Investment Q&A

Q: Good morning, 5i team!

KH Home, Toll Brothers & Pulte Home all get a buy ratings from Credit Suisse lately. Your thought on adding for1 of these 5 for a 3 to 5 years hold. Thank you!

Q: With the chaos in the US market in Q1 2022, im considering adding some quality growth names to my portfolio. Which US growth names do you think are attractively valued in the current market environment?

Q: I fully agree with your long term buy and hold of strong companies philosophy which is why I am so happy subscribing to this website.

Recently, I've been wondering how cyclical stocks like those above fit into that philosophy. I don't want to become a trader, but I am wondering if I should sell these at a relative high and invest in companies that are more likely to grow steadily over the long term. These ebb and flow companies seem more suited to a trader.

Given that investment strategy, would you sell companies like this at the good point in their price history?

Thanks as always.

Kevin

Q: The above names are the laggards in my US TFSA (I hold TIXT via NYSE).

Would you recommend holding them or are there any that you would suggest replacing with something else?

Q: I have about $20K to invest to my existing TFSA. What are your current top 5 recommendations for high growth Canadian equities for adding to the TFSA?

Q: Peter and His Wonder Team
Today CET sold new shares and raised about 23M. Please comment on the merits of this move and does it create a better future prognosis. In other words could this give the company more stability in the rising oil sector. Thank you...your insights are always helpful!

Q: WHY NOT SELL LIGHTSPEED WHICH IS DOWN MORE THAN .20% FROM ITS HIGH? IN OTHER WORDS, WHY HOLD IT IN THE GROWTH MODEL PORTFOLIO?

Q: If you were to start TFSA portfolio today, what would be one stock you would consider a must buy?

Q: Good morning 5i
I would appreciate your comparison of these 2 industrial reits. Is there an appreciable difference?
Thank you

Q: I've been looking at the three model portfolios and noticed there are no REITs included. Particularly in the income portfolio. Is there a specific reason for this? Do REITs make sense in an income portfolio vs what is in the portfolio now?

Love the service

Q: Hello Peter and team,
Do you see BCE and Telus as over value territory as it seems investors are moving to safety driving up share prices.. I was thinking of selling some and buy back later time (i know it may seem market timing, but they have run up alot). If I did sell, what are the alternatives? Thanks for the explanation on BAM; the market call commentary was harsh. Lastly, would you consider Enerplus a good buy and is PE a good way to look at oil companies or is it mostly on cash flow? Thanks very much

Q: Are the pipelines getting a valuation upgrade with the war and the US looking for more CDN oil and gas?

Thx

Q: Any idea why ZIM has been pulling back so sharply? I expected a large drop ex-div but it continues almost daily.

Thanks,

Q: hi guys hope all is well
in the current market climate which would be a better buy and short hold term of 2 yrs .I realize they are very different but i am close to retirement thanks as always

Q: We are selling our house and will be renting a condo instead, so I’ll have 500k to put in the stock market. My current portfolio is mainly Canadian dividend stocks and bonds, providing me with plenty of retirement revenue. I am light on non-Canadian stocks and was looking at buying the above-mentioned stocks for a long term holding period (10+ years). Do you have issues with any of these stocks, and if so, what are those? I happen to be a customer/user of these companies, except for PFE. thanks,

Q: Thoughts on this as a potential investment? Inside ownership? Level of debt? Sales?
Do they have any emerging technology?

Q: Any reason stock dropped sharply over past 7 days? Would you average down at this level?

Thanks,

Q: According to KPMG, the Finance Minister has telegraphed that she will not be increasing the capital gains inclusion rate in the April 7 budget. That being said, never say never. I currently hold ITP with some accrued gains. Does it make sense to sell my holdings and crystalize my gains and then buyback my shares to take advantage of the still existing arbitrage opportunity? Is this what you would do if you were in this situation? For tax purposes, if they change the inclusion rate, would it be based on the trade date or the settlement date? I understand there is no 30 day waiting period to buy the shares back, but can I buy them back the same day that I sell them, or do I need to wait until the next trading day?

Thank you.

Q: Hello,

Can we buy Starbucks via the CIBC CDR?

For CDR stocks, would you buy them in RRSP, TFSA or cash account and why?

Q: Just a clarification on the "superficial loss" rule for your readers...you can buy the stock back within 30 days but the capital loss you would have claimed gets added to your new adjusted cost base and can be claimed when the shares are eventually sold. I've had to do that a couple of times to prevent the stock from running away from me during the 30 days.