Investment Q&A

Q: I am asking for some coaching advice. I am down on multiple blue chip dividend paying stocks. They are amongst your favourites, ENB, TD, BNS, SLF and CM.

keeping all in equal weights is not important to me, rather my personality is buying the best valued equity of the moment with comfort that I am getting it at a good price. I am holding for long term.

My problem is I don't have a sense of which is better valued right now with everything up in the air.

My question is deciding which one to buy more of, as they are on "sale" right now. I am comfortable that their dividends are amongst the "safest" available.

How would you approach this?

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Read Answer Asked by Ernest on May 07, 2020

• Suncor Energy Inc. (SU)
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• Canadian Natural Resources Limited (CNQ)
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• Sun Life Financial Inc. (SLF)
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Q: Hi 5i,
Thoughts on purchasing BAM.A and SLF at current prices, or wait for lower prices? Do you think their dividends are safe?
Thoughts on the Canadian oil sector with respect to SU and CNQ? While dividends cuts have happened and likely to continue, do you see long term value in purchasing at these levels and do you prefer one over the other? Worth the risk for a 5 year hold?
Thanks very much
Terry

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Read Answer Asked by Terry on May 07, 2020

• Miscellaneous (MISC)
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Q: Hi there,

I am considering opening a USD TFSA and converting it from CAD to USD using Norberts Gambit. It is a large sum and I was wondering if now would be a good time to do it or wait for the CAD to strengthen. Do you think there will be a better opportunity in the next few months or would you be comfortable doing it today?

Thanks!

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Read Answer Asked by Michael on May 07, 2020

• Pluralsight Inc. (PS)
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Q: Could you please give your opinion of this company and whether or not you feel it would be a good growth buy at this price.
Many thanks as always

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Read Answer Asked by Alexandra on May 07, 2020

• Photon Control Inc. (PHO)
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• Questor Technology Inc. (QST)
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• Savaria Corporation (SIS)
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• Maverix Metals Inc. (MMX)
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Q: Hi, looking to lighten up on my small cap holdings, sector not an issue. Could you list in order which ones you would SELL first?
Looking to hold two for longer term
Thanks

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Read Answer Asked by Brad on May 07, 2020

• H&R Real Estate Investment Trust (HR.UN)
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Q: Hello,
How do you feel about HR.UN, they seem to be hard hit by this pandemic in terms of stock price, do you see liquidity problems or concerns about them ? There financials seem solid.

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Read Answer Asked by Robbie on May 07, 2020

• Dollar General Corporation (DG)
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• Dollarama Inc. (DOL)
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Q: Hi gang
In an answer today.. saying that Consumer Cyclicals are better choice over Staples at this juncture ..you mention DOL and DG as good choices to consider. But in your cover reports you say they are both Defensive. Is Defensive not the same as Staples?
Thanks for all you do...would be lost without you.

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Read Answer Asked by El-ann on May 07, 2020

• Alteryx Inc. Class A (AYX)
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Q: Hi Guys,
The after market doesn't like the 1Q numbers for AYX. What are your thoughts? I have a full position. Would you recommend hold or sell some or all?
Thanks,
Dennis

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Read Answer Asked by Dennis on May 07, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Would you please give me your expert opinion on this particularcompanyHow would you compare it with Shopify. ........... THANKYOU

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Read Answer Asked by Dennis on May 07, 2020

• Tricon Residential Inc. (TCN)
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Q: Hi 5i,
Assuming you are still favourable to TCN, are there other US based REITS (US or CAN$) with a dividend greater than 5% that would be a good buy currently?
Thanks
Terry

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Read Answer Asked by Terry on May 07, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Q: Hi Team,

I was wondering when this fund rebalances and what the maximum weight is for a single holding. I hold the fund because I do like having some exposure to Shopify but more so because I think some of the smaller holdings have great long term growth potential. Your thoughts?

Thanks

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Read Answer Asked by Keith on May 07, 2020

• goeasy Ltd. (GSY)
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Q: Hi 5i,

Please provide comments on the earnings released today.

Thanks!

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Read Answer Asked by David on May 07, 2020

• Kinaxis Inc. (KXS)
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• The Trade Desk Inc. (TTD)
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• WELL Health Technologies Corp. (WELL)
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• Rapid7 Inc. (RPD)
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Q: Hello 5i
From a pure growth perspective what order would you rank these stocks over the next few years?
Thank you
Dave

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Read Answer Asked by Dave on May 07, 2020

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Brookfield Business Partners L.P. (BBU.UN)
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Q: Hello. I believe they both reported. Comments please. Thank you

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Read Answer Asked by Margot on May 07, 2020

• Bank of Montreal (BMO)
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• ECN Capital Corp. (ECN)
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Q: Hello Team,

Currently own ECN, down 15% on this one. I have been eyeing BMO for awhile now. Comparing BMO on a one year chart it lags and dropped the most from the other big banks, down roughly 35%. However, at roughly 68$ isn't it an attractive entry point?

Can you please explain why BMO lags? And second, would switching ECN to BMO be a good move or simply stick with ecn?

Thank you and have a good day!

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Read Answer Asked by Rino on May 07, 2020

• BILL Holdings Inc. (BILL)
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Q: Hello 5i
Could I have your analysis of Bill.com please?
In January you said you needed to see execution to justify the lofty valuation. They reported Feb 6.
Thanks
Dave

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Read Answer Asked by Dave on May 07, 2020

• Sienna Senior Living Inc. (SIA)
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• BMO Equal Weight REITs Index ETF (ZRE)
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• Brookfield Property Partners L.P. (BPY)
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Q: Thinking of selling SIA and BPY and replacing with ZRE/ Would this be a good move?

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Read Answer Asked by Pamela on May 07, 2020

• ING Group N.V. (ING)
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Q: I own ING and has been disappointing. Was considering moving it "in kind" from my margin account to my RRSP account. was wondering if this would allow me to take a tax loss on it, or would I have to sell it outright and repurchase it in the RRSP. You have any recommendations on it?

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Read Answer Asked by Anthony on May 07, 2020

• WSP Global Inc. (WSP)
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• Brookfield Asset Management Inc Class A Limited (BAM)
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• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
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Q: Hi 5i,

Thanks for the quality work. Buy and hold forever. 1-3 and why? Insight appreciated. Maybe one thats better or missing?

Thanks again!

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Read Answer Asked by Adam on May 07, 2020

• Activision Blizzard Inc (ATVI)
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• Microsoft Corporation (MSFT)
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• Thermo Fisher Scientific Inc (TMO)
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Q: I currently own both these 2 stocks for a 4% weight and have done well so far. I was wondering if I should sell 1 % of each and then buy MFST for a 2% weight. What do you think the comfortable weight of these 2 stocks should be? What % would you hold in a portfolio if 5i had a US portfolio? Do you feel that there is a better US stock than MFST for purchase at this time for a retired person?
Thanks

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Read Answer Asked on May 07, 2020