skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Over the past 4 quarters, AFN have repeatedly increased their estimate of the cost of "rework" on two specific contracts from $7 to $10 to $14 and now to $20 million. Have you any information on the magnitude, relative to these past equipment and estimate failures, of last Friday's failure of their North Vancouver commercial installation? The market sure doesn't seem to like it. Is it likely a over-reaction, or the proverbial back-breaking straw?
Read Answer Asked by Lotar on September 15, 2020
Q: Hi, As a retired income plus some growth investor which order would u add to or delete the above under 1% positions to tidy up my portfolio.
Read Answer Asked by Peter on July 10, 2020
Q: I hold the following shares (among others) in my various (RSP & TFSA) accounts. I'm a buy-and-hold investor, strongly leaning to dividend payors or preferably dividend-increasers.
These companies have all recently cut or suspended dividends, either as Covid-19 responses or otherwise.
ET have not cut or suspended (yet), but neither ET nor CSW have paid recent special dividends as they sometimes have in the past.
I purchased these originally on the strength of the companies' long-term potential, management strength and abilities, and growth or at least sustainability.
How would you rank or position these now in light of recent dividend cuts or suspensions, given that they are all underwater, some significantly, or at best more or less flat (ET), after mostly holding periods of 5 years or longer?
Which ones is it time to dump?
Read Answer Asked by Lotar on June 05, 2020
Q: Hi folks, reading Q4/19 financials on Ag Growth...& 2020 outlook was mostly doom & gloom affecting their business, ie: US/China trade war & esp Covid-19. However, Afn/t received an amendment & extension of its credit facility with 5 Cdn banks with improved terms, and pushed out to 20 march 2025. Guess Q is...will AG Growth financially survive virus crisis..and for longer term..can U start to nibble on a position here. Recently took position in Ntr/t below $40 as will always be a market for food/agriculture...thanks as always. jb Piedmont QC
Read Answer Asked by John on March 30, 2020
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: Can I please get your opinion on the above stocks? Would you consider these bargains at these prices if one is expecting this turbulence not be last longer than one quarter? How sustainable do you view their dividends if we enter a brief recession? I'm wondering whether to get greedy while others are fearful.

Thanks for the great service!
Read Answer Asked by Colin on March 19, 2020
Q: Hello Peter,
Looking for your opinion.
Could you please rank the following stocks highest to lowest for total return between now and the US election.
ALA TTD NVDA AD AFN and MX.
And if I may, what are your odds on a federal election in Canada this year?
Thank you.
Regards
Read Answer Asked by Rajiv on March 11, 2020
Q: I currently hold the above 3 stocks at around 2.5% positions and am wondering if there are better options in the industrial sector or should I hold tight. CAE is up over 30% but AFN is down 25% and TFII is down 8%. I’m a retired income investor.
Thanks
Lyle.
Read Answer Asked by Lyle on August 21, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!