Investment Q&A

Q: What about an investment in equitable at this juncture given it is being tainted by home capital? Would they not benefit from Home Capital's demise? Thx

Q: Your thoughts on Restaurant Brands quarterly report. Its a core holding for me, worth about 3.85% of my portfolio. Its the company's first miss in at least 9 quarters. What are your thoughts an managing an existing position (add, sell, do nothing)?

Thanks.

John

Q: Amy comments on QSR results today and specifically do you have any worries about the miss on same store sales? Thank you!

Q: Can you please provide opinion on GEO. It's seems to have hit a wall the past few months and is trending down a bit. The metrics for the company look good but it's stalled.

Q: Do you think this a good time to buy CNR. Their financial report today was favourable, but CNR stock price has fallen. Do you think it is a good buy & hold stock. Thanks … Cal

Q: I'm wondering whats happening to car today, any news that I'm missing? It's down almost 3% today.

Thanks.

Q: I have half positions in CCL.B, ZCL, GSY,ECI and PHO; full positions in SIS,KXS,SHOP,PBH and GUD. Growth from 'good' companies is my only consideration and I have a 10 year timeline. These companies are part of the growth portion of a balanced portfolio.
Please provide guidance on the following 2 questions:
Could you rank my half position companies with growth potential as the sole criterion.
Is it reasonable to increase one's stake beyond a full position in any company that has excellent future prospects? If yes, please rank my full position companies based on growth potential.
Thanks for your excellent service, as always!

Q: Is today's price jump a short squeeze, a relief rally, or what? Thanks, Mark

Q: What are your current thoughts on EFN (given news today)? Thanks.

Q: Good Morning
Would you comment on NYX Gaming's results please. I have continued to hold them. Are they still worth holding for growth?
Thank you
Clarence

Q: Further to your answer to Delores regarding cineplex, do you think you will be publishing the update before or after they report earnings May 5? The reason I ask, is we currently hold cineplex in a riff account where the income is used as a pension replacement. While the stock has been a solid investment, aside from the modest yearly dividend increase there really hasn't been much capital appreciation in the last year. Although I am intrigued with the potential impact of the rec room once opened in Toronto, will have on their bottom line. We are thinking of replacing it with Bgi.un which pays an 8 per cent dividend. Ignoring the fact they are in different sectors can you comment on the following:
1) is this a good switch and will this switch increase risk
2) would you sell cineplex after the ex dividend date or wait for the earnings release?
As always thanks ( especially with my more recent buys of Crius and Shopify)!

Q: Do all four of these have dividends that are taxed differently and therefore shouldn't be in a non-registered? Does this apply to a TFSA as well, as foreign income I believe is taxed in a TFSA?

Where should I hold each of these? in an RRSP, TFSA or non-registered?

Q: Could you recommend some ETF's that would provide a good hedge against rising markets...I was thinking of buying a gold, materials, or bond ETF...Do you have any suggestions?

Q: I am thinking about selling my AQN shares and buying CCL shares for a couple of reasons, more growth and to get into the stock pre-split. Do you think this move is okay?

Q: i am thinking about full position in both SIS and PBH. I bought a little SIS before Xmas but wonder if I should move in another direction on these 2 as they have done very well recently. I have been contemplating for a while but wonder if I should wait for a pull back. Would KXS or GSY be another option? I am not to heavy in any of these sectors.
On another note I bought SHOP a while back, thanks! Your team has been a wealth of knowledge.

Q: I would like to add VIG and SPY to my RRSP account for both a 5% weight. Would you recommend both for a 5% weight? The only US stock that I own is RSG.

Thanks

Q: Can you explain what is Full Position ?

Q: Team,
Just like your thoughts on the listed stocks and which you would add ( in some order of preference) to an existing portfolio skewed to secure dividends and modest growth with a target 7-8% combined dividend and growth. Conversely is any one a definite NO.
Thx

Q: I am interested in Blockchain technology. Can you discuss some of the leading corporations developing that technology in North America? Thanks for your comments.

Q: Hello 5i team, I try to better classify the whole portfolio by various sectors and I hesitate where should I put bonds - to treat it as a separate category, or to classify depending on fixed income type.. etc. Looks like a theoretical exercise but still important to assess sector weights properly :) Your advice is highly appreciated!