Investment Q&A

Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.

Q: They will be reporting in 2 weeks. Do you see any red flags? I will need the money in 2 years.

Q: In a recent question from Michael, regarding the Communication Services sector, 5i responded by stating “we think investors are better off without having too much capital invested in these fields”. I agree that owning BCE and T lately, especially for long-term holders, has been very frustrating to say the least.

For our combined portfolio, Portfolio Analytics indicates that our holdings in this sector have dropped to 5.9% (understandably) but PA still suggests a weight of 7% in this sector.

Two questions: (1) In light of sector weakness, which will probably continue for some time, what would be your suggested Communication Services sector weight? (2) Would you endorse some tax-loss selling of BCE and/or T but put the proceeds into another more promising sector?

Thanks as always for your insight.

Q: Hello 5i, Could you comment as to why the operators of the Trans Mountain Pipeline would supply tanker loads of Canadian Oil to the US west coast refiners to replace Iraq oil. This oil is heavily discounted. I thought the purpose of the new pipeline was to obtain world price for Canadian oil and reduce the supply of discounted Canadian oil to the US. This new event is quite concerning for Canadian oil producers to achieve world price for there oil.

Q: Maybe a little out of the box but I have come into 800K and was thinking about venturing into private equity with 10%. Can you provide any suggestions?
Thanks James

Q: Two questions, deduct accordingly. What is the consensus for MU and regarding VLE, with the stock dropping regularly these days, why wouldn't they do a stock buy back at these prices with the cash at hand. Please give your opinion on VLE. Thanks

Q: Where can I monitor insider trading on the TSX, TSXV exchange? Does the TMX publish a daily report or do you need to access a pay for use service.

Q: If you were looking for best overall return, how would you rank the following equities for the next two years: BEI.UN, DIV, DRX, GIB.A, HME, HMM.A, NVA. What would you suggest purchasing each at? How would you rank them for risk?

Q: Peter and His Wonder Team
I have been a loyal holder of this stock for years and of course am down a ton. I do realize the whole sector is down...
Please give me your assessment going forward. Is there any hope for this company ...any reason at all to be patient? Thanks...your assessments are always a big help!

Q: My grandson's TFSA has done very well, in large part due to excellent advice/info from 5i Research. He now needs to raise some cash to make a down-payment. Of the following stocks (ordered by size, i.e. NVDA is his biggest holding and LMN is smallest), which would you be most inclined to sell, given he is in his mid-20s and has a growth focus? Top 5-7 sell candidates would be sufficient.
Thanks again for the excellent service!

XQQ:CA
IUSG:US
VFV:CA

NVDA
GSY
CSU
TOI
TECK.B
SHOP
BYD
TOU
KXS
ATZ
HPS.A
ISRG:US
REAL
BEP.UN
BEPC
LMN

Q: Everyone, what three characteristics makes a good investor? Clayton

Q: Considering starting a new position in CNQ or adding to either BIP or IFC. For a RIF account, long term hold, which one would you choose at todays prices? Could you rank for growth. Thank you.

Q: Considering selling my ifp and buying sj . Would you consider the lumber market likely to recover in near future ? Is sj more defensive and a better play in the lumber / wood market ?
Cheers Doug

Q: If you could put money into one of the following, which would it be today ?
LMN HPS.A PRL TVK VHI

Q: Hi, Can you give me yoiur thoughts on ET-T and PHX-T are they a buy and hold?

Thanks,

John

Q: CNR. Have you heard any news re the potential reason for the downhill trajectory in the stock over the course of the last 2 weeks?

PLTR. In an opposite sense, any news re the upside being experienced by this company over the course of the last 2 weeks. I did see a target price of $29 recently but everything I've heard is that the company's forecast was ok (nothing special), I've heard many analysts reiterate that the companies stock was overvalued, ...

Would you be a buyer for either of the above at current prices? If not, would you wait for a better price? Thanks.

Q: I own both of these companies and i see a recent question that you rate QSR better for growth in the future over CMG. Look at the 5 year return of both of these companies and it is like black and white. CMG has been fabulous and no return from QSR, why i still hold QSR is only hoping that one day, one day, that something positive will happen. The only person that makes money on this company is the overpaid CEO.

Q: I currently hold COST, WMT, and ADT in consumer staples and am wondering if switching WMT and or ADT for either PRMW, L, or DOL would give me better growth going forward? Or do you have a better option?

Thanks,

Q: I have followed nuclear energy and Cameco for about three decades. It has been a tough investment environment for most of this time. We now are seeing a dynamic change in sentiment and planned expansion in this part of the energy sector. As an optimistic investor heavily invested in uranium stocks, I expect to have further capital gains as nuclear plants are built. However, it appears that some of the new modular reactors will use spent fuel rods as the source of uranium to run their reactors. Do you see this having a significantly negative impact on uranium demand going forward? Also, will the BEP’s Westinghouse purchase be material to the company in an expanding demand for nuclear energy?
With appreciation,
Ed

Q: Hi 5i, I have the following stocks (NVDA CSU LMN HPS.A BN XDIV RY CNQ JPM BRK.B VDY ENB) equally distributed in my rrsp, these stocks are generating 75% of my dividend-income goal. What changes would you suggest to get the last 25% , I do not mind selling my gold-stocks (the first 3) , but I would prefer to keep them. Hope it makes sense. Thank you 5i.