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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: I am considering positions in the attached companies. Are current prices good entry points and are there any of these companies you would not purchase today?
Read Answer Asked by Timothy on March 31, 2022
Q: Hi Peter, Ryan, and Team,

Another question about Nutrien......The following is an excerpt from a recent Morningstar report on NTR:

"While the market likely overvalues the fertilizer business' outlook, we
think investors undervalue the lithium business, which will generate the majority of future profits."

What is your view on the above statement?

Your recent answer to another member that used a baseball analogy was interesting, so would it be correct to say that NTR is not a 'buy and hold forever' type of stock?

Also, what would be your top picks for lithium stocks (any country), and Canadian ETFs that have substantial lithium exposure?

Thanks in advance for your insight.
Read Answer Asked by Jerry on March 30, 2022
Q: Hi 5i
As we all know, growth companies need to maintain strong growth to justify their valuations. In looking at some past answers, I am not clear if you prefer earnings growth or revenue growth as the key metric. For a tech company, what would you consider as a strong earnings growth rate and a strong revenue growth rate? How many years do you look out? Are there any websites that show these projections? I do not believe that your website shows forward looking growth rates, just historical ones.
Thanks again.
Read Answer Asked by Dave on March 29, 2022
Q: Our grand-daughter, age 19, needs help with investing mid 6 figures $$, with funds not needed for 10 years or more. She is seeking guidance from her parents and grandparents with this. We would appreciate if you could provide appropriate suggestions and some direction.

Thank you for helpful service.

Cyril
Read Answer Asked by Pat & Cyril on March 28, 2022
Q: Happy Friday! Can you recommend two names in Canada you feel can benefit most from the current environment. 2 Energy and 2 Basic Materials - I have 3.6% of my portfolio exposed to energy and only 0.8% in BM. Happy to add to current positions. Long term investor (7-10 yrs) with higher risk profile.

MX 0.8%

ENB 2.44%
SU 1.15%

Thanks for the continued excellent work. I think this is my 5th year using your services and have not been disappointed. Have recommend your services to all my friends.
Read Answer Asked by Don on March 28, 2022
Q: On GSY & WELL. I am down 30% on both in a registered account. Looking at the tax loss and moving to AT and CSU. I have started to use this as a growth account. Or I could sell and wait 30 days to rebuy. Looking for growth possibility so being a little more aggressive is OK
Read Answer Asked by Scott on March 28, 2022
Q: I have to move $100K into my RSP for corporate tax reasons. I have been waiting for the market to settle. I am in no rush just have to do it before October. I know you can’t time the market but thinking about making the transfer and then slowly buying over the next while as the ups and downs are not as big as they have been over the last many months. Your thoughts on this?

Another option may be purchasing a few ETFs both growth and balanced. I have no ETFs to date and think this may be an option, any suggestions?
Read Answer Asked by Scott on March 28, 2022
Q: I own a little ENB, I think I should add to the position of perhaps add PPl to bring the position up.
Also TD is my sole financial but want to add another bank or an insurer SLF or another insurer. currently non in my portfolio now.
Of the insurers what % of the insurers would you suggest and is Trisura a good way to increase the position in some way.
I dont own BAM but own BEP & BIF ... is adding to either of these positions the way to go or perhaps adding BAM at this time...
Which CdN bank stocks do you favor most-----
Thank you for your advice. Maureen
Read Answer Asked by Maureen on March 28, 2022
Q: I sold my GUD shares and would like to use this cash to add to either LSPD 1.7 % , SIS 3.4% , TIXT 1.1%. Which one would you add first or should I add to all 3? This is for a TFSA account.

Thanks
Read Answer Asked on March 28, 2022
Q: Regarding the trucking stocks, are they able to immediately pass along their higher costs (ie fuel) to clients? Or do you expect them to express a negative narrative in near term because they have to eat those costs?
Read Answer Asked by Doug on March 24, 2022
Q: Good afternoon 5i staff, Which asset class or classes are friendly for investors during a recession? For stocks, which sectors are to invest during a recession?

Two railway stocks, CP and CNR, which one do you prefer or should consider to split money equally to buy both of them?

Thanks,

Lin
Read Answer Asked by Lin on March 24, 2022
Q: Dear 5i
I was thinking it might be a good idea to invest some cash in the wheat and steel sectors given their expected rise over the next year or so .
Perhaps RS for steel and maybe BG for wheat . Would you agree with these two selections or would you recommend something else ?
Thanks
Bill C
Read Answer Asked by Bill on March 24, 2022
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