Investment Q&A

Q: I have a small percentage in each of these companies, I would like to add to some or all can you tell me in order of preference you would suggest I add them.
Thanks, Dorothy

Q: You have this company in your growth portfolio at $94 . What are the chances it will return to that level any time soon?

Q: Is there any indication that MEG will institute a dividend?

Q: I have a question about portfolio allocation for a pre-retirement investor. I have 5 years before retirement, and when retired, I will have to rely on my investments only as I have no public sector or corporate pensions. While my current investments seem sufficient for retirement, I am concerned about inflation and bear markets, so portfolio allocation is very important to me.

My current sector allocation is 10% energy, 10% health, 20% financials, 10% industrials, 15% tech, 5% telecom, 5% utilities, 5% materials, 5% consumer staples, 10% consumer discretionary, 5% real estate.
My geo allocation is 33% Canada, 60% USA, 5% developed, 2% developing. I currently have about 25% in cash that will be moved to short-term bonds when interest rates stabilize.

Do you consider this sector and geo allocation reasonable? What allocation would you recommend for a typical pre-retirement investor with a relatively low tolerance to risk?

Q: what does the market expect next week?



Thx

Q: Has Chemtrade Logistics CHE.un declared or paid any dividends other than the usual monthly distribution?

Q: Is there a reason for the near 7% drop on Friday, following a stellar quarterly report as well as increased guidance for the upcoming year? Was the announced change in CEO that poorly received?

Q: Please comment on Mgni's Q1 results released on May 4,& guidance. Apparently Rev & Eps beat estimates. On May 5 it closed at $10.94 + 0.32 despite great Bear attack on the markets.On may 6 dropped $1.07 to $9.87.Any reasons. Txs for u usual great services & views.May have asked similiar Q earlier

Q: Is it possible that SHOP will renege on its 10 for 1 split? By the time it does it, it will be a penny stock and have to reverse split.


Sheldon

Q: More of a comment, post if you feel relevant to others. I received a Tax Residency Form from my Financial Institution; asking me to declare whether I am a resident of the United States or other Countries for tax purposes. Not happy, I contacted my FI and was told this originated via IRS to CRA. I questioned why received when I have never been anything other than Canadian, they said possibly due to US stocks even though these are only held in registered accounts

Q: They raised $5.5 million in march at 1.40.
Why do you think the current .52 sp is so low.
Is this the bottom?
Thank you

Q: Hi Team,
Atz beat earnings and things appear to be going strong on all fronts for the business…yet the stock tanks some more today. Is this one of those disconnects where an investor should be buying more shares ?
Also …with the brutal tech selloff what are some of todays choices to buy for potential multi bagger over the next few years once the carnage stops? Thanks!
Shane

Q: What is the 1Q revenue and earnings estimates for Dutch Bros reporting on May 11, 2022?

Q: Hi 5i

I'm far too naive/optimistic to believe we are headed for seriously tough times ahead - just what will it take for markets to settle down a bit and what indicators do you monitor to give a hint of turning a corner ?

Thanks

Q: Thinking of initiating a position in BIP.UN after trimming some enbridge . It will yield less but other than that it will further diversify things. Your thoughts please on transaction and entry point price ?

Q: Vanguard Small-Cap ETF (VB) Would this ETF be worth including in a portfolio?

Thank you.

Q: Again I don't have time to look at the quarterly results myself. Were they that bad for stock to take sure a tumble? I only have a small position. Should I hang on or even double down?

Q: Please advise your current outlook on SYZ specifically with respect to income sustainability and potential growth.

Q: Without knowing my asset allocation, where would you suggest putting about $50,000 to get away from losing out on inflation with savings accounts. I have free stock and etf trading brokerages at this time. Thank you.

Q: Hello 5i,
I would to build a balance portfolio focusing mostly on solid companies with good dividends and growth in dividends, and having a small portion, say 10%, on growth investments. I do not wish to play the market and aim to withdraw about 5% from my portfolio without dipping into my principal. Would you mind providing me with a list of the major investment sectors, each with a percentage of the whole investment portfolio, that would be able to accomplish this.
Thanks, Roger