Investment Q&A

Q: Good Morning 5i,
In your estimation what is the downside If: a). recession and/ or b). rising interest rate housing crunch ? On the flipside what is the upside?
Also, how much did they miss the numbers by and was it for a more valid reason other than 'the weather'. Deduct as necessary.
Good job to all, carry on and Thank You. This is not a private question

Q: Hi,

Have MG ($2,000) in my TFSA. Looking at replacing it with TOY as MG may not be going anywhere in the next 12 - 24 months.

Your thoughts, please.


Thank you.


Larry

Q: Good morning,

I didn't have an opportunity to buy RAY.A after the recent feature by Peter on BNN. It seems to be down a touch (why?) and I wanted to know if you still like it? It would appear to be a nice opportunity if your opinion has not changed. Also, do you think a pull back to what appears to be possible support at $8.00 is likely?

Thanks

Q: The new board appears to be great & much better than the previous one. There is still a fear of increase rate environment.Is it time to start a position after recent slide.Thanks for u usual great services & views

Q: Given that TOY has been drifting down from the $58 level at beginning of July and is now approaching the $50 level which looked like some resistance in June; do the technicals show any indication of being oversold or are there any buy indicators showing. Is this a good price to be adding at considering that a toy season is coming.
Clarence

Q: Hello 5i team:

Your opinion on their results released yesterday please.

Thank you

Q: Instead of purchasing a piece of real estate, am thinking of REITs . Could you recommend a few for a 5+ years hold, both Canadian & US. Thank you. Fooklin

Q: I hold alt.a, less then 1% of portfolio and underwater. I bought because no debt and sector out of favour but so far has worked against me. Should I just give up or average down expecting in the next year to turn around. I assume with no debt it can last out the down cycle.

Q: Hi FR is down 10% after earnings. They did reduce their forward forecast. Do you see the price action after Q report justified and does it change your opinion going forward on the stock. I'd like to maintain a holding in a silver producer going into the fall as I think they will be strong but wondering if I should switch out of FR. (I also hold SSRM already). Thanks!

Q: I am trying to straighten out my portfolio. I have been buying over the past 2 years based on solid companies that offer a good dividend and dividend growth for my retirement (with the exception of mining and gold stocks, which I hold for fear of inflation). I am not sure of when I will retire, but some time in the next 5-10 years. I am fine forgoing growth for security. I do not wish to change my holdings when I retire.

Could you please review my holdings? I have listed them by sector (including the lopsided distribution figures), then in descending order of current market value. Do you have suggestion for those I should sell, or others I should buy to have a solid portfolio of buy and forget dividend income stocks for retirement? Suggestions of sector weights would be great as well.

I know I am asking a lot, so please deduct question points as you see fit.

4% Consumer Cyclical - MG, CGX, CTC.A, PZA
3% Consumer Defensive - SAP, PBH, L
19% Energy - SU, ERF, CVE, HSE
23% Financial - CM, BNS, GWO, SLF, POW
9% Gold - G, YRI, LUN, PSK
15% Mining - FM, TECK.B
1% Heathcare - CVS
1% Industrial - WJA
3% Technology - ET
6% Telecom - BCE
17% Utilities - CU, AQN, BEP.UN, ENB, FTS

Thanks!

Q: I follow your balanced equity portfolio. I have not sold SJ. I have not added RHT, TECK.B and WEF. Should I wait and sell SJ. Is this a good time to buy the rest. Please give me the order I should purchase. T as always Steve

Q: Hi evrerybody!

do you know some companies that have 5G technology?
thanks

Q: I have TDG and I am under water (paid 3.05). I was waiting for the coming back up in price of this share to sell it, but with the recent news that the possible take over of this company what do you suggest I should do?
- buy more shares to bring my price lower
- sell them right now
- or status quo ( wait and see)

Q: Like FAANG in US and DOCKS of TSX, can you recommend high performing growth stocks in India and China. Thanks for your great advice.

Q: I have 1% in NWH.un since a long while. Healthcare equity income as a long term hold. Their recent deal appear to provide them with safety and growth.
Looking to buy more. Do you think management could be given credit for their vision and operational execution, and how would you rate it now for income?

Q: Your opinion on this company as to their prospects.

Q: Can you give your perspective pm CVIA's recent (first) earnings. The EPS was stated to be 0.14 although there were a number of one-time charges. Other sources put the earnings at 0.61.

Q: Hi,

EIF has come up with pretty good results over the last year and yet the stock is not going anywhere. Any explanation ? Do you see it as a buying opportunity ?

Thanks

Q: Hi Peter/Ryan,
I recently sold MG from my daughters TFSA and would like to either add to 1 or 2 of her portfolio underweight holdings (DOL, SIS, TCL.A, PKI) (all held in her TFSA) and/or buy PBH in her TFSA which is also in her investment acct at a portfolio weight of 3%.
My inclination is to add to DOL and buy PBH. Plan is long term hold. Any thoughts? Disregard sector percentages.
Many thanks.

Q: Concerning Mike's question, earlier today, on Great Canadian Gaming. You indicated the expected eps for Q2 is 67 cents. I have Thompson Reuters showing consensus expected eps of 72 cents. Is that a slight oversight or is your source showing a consensus of 67 cents? Thanks.

What are your thoughts on GC's numbers? Does this report give more ammo to the longs or to the shorts? Are there any red flags? What is GC's debt profile and their capacity to handle that debt.

Thanks again.

John