Investment Q&A

Q: In your expert opinion, would the above be considered as growth, value or income stocks? I am trying to construct a "somewhat safe" growth portfolio. Thank You Ron

Q: Hello,

hoping you can comment on the 4th quarter results. Also, I know there have been some red flags with management in the past (I read a seeking alpha article that painted a not so pretty picture a couple years ago) and I seem to recall you guys commenting so - any further comments to this?

p.s. great showing by Ryan on BNN - curious if you get to have fun and choose what you want to recommend independently or if as a team at 5i ya'll decide what stocks to talk about?

Q: Hi is there a guideline of what makes an A/A- or B/B- for your report cards for your gross margin and net margin? What is a good gross and net profit margin to you - above ~15%? Do you use net income or operating income for this calculation? Thanks.

Q: hi Peter
My first question
What is your opinion of the following BGI.Un ,Bhy.UN,HOt.Un DRG.UN I have kept them for the dividend is this wise. ise
Pat

Q: I'm looking for a stock to hold with SJ to make up my Materials coverage. I am considering either MX or CCL.b. The stock chosen will be a 5% position to add to my 5% position in SJ. Please help me choose or would you offer another alternative? Thank you

Q: Looking for a nice/reliable dividend and some growth.

With lots of "talk" about infrastructure spending, would you buy either .... OR BOTH ... of these companies.

Thanks yet again.

Q: BUY SELL OR HOLD
1.) PIVOT
2.) VOGOGO
3.) DYCOM, DY.......U.S. LISTED COMPANY
Thanks

Q: An article by Mr P.Hodson in The Vancouver Sun dated Mar 5.He said that he cannot predict"multi,baggers" stocks,but can make suggestions such as GUD,DHX.B SYZ & PLI.

Q: Hi,

Would you please rank these from 1 to 4, what your preference would be today for 3 years hold.
GUD, EFN, KXS, SH.

Thank you,
Milan

Q: Hello Peter & Team, this is about sector allocation. In a recent answer to Tim, you suggest 10 sectors with their resptective percentages. Would you consider REIT to be the 11th sector, or is it already inserted in the Financial sector? If this is part of the Financial sector which is at 20%, then what should be the weight of Reit in that sector? Thanks, Gervais

Q: Would you recommend 21/2% each for Pot and LIf for the materials sector of an income portfolio? If one or both are unacceptable, please provide your suggestions. Thanks.

Q: Good afternoon,

Would your comment ahange on this company since the last time you comment of February 17? And what is their dividend payout %?

Thanks

Paul

Q: With the growth in solar energy is there a way to play the space with batteries or substances used in batteries.

Thanks

Q: Would you please provide a percentage sector allocation recommendation for an income portfolio with a 5 year time frame.

Q: Hi, Could you give us your thoughts on their 1/4, once again the market seems thrilled.
Thanks

Q: Hello Peter and team, how could you explain the 16% increase in LIF share value as of today, Friday? Thanks, Gervais

Q: I am interested to know the goodwill of snc and stn in dollars and percentage of assets. Thanks

Q: Yesterday you had provided the sector allocation for a growth portfolio. Would this allocation hold for a mix of Canadian and US stocks?

Thank you

Q: Within the next two years I must convert my RRSP to a RRIF. Over the years, I have never paid a lot of attention to the right mix for my RRSP…I just invested in a company I liked and if I had the cash, the stock was either purchased within the RRSP or cash account. My major holdings are CNQ, SU, and a Mawer fund (MAW105). These constitute approximately 70% of the RRSP account. With Husky at 9% and cash at 7% there are only very small holdings making up the remainder, of which Home Capital Group and WSP Global total about 6%. I don’t expect to have immediate needs for the money from cashing in, before age 71. I just wished to have some advice of what I should exchange, if any, within the RRSP. It seems that, at present, I am heavily weighted in cyclicals, especially oil. Since we probably are at the bottom for oil or close to it, I don’t see any advantage to trading for something different before I reach 71 unless there is some advantage that I don’t understand. Perhaps I should do nothing and ride out the oil depression then rebalance once oil prices improve? Can you provide some thoughts as to what, if anything, I should do between now and age 71? Thank you, I value your opinion very much.

Q: I need to free up some cash to invest in VNR. I am thinking of letting go either BIP.UN or BPY.UN. Your comments are appreciated.

Thank You