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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: If you had to pick four out of the above names to add to today, which would you choose?
Read Answer Asked by Andrew on March 21, 2022
Q: Hello Peter and team,
The market is up today and the tech stocks are up considerably after the recent fed rate increase. Is it because the increase was small (i.e Tech stocks sold off on previous announcements of rate increases)? Any idea why Tecsys and ATS automation are not participating? Do you see Arc Resources and Whitecap doing better in the next few months.. On BNN, Eric Nuttal, felt oil will continue to do well price wise. Do you share that view?
Read Answer Asked by umedali on March 18, 2022
Q: Hello 5i,

In our registered accounts we have BEP.UN, BEPC, FTS, AQN, BAM.A, BIPC, WSP. All of these stocks performed very well for 2+ years thanks to 5i. We trimmed each of the stocks to 1%-2% positions between August and October when prices were elevated with the intention of repurchasing if they dropped. With rising interest rates and inflation now it may not make sense to repurchase. Would it be viable to:
Retain one of FTS (2% position) or BEP.UN (2%) or sell both?
Sell AQN, BIPC,
Retain BAM.A and WSP, and increase each to 3% or 4% with the proceeds from the sale of the other stocks?
or Any other suggestions?

Thank you

Debbie and Jerry
Read Answer Asked by Jerry on March 17, 2022
Q: My question: Which railroad would be carrying crude to USA. which would 5i find favorable in this market. EQNR would the dividend be taxable and my research indicates it is very well operated. I am looking at 400 shares and 150 for railway
Read Answer Asked by Guy on March 15, 2022
Q: I have been looking at recommendations in the questions and have picked the companies listed above to look into.
Without considering sector diversification, would you say each of these individually are strong companies to invest in, or would you separate these into different tiers?
In what order would you take a position in these stocks if you were to invest today? (e.g. may want to wait until prices for growth stocks like TIXT/TSU stabilize)
Also please provide suggested entry prices for each.
Read Answer Asked by Alexander on March 15, 2022
Q: Hi 5i
In answer to my question earlier today about where to best find earning report dates and estimates, you provided a link to a US site. Is there a decent Canadian site that does the same or nearly so? Just wondering where I can go to get a concise calendar of upcoming Qtly reports along with street consensus estimates, without having to search company by company. If such info is only available through payment of a fee to the provider, that's OK (depending on how much ...).
Thanks, for any further info about this you're able to provide.
Peter
Read Answer Asked by Peter on March 14, 2022
Q: I'm in the fortunate position of sitting on a double here in just a few short weeks. NTR represents almost 4% of my quite well diversified portfolio in a cash account. I'd rather not pay CRA a capital gains tax but don't want to see my investment reverse either. What would you do? Partial sell to allow for zero cost? Nothing?

Thank you kindly,

Geoffrey.
Read Answer Asked by Geoffrey on March 14, 2022
Q: Do you feel loblaws is getting over valued.
I was surprised it is still only has pe of 20 times.
Is that traditionally high for a grocery stock. Is the price finally catching up to the fundamentals or is this a place of safety where people are hiding out till things settle down.
I have owned for years and wondering if i should take alittle off the table.
It still is at a comfortable weight in my portfolio as it didnt do much for the first 5 years that i owned the stock.
Read Answer Asked by Geoff on March 11, 2022
Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.
Read Answer Asked by Alka on March 11, 2022
Q: Hello everyone at 5i!, I trimmed 30% from my nutrien holding since it has grown nicely . Now that I have my initial investment at hand, I was thinking I would like to add NWC to my portfolio. It seems to have a reasonable PE ratio and a decent dividend. What are your thoughts on NWC for a long term hold and is now a good time to pick it up ?Cheers, Tamara
Read Answer Asked by Tamara on March 11, 2022
Q: Can you help me understand how the volatility index works (VIX) and how an investor can use it to help determine when to start or trim a position.

Read Answer Asked by Michael on March 10, 2022