Investment Q&A

Q: I have a full position on "CNR", and wonder if I should change to "CP" instead since CP outperformed CNR last couple of years.

Thanks.

Q: Considering latest volatility and recent sector rotation with rising interest concerns, What would be your top 3 recommendations right now in following sectors for investor with 10+ year time frame. This is for RRSP Growth/balance polio
1. Consumer discretionary/Consumer Cyclical
2. Technology
3. Industrials
4. Financials
5. Materials

Thanks for your valuable guidance

Q: I just took a position in NTR because of the recent high prices for crops (corn and such) under the thought that this should drive demand as the farmers should have more cash and a reason to increase acreage planted. Is this a reasonable thought process. If you look at NTR as a trading stock what are the things to look out for to realize the ballgame is almost over and how early (what inning) is it now.

Q: YTD, CNR is down about 8 % yet CP is up 9 %. They are both in bidding war. Why such a discrepancy in YTD performance? What is the market seeing?

Q: In a growth orientated TFSA I hold Real that I am tempted to sell and replace with Nuevi is this a good idea? (Oddly Real is up today and Nuevi is down)

Q: Both (pho) Photon Control & (ish) Inner Spirit have recently become companies of merger. MKSI to buy all shares of PHO & SNDL to buy all shares of ISH.

Would you suggest continue holding these shares of PHO & ISH to become shares of the new companies. Or would it be better to sell now at the higher share value before the mergers are complete?

Thank You

Q: Thoughts on earning reports this morning? Thanks.
Jerry

Q: interfor is putting out a special 2.00 dividend. Do you think it would be a good time to buy this stock and what is the outlook for the future.

Steve

Q: As I write this, Friday mid afternoon, all of the markets are sharply higher. Gains seem to be pretty much across the board. I like to look at outliers that are bucking the trend. There are a few stocks that you have been optimistic about that are actually down today. Wondering if any of these are not as favoured by the market, given their performance today. Perhaps issues with recent results. Understanding that you can't read too much into one day's trading, but several of these have dropped quite a bit lately, and I'm wondering what your current feelings would be on buying these today for a long term hold in a diversified portfolio. Would you give each a rating from 1 to 10 as to how strongly you would want each of these in a portfolio? BYD, CSU, CTS, DOO, DND, ENGH, LNF, PBH, REAL, STC.

Q: On May 6 BIP released great earnings results (in my opinion). There has since been heavy selling pressure. Why does a stock sell off after releasing good earnings results and will BIP rebound?

Thanks

Q: I have very significant losses on these stocks, 45-55%. Are any worth holding for recovery? Your assessment of the potential and problems for each, please.
Thanks for the help. I enjoy the questions every morning, and have learned a lot.
Len

Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there

Q: Hi team, I have a couple of questions.

First, looking into an unseen future, what are the odds of DOL and ECN being acquired? And which companies would be interested in acquiring them?

Second, I am looking to buy MG but I don't have any free cash available. Would need to sell one of my tech holdings.(CSU, SHOP, KXS, LSPD) My gut tells me to sell KXS.
Would like to get a second opinion.

Thank you.

Q: One of the largest tech crashes .com bubble in the Nortel days took years for these companies that survived to get back to where they were. The same thing is happening today probably on a smaller scale. Would it not be better to get out of these and into something else or into cash as they just fall day in and day out? Or, do you think by the end of the summer will they have bottomed out and have some encouraging results? Waiting for your guidance. Thank you.

Q: Hi 5i team. I’m trying to decide on investing in CNR, CP or something else in the commercial transportation industry. Could you give me your thoughts and feedback on their current state and future outlook to compare. Trying to understand why CNR has not recovered from last drop like CP did. Would CNR still be a good choice while the stock is still low? or would you suggest CP or something else at this time that would be better even if it’s a US company? Why? And could you rank them in order of strength in their ability to produce profits moving forward. thanks!

Q: Your comments please on RECP-T as an investment at this time. Is Debt too high? Do they pay a dividend?

Thanks for the great service

Q: I am allocating 20% of my TFSA specifically to Covid bounce back stocks and have AC as half of the allocation. Would you name 3 other stocks ( with reasons why ) that would fit this theme.
Thanks. Derek

Q: Good Morning 5i Team,

In your response to a recent question asked about your thoughts on Buffet and Lee-Chin's cash hordes and how much cash to hold in the current environment, part of your response was "Investors are not used to rising rates, and we think some protection is needed. Not necessary in terms of cash but in terms of some portfolio adjustments to companies less susceptible to higher rates (i.e. value stocks over expensive growth stocks). Growth stocks can still do well in a rising economy, but companies with valuations at 15 to 20X sales would see an adjustment with higher rates (of course this has already partially occurred this year). "

I am in the camp needing to make some adjustments, and I'm wondering if you could suggest several U.S. and Canadian stocks that you see as attractive "value" plays at this time.

Thanks very much,
Brad

Q: Shawcor had a significant amount of equity writeoffs in 2020. Is it going to be helpful in 2021?

Q: Hello. I am a new subscriber and this is my first question. I have been "practicing" self directed investing for the past year with about 20% of my registered assets. I think I have a pretty good grip on the basics and am now ready to move ahead and invest the balance of my assets into the market. I am going to use your portfolio construction recommendations as a guideline. According to the plan, I am already heavy in # of stocks and lack solid allocation and diversification. The stocks I listed are the ones that are dragging down the portfolio and for the most part do not belong in the mix. If I sell now all the losses seem to be quite significant representing approx. 3.5% of my current portfolio of stocks and about 1.3% of my total available assets. I have the option of holding on hoping for recovery and using other cash to strengthen my good positions and add to more diversified positions. Or should I simply sell and move on with a clean slate to re-build the portfolio?