Investment Q&A

Q: In my non-registered account I have tried to build a diversified portfolio of "set-and-forget" dividend-paying stocks. I do not need the dividends currently, all are being DRIPped.
Recognizing that I'd be giving up some dividend return, what are your thoughts on replacing BEP in the portfolio with BAM?
I already own AQN in the renewables space, and ACO.X & FTS in the utilities space.
Thanks you for your insight.

Q: Hey Team,

I realize you have moved on from GUD, and I can understand, although I feel that you may have given up just before the value realization.

Am I reading their statements correctly in that they have over $5 per share on just current assets, and another $5 in long term assets?

This is on an arguably improving landscape for the company over the next 12 months?
Seems way too cheap to ignore, when fundamentals have turned positive, no?

Q: It appears that Mg is no longer one of your top favourites.It has a great run to reach $126 ATH in early June,2021,but since has declined to current $96.86.Is this a good entry point? Or U prefer one of U current favourites? Txs for u usual great services& views As a aside,I cannot find Acq in the Summary of accounts covered.It was on u previous list some time ago

Q: I've been in Topicus since $60 so now it's a relatively large position in my TFSA. What do you feel would be an appropriate weighting for such a growth account? Thanks...

Q: I have a small position in TIXT, would you consider a opportunity to add on today's drop ?

thanks,

Q: Your present thoughts on Toromont Ind. please. By the way...my best investment to date, bar none...subscribing to 5i. Thanks folks.

Bill

Q: Why the sudden drop today
Thanks

Q: Was the secondary offering that huge? Stock down 8% now and continuing to head lower.

Q: Looking for 3 companies to buy during a pull back, what companies do you suggest and at what price?

Q: With another qtr in the books, what is your current ranking of these three and why?
Appreciate your work.

Q: PKI is looking very poor technically - 200 day average starting to roll over. Are you still confident holding it in your BE portfolio? Do you have an estimate for a forward P/E? Thanks, Jim

Q: Hi 5i,

I brought Real:CA for long time ago, in average around $27. Although I am a long term investment, but I am so upset for the everyday dropping. How many years do you think the company will back to positive?
Many thanks.

Q: Any reason for Magna's sharp drop yesterday (Sept. 16)?

Q: Good morning,
Pondering investing in REAL with a few questions please.
How does 5i feel about their current competitive position and ability to land new Tier 1/2 lenders and increase market share?

How does 5i assess REAL's runway for strengthening competitive position? Regarding this, Pg. 34 of REAL's Nov 2020 Investor Day presentation says "Investment in technology in F2021-23 expected to yield 20% reduction in cost to serve by 2025".
Two questions here please.
Is 5i aware of REAL making technology enhancements in 2021 consistent with this statement, and if so what was the key one?
Two, is REAL's current focus on buying back shares in F2021 consistent with them still having the cash to make technology investments?
Thank you. Edward

Q: Hello 5i Research
In your June report on Toi stock you pointed out that if Csu would sell their shares of Toi ,it would get hit very hard.My question is what is the likelihood that they would sell and when might they do that also why ?
Thanks as always for your great feedback.

Q: From 5i's Income Portfolio, which top 3 companies will you rank as the best to invest in at the moment?

Q: Your answer at the end of August was that XBC.CA was still worth holding. Now with it below $ 3.00 and a 80% loss is it still true. In other words irrespective of holdings is it a buy at its present price.

Q: I'm down 13.5% on MG in a non-registered account. Hold the course...take a tax loss now and re-purchase in 30 days..or take the hit and move on?

Thank you.

Q: I have a non-registered account which is invested in roughly equal weights of 13 Canadian blue chip dividend payers (NTR, RY, BNS, TCL.A, T, BCE, SLF, QSR, ENB, FTS, LNF, BEPC, AQN) and CPD. I am in the process of re-organizing it a bit and have some additional cash to invest.

I have tinkered with SYZ, FSZ and LIF in this account and none of these quite fit the profile I'm going for (steady eddies thru next economic cycle, decent and reliable dividend).

Over the last year or so, I have been tweaking this account to get it to the point where it will be very low (or no) maintenance. Game plan is to drip for another few years, then start to take the dividend in cash to live off. Capital preservation and dividend reliability are obviously key.

Looking for some guidance on choosing 2 or 3 additional holdings from the following list:
EIF (nice div, needed industrial exposure)
AW.UN or ZRE (are these OK in an open account?)
CVD or XHY (some fixed income to smooth out any upcoming lumps) or other fixed income idea.

Do CPD, CVD, XHY make sense now with tapering about to begin in the US?
All comments about this strategy and my stock selections are most welcome.

Several questions here - please take several credits


Thanks in advance,

Jim

Q: Hi Folks,
In my non-registered account I hold: ATZ,NVDA,LSPD,TOI,KXS for growth and some blue chippers as well - I would like to add NVEI and possibly sell KXS or would you suggest I just add NVEI - is there more room for NVEI to grow in price
Thanks