Investment Q&A

Q: Where can i find a list of bonds that trade on the tsx.Thanks Phil

Q: Air Canada has demonstrated very good EPS growth and ROE for some time. Their stock has had a modest pullback, August through September, but seems to be gaining momentum again. Air Canada has the 2nd largest fleet of Max 737 in the world. Why wouldn't the grounding and route cancellations affect results. Q1 and Q2 results beat estimates. Q3 results, typically the largest reporting period, is due October 29. Do you think it will affect Q3 results? Would you take position now or wait until after October 29.

Q: I have the above losing stocks in my rrsp. Do you see any that I should let go and replace with something else? Sgy and pd are particularly painful to look at! The ok stocks I have in it are bns, engh and pbh. A good few years before I start cashing in. Thank you.

Q: Hey guys, what do you think of RBA.CA at this level ? Almost at 52 week high, I have a 5% position, average cost of 40$, obviously, Industrials are a bit too heavy in my portfolio, I also own a 5% in CNR and a 5% in BAD? Any suggestions ?
thank you !

Q: In your Oct 7 market update you show Tsx PE at 14.4% , a yield of 3.4% yet the Globe and Mail dated Oct 5 shows the S&p TSX composite PE at 16.6% and a yield of3.2% as of Oct 3 Please explain the difference particularly the wide variance in the PE

Q: hello 5i:
the railroads are beginning to look a little more interesting to me. While I still think we need at least another 5% taken from the price to become very interested, I wish to know which you'd pick today, knowing you go back and forth on them (you last chose CN in mid-August), and WHY you'd choose the one you do.
thanks
Paul L

Q: I have not invested in the Brookfield group of companies as I do not understand their corporate structure. Could you help by explaining their structure? Thanks

Q: Which are good great stocks in Canada I can buy based on todays price.Also with potential,stocks that you consider under priced?

Q: Hello team,

Not including the tech and industrial sector which three stocks would you feel most comfortable buying at current levels for a tsfa?
Thanks

Q: Each of these stocks make up between 2% and 2.5% of our portfolio. I have some cash to deploy and am thinking of adding to one of these. Which one, if any, would you see as a good choice at this time, and why?
Thanks once again for your valuable input. RAM

Q: I assume your position on Dorel has not changed ( mid 2018 questions)....No growth, high dept, and now no div. I like several of their brands so was somewhat curious if it might be getting into value play area, Doesn't seem to be the case based on your answers to previous questions.

Q: Any idea why LNR has fallen more in the past few days? Is it time to sell?

Q: Any reason for the big drop in CNR today? I've held this stock for many years and it has always been profitable to buy on the dips.

Q: There was a article in the Globe on the weekend about what could happen if your broker went bankrupt or insolvent. They stated it was conceivable that a client of the failed broker could lose all their shares. They talked about the CIPF protecting you up to $1 million but if you had more assets than a million then you should have more than one broker. I am just wondering how that could happen? The client still owns the shares not the broker. Under what scenario could this be likely or even possible?

Thanks Ken

Q: Hello Peter, as I have noticed a lot of ppl asking about the BIP and BIPC news, and since BIPC (or BEPC) can provide so many advantages (e.g., simple taxation, broader investor base, etc), why ppl still want to keep their shares in LPs, I mean, what's the benefits of holding these Brookfield family in LP structure?
Thanks!

Q: I feel that plant-based "meat" substitutes are a growing trend. I have read that Maple Leaf foods have been making a big investment in this market. Do you think Maple Leaf Foods would be a good investment at this time?

Q: Please list your top 10 cyclical value stocks that are paying a sustainable dividend.
Thank you.

Q: Hello 5i,
I am sure you will get some further questions about this, so don't bother posting this if it is merely one of many.
BIP has announced the creation of a new entity that will trade separately and be in addition to the existing BIP entity. It sounds like, as an existing unitholder, I will receive 0.11 (I think) shares for every one BIP unit I hold and that this will be deemed to be a Special Distribution over and above the regular quarterly distribution. It seems I do not have to do anything, just wait to receive the shares.
So my questions are:
1. Do I have this right?
2. What might this do the the existing BIP.UN unit price?
3. Is this dilutive, accretive or neutral in terms of unit/share count?
4. Do the expressed aims or goals seem to be worth the effort and expense in creating this new entity?
5. From the (little) information available, would you think it would be best to:
a) keep the shares and leave well enough alone
b) add to the shares
c) sell them and either buy more BIP.UN or,
d) buy something else
And, finally,
6. They mention the new shares as being more tax-friendly - at least for U.S. purchasers. Can you shed any light on if these shares are better for Canadian investors to hold rather than BIP.UN units from a tax perspective?
I know there probably isn't a ton of information/detail out there yet, but thought I would ask anyway.
Thanks for any clarity you can bring to this!!!
Cheers,
Mike

Q: Hi,
This is a follow up to another member question/answer from July 26, 2019. "But we would still prefer building one's own ETF with 10 to 15 stocks. Yes, there will be some that decline. But this will ensure proper diversification, eliminate fees, and (likely) get you higher income and overall returns. Owning 15 or so stocks across 11 sectors is not that difficult, but there is a trade off between effort (and perhaps inexperience) and costs. But this would also be the easiest way to balance out the account with no concentration risk, over time." is the portion I'd like more information on. I currently hold XIC:CA for the bulk of my Canadian exposure. If i were looking to "replicate" the XIC ETF with 15 stocks over 11 sectors, would you recommend equal weighting across all sectors and do you have any stand out stock picks to represent each sector in this scenario. Thanks!

Q: I have noticed that volumes were high on most of the stocks on Sept 20 and price went up to. Do you have any idea why? Below are a few examples

Example; RY, TD, Dir.un, SMU.un

Thanks for your great service
Hector