Investment Q&A

Q: Good Morning
I currently have 37 positions spread over 3 accounts(RRSP,TFSA,INVEST). Most if not all are or at one time been in 5i’s model portfolios. Many of these are currently at 1.5% or less and although I believe they all have varying levels of potential their current weighting in my overall portfolio will have little impact unless they all go up. I believe I should consolidate the listed group, do you agree and if so which ones would you keep? Proceeds would be added to the remaining names.
Thank you for your continued advice and guidance.
As a side note you advice regarding non action in turbulent times is proof positive. Aside from harvesting some tax losses and buying proxies for a handful of names, my portfolio is now bordering on even for the year.
Publish if you wish

Q: I have multiple questions. Please charge accordingly:
What is Freehold's revised dividend? Time to buy now?
Please comment on Vermillion results. Time to buy at $6?
What is Knight's revised shareholder account after 12M share buyback?
Is Lightspeed rebounding too fast or would you step in now?
Thank you.

Q: Northview is now getting close to takeover price. I am thinking of cashing out and topping up one of the partial positions I have in PPL, CSCO and DIS. Make sense? - any preference? or better suggestion?? Thanks Jim

Q: The financial people keep on saying they are looking first at the company`s Balance Sheet. Therefore which, Stocks have the strongest and best Balance Sheet? Also, include US stocks as well as Canadian stocks, because I do hold both.

Q: I would appreciate your thoughts about IDHD - Invesco S and P International developed High Dividend Low Volatility ETF. Thinking of selling and replacing with Corning or what?
Also your thoughts on PBH?
with thanks,
Connie

Q: I am short on Consumer Stocks in my overall portfolio - can you give me some names to look at, both in the US and Canada - I'm interested in those that pay a dividend and are growing.
Appreciate you comments.
Thanks

Q: With the upcoming demand for infrastructure build out and the business they have on the books , what is SNC's cash position and what do you think about them for the future?

thanks, Jean

Q: Do you think the theatres will survive?

Q: I carry these stocks in my RIF account with different level of loss. They do not seems to respond to any positive move in the market. I am loosing patience. Should I sell.
What replacements would you recommend that could recover faster in this type of market.
I value as usual your opinion
Raouf

Q: Greetings all:
Jim Pattison has been buying a few million dollars of the above which
brings his % up. Wft has in turn introduced a poison pill. When asked
his reply was that it doesn't affect them because they have owned shares for 19 years. I have tried to understand this comment and
cannot. Please try to enlighten me.
Thanks,
Ben.

Q: Hi 5i team,

I see QSR will release earning on Apr 22nd and still forecast 1.26B/0.53 EPS for Q1 2020. With the current environment, does this sounds too optimistic? I still hold it but worry that it will have big dig if company misses earnings. Appreciate your input here.

Q: CAS has been hitting 52 week highs. Is there an explanation other than market "enthusiasm/madness" due to press releases stating CAS will be making medical masks? I know you are generally negative on this company due, if I recall correctly, to elevated debt levels but has your opinion changed?
Thanks,
Jim

Q: Assuming this pandemic continues into June or July, where do see the AC's stock price (ball park of course) by the end of the summer?
Will this knock out some of the competition and allow AC to "come back" stronger?
Thoughts on FCR.UN?

Q: Peter
I know you have said that the stock market may start going up before this crisis is over and confuse and confound investors. Well I am one of those investors. If as the Royal Bank said this morning millions of dollars have been pulled out of mutual funds in the last several weeks, I can’t imagine that it is those people getting back in the market or is it? Where is all the money coming from to buy stocks? What is the stock market anyway? Institutions and individuals buying and selling to each other to try and make a buck? I read once that the world could do without oil before they could do without the stock market. Do you believe that?
Post if you want. I am sure I am not the only investor out there who can’t make sense of the stock market.

Q: Trading at ~$24 a share gives a market cap of roughly 1.45 billion. If they earned 297 million fiscal 2019, that would give a TTM PE of 4.89.
I know their properties are closed right now, but is this not a great buy looking out 2-3 years?
Any comment would be great. Are there any other companies you like that are trading at these ridiculous valuations?

Q: First quarter earning reports are due out soon. They wont be great because of March. The second quarter will be far worse with only essential service personal working. Yet there is a huge two day rally happening right now. Is this a smoke screen and with it likely come crashing down during these reporting cycles.

Thanks Steve

Q: Which public Canadian companies do you think is reasonable to expect solvency issues in this market?

Q: Hi, was thinking of selling one or both of the above and buy XIU for more diversity and long term hold. Would you be ok with this move at this time , and which one would you sell, or sell both?
Thanks

Q: Hi Guys, looking to buy some partial positions on the following stocks, I own banks and telecoms plus SHOP and LSPD and a few others, would like your opinion with this 10 pack and do you see any issues with any these companies going forward.
Thanks for your great service
Anthony

Q: Thanks for the great technical chart. It is very very helpful. Can you please share the chart settings.
Is there any ETF in Canada and the USA that covers work from home stocks. That includes Cyber Security, Telecom and cloud business. if not would you recommend any stocks or ETF with a good balance sheet in each of the above sectors or any other sectors that would benefits?

Thanks for the great service.