Investment Q&A

Q: Hi 5i team,
My nephew turned 18 last year and has now 11K in his TFSA ready to invest.
What would be your suggestion (s). It can be a mix of CDN and USD stocks/ETFs.
Obviously, it would be several years before needing any of the money so some risk can be taken.
Thanks

Q: To own one ETF for Bond allocation, would you prefer Purpose Global Bond Fund (BND) or Vanguard Total Bond Fund (BND:US) ?

Thanks

Dave

Q: Hi to all 5I research thanks for the great work. My question is on CWX.to . Last quarter of 2019 they reported 04 cents and I was looking at a recent analyst report from Thomson R and they are calling for a 19 cent for q4 2020 up from 90 days ago of 13 cent and 6 strong buys and one buy. Own the stock for 5 years now and ask this question every march for the past 4 years. I like this sector because it is a renewable product and always in demand thanks to climate change. Is this earnings report match yours? They also call for a 8.80 stock price average do you agree with this number? Thanks again.

Q: Can u comment on proposed acquisition. Thx

Q: The earning for the year look decent. Too bad they give little public guidance but my understanding is that business has picked up and they project double digit growth over the next few years. Based on that scanty information do you think the stock is undervalued? I like the 3.70% divy while I wait for the company to be discovered.

Q: For new money to top up my income portfolio holdings per above. How would you rank if buying today based on valuation and future growth (revenue, earnings,dividends)
Please also rank the sectors (banks, insurance, utilities, telecom ). Thank-you.

Q: Please feel free to disregard this question if it is outside the scope of this fantastic service.

High growth tech stocks such as Unity, trading at a high multiple of future sales, have been pummeled due to a rise in the yield on ten year treasuries. Future earnings will be worth less, so this makes sense. I understand this relationship directionally but not quantitatively. I would like to understand the relationship better in a quantitative way, a sensitivity analysis if you will. Can you offer insight into how a 1, 2 or 3% increase in ten year rates effects the value of future earnings? And in turn what is an appropriate adjustment in stock price for a stock trading at 10, 25 or 50 times future sales?

Thanks.

Q: Could you comment please on LIF's latest earnings and the dividend strategy.
Thanks
Bob Rose

Q: In Peter's editorial in the February Moneysaver, he re-iterated the importance of diversification across the 11 main sectors. I found I am short in 3: tech, healthcare and communications. I am on the verge of retirement and have an income slant but realize some growth is also needed throughout my investing lifetime. Could you give me one growth and one income recommendation for each of those 3 sectors? (A company which pays a small dividend but has a history of raising it consistently would be ideal in the growth recommendation.)

Thanks,
SCOTT

Q: I believe NFI reported yesterday. How did they do? Profits are surely down but did they cover the spread (AKA meeting analysist’s expectations)?
Thanks,
Jim

Q: hello, what is the difference in subsets(?)/classes of stocks? As an example, what is the difference between these two stocks? thank you

Q: Hi Guys
Which would be your choice of these two investments, if you were going to have a 15% weighting in your Portfolio.
Thanks

Q: I recently yielded to Bitcoin craze and bought GBTC ETF as a hedge. However, I noticed that, on bad days, GBTC is dropping faster than bitcoin and, at the moment, it trades at significant discount to NAV. I can explain this by the lack of redemption program. However, my main concern here whether the amount of BTC per share is fixed (according to Greyscale website it is 0.00094690) or can be freely manipulated by the fund? What concerns me is the footnote that this is the rate as of March 3. I checked the prospectus and don't see anything there about BTC/share ratio. Basically, if the fund can reduce BTC/share at will, the investment value here is quite questionable. Do you have any information/thoughts on this?

Q: As a follow-up to my question last week on interest rates up/down, please also advise which funds/ETFs perform best when interest rates move in either direction.

Thanks again.

Q: Another acquisition by WELL (Intrahealth)....your comments?

Q: Hi 5i team,

My question is on the future of natural gas as a heating source in Ontario, for example. I will not try to make this overly political and just provide facts based on carbon tax rates from Enbridge's site: https://www.enbridgegas.com/Natural-Gas-and-the-Environment/Enbridge-A-Green-Future/Federal-Carbon-Pricing-Program

As of April 1st Ontarians will pay 7.83 cents / cubic metre in Carbon ta . With current Gas Supply Charge (GSC) at 10.356 / cubic metre this works out to a ct of 75.6% before hst. I a short 9 years this will increase to roughly 320% ((170 ÷ 40 * 7.83) ÷ 10.356) of the GSC.

So my question is: If people move off natural gas to heat their homes, what impact will this have on the pipelines. Do you see any other investment themes to replace natural gas? Basically get off the grid solutions, although they are really expensive today,

Thx

Q: Hi 5I team,
I am a new member and enjoying your service and advise, so far.
I bought GUD (the dud) back in 2017 @ 9.88 when it was Peters top pick on BNN Market Call. It really hasn't preformed well since and appears to be getting worst. I have read all the questions and answers you've provided and still undecided as to how best to proceed. What is your advise going forward, "hang on" or bail out. Thanks
Homer

Q: hi
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help

Q: I was wondering what your opinion of CoinSquare is?
I asked yesterday but can't find where you answered.

Q: Hi Peter, Ryan and Team,

Sorry if this as been asked before but I am wondering what your top 3 growth companies would be irrespective of sector on both the U.S. and Canadian side? (So 3 U.S. and 3 Canadian) to take a position in on this pull-back?

Thanks for all you folks do, very appreciated.