Investment Q&A

Q: Good morning guys
Often you will mention that a given stock may take for example 3 to 5 years to come back. What percentage gain are you allowing for? I like to shave some of my winners back to my original amount and then wait for a pullback to add again. Then I will do it all over again.
Thank you

Q: I own a small amount ( about .5% each) in these varied areas of the above stocks. My balanced portfolio is a bit short on cash for other purposes. Would you rank these as you can, for possible sale and recommended keepers for adding to, in this market? Long time subscriber and thank you for putting it all our there.

Q: Any idea when the semi conductor space may pick up again for AAOI and PHO? I'd like to top these up as I am down quite a bit but don't want to do it too soon.

Q: I am confused by how the term « position » is used here - a position I take as meaning a holding but some refer to « a full position » « 2 positions » etc. Would you provide some clarity? The muddy jargon isn’t helpful. Thanks.

Q: Hi guys, am thinking of a small 1% buy in MDR and would appreciate your analysis of them. Has had huge volume lately and is on a steep slope downwards. Do you see any potential in these guys in the near term as they approach their next report in late October.
Thx Gary

Q: Asked your opinion on this stock in June for my TFSA which you replied that it was very speculative but something to watch. Have not purchased it yet.
There are a lot of moving parts to the company and its stock with mergers and share consolidation several weeks ago.
I have 2 questions:: How has the stock behaved since mergers / consolidation.? ( I find it very difficult to determine). Has your opinion on this company changed? Thanks
Derek

Q: Would appreciate your analysis of MO in regards to dividend safety and do you view them as a good contrarian buy over the next 12 months?
Are they worthy of a small 1% buy.
Thx Gary

Q: Good Morning 5I,

Coiuld you please provide me a list of 3-5 quality US monthly dividend payers? And same on the Canadian side? Please diversify sectors.

Thanks
Stephen

Q: What are your views for this stock over the next 6-12 months and do you see any potential headwinds coming.
Thanks Gary

Q: I see that isrg is up very strongly (3%) on very large volume, in a down market. I can't find any news. Do you have any information that might account for such a strong move in such a weak market?

Q: I am going to add Gold to my portfolio and am looking for your advice. I really like the Franco-Nevada model being that they have royalties and do not own mines, but it seems quite expensive? Thoughts on evaluations etc ? Depending on your thoughts I would like to add FNV and an actual gold miner. The ones I have listed have a larger market cap as I am not interested in too small of gold miners.

With all the things going on in the world right now, how concerned are you of a recession in the US that will drag Canada into it? The flags I am concerned about right now are: 10yr bull market, US balance sheet issues, repos, inverted yield curve, Fed policy (decreasing interest rates), trade war, global slowing. A lot of other countries hold US paper........ It makes you wonder how much more debt the US can endure and maintain a strong dollar.

We all know that there is going to be a correction at some point in the future....but something to me feels different about what is coming. Maybe I am just a paranoid investor...I have to quit watching the prepper shows!

Besides gold what is the best way to protect ourselves in the event that the US has a financial crisis that affects their dollar?

Q: Buffett has bought into Crown Castle. Is American Tower the better buy? Both are Reits which will benefit from 5G. Perhaps prudent to hold an equal weight in both for diversification?

Q: Given a 15% withholding fee for US investments, which S&P based index fund would be the most favourable to hold in a RRSP in Canada. Either HXS, VFV, XSP, ZSP to reduce the yield drag on non-recoverable withheld taxes. Of course HXS has none withheld to date but does have a pending distribution perhaps at year end.

Q: 5-I,

I own CPD plus 5 individual rate reset preferred shares with reset dates ranging from 2020 to 2022. . When I look at the gains / losses I see CPD has been hit much more than any of the individual items over the past year. My question relates to how the NAV is determined with CPD. Is it very similar to that of a mutual fund , ie if many sales orders are received the ETF needs to liquidate, thus causing a drop in NAV? Any other thoughts why such a large performance difference between CPD and individual preferred shares ?

Thank you,

Paul

Q: Can you please list your top 5 recession-proof stocks? Please include ones that grew their earnings in 08/09. Thank you.

Q: Back in July, David was asking about CSAV to park emergency fund money in and you seemed to like PSA more because of the liquidity of a larger fund.

It looks like CSAV now has around $300M in assets. Is that large enough to remove any concerns about liquidity? CSAV has a slightly lower MER but their monthly payout seems to fluctuate more so I'm not sure which to choose for emergency funds.

Thanks

Q: At what point do you sell the stock or double up on your share count. The ‘fundamentals haven’t changed’,only peoples perception on its stock price has changed and I have a 5 year hold. I have contemplated waiting for another sharp drop and buy additional shares - like double my present position. OR I thought that if the stock hit the 200 day moving average I would sell. FYI - I bought the stock at $40 ish and sold at $80 ish. Bought again at $100 ish and sold at $150 ish. Finally I bought it again at $180 ish and still own the stock. Like all of us I have owned stocks that went up and down dramatically only to hold on to long, ie Valient.

Clayton

Q: When is Shopify's next earnings report?
Thank you.

Q: Hi,

Down, down, down. I realize this was (is) overvalued and a growth play and there is sector rotation out of growth stocks. Where might you expect this to bottom out at?

Q: Peter,U were great on Market Call on 9/19.Thanks for answering my Q on AW.un. Please u short comment on LSPD's new retail 3.0 POS app. On Sep 23 the G&M filed a report on LSPD stating that it was oversold, co's forecasts of fiscal 2020,2021 & 2022 are greater than the street,Cassie de depot is the biggest owner below 40%, & tech support @ $30,then $25 & Resistance @ $40 & $45.Txs for u usual great services & views