Investment Q&A

Q: Could you suggest five Canadian and five American companies that would benefit from inflation. Could you also suggest five Canadian in five American companies that would benefit from higher interest-rate. Thanks

Q: What do you think is the best way to invest in Ethereum and why, and is there a particular relatively safe fund you could recommend?

Q: I know you typically don't like averaging down. I'm underwater on the following names. Would you be comfortable adding to them and if so which order would you prioritize new money be allocated. 10+ year timeframe.

BEP.UN (down 22%)
KXS (down 21%)
TTD (down 36%)
U (down 41%)
XBC (down 54)

I assume you would advise a few more quarters with XBC before adding?

Thank you,

Stefan

Q: Could you list your 2 favourite Canadian and 2 favourite US Communication names right now and give your reasons. Also, could you then rank these in preference?

Growth investor, 10+ year timeframe. TFSA.

Thank you!

Q: I was hoping you could go sector by sector and suggest some companies in both Canada and the USA which you think will attract investor interest partly because of their ESG-friendly tilt.

As one analyst explained, there are commodity producers whose costs will be reduced thanks to ESG-related government grants, thereby boosting profitability. Wondering what you make of that and if you can suggest any examples. Thanks.

Q: Q1-2021 report showed the company paid down some debt. Their entry in packaging has started to show signs of recovery but not with a tremendous success. Now suddenly company started to enter in different field with acquisitions in the creation of engaging retail environments, point-of-purchase displays and large format printing. Do you think management is not sure about their entry in packaging is write? Your views on this whether its good or bad for an investor. Is it time for a switch to CCL?

Q: This stock has seen some positive price action the last few days. Is the outlook for the company more positive, and would you consider the dividend safe?

Q: What are your thoughts on DBM. Do you think it is a good investment. Do they have debts and is it expensive or value stocks

Thanks for the great service

Q: TD Waterhouse are opining today (in advance of NWC's Jun 9 quarterly reporting) that the "quarter is expected to be the last strong quarter before EBITDA turns negative".
What information if any have you to support or refute this statement?
What are your thoughts on whether to hold or sell NWC going forward?
If sell, what replacement recommendations have you?
Dividend-focused investor, with NWC & PBH in consumer staples, and LNF, MG & CTC in consumer discretionary.
Thank you for your thoughts.

Q: Above are my CDN holdings greater than 2% of my portfolio. I'm looking for 1 more sleep at night CDN recommendation for an RRSP account that you would initiate at more than 2% and hoping you might have a short list of recommendations? No oil/gas/pipelines, thx but otherwise I'm open.

Q: What are you thoughts on Superior? I am wondering if I should hold, sell? What is the financial situation of the company and future prospect?
Thank you
Ed

Q: Retired investor not dependent on portfolio income.
Low on my Industrial sector exposure of 15% spread across non-reg and tfsa accounts. Currently have bbu.un, cae, tfii, tri, wsp in equal amounts (~2%).
Looking for three suitable current growth-income suggestions from each of USA-International or Canada-based with high foreign exposure for longer 3-5 year hold. Or do I just add to existing?

Q: I am down on Finning. Do you see upside? I am underwater. Thank you

Q: I would like to buy shares in a restaurant company that stands to profit from the removal or reduction in Covid restrictions. I intend to buy this in a TFSA and hold it for a year or longer. How would you rank these companies in terms of expected overall return? Or could you recommend another company that might do better than any of these?

Q: Hi team:

this stock is doing very well, however, there are rumors that the US
will put tariffs on the dairy products from Canada
to protect the US farmers
I have a small position, it pays a small dividend
should I add more, hold or sell due to the potential upcoming tariffs ?
thanks
Michael

Q: Hi 5i,
After a painful wait I am finally breaking even on KEY (div were dripped). I have 5% position.
Do you see any near term catalist that can move the stock further?
I rather buy something with more growth like MG (I do have linamar at 4%). Do you think holding MG and LNR would present too much concentration? Altogether I hold 45 stocks and 4 ETFs.

Q: Hello, I have both mty and enghouse in my RRSP and i wan't to sell one of the two to buy more of the other... For a 5 years period, which one of the two you have more confidence for growth ? Thanks

Q: Hi !

I am looking to invest in perhaps just one of the above companies.
I learned the hard way about prioritizing the preservation of capital.
Would you tell me which of the above companies is best in terms of highest chance of capital being preserved?

While I am here, would be able to suggest three other companies that are both poised for greatness and offer an excellent capital preservation profile?

Thank you!

Q: Just thoughts...First background -  I have an income, balance and growth portfolio that's invested in trade, TFSA and LIRA accounts...all similar to 5iR's...and also a US balance portfolio with a definite growth tilt...and I like to stay within the portfolio framework, aka add to existing stock positions which now total 100 positions. With cash on hand, I'm muddled about what to invest in, aka Cdn and US stocks?And here is the tug...there seems to be many other good stocks but from my reading of 5iR, it's better to stay with the ones you have or totally drop the existing position and move onto a new position. With that in mind, what are the Cdn 5iR positions would you suggest are a buy today or watch it for a buy? When it comes to the US, the draw for me today is to add to existing positions 'cause of the strength of the Loonie and the expectation that it will decline over the next few years relative to the Green Back. What would you suggest are US stock buys now for a longer term hold, like 5+ years. Thanks for the assistance.....Tom

Q: Any reason you are aware of for the nice gains in the auto stocks today (Thursday)?