Investment Q&A

Q: I noticed in one of the questions asked yesterday there was the following disclosure: Authors of this answer have a financial or other interest in AAPL, AMZN, GOOG at the time of answering this question. This seems new any reasons to start including it?

Also as you give us great quality names such as SHOP which is up over 1700% since it is inter listed can you by the US listed shares ? Or is the team not allowed to buy inter-listed companies?

Q: In my well diversified portfolio, ignoring taxes and cash requirements, which of the above equities would it prudent to be sell or add to currently? Thank you.

Q: Could you please tell me the difference in these choices? Are all dividends paid by all the Brookfield entities in US dollars. Thanks so much.

Q: I currently hold RUS, TFII and SIS for my industrials. How would you rank the above industrials and should I be making changes?

Q: Hello Peter, Asked this question over weekend, but may be lost somewhere so asking again.
As part of a balanced portfolio in TFSA, which of these are worthy of new money in order of preference ( FROM TOTAL RETURN PERSPECTIVE - 3 YEAR TIME FRAME), I own all of these but low in weights. X, NFI, TOY,NTR,QSR,SIS, ATD.
Or if anyone else you like better.
Also, if any of these is a outright sell and re-allocate into others.

Q: I am interested in buy some shares of Brookfield Properties or Brookfield Asset Management. What are you thoughts on the various Brookfield companies. Thanks.

Q: Hi 5i team,

During the fall, I saw several questions on stock metrics, so I thought I would follow up before earnings season starts again, as I notice differences between business sites, depending on assumptions. I tend to defer to the Companies section as that is what you use in your answers, I believe.

In the Companies data, are the PE ratios and the various Price to Comparisons TTM or forward looking? I use Price to Sales all the time for those tech stocks that do not show any earnings. Would you view around 10X as getting expensive or under which offers relative “value”, if I can use that term for tech stocks? I notice in a recent question, you mentioned LSPD, one of your favourites, but that trades over 30 times. I really don’t use the Price to Cash Flow or Free Cash Flow ratios. They seem to be all over the map, with wide variances, so I have trouble interpreting their significance. Which one do you prefer and what would be a general threshold for getting expensive?

Thanks again for the insight.
Dave

Q: I got quite a lot of Power Financial and I want to sell some to invest more into the US market. Would you advise selling now or waiting until the merger concludes in February?

Q: Could you please explain to me why Bam. has such a small dividend at1.1%, compared to Bip. at 4.08 and Bep at 4.46. Also, which of the three might fare better in a downturn. Thanks, Ken

Q: Hi, what is the outlook for CNR in 2020? I have a small position, about 1%. It has not moved much since 15 months ago and I would sell unless there was growth expected in 2020. If sell, I would move the funds to another sector, possibly buying gsy. Many thanks for the great service.

Q: Happy New Year 5i. Thanks for the great work. Can I please request your opinion on Slack and Pinnacle Renewable for new equity positions today.

Thank you.

G

Q: Hi 5i team,

Both GDI and FSV are in the building service industry. If I can only buy one, giving the growth and revenue projection, the balance sheets. the management, which would be your preference and why for a 3 years hold. Thanks.

Q: Saputo has a significant investment in Australia. How much has the fires affected the supply of milk and the distribution of its products in that country?
The company annually increases its dividend a very modest amount and the share price remains quite flat. In light of the above is SAP still a hold?
Thanks for your great advice.
Ian

Q: For the more passive investor have you considered a small portfolio of ETF's that complement each other and provide a steady flow of income? I have stocks in addition to 4 ETF's yet I'm not sure if the ETF's I have are a good 'set' or have too much overlap. Maybe an addition to the 3 Portfolios you have now, one made up of X number of ETF's.

Q: What is your outlook for WCN? Buy hold or sell? It has been trending sideways after a good long run.

Q: I was reviewing my portfolio and thinking about 2020. Right now I have a large cash position and will want to invest some of that next year. But in what stocks?

An interview with Sir John Templeton on ROBTV many, many years ago came to mind and it may be a good advice for others.

Sir John was asked when was a good time to buy a stock and he stated "at the point of maximum pessimism".

Then he was asked when was a good time to sell a stock and he replied "you sell a stock when you find a better stock to buy."

I hope I can remember that advice as we move into and through 2020.

Q: Can you tell us what the final 2019 returns are for the TSX and S&P 500? Thx

Q: I need some funds, I know you hold these names in good standing, however which one would you sell first to generate some cash.
Thank you. Happy new year

Q: I want to top us my TFSA and would appreciate you sharing your top 5 favourite Canadian stocks.

Thank you so much and wishing you an awesome holiday season

Donna

Q: Hello 5i, I have a small position in the above listed stocks. I am down about 10%. Would you suggest that I keep them or take my losses and move on.? I appreciate your comments.
Carlo