Investment Q&A

Q: Good afternoon,
I am down 23% on GUD; down 9% on STN;and down 4% on BNS in my TFSA. I am ok with SLF and T. I have $7000 to add. Should I strengthen the laggards or where would you add..1 or 2 names??? Long term horizon.
Should I add another name?

Q: What is the problem with Torstar, is has gone down a lot lately?
Why does Fairfax keep buying more stock after it has lost lots of money on this investment? Is it a good time to buy. Thanks, George

Q: Hi,
Would it be possible to know the short interest for this company?

Q: Good evening
In the last two weeks at least three experts recommended either to sell or not to buy TRI. One company that recommended shorting the TRI stock provided the following reason: "Uncertainty surrounding the plan to return $9,000,000,000 to TRI shareholders through a substantial issuer bid.
I own this stock for ten years.
Can you please advise me as to what is a substantial issuer bid and how this affects negatively the common shareholders.
Do you recommend that I sell TRI or should I continue to hold it?
As always I appreciate your insight.

Q: Good Morning 5i
Please provide your evaluation of this mornings Q32018 financial report. How is the market likely to view the results in your opinion? Thank you.

Q: What did you make of the results BBU.UN just reported? How would you rate it against BIP.UN and BAM for overall return i.e. divs plus growth over next 2-3 yrs? Thank you.

Q: I notice that TD has put SNC on its action buy list. What is your opinion? What are your best ideas for infrastructure investments?

Q: I'm wondering if you like the idea of investing in Cdn forest companies in view of tariffs and NAFTA negotiations. Are there any which have become attractive with the recent pullbacks?

Q: Can you please provide 3 companies in both the Canadian and US Market whose valuation and "bounce back" opportunity look compelling to you right now.
Thank you

Q: 5i Research Group
When I compared BBU.un with other cos. in the same sector. I found out the P/E ratio is too HI 107 X , profit margin and ROE is low. I nedd your advice before I purchase it
Thank You

Q: I use an advisor and pay 1% annually on my assets under management. My mandate is for income and they have me in about 35 equities, a corporate bond ladder and a Govt. bond ladder.

A friend says I should use a basket of mutual funds and self manage. I'm considering switching to your income portfolio along with a few other holdings, but my question pertains to my current situation. What's better, a diversified basket of equities or a basket of mutual funds? I think I know you'll say a diversified basket of equities, but where do I see these statistics for myself? I would really like to be able to tell my friend (respectfully) that they are wrong...historically, a basket of mutual funds doesn't outperform a basket of stocks.

Q: Please give me your assessment of ARC Resources, ARX it is near a 10 year low.
Thanks

Q: Will you have more input from Dwight Galusha (Set your stop) on a regular basis?

Thank you,

Tom

Q: Today in a question from John he asked about spreadsheets, I too was looking but in fact Action Direct can provide the info he is looking for. Under the My Portfolio tab, click on Analyze and Rebalance, in there you can create a group of all your accounts. Once you have a Group, sector weightings and position size is one click of the mouse. I wouldnt waste my time or yours with this submission except for the fact this knowledge has been a bit of a game changer managing my portfolio - keeping sector weights and position size in line.

Q: I would like to setup a spreadsheet to track our stocks. I would like it to be easy to update and be able to track my sector weighting’s and gains and losses. I use the Royal Bank Direct Investing to keep track of our holdings.
Are there any templates for setting this up?
We have separate accounts for 2 TFSAs, one RIF and one Cash account. Some equities are in several accounts. Should they be consolidated into one account when setting up a spreadsheet so that I can determine our sector allocations?

Your direction and suggestions would be greatly appreciated. I realized that this is more than one question. Thanks.

John

Q: Hi All,
I have been receiving a pending approval status on my Investorline account, most recently on a buy order for BYL this morning. For the 5i team what is happening and should I have to wait for approval on a do it yourself platform. For 5i readers have you experienced this as well. Given the quick price movements such as this morning it is difficult to buy at the lows when this happens, can anyone recommend a platform where this does not happen.

Thank you,
Mike

Q: Are there any reliable websites or software programs that will record and show records of dividend payments over time? Any suggestions from readers would be much appreciated as well.

Thank you
Paul

Q: Some perspective.
Today the is TSX down 1.6%. S&P 500 down 2.12%.
My portfolio made up primarily of stocks across the 3 5i Portfolios down 1% and the dividends are still flowing in.
Thanks 5i for your guidance.

Q: Peter; After AVO today I think you should have a new category “TAKEOVER SCORE BOX”. I’ve been a member since 2012 and I’ve lost track of the number of ones I’ve been fortunate enough to participate in. Thank you again.
Post if you wish.
Rod

Q: I'm interested in taking a position in the forestry sector as this high flying sector is seemingly under the radar. Of the following main stocks in forestry: WEF, CFP, CAS, IFP WFT, OSB, kindly rank them in the order of which ones should have the highest growth potential in the next year or so. Thanks.