Investment Q&A

Q: I am looking at buying BAM.a shares for a LIRA account, 15-year horizon. I already own BIP.un and BEP.un in a cash account, total would represent about 12% of equity portfolio. Is this too much? Within BAM, what is the proportion of revenues that BIP and BEP represent? Thanks

Q: Hello
1.Do you see Lam Research as a good long term hold specially with the chip shortage ?
2. What is your outlook on Kirkland Gold? Do you see the gold stocks picking up in the near future?
Thank you

Q: Hi,
I generally prefer companies that have very little or no long term debt. It just gives me comfort of the ability for the company to survive massive drawdowns in the stock market.
Of the 4 companies listed, are any burdened with a high long term debt load?
Thanks ,

Q: Hi
despite some insider selling in a question by someone else in early April
it has taken another jump to new high this am

is there any fundamental reasons for the spike in this stock
I am aware that it is more defensive as consumer staples stock (am I right?)

I have a partial position, time to take profit or add to ? (I broke even a month ago)
thanks to your wisdom

is there an alternate stock (Cdn) you would recommend?

Michael
hold the stock for a few years, able to break even, dividend is nice, though not a high
dividend payer

Q: over the last 10 years manulife (mfc) stock price has peaked at 27$, 5 times ,after reading the recent report on magellan (mal) i am thinking of selling MFC to invest in MAL ,your thoughts?

Q: 5i Team,
What are the expectations for the upcoming q?
Do you see any red flags?

Q: I am interested in the Industrial sector. What is the best way of playing it?

Q: I own a fully position in IWN - with what's been going on lately with sector rotation (Growth verses value) should i see half the position and buy IWO (growth) or sell the entire position in IWN and buy IWM (both growth and value) ?

Second question I own significant holdings in WEF (overweight) WFG (1/2 position) and lastly Canfor (Full Position) My question is is it time to exit hold or reduce as lumber prices cannot stay at the present level forever?? (your comment please) maybe even sell some WEF some and go with a big house builder or even Lowes (I already own Home depot ) your guidance is appreciated

Q: Peter; With the issue accruing nothing to the company is it just a exit plan by the selling shareholders and does it change your view of it re excess debt? Thanks. Rod

Q: These are the 4 losing stocks in my long term hold portfolio. I am considering to sell them because I start to doubt my original thesis of owning them. Please rank in selling order if a better buying opportunity becoming available. Thank you. Bill.

Q: looking at to buy a stock in auto industry.
your preference re linemar, magna, martinrea, or wd buying a sales of autos co., ie, auto canada be better. your opinion and any other view/suggestion wd be helpful and appreciated
thank u
John

Q: Which one to go and which one to keep.
AEM,ABX,WEED,CJT,GRN,KEL,QST,REAL,SMT,XBC,YRI

Q: Hi! I'm wondering if Canadian firms will be able to participate in contracts relating to some of the infrastructure spending happening in the US? If not, would we be better served exiting WSP Global for a US firm at this time? If so, who would you switch out for?

Q: In the answer to a previous question asked on March 22, 2021, you mentioned that you would prefer AC to CHR as an investment.

However, CHR has posted positive net income for Q2, Q3, Q4 2020, which seems pretty impressive for an airline during 2020. CHR seems like a more "solid" company to my untrained eye.

In the answer to the other question, you mention that CHR has been free cash flow negative for the past 5 years, but according to my research, it has also been posting positive annual net income since 2009. How would something like that be possible?

Q: Your recommendation on which option may be taken? Also, between the two proposed stocks, which one pays dividend similar to BPY? I cannot find stock symbols for both.

Brookfield Property shareholders can choose to take $18.17 per unit in cash, 0.3979 of a Brookfield Class A share or 0.7268 of a Brookfield Property Partners preferred unit

Q: Hi 5i,

I currently own AC, AQN, AT, ATZ, BAM, BYD, CARR, CELH, CRWD, DOO, ENB, GSY, KRR, KXS, LSPD, LUN, MG, MITK, MMED, NUMI, NVDA, NVEI, PBH, PHO, PLTR, QCOM, QST, REAL, SCR, STC, T, TEC, U, WELL, WSP, XBC in my TFSA.

I haven’t made any changes to my portfolio since February. Has your view changed on any of these companies? Which should I sell and any new suggestions? I’m ok with high risk. Thanks for your awesome picks!

Q: Could you name 3-4 top picks in Canada or US for consumer defensive, basic materials, industrial, and utilities that would have a good outlook for the next 5-10+ years?

Q: Retired, dividend-income investor. I own the following Cons Staples = NWC, PBH, PLC, as well as I am building a Cons Discretionary position in Leon's.

I am looking for another Disc stock. I remember seeing a related question on this a few days ago, but couldn't find it. What are your favorites right now for me to do further research on? I must admit I lean towards value stocks, as I have difficulty in buying something that has already had a good run.

Could you give me 3 Discretionary names on the conservative side and 3 on the more aggressive side...no speculative names. If we can't find a suitable Discretionary stock, I might add another Staple name, like possibly ADW (it is listed as a Staple, which is absolutely true in our household, but it could be Discretionary...compared with food). Could you therefore give me 3 Staple names that might fit well with my existing Consumer holdings? So, I need 9 names, if possible. The cash available is in my TFSA, so while a dividend is nice it is not imperative.

Thanks for your help...much appreciated...Steve

Q: Of the above mentioned stocks, which would you choose as a current buy with the most growth potential.
Thanks 5i I am so grateful for your excellent service.

Q: Stelco shares seem too underpriced to be true? Rebuilt/modernized production line, no Cdn competition,, product demand and pricing at attractive levels ( albeit cyclical ), no debt, and p/e = 3 for 2021 , yet it trades at 1/3 Nucor level. What is holding back Stelco ' s share price?