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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i Research Team:

I have traded Forex before and am new to stock trading. 90% of my RRSP, RESP and TFSA is in cash and I'd like to avail the current market conditions by "gradually" buying the dips.. and holding it over the long term, 5 to 10 years. I understand that no one can time the market or its bottom.

After exploring the reports and questions on your site, I have identified the enclosed 29 stocks based on following criteria:
- Current Retracements of > 75% over 52 week high & low
- Dividend Yield > 5% (in some cases, like WEED, which is a bit risky, I understand there's no dividend in the near term.. and I am simply going for the upside swing over the next 2 years... same for CRON and Air Canada)

Considering my 90% cash position and strategy to partially buy in on dips over the next few weeks, can you please advise if my stock selection is sound. In addition to my stock picks, please advise anything else that I should keep in mind.

Thanks for everything you do. Much appreciate.
Read Answer Asked by Meherban on March 23, 2020
Q: In my diversified portfolio, which of these should be sold now, in search of better opportunities, ignoring cash requirements and tax losses? SJ KEY DR PHO SGY
Read Answer Asked by Harold on March 11, 2020
Q: Would you be able to provide me with any info on insider trading over the past three or four monhs in NFI, TOY and SJ. Also the percentage of insider holdings for each company. Thank you.
Read Answer Asked by Rob on January 28, 2020
Q: I need some funds, I know you hold these names in good standing, however which one would you sell first to generate some cash.
Thank you. Happy new year
Read Answer Asked by francois on December 30, 2019
Q: Can you please provide any suggestions of companies that offer decent growth and earnings that are out of favour/are undergoing tax loss selling.

Thanks
Read Answer Asked by Theodore on December 17, 2019
Q: In the LIRA account which is quite small the holdings are SJ, FSZ and TOY. TOY is only a 2% weight, SJ and FSZ both 3.6 % weight and all 3 are in a loss position. Would you add to any of these or look for a new stock to add like GDI to the LIRA? I have a long time before retiring.
Thanks
Read Answer Asked on November 26, 2019
Q: I would like your take, if possible, on the recent Globe interview (https://www.theglobeandmail.com/business/article-star-ceo-of-stella-jones-looks-back-as-he-moves-forward/) Brian McManus, the outgoing CEO of SJ gave on the future of the company. He spoke of the company having a long runway but my take was he went on to state that of the three main areas that they are in - railway ties, poles and treated lumber - only poles really seemed to have much growth. They control the market in ties but that sector isn't growing and he felt expanding lumber into the US seems a bit of a crapshoot (my words).

Are you able to comment on where you see the growth prospects for the company? It would seem to me that they will have to branch out into new areas and while they have a seasoned, long-serving team in place expansion into new avenues is not risk-free. I have been a long-time holder of SJ stock and while I am not concerned with the share price plummeting, I am wondering if there is any growth left. Or do we give the remaining team (and the soon to be named incoming CEO) the benefit of the doubt for now?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on August 09, 2019
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