step into a stock I have been following for a while ......Your thoughts ?
Read Answer Asked by Garth on May 10, 2021
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