Q: I bought Russell a while back and am under water on that one . I notice Tree Island popped today , and I am wondering if that is a good industrial play - or is the Chinese cloud still a big issue ... what would have made it pop 5-6% today ?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi what are you views on the Uranium market. Japan has started 2 of its nuclear plants do you see some upside for uranium stock in the near future.
Thanks John
Thanks John
Q: Hi,
I'm thinking of adding a consumer staple. Empire has come down somewhat, but would you prefer Metro or George Weston. I'm a very long term investor.
Joe
I'm thinking of adding a consumer staple. Empire has come down somewhat, but would you prefer Metro or George Weston. I'm a very long term investor.
Joe
Q: hello 5i:
please give me your two best companies, in the Industrial sector. I'm looking for something with a dividend of >2.5% (but realize I might have to settle for less), with a stable and growing cash flow, trading at or below its long term value metrics (P/B, P/S, P/CF, D/E etc). The companies should have a dividend history of at least 5 years, though longer is better. I'd prefer to keep it to a Canadian company, though it seems a large percentage of US Industrials are trading at low valuations, so would at least be open to one for a suggestion. I know these are fairly tough criteria after a bull market run that approaches 7 years. can you help?
please give me your two best companies, in the Industrial sector. I'm looking for something with a dividend of >2.5% (but realize I might have to settle for less), with a stable and growing cash flow, trading at or below its long term value metrics (P/B, P/S, P/CF, D/E etc). The companies should have a dividend history of at least 5 years, though longer is better. I'd prefer to keep it to a Canadian company, though it seems a large percentage of US Industrials are trading at low valuations, so would at least be open to one for a suggestion. I know these are fairly tough criteria after a bull market run that approaches 7 years. can you help?
Q: Regarding the increased activity and rise in price of PBH, I note that TD Waterhouse initiated coverage last Friday with an Action List ranking.
Geoff
Geoff
Q: Hello: I have this stock left over from my days with a financial advisor. Bought at $16.00, today it's $18.88, so while the price is declining, I'm still not yet in a loss position. Having read the previous posts, is it best to just sell and get out? What I really want is long-term hold dividend growth stocks. Can you suggest a few that are not banks/financial, telco or utilities (which I own enough of)? Thank you.
Q: I am 65 years old and this is what I have in my RRSP(my income account). Everything except Win (has 2%) has about 1 full position (5%). I have about 50k still to invest. What would you do with it, and what do you think of the present allocation?
TRP,Tog,RY,NA,LIQ,FTS,CVE,CWB,BNS,ALA,G,BEP.UN,EMA,TMA,and T. Short of the market totally collapsing, I am ok with market gyrations.
Thanking you in Advance
John
TRP,Tog,RY,NA,LIQ,FTS,CVE,CWB,BNS,ALA,G,BEP.UN,EMA,TMA,and T. Short of the market totally collapsing, I am ok with market gyrations.
Thanking you in Advance
John
Q: Hi Team , I have 10k that I want to invest in a TFSA account, I wont need these funds for 5-10 years, Im thinking of 3 options , invest in your equity model portfolio picking appox 10 stocks with a 10 % weighing, # 2 invest only in ETFS , or # 3 split the 10 k between the 5 banks , BMO, BNS, TD , RBC and NA... does any of these options look good to you? .....or do you recommend an option 4 ???
For option 1 can you recommend some of the stocks to pick ? and also for option 2 can you recommend some ETFS to pick ?
Thanks
For option 1 can you recommend some of the stocks to pick ? and also for option 2 can you recommend some ETFS to pick ?
Thanks
Q: Dear 5i
I came across this comment from Otterwood Capital Management today:
"The fundamental event which could initiate a dollar selloff would be an announcement from the International Monetary Fund to include the Chinese Yuan in the SDR basket (see my post here for more details). The last decision was made on November 15th, 2010 so we should expect similar timing for this year’s decision. If included, roughly $1 trillion of global reserves will move into Yuan, largely out of US dollars. The decision would be positive for Chinese risk assets and by default, negative for the US dollar.
The US dollar is at a crossroads and the ongoing consolidation is running out of time. One way or another it will break out of the range and an unanticipated US dollar selloff would lead to significant repositioning and volatility."
This is the second time I have heard about this in a week. I just wanted to get your opinion on this scenario and what, if anything, you would recommend doing (i.e. would this be a good time to sell some US stocks?).
Thanks for your great service.
I came across this comment from Otterwood Capital Management today:
"The fundamental event which could initiate a dollar selloff would be an announcement from the International Monetary Fund to include the Chinese Yuan in the SDR basket (see my post here for more details). The last decision was made on November 15th, 2010 so we should expect similar timing for this year’s decision. If included, roughly $1 trillion of global reserves will move into Yuan, largely out of US dollars. The decision would be positive for Chinese risk assets and by default, negative for the US dollar.
The US dollar is at a crossroads and the ongoing consolidation is running out of time. One way or another it will break out of the range and an unanticipated US dollar selloff would lead to significant repositioning and volatility."
This is the second time I have heard about this in a week. I just wanted to get your opinion on this scenario and what, if anything, you would recommend doing (i.e. would this be a good time to sell some US stocks?).
Thanks for your great service.
Q: Hi Peter what is your take on the high volumes and price on this stock in the last few days.Who do you feel is buying ?
Kind Regards
Stan
Kind Regards
Stan
Q: Hi...what are thoughts about POT. It is near a 5 year low. I purchased it mid forties. Is it worth holding? If not, what would you replace it with. Thanks for your time.
Q: Hi Folks
Doing a bit of house cleaning (a bit late I might add).
I propose selling cus, hnl, tdg, sgy and buying nfi, pbh, eif, and csh.un.
I would appreciate your opinion on these moves .
Thank you Stan
Doing a bit of house cleaning (a bit late I might add).
I propose selling cus, hnl, tdg, sgy and buying nfi, pbh, eif, and csh.un.
I would appreciate your opinion on these moves .
Thank you Stan
Q: Hello Peter & 5i team,
I gather from the various 5i reports and the Q's & A's that my Equity holdings are quite decent; but I'm not sure about the sector weights and would like to have your opinion on the split.
Consumer (21.3%) ATD,BYD,CCL,CGX,DOL,LNR,MG
Energy (6.1%) TOU,VET,WCP
Energy Infra (5.1%) ENB,KEY
Financials (12.0%) BNS,CXI,EFN,SLF,TD
Health/Pharma (7.7%) CRH,CXR,GUD,PHM,RX,VRX
Ind/Infra/Transp (8.7%)
Material (5.2%) CHE,SJ
Tech (22.0%) CSU,DSG,ESL,GIB,MDA,OTC
RE/Telco/Util (11.8) BCE,BEP,CIG,FSV,TCN
By the way, these holdings' (Oct 16, 2015) ytd total return is 11.8% with a beta of 0.5. Even though I got hammered in the Health sector, I made up for it in the Consumer, Tech and RE
Thanks,
Antoine
I gather from the various 5i reports and the Q's & A's that my Equity holdings are quite decent; but I'm not sure about the sector weights and would like to have your opinion on the split.
Consumer (21.3%) ATD,BYD,CCL,CGX,DOL,LNR,MG
Energy (6.1%) TOU,VET,WCP
Energy Infra (5.1%) ENB,KEY
Financials (12.0%) BNS,CXI,EFN,SLF,TD
Health/Pharma (7.7%) CRH,CXR,GUD,PHM,RX,VRX
Ind/Infra/Transp (8.7%)
Material (5.2%) CHE,SJ
Tech (22.0%) CSU,DSG,ESL,GIB,MDA,OTC
RE/Telco/Util (11.8) BCE,BEP,CIG,FSV,TCN
By the way, these holdings' (Oct 16, 2015) ytd total return is 11.8% with a beta of 0.5. Even though I got hammered in the Health sector, I made up for it in the Consumer, Tech and RE
Thanks,
Antoine
Q: Can I take a tax loss selling a stock at RBC direct and buy the same at CIBC investors edge inside 30-days? Both accounts are margin accounts in joint names?
Thank you, J.J P, Burlington
Thank you, J.J P, Burlington
Q: Hi peter
I took a half position of Vnr As I have trimmed a overweight position in another stock.
Can I have your comments on this move
Kind regards
Stan
I took a half position of Vnr As I have trimmed a overweight position in another stock.
Can I have your comments on this move
Kind regards
Stan
Q: What are your current thoughts on RUS? I’ve owned it for many years. Largest holding the avg cost is below $15. However, in one account the avg cost is above the current market and I’m thinking of averaging down. They announced that they are redeeming $174.34M of 7.75% debentures (all). What does this do to their overall debt situation? “The redemption of the debentures will be financed through Russel Metals' existing credit facility.”
I assume the market thinks that a dividend reduction is in the works. Currently yielding 7.21%.
This has been a good holding and the management was/is well respected. What am I missing? China syndrome!
Thanks.
I assume the market thinks that a dividend reduction is in the works. Currently yielding 7.21%.
This has been a good holding and the management was/is well respected. What am I missing? China syndrome!
Thanks.
Q: More a question about strategy. It seems my discount broker charges me around 2.5% for the exchange conversion when I buy a US stock, and probably the same for dividend payments and sells. Is there any way I can reduce these charges? Thank you.
Q: Hi Peter,
Can I get your opinion on the $1.16-billion offer to acquire French aluminum components maker Montupet SA in a deal that expands Linamar’s global reach and customer base. The market doesn't seem to like it because the stock is down today.
Correct me if I'm wrong but LNR earnings are growing +30% yoy yet the valuation is only 10x 2015 estimates. I know the market is full of fear but this stock screams bargain to a GARP investor like Peter Lynch.
Can I get your opinion on the $1.16-billion offer to acquire French aluminum components maker Montupet SA in a deal that expands Linamar’s global reach and customer base. The market doesn't seem to like it because the stock is down today.
Correct me if I'm wrong but LNR earnings are growing +30% yoy yet the valuation is only 10x 2015 estimates. I know the market is full of fear but this stock screams bargain to a GARP investor like Peter Lynch.
Q: Peter and Team,
I just renewed again for the next 2 years to take advantage of the deal you offered and of course your great service. Thank you again for thinking of us existing members before increasing prices... it helps us feel valued.
Keep up the good work!
I just renewed again for the next 2 years to take advantage of the deal you offered and of course your great service. Thank you again for thinking of us existing members before increasing prices... it helps us feel valued.
Keep up the good work!
Q: I own share of Regal. What is procedure to cash out on recent purchase of company ?
Tks
Jean
Tks
Jean