Investment Q&A

Q: Hello Peter and team,
I know that you don't generally deal with U.S. stocks, but I would greatly appreciate it if you would identify your top 2 recommendations for each of the following sectors: Industrials, Materials and Technology. Thank you for your excellent service.

Q: Considering the big drop today is a great buying opportunity, which would be your top picks from the balanced and growth portfolio ?

Q: The market had a correction over the last few days. I have a list of holdings that have fallen considerably more than the market and I will hold them to see how they recover. If there is any you think that I should part company with after their initial recovery, let me know. They XNET, ICER, BRKS, HBM.TO, ALB, CGNX. Thank you Dennis

Q: could you please comment on todays decline in both the tsx and dow any reasons why and is this a correction or a sign of things to come thankyou

Q: Little decline here on Chartwell- maybe time to add some more... anything specific driving this?

Q: Can you outline the process forward if the deal is completed. If we hold the shares until closing what happens then.
Thank You

Q: Good Morning
I will appreciate your comments on EMA
Emera's debt to equity ratio is 69.43% (my broker's figures)
Can you please comment whether EMA will be able to pay down this debt with the rising trend in interest rates?
Is the dividend sustainable?
I am down 10% as of today. I am planning to average down if it drops below $40. Is this advisable? Or should I sell?
EMA is in my RIF account.
Thanks again for your insight.

Q: If I was going to put new money in this sector, which would you recommend
one, both or none? Thanks. Fooklin

Q: I note that Canada Goose is to report earnings on Feb 8th at 9 am. Stock hit $ 45.90 on Feb 2nd and closed at $ 44.50 up 70 cents the day of a gigantic sell off in North American Markets. I think something good is coming. Your thoughts please. RAK.

Q: Katanga has been hit strong by the DRC new mining taxes. THey are not alone check ivanohe and others.
Print at will

Q: Good Day Looking at dipping my toe back into the energy sector. Please rate ARX and WCP. How strong are their balance sheets? Does 5i have a better play on energy. Or is it just to early for the energy sector?

Q: I am following the BE portfolio. In tech, I already own Constellation, Kinaxis and Photon. If I want to add to technology, which of CLS or SYZ should I choose at the moment? Any particular stock with good momentum? Last time you answered AVO but I was too late in purchasing. Thanks!

Q: Hi,
Please recommend 2 names to purchase from the balanced portfolio with the current market conditions.
Thanks,
Brent

Q: Hi there,
LIF has seen a nice little correction here - would you support jumping in here. I only own Methanex on the materials side so looking for another name? If not LIF, what would you recommend today.

Q: Good Day Please rate in order for dividend safety, dividend growth and stock growth. I have no life insurers in my portfolio. Looking for an 8 year hold

Q: Hello Peter,

I just read your article entitled "Five Signs That This Market Party Might Be Winding Down" in the February 2, 2018 issue of the Financial Post.

In this article, you advise that, "Like any good party, there does come an appropriate time to leave." Specifically, you say that if the economic climate changes to a situation with increasing inflation and slower growth, "this would be a sure sign to get out of the market for a period of time."

I have only been a member of 5i Research for a few months, but I have extensively read through your answers to all questions, the blogs, etc., on the website. You consistently advise members that market timing usually doesn't work. This article seems to contradict one of your key tenets of successful long term investing. Has your philosophy changed, or am I misunderstanding something?

Thanks.

Brad

Q: I've held this for a while with a cost of $2.10. Is there any hope for it, or should I sell and buy a better growth stock???
Thanks!

Q: Peter; After AVO today I think you should have a new category “TAKEOVER SCORE BOX”. I’ve been a member since 2012 and I’ve lost track of the number of ones I’ve been fortunate enough to participate in. Thank you again.
Post if you wish.
Rod

Q: What are thoughts of Peyto at this time? Is it bit of a value trap or would this be a good long term hold?

Obviously the momentum is negative, but I often find the moves more extreme than reality and can be opportunities.

Cheers.

Q: Would you assume greater upside potential for Keycorp or bank of America at these levels?