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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 currently hold RUS, TFII and SIS for my industrials. How would you rank the above industrials and should I be making changes?
Read Answer Asked by Harald on January 21, 2020
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.
Read Answer Asked by RUPINDER on January 21, 2020
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.
Read Answer Asked by Nancy on January 17, 2020
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
Read Answer Asked by Dave on January 16, 2020
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
Read Answer Asked by Ken on January 14, 2020
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.
Read Answer Asked by Willie on January 13, 2020
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
Read Answer Asked by Ian on January 12, 2020
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.
Read Answer Asked by Ronald on January 02, 2020
Q: Can you tell us what the final 2019 returns are for the TSX and S&P 500? Thx
Read Answer Asked by Adam on January 02, 2020
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
Read Answer Asked by francois on December 30, 2019
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
Read Answer Asked by Donna on December 30, 2019
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
Read Answer Asked by Carlo on December 30, 2019
Q: Some new fears i heard on the radio going shopping yesterday. Maybe they are already part of the financial behavior jargon but new to me.
Everybody knows about FOMO fear of missing out. But these ?
FOBO fear of better opportunity
JOMO joy of missing out, had a good laugh on this one !
Nice holiday to the team for the great work and all 5i members kuz if you're not there 5i non existent, impartial great service non existant !

Denis.
Read Answer Asked by Denis on December 18, 2019
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