Investment Q&A

Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria

Q: Why is the market being so unkind to PTG lately, especially today? Is there some news I missed?
John

Q: I keep hearing about a tech company that has developed a method of replacing cyanide extraction for the benefication of gold ore at a better recovery and lower costs. Have you any info on this?

Q: Can you recommend any books about bonds? Something that covers the investing aspects as well as the mathematics and incorporates some bond market history would be ideal. Thanks.

Q: Happy Thanksgiving to All! I am doing a little portfolio clean up. These are the names I am considering selling: Atco (ACO), Barrick (ABX), Census (CVE), Stantec (STN). Are any still worth holding? Why? Can you offer replacement ideas within the same sector? I am about a decade from retirement and prefer stocks with a (growing) dividend, and also have potential for price appreciation. I have a buy and hold investment style.

Q: Hi 5i:
I've been struggling with what to do about some questionable decisions I've made over the last year or so and would greatly appreciate your advice.
Since we began handling our family RSPs 2 years ago the overall value has increased 58% (not including contributions) which we're pleased with. But that gain could be much better if not severely weighed down by Corus (4.5 % of portfolio & down 46%); Firan (2.7% of portfolio & down 43%); Freshii (2.3% of portfolio & down 51%); Extendicare (2.4% of portfolio & down 27%) and, more recently Transcontinental (6% of portfolio and down 18%).
I look at these and don't know what to do - hold or sell - and that indecision is creeping into the rest of my decision making to the extent that I'm pretty much doing nothing but letting the whole shebang sit where it is, which I don't think is a good investment strategy.
We have 6 years until conversion to RRIFs.
Could you tell me what you think would be my best next step for each of those listed above. If sensible to sell any or all and put the proceeds somewhere more useful I will, but before I take that step (and that loss) I could sure use objective advice as to whether that's the right thing to do on a case by case basis.
Thanks - your thoughts will be much appreciated. And if your answer requires more than 1 credit that's completely understood.
Peter

Q: In your Oct 4 response to a different William , you characterized TCN as very cheap at 7 times earnings. Would you attribute its current pull-back as solely due to rising interest rate concerns , or could the redemption of its debentures into common shares also be playing a role?
Thank-you.

Q: Hello 5I.
I just was wondering how best to handle tax loss selling season? Do I wait till late november early december to buy some "losers" or do you strike when it falls into my range. I am just tentative as I don't want to buy way to early if a stock is probably going to drop further (best guess).. Dollarama for example..
Thanks

Q: Buying range

Q: Do you notice any short sellers attack on shopify recently? The price drop percentage on this counter is much higher than many other tech stocks in the last few days including some high valuation stocks. Any concerns that we are missing ? What is the expected third quarter EPS an EBITDA ? Thanks for your advice.

Q: I'm trimming some positions to hold cash while interest rates continue to rise. Do you think XFR is a suitable place to park cash? Than you.

Q: can't wrap my head around this one still; very cheap next years earnings, good future growth projected around 15% cagr, diversified business regionally and operationally, thoughts on continuing to add to a fairly large position for a very long term (only 20 years old) horizon

Q: DRG.UN seems to be melting down more aggressively than the market recently. Don't seem to see any news that could prompt this. What am I missing ?
Thanks so much, Team
Nancy

Q: of all the companies listed, I currently have the same percentage of holding that is in the 5i portfolio. Which of these stocks would you be comfortable buying today and making it a 4-5 % holding as I have some cash and would like to average down. I am a young investor with a long horizon as these stocks are all in my RRSP.

Thanks

Q: I have a question about ASG; it is time to look at it again?

Q: WEF has dropped even after NAFTA agreement.
Lumber prices look like it has recovered from the bottom
but lumber stocks continue to drop. Is there any
reason for this?

Q: This is kind of a followup on your reply Sept 28. I think that these are cyclical stocks which are best bought when the sector is out of favor and depressed. Are they still buys this late in the cycle? Is the selloff of 1/3 just a retracement before another leg up, or is it over and time to clear out? To you what indicates when this lumber cycle is over?

Q: Your thoughts on Div?

Q: Hello, I bought ine for the dividend, stability,and a little growth. Now I’m down 16%, not terrible but also not that good.
Could you give me views on ine ,is it worth keeping now that it’s down? Or move on, I also have Bep.un and Aqn that I could add to.
Thanks

Q: Hi, what would be your top pick in the gold and silver companies? thanks.