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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have held LIF for a few years now and have used its cyclical nature to take profits at its highs by selling down to my initial position and when the cycle bottoms add back again to my initial position. In the meantime I collect a very nice dividend. We appear to be approaching the bottom part of the cycle and would like your view on why LIFs share price is currently depressed and when market conditions will improve again.
I am currently at a 1.5% weighting and would be looking to add back to a 3% position to ride the next wave.
Thank you for your perspective.
Read Answer Asked by Bruce on February 05, 2020
Q: Hi 5i team,
I was wondering what your opinion is of the Morningstar Quant reports which can be found within TD Direct investing. For example, each of these stocks are noted as ‘undervalued’ or significantly‘undervalued’. As well, they have little or no moat, and some are high or very high risk. Their stock prices are/have dropped a bit.
Would you consider it realistic decision making to include them in the mix of info resources?

Also, could you kindly rank these stocks if one were doing this year’s TFSA amount- it’s a small sum so is it best applied to one stock or divided?

I have SU and CNQ, similar amounts invested in each and both are above water a little.

Please deduct however many credits you like. Thank you for helping me!
Read Answer Asked by Hilary on February 05, 2020
Q: In a diversified RRSP, which two from above listed equities would be best chosen at this time (2-3 year hold) for income and some growth with strong consideration given to safety of the dividend.

Thank you.
Read Answer Asked by Tony on February 04, 2020
Q: I feel I am over exposed to the Canadian Financial sector with TD and BNS making up 9% & 11% respectively of my portfolio. As well, I'm looking for more growth. I wish to sell one position and increase my US equities such as MA, V, MSFT, CRM. Would you consider this a reasonable plan and what bank would you recommend selling? Thank you.
Read Answer Asked by Shawn on February 04, 2020
Q: Please provide your suggestions for non US investments of above 3.5% yield and some growth and somewhat protected from volatility in Canada and internationally. Thanks.
Read Answer Asked by Peter on February 04, 2020
Q: I own way too much of BIP.UN { 22.4% } and will be trimming when I get my free shares. And have a position in BEP.UN which has risen to a 6.3% position which I am okay with size wise. Even though these are two huge winners for me I always look at it as " Would I buy them now ? " .... Not sure that I would. Mr Market seems to be in love with the name Brookfield right now and the forward PE on BEP.UN is 298 { Source Yahoo Finance } which seems astronomical for a utility. And though I cannot find one for BIP.UN the trailing PE is 377. { If you have a forward PE I'd like to know what it is ? } ...I realize there is more to evaluating a company than the PE but I am thinking these two are expensive......Plus I kind of view them in the blue chip category not the wild growth spectrum.......What is your opinion on the fair valuation of these two companies versus " Investors have gone gaga for the name Brookfield right now " ?
Read Answer Asked by Garth on February 04, 2020
Q: Seems like the renewable energy area has a future. Could get your top 6 stocks that you would purchase for growth and dividend? Which would be most affected if interest rates were to gradually rise? Thanks for the great service. Would like to stay in the cdn market, but a top us one or two would be appreciated.
Read Answer Asked by kenneth on February 04, 2020
Q: Jim Cramer added Tyson to his trust portfolio around $90USD arguing that the pork market in China was going to be undersupplied due to swine virus' etc. It has now pulled back to $84-85 and I am wondering what your take on it would be as a low volatility option with upside?

Perhaps compare and contrast with MFI in Canada and indicate a preference if buying only 1 and your reasons why?

Thanks!
Read Answer Asked by Tim on February 03, 2020
Q: Evertz is approaching its long-term lower trend line, is now a good time to start a position or, in consideration of global growth worries, is waiting the best course? Does its line of business and North American focus make it to any degree recession-resistant, or is the world's move away from the traditional television paradigm (studios, synchonized feeds, etc.) going to put a cap on growth?
Read Answer Asked by John on January 30, 2020
Q: Hi. I currently own the following US stocks in a non-registered account: CCI, DIS, MSFT, MCD and V. Would you please recommend at least six other US growth stocks that pay a dividend in order of preference. Thanks!!
Read Answer Asked by Dona on January 30, 2020
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