Investment Q&A

Q: Are you comfortable with the safety of Innergex common shares and the dividend? Debt and payout ratio seem high.

Q: Peter; I tried finding out what this etf holds but couldn’t find it on the TSX quote or the size etc. I assume it very new and do have an opinion on it for income? Thanks. Rod

Q: When you introduced the Portfolio Analytics I immediately subscribed.The information provided has been very useful. The portfolio you suggested, based on the information I supplied, is made up solely of ETF's. I have very few ETF's in my portfolio and would prefer investing in individual stocks. That being said there are sectors where an ETF would be the better option such as in Healthcare.
You have listed 11 categories. What would be your top 5 stocks to own in each category? If in some of the categories an ETF would be more suitable could you please offer 2 suggestions.
Thank you so much for your great service.

Q: For many years I had held individual perpetual preferred shares, which I gradually sold and replaced with ZPR about 3 years ago. It had a similar yield, was of course more diversified, and could be easily traded if need be. This seemed like a good move, but after some decent gains it is recently moving back towards my purchase price (not counting dividends). I am contemplating selling ZPR and replacing with individual rate-reset preferreds with a floor. My thinking is that the rate-reset feature should help hold up the price when interest rate are increasing, and the floor should do the same if rates are falling. Could you comment on this strategy, and list some the the pros and cons of the rate-resets with a floor. My preferred share holdings make up about 7-8% of my total portfolio, and I am an income oriented investor.
Thank-you

Q: Hi, I'm considering a swap of PBH for GIL in my RRSP. I know you like both but could I get your opinion and why. Thanks

Q: Can you please comment on the deal between. PBH and CPPIB? Good for shareholders?

Q: Hi the great 5i team, it seems that meeting estimates move stock prices up or down after quarterly report. Are there stocks in your portfolios that beat estimates 3 or more out of 4 times ?

Q: Please recommend a couple of small cap
good gold stocks that will have good growth potential, ( I own Wdo), thanks

Q: Peter; I own this company and have been happy with its performance- but do,you think it runs the risk of becoming the real estate CPG ? I guess a 4.4 cap rate is good in this environment but how long can they go to the new issue well without it running dry? Thanks.
Rod

Q: would you be a buyer, hold or sell this stock ORL?
thanks

Q: Where would you recommend I place $30k in a TFSA today (5 year hold). Only other holdings in this TFSA are $12k in iShares MSCI ETF (XAW) and $3k in Kelt Exploration (KEL).
Where would you recommend I place $60 in an RSP today (5 year hold).
Only other holdings in this RSP are $40k BMO Dividend ETF (ZDV), $10K NorthWest Co (NWC), and $15k Richards Packaging (RPI.UN).
Given the size of the portfolios, probably one or several ETF's, instead of more individual stocks? And probably better non-Canadian exposure? Anything else to be sold here before repositioning?
I guess that's 3 or more questions, please charge accordingly. Thanks.

Q: How can I find a summary of securities covered by 5iresearch?

Q: I need to free up some cash for investing and plan to reduce my Communication Services. I own both T and BCE. Which would you sell here?

Q: what would be the maximum weight that CAE should be owned in a balanced portfolio? If at 7% would you trim this back to 5% or even less then this?
Thanks

Q: Could you give me any info you can on this company in respect to earnings ,management,debt,projects any upcoming catalysts and would you consider this a good entry point for a 2-4 year hold....thanks

Q: PKI or LNF to buy today?Txs for u usual great services & views

Q: I plan to reduce my Financial Services exposure. I would like your opinion on whether I should sell BNS or TD or half of each (all things being equal, my preference would be to reduce the number of holdings by one).

Q: I have shares in these two companies in my TFSA. I have sold another position and would like to add the proceeds to one of these two. Which one do you believe has the greatest growth potential over a 5 year period? Thanks

Q: how does this company rate

Q: Trump has put Huawei on the restricted list. What stock(s) in the portfolios will be negatively impacted?(Pho?) Txs for u usual great services & views