Investment Q&A

Q: Hi 5i team,

I recently opened an RESP DI account with Questrade for my 1 year old son. Could you please give me couple suggestion to invest on at current level? I am okay with either EFT or single stock and I have long term time horizon 10+ years.

Thanks,
Irene

Q: I would like to add to my consumer defensive. I currently have PBH and DOL at 3% each. I could add a new 3% position or add to the two above. What do you think for a 3-5 years term? If I was to add 1 company which would it be? Please give me two names if so, Looking for a balanced growth and security. Thanks for your good work.
Yves

Q: Can you comment on any short covering in your small cap recommendations?

Q: I have held STN for almost 10 years and it has recently showed some good growth. I am considering selling STN and purchasing WSP. Which company do you expect to perform better in the next 5 to 10 years and why?

Q: Would you classify BEPC as a growth at reasonable price stock or an income stock. I am searching for some Canadian garp names for my TFSA and would welcome some additional suggestions for a 5 year hold. Thank you

Q: Hello, my discount broker has the following product in its inventory of fixed income products:

National Bank of Canada Announces NVCC AT1 Limited Recourse Capital Notes Offering
Montreal, 14 April 2021 -

National Bank of Canada (“National Bank”) today announced that it has entered into an agreement with a group of agents led by National Bank Financial Inc. for the issuance of $500 million of Limited Recourse Capital Notes, Series 2 (Non-Viability Contingent Capital (NVCC)) (Subordinated Indebtedness) (the “Notes”).

The Notes will bear interest at a rate of 4.05% annually, payable semi-annually, for the initial period ending on but excluding August 15, 2026. Thereafter, the interest rate on the Notes will reset every five years at a rate equal to the prevailing 5-year Government of Canada Yield plus 3.045%. The Notes will mature on August 15, 2081.

Obviously, the day I need the capital (it would be in my RRIF), I need to sell the note with the associated broker commission. The interest rate today is 4.21%. Are there disadvantages in putting some money for income in this type of product (I have seen offerings from other financial institutions as well) and if so, what are these? Thanks!

Q: Can you suggest companies right now to pick away at ,or would you wait a bit longer till tax loss season is over.
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?

Q: I was going to sell 2 energy stocks . I am underweight in industrials, materials consumer discretionary and consumer staples.
Could you recommend your top two Canadian companies in each sector for growth.
On the other hand would it be just as well or would you favour Canadian ETF for each sector and could you list your favorite for each sector?
Thanks
Jeff

Q: What sequence would you add for largest overall return for 2 years and least risk for AND, ANRG, DCBO, LCFS, NBLY, STLC

Q: I'm planning on making a couple of additions to our TFSAs in the early New Year.
Kindly list these companies in order of preference based on a 3-5 year hold.

Thanks, Rick

Q: please rate these companies for 1. capital appreciation (next 3 years). 2. risk 3. best current entry price thanks Richard

Q: Hi, between these 2 unloved stocks, which one would you prefer over a 2-3 years period (I’m no teen!). Don’t need revenue but OK in TFSA for example.

Q: Which would be the best investment today for a long term buy and hold? Please rank. Thank-you.

Q: Hi, I was wondering what you would suggest for additions to an RESP which currently holds VGG
and GSY. Long term hold, moderate risk ok.
Two or three top recommendations please, and Thanks for your excellent service! Thanks, Lavern

Q: Finning has dropped a fair amount lately and down near 15% from where I purchased. I believe that the CEO announced a temporary leave for health reasons. Would you continue to hold FTT or is there another industrial sector client you'd suggest?

Q: Good Morning 5i,
With all the cash being generated by the energy companies I am wondering if you think the higher carbon producers would be looking to go private to allow them the time needed away from the public markets to transition to a lower carbon footprint. Would appreciate your thoughts in this regard, which companies do you think would consider going this route, would a company require shareholder approval and if so,
would there be a significant premium paid to shareholders to get the approval ? Thanks

Q: Hi - wondering your thoughts on the railways for potential lost business due to the BC flooding? Do you think they will have to ratchet down earnings for the qtr and if so, has it been "priced in"?

Q: Just read a piece in FP on the option market and TSLA which appears to be an iceberg. While I have worried about TSLA and what it might do to the market should it crash it appears like I have missed an even larger worry. Is a TSLA failure capable of being a black swan event for the market as a whole?

Q: Today, stocks are on sale. Can you opine on which large and midcap CDN and US caps look like they are being hit for no fundamental reason? Thanks.

Q: In reviewing questions regarding infrastructure WSP Global and Jacobs Engineering appear to be among your favorites. How how would you rank them against each other and is there another 1 or 2 worthy of consideration?

As always thanks for the great service.