Investment Q&A

Q: I need to sell one of these stocks from the Industrial sector for a rebalance. Long term outlook. I need help deciding on which one to cut.
Thank you again.

Q: Hi Peter and 5i team,
What are your top five “diamonds in the trash!” stocks.
Thanks

Q: I have held HBC for a couple of years and wonder why it trades at such a low price. It has $4 billion in property, plant and equipment but that doesn't seem to be reflected in its stock price. On the common shares along it is worth over $20/share. What am I missing here?

Thanks - Ron

Q: Hold ONEX in my RSP as a long portfolio diversifier. Could you comment on the latest numbers and would you prefer ONEX or BAM.A. Thanks Ron

Q: SAP vs PBH.
Which company has the best:
- Management
- Balance sheet
- Dividend growth
- Potential for capital gains
- Current valuationPBH i
- Overall business
Do you have a gut feel which would do better during a recession?

Thanks.
Jim

Q: I have a long time to wait on investments and don’t have much interest in trading, as I prefer value investing.
1)I’m still up 30% on Nvidia, with a long term in mind. Do you think it’s better to sell out now and buy back later, or do you see enough growth and value coming to make it better to just sit on and wait?

2)I’m trying to build the core of my portfolio around long term holdings in strong dividend payers (with a bias towards aristocrats) and use all drips available, and even proxy drips through my broker when I need to. Could you give me your top 1-3 dividend payers for each Sector (with a bias towards dividend growth and safety/ aristocrats).
Also, I’ve read lots of articles that state that dividend investing on average out performs the market by a few% per year, just without most of the wild swings. Do you agree?
Hopefully my rambling makes sense...
Thanks

Q: Hi,

For a 2 year hold, which would you recommend in order of preference?

Thank you.

Larry

Q: Hi Peter/Ryan

Looks like lots of stocks are at adjusted valuation now. I will appreciate if you can list couple dividend and bit growth sleep well stocks for RRSP account irrespective of industry.

Thanks

Q: listened to the entire conference call and everything was as positive as can be, yet the stock is do, am i missing something.i think largo is minimum a 6.
savaria , is this beat down justified, i thought a 1.75 would be as far as it would go, but this is crazy.dave

Q: Which stock would perform better in this current market? CJT reported good results and seems to rise, whereas CHR went down despite steady revenues.
Thank you!

Q: of the stocks listed can you please rank in order from 1st to last for adding to at this time as I have some cash to add to these stocks that I currently own.
Thanks

Q: Hi Peter and Team,

It definitely has been a wild ride on the markets recently. Thanks for your messages about taking a measured approach during times like this. The portfolio approach definitely works, as the valuations are not swinging as much as if I had only a few stocks.

That said, I have set aside cash for times like this and I am trying to figure out what to buy. I follow the balance portfolio model and have some stocks from the growth portfolio added to the mix. Would it be a good time to add to one or all of my positions to PBH or KXS or BNS?

Thanks.

Q: I had a half position in Loblaws before the Weston spinout, so now I have a tiny position in Wn. I'd welcome your thoughts as to how best to proceed. Do I dump Wn and build L to a full position or fill out Wn to a second half position?

(Supplemental info: If you looked at my full portfolio, you would likely say I am rather long on banks and utilities and short on consumer stocks, though I do have some ATD.b and ADW.a. However, I am about to retire, so I am keen on fairly reliable dividends.)

Q: Hello could you comment on AutoCanada and AGT earnings?
Thank you
Stephane

Q: What would be your choice between WEF and OSB currently? Looking for sector exposure and think the valuations are attractive after the recent sell off. Will either or both face tax loss selling pressure?

Thanks.

Q: It seems Cdn/US markets have reached a very high valuation for many stocks/sectors and investors are trying to find a reason (minor earnings miss etc) to get out of the market and build some cash positions. Interest rates will still go up and it will add more pressure along with all other uncertain factors which would lead to more panic selling and high volatility in the markets. Worst case scenario the markets will collapse considering the 10 year bull market run and tightening liquidity, lower stock buyback etc. Keeping this theory in mind is it a good idea for small investors like some of us 5i subscribers to build at least 30% cash and stay invested in defensive sector stocks like Utilities, REIT, FInancials and Staples instead of buying on dips in Tech, cons disc, Industrials sectors. Last few days many solid companies in 5i portfolios in Industrials, CYcylical sectors have sold off due to minor earnings miss. We can re-deploy the cash once the interest rates stop increasing and the market buy signals are positive in 2019. Would like to get your opinion and recommendation on this thought assuming smart money has started getting defensive and getting ready for next fall/recession.

Thanks
NInad

Q: Your analysis of Canadian Tire earnings please.

Sheldon

Q: Dear 5i
If you had 6 months before you were planning on retiring and considering the volatility in the markets, what percentage of fixed income vs equity would you have in place in your portfolio ?
Thanks
Bill C

Q: I know it is has not been one of your favorite companies, but what are your thoughts on it's Q3 results and outlook? Is this a good point to average down? Thanks.

Q: Can you comment on their latest results. Aside from the miss on EPS , are they really that bad to warrant the reaction in the market ? Thanks, Joe