Investment Q&A

Q: Despite a proposed increase in Canada Gov defence spending, and an apparent boom in private jet craft sales, BBD.B remains generally neutral to analysts. Please may we have your assessment of this company and whether it is a hold or buy at this time ?

Q: In your answer to a recent question from Tim about how to prepare for an inevitable market correction, you suggested holding stocks in defensive areas of Consumer Staples, Utilities, and Healthcare, Can you pls provide 5-6 names in each of those areas that you would want to hold. A mix of Cdn and US would be great. Thank you for your excellent service.

Q: I am looking for companies generating >20% over 1, 3, 6 month and 1, 3, 5 and10 years with steady growth and reasonable volatility. IAG meets my criteria and has eaten IFC's lunch over the above noted reporting periods. Would you endorse IAG and can you suggest other Canadian stocks meeting the same criteria. Thank you

Q: Looking to clean house, which of the following would you sell? Thanks in advance.

Q: What are your top Canadian picks in:
Healthcare
Consumer goods and services?
Much appreciated. ram

Q: Hi 5i, Any reason behind causing the Thomason Reuters Crop (TRI:CA) close to 52 weeks low? Do you still consider for buying now? Many thanks.

Q: Hello 5i. I am now planning to help my 30 year old daughter invest $10K of RRSP for a long term value. Can you recommend 3 stocks and 2 ETFs? As well, given current conditions, would you recommend equally spreading the investments over 3-6 months or invest in one full swoop given current conditions? Thank you!

Q: I own the above listed Canadian Stocks. Please rate each one as a BUY, HOLD or SELL and the reasons for your rating. Thank You.

Q: There has been a huge run in the AI related stocks which your service has nailed. Thank you! Are there other sectors that you think have growth and upside right now, and why? If you have a sector(let's say gold, or consumer, etc), could you give a couple names US and CDA as well? Or should I just look in your portfolios for your picks?

Q: Hi Peter and 5i Team,

Any news from Boyd that would account for the particularly bad day on Wednesday. Sep. 17 (down 2.19%)?

Thanks as always for your insight.

Q: Which do you think might have a better return over next 2 to 3 years and why. Suggested entry point? Thanx.

Q: Hi Peter, I have a TFSA portfolio with 15 stocks in it and was thinking of adding TRI to the list. In order to do this I would have to sell 10 shares of my RY and 7 shares of my CM which together generate a 78.60 dividend a year. The new position in TRI would probably be around 10 shares and a 1% weighting in the portfolio giving me a divided of 23.60 a year. Is losing the difference in dividends of 55.00 worth adding TRI, does doing this make sense in the long run. Thanks

Q: At current prices, how would you rank these companies for buying?

Q: Considering factors as dividend tax credit , yield,etc.. is it suggested to hold BEP.UN instead of BEPC in a registered account ?

Q: Peter; Can the Blue Jays winning streak, assuming they continue and make the playoffs, move the needle on Roger’s earnings ? Thanks.
Rod

Q: Regarding cash on the sidelines, I would be considered an agressive investor, retired, 100 % invested in equities usually, bias towards smaller growth and tech companies. Recently raised close to 15% cash, sitting in mm funds now. After the raise, the amount I have invested in stocks is the same as early July. Not sure what this cash will be used for, took some profits because from past experience " when it seems to good to be true", a shoe will be dropping sooner than later, maybe. I didnt raise cash waiting for a pull back to deploy, might happen, but wasnt the motivation. Guessing I'm not the only guy in this position. My question, in a scenerio where the US dollar and equties drop in tandem for a prolonged period, what investments would prosper?

Q: Hello, do you have any plans to add a comparison option within that chart display when viewing a companies profile? This would be very useful when comparing different companies within the same industry and aid in researching companies on my buy list. Also, would be extremely helpful when comparing a CDR performance with its US listed twin to determine the impact of currency hedging on overall return over a period of time. Thanks for the great service that you provide.

Q: Hello 5i,

Can you please select your top choices from the list below

USAR or MP or any other recommended rare earth company or ETF

WAR or SHLD

CVLT or PANW or CRWD

IS CRS the best stock for specialty metals. Does CRS fit in with the Rare Earth mining?

Thank you for your insight

D&J

Q: Could you name 2 or 3 Canadian company's that have constant high buy backs on their stock this year?

Any you would consider buying?

Thank you.

Q: SpaceX recently bought Echostar, along with 50 MHz of S-Band spectrum in the US. E. Musk is saying it could be the next wireless carrier. If that is so, what is the risk to companies like Telus, Bell, AT&T, etc. And what timeframe might be involved? Thanks very much.