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: Hi team,

What is the value and signification of the Morningstar rating of stocks ? How is it arrived at ? Does it reflect the stock value, safety, potential, volatility ?
What is its utility for retail investors ? Which is the best way to use it ?
How do you use it in your recommandations of stocks, in your growth, income, balanced portfolios ?

Thank you for contributing to my financial education,

Jacques IDS
Read Answer Asked by Jacques on September 13, 2021
Q: Hello, I'm looking to add a small position ($2k) to my TFSA. Risk tolerance is high and time horizon is minimum 4-5 years. Of the listed stocks, which do you think has better prospects of growth (i.e. still decent runway ahead)? Do you have a favourite from this list & is it a good time to buy or would you recommend waiting until the markets cools a bit?

Thanks!
Read Answer Asked by Robert on September 13, 2021
Q: Square
freehold royalies
i downsized an over leveraged and buy only "safe " and if i do i sell an offset.
Today Kim Boulton featured Square as a star. ii ownPaypal and my sense they were similar prospect.
Shoul i sell Paypal to buySquare.
Also please comment on Freehold as a incomestock
Read Answer Asked by thambirajah on September 13, 2021
Q: Hi 5iRearch,

In today’s low interest environment, investors are faced with the following non-equity investment choices:

1. Government bonds and T-bills
2. Corporate bonds
3. Real return bonds
4. Bond ETFs / Mutual Funds (as per points 1 to 3)
5. High-yield savings accounts
6. Money market funds
7. Guaranteed Investment Certificates
8. Fixed annuities
9. Real estate
10. Commodities
11. Collectibles (e.g., art, rare wine, vintage cars)
12. Hedge funds
13. Cryptocurrencies

Please advise of your ranking of the above non-equity assets for long-term investors who wish to ensure that their portfolio is adequately diversified from an asset allocation perspective.

Thanks


George
Read Answer Asked by George on September 13, 2021
Q: Hi,
Now that OpenText and Alphabet have a strategic partnership, where Google Cloud’s preferred Information Management partner is now OpenText, do you think there is any chance Alphabet will buy OpenText? If that were to happen, what kind of premium might OpenText attract compared to current share price? Thank you.
Michael
Read Answer Asked by Michael on September 13, 2021
Q: Thanks to your stellar advice, I now have three stocks over 5%: WSP (up 156% in a non-registered account), GSY (up 105% in a non-registered account) and LSPD (up 325% in a TFSA) . Based on past guidance to 'let winners run', at what point would you suggest I start rebalancing? Call me a very happy 5i client!
Read Answer Asked by Maureen on September 13, 2021
Q: Hello 5i Team

I own Chevron and ExxonMobil in my US$ denominated RRSP. These are the only US$ oil and gas stocks in my RRSP account.

My US$ RRSP is structured as a large cap dividend aristocrat account.

My cost basis per share for CVX is US$115.00 and for XOM is US$80.00. Current yield on CVX is 5.6 % and on XOM is 6.4 %

As I cannot harvest capital losses in a RRSP account, is there any benefit in consolidating these two holdings into one stock? Which company has the better potential for growth long term (5 year or greater). Or should I do nothing and continue to receive dividends until the stocks return to their former highs?

Thanks
Read Answer Asked by Stephen on September 13, 2021
Q: You recently said in an answe to Gerry’s question that you didn’t see transcontinental as a growth stock. Please don’t take this as a criticism, but I remember a couple of years ago or so, that you recommended it because of the promise it’s new packaging acquisition offered. At that time I understood that you thought it had some wind in it’s sails. Just trying to understand if you think that this didn’t pan out. Or, if perhaps you offered it as an income stock at that time.
Thanks as always for your great assistance
Read Answer Asked by joseph on September 13, 2021
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!