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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: Hello 5i,
Continuing on Pietro’s question posted on Oct 31, 2022, please recommend a few (3 to 6 companies) good buying opportunities in the cyclical sector.

Thanks,
Roger
Read Answer Asked by Roger on November 02, 2022
Q: When you last commented on PDI you said "Okay with". Noting the one year return on fund value is minus 15% but the long term returns seem to be in the 8-10% range. I am in it for the dividend (I'm retired). Do you think the ~ 13% dividend is safe long term ? And how much of that 13% is ROC ? What are your overall thoughts on this one ??
Read Answer Asked by Randy on November 02, 2022
Q: When looking at dividend ETF performance, are reinvested dividends included, or is the stated performance capital appreciation only, e.g. Morningstar performance for CDZ shows a 3.5% dividend and a 5 year total return of 6%.
Thanks Peter
Read Answer Asked by Peter on November 02, 2022
Q: I hope to retire in about a year. I'll have a comfortable defined benefit, I've used the portfolio analysis to diversify my investments. I have a sizeable cash amount earning nearly nothing at a bank. I have contemplated GIC's but don't like the idea of having my funds locked up in the event I would like to direct it to a project or investment .
Would there be a ETF /bond that would be relatively safe that would mirror the GIC returns?
Read Answer Asked by Gord on November 02, 2022
Q: ,After the 2 divestments in a few weeks DOC have recouped 9M$. Were those divisions cash flow positive? Will this new intake of cash help them navigate through this bad period and until the stock moves up before they have to issue stock. What would be their cash burn rate after the sale of these 2 divisions? I assume those were net positives for the company.

DEEEEEP under water, I don't expect to ever get back in the money unless I keep the stock several years if they make it there. In a registered account there is no point for tax selling. Bad investment, bad timing. Do you have an answer that can make me smile again? LOL LOL
Thank you

Yves
Read Answer Asked by Yves on November 02, 2022
Q: Which sector would you say has the biggest upside going forward? I would appreciate your recommendation of 2 or 3 specific companies in this sector.
Thank you.
Read Answer Asked by Nancy on November 02, 2022
Q: Your last direct response on FLGT was Nov, 2021. Could you update your opinion on a value/growth basis, with a focus on "core genetic" testing elements rather than Covid testing. It seems to be growing nicely in core businesses, e.g., cancer NGS, has a very strong cash horde (from covid work) and, to me, ticks both value and growth boxes.
Thx, John
Read Answer Asked by John on November 02, 2022
Q: I retired last year and then setup a consulting company which keeps me busy less than half time. My accountant advised that setup an investment portfolio within the business banking account. I am looking at one CND bank ETF (25%), One dividend ETF (40%), and one growth ETF. (25%) I would like to add one or two CDN or US growth stocks representing 10% of the portfolio. Can you please give me some choices for the one or two growth stocks? Thanks again!
Read Answer Asked by Danny-boy on November 02, 2022
Q: I invested some speculative capital in the above companies last year in a taxable account. Terrible timing. As we near the end of the year, I plan to sell some of these for tax loss harvesting and use the funds to average down in the others. Which would you sell and which would you average down?
Also somewhat related to this is the fact that I feel as much as there’s a good buying opportunities in some U.S. stocks right now, the high U.S. dollar makes it hard for me to convert CAD funds to USD. Am I right to hold off on currency conversion for now?
Read Answer Asked by Zohreh on November 02, 2022
Q: Good morning
When a broker recommends a stock a disclosure is made stating that:

"Broker is a market maker or is associated with the specialist that makes a market in the securities of the subject company"

Can you please explain what this means and whether it is significant?
Thank you
Read Answer Asked by Terry on November 02, 2022
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