Investment Q&A

Q: MAL is exposed to EU &Brexit by their UK operations. It's still a hold?
Thank you

Q: Good Morning. Another election result surprise though the polls were closer than Alberta and our Federal. What company stocks are on the shopping list today? The US market seems to be lower than Canada, should we be looking there, or a Euro ETF? Thanks for your advice!

Q: Curious! This the second time that I entered a company name and symbol in the upper box and it doesn't register.
Stornoway Diamond SWY seems to be moving forward on all fronts to becoming a viable concern. I'd like your polished view on the short, medium and long term prospect$.
Thank you

Q: Good morning, ok brexit happened and the world is falling apart. I have 50% in cash. Can you recommend 4 or 5 stocks for my watch list. I'm 58 well diversified but have no bonds, golds or us stocks

Q: I am resubmitting this question as apparently the symbols did not show up with my first question. Can you please comment on these stocks as to suitability for a GROWTH portfolio and if you have any concerns over any of these. Are there any substitutions you would make to this list? Thank you.

Q: I am a retired, conservative, dividend-income investor with a pension, CPP, Insured Annuities and the following securities: AD, AQN, ALA, BCE, BNS, CGX, CJ, FTS, ECI, PBH, RY, TRP, WSP, WCP, WEF, RBC Cdn Equity Inc, Sentry Cdn Income, Sentry REIT, Fisgard Capital, ZLB, XIT.

I am looking to top up my industrial sector holdings. I have WSP, and those contained within AD and Sentry Cdn Income Fund (Progressive, Republic Serv, Transforse, United Parcel, among others).

I am looking for dividend payers and have narrowed it down to DH,MG, TCL.A (filtered using P/E, P/B, P/S, P/CF, Beta, as well as technicals). DH (your rating = B+) looks good due to its FinTech exposure. MG (your rating = B+) is a possible concern due to the car cycle being long in the tooth. TCL.A (not rated) is possibly in an industry that is fading away.

Which would be your top pick for both security of dividend and capital appreciation? Please rank them in order of your preference as well as how they might fit with my other holdings.

Thanks, Steve

Q: Guess you'll be busy w/Brexit - but wondering where I might invest some CAD & USD held on behalf of my kids in light of vote result?

Q: Hello 5i,
Now that the Brexit vote is in and the markets have reacted and likely overreacted.
Are there 4-5 stocks that you would buy that have little to no exposure to the UK or Europe that have been pulled down with the tide and should bounce back sharply once sanity is restored?
Thanks
Dave

Q: Hi Peter and team. Just heard the news this morning. Can you suggest a few good large cap stocks with good yields to pick up if there's a significant drop in price. Looking mostly for good yield, relatively safe and at least a bit of growth. Preferably Trading on New York Stock Exchange or as ADRs. Thank you. Tulio

Q: I am looking at these 4 stocks for a combination of growth and income. Do you see any problem with these or do you have a better suggestion? Also, do you feel now is a good time to buy or would it be better to wait until summer is over?

Q: Hello Peter and the 5I team

I am using SHERWIN-WILLIAMS CO as an example. I like to use ROE as one of the main numbers I look at before I buy a stock, is there a point when a high ROE is a concern. SHW has a ROE of 145 ( according to my RBC banking brokerage info) is this too high? At what level do red flags come up and what causes extremely high ROE. What statistics do you look at and could you rank them for their importance in your check list.

Thanks

Q: CHR has been in a bit of a downtrend the last few months,could you comment on that ?

Q: Hello Peter,
Any idea why paramount resources is going up everyday recently? I own chartwell retirement, sienna senior living (SIA), concordia healthcare and hydro one. I would like to take a bit more risk for higher rewards. I would like to sell hydro one and put the proceeds towards chartwell, sienna senior living, or concordia. Chartwell is 2 percent of my holdings, sienna senior is 3 percent, and concordia is 1 percent. I was thinking of increasing sienna senior to 4 percent where i get a nice dividend and a potential upside. I was initially thinking of concordia but there does not seem to be much interest in a takeover or does this process take along time. I would appreciate your comments. Thanks very much.

Q: 3 excellent stocks in your potfolio.Note that recently the advances of Cgx & SJ stalled @ $52-52.50 & $50 respectively.Please explain.On the other hand,Syz took its time to break the $8 & $9 resistances,now just on top($10.08) of the $10 resistance with next resistance @ $11.It could be a multi bagger as previously suggested. Thanks for your usual great services & opinions.Looking forward to seeing Ryan,ex Vancouverite this Friday on Bnn

Q: Hello Peter
I am wanting to replace some bonds with these 4 stocks. (EIF,PKI, SIA, AD ) Could I have your opinion and any concerns.
Thanks for your great service.
Gary

Q: A reasonable growth strategy is through acquisition, who are their likely targets?

Q: What is the leverage of underlying OSB commodity pricing to Norbord's share price and if supply stays constrained through 2016 what EPS acceleration could be expected for BLX?

Q: I'm wondering if you can comment on their latest results. Thanks

Q: Update

Q: Please comment which type of account (non-registered, RRSP or TFSA) would be best suited to hold Brookfield Business Partners). From the prospectus the distribution will be approximately $0.25 per annum (1 %). I currently hold the other Brookfield LP entities (BEP, BIP and BPY) so I am familiar with the issues associated with T-5013 on my tax return.

Please comment whether it's better to hold the TSE listed units (BBU-UN) in Canadian dollars or the NYSE listed units in US dollars.

Thank you for the excellent service.