Investment Q&A

Q: In your answer yesterday to Michael regarding economy as a whole you said .... The keys are interest rates and earnings. Interest rates are now moving lower, and earnings growth should be decent next year, after slower growth (tax cut comparisons with 2018 and trade wars) in 2019. We would consider it fairly valued. There is a lot of money sloshing around, and the economy is good. There are also far fewer stocks than in past cycles, due to buybacks and merger activity. While a 5% to 10% correction would not surprise us, we are not overly worried about a 2008 market-type scenario.
While true I have been noticing more and more layoffs in the news lately and was wondering at what point this has an impact.
CN. 3000 laid off
Alberta Innovate lays off 125 of 650 employees
U of C 250 laid off
13000 predicted layoffs in the oilfield coming
200 lost jobs in Kelowna Tolko mill
More mills in BC closing

Q: I have some USD funds to invest. I would appreciate your best suggestions for 3-4 medium or large companies to keep for a long time (with or without dividends, sector not important).

Q: I understand there are tax benefits to donating stock (that has appreciated) to charity. Can you tell me, is the actual ownership of the stock transferred (which I assume means the charity would need a brokerage account) or can the brokerage sell the stock and send the proceeds to the charity? I'm considering a small charity, which likely does not have a brokerage account. Thanks.

Q: If you were starting a portfolio today, what 5 stocks would you purchase right now on valuation and price.

Q: This question is related to my question submitted yesterday on tax loss selling.

I was aware of the article in the blog section related to this topic and had already read it. The information I was looking for was which, of this long list of companies, do you consider the best options to purchase during the season.

Also, I did not intend that initial question to be private; I do not believe I marked it in this way, and I am fine with you posting the answer publically.

Thanks in advance.

DON

Q: Hi, I sent a question, a day or two ago about MSI, if it got lost in transit. I had sought your opinion to start a 2% position at current levels, as we wish to own a company in the sector ( do not own PEO). MSI has made some some recent good US acquisitions and appears to have a solid growth trajectory, besides paying a decent dividend. It peeked our interest when we noticed it among your favourites for 5i portfolio, in one of recent posts. Thank You

Q: Thoughts on PD:US, BOMN, NEWR, SRG:US and CWEB?

Q: A first question on this Discovery, which has a fairly stale chart over five years. However, they have some significantly subscribed to channels including Discovery, Animal Planet, TLC and HGTV. With Apple, Amazon, Netflix and Disney vying for space and content, how would you rate DISCK as a takeover target? With a $15B market cap, I know APPL and AMZN could afford it, what about the others?

Thanks.

Q: I see CXI has fallen by 5% on 300 traded shares today. I managed to sell some way back to get it to a less interesting level. Not disinterested enough it turns out but I am willing to hold into next year. In value (as a trap or otherwise) WR to earnings (and growth) do you see a productive future for the company? I believe you liked management at one point. I have plenty of growth type stocks.

Thanks so much!

Q: Could you provide a list of your top 3 Canadian pipelines and identify the one you would buy today for growth and overall strong management for a 2-3 hold.

Thank you Donna

Q: Hello Peter and Ryan
We like this little company, especially the name. The batteries seem to have worked out very well. What do you think of a five year hold. Seem to be very smart people.
thanks
Ken and Cindy

Q: do you like energy stocks as a speculation and if so which ones would you recommend?

Q: 8 months ago, most people I know owned something in the cannabis sector
and those who didn't told me they missed a generational opportunity. Since then, the sector fell 65%. Many were wrong, including the management of Constellation,
who bought 38% of Canopy. Could market participants be just as wrong with energy right now? Aren't sector bottoms supposed to "feel" like this? In your answer, could you tell us if there has ever been a sector on the Toronto stock exchange that got destroyed similar to the current energy sector, and whether or not fund managers were also selling? A sector that later returned close to its previous highs? (ps: I wish I could find videos showing what was said close to bottoms back in 2001 and 2009).

Q: mdt reported today your thoughts please Gary

Q: As I hold a position in Freehold Royalties could you please give me your opinion on the company and if I should hold or sell this stock.
Thank you for your reply.

Q: Good day 5i, do you believe the energy sector will ever recover and if so would this be a good time to start small positions considering most companies are at their lowest valuations in history? Thx in advance

Q: which stocks do you recommend to buy because of tax loss selling and also when to start accumulating

Q: Am considering SYZ and ADW.A as potential tax loss season opportunities. Of the two which would you consider the better longer term hold and / or which the better opportunity at current prices .
Thank -you

Q: Why is HBC trading approximately 8% below the $10.30 takeover offer? I know Catalyst has indicated that they have enough votes to reject the offer. Even if the offer is rejected and Baker walks away, approximately 85% (Baker's group and the Catalyst block) of the shares are now held by individuals/institutions that believe there is significant long term real estate value. Furthermore, the TD Securities valuation and fairness opinion indicates the company is valued between $10 - $12.25. Shouldn't this set a floor for the stock price?

Q: could you name 3 companies that start to look attractive ,as its been overly punished with tax loss selling