Investment Q&A

Q: About a month ago, a member asked about the above companies, and you responded that you considered PBH riskier (although not *that* risky overall). In light of the AMZN move, do you still consider PBH riskier? I hold L, should I switch to PBH? For longterm, hopefully indefinite hold. Thank you.

Q: With the weekend to digest the move by Amazon, is this the type of (potentially) fundamental change to an industry that could mean, it's time to go. Is this a sell trigger for a precursor to a serious change, specifically in the grocery sector?

Your insight is greatly appreciated...

Q: Could 5i please list the companies that are no longer followed or no longer in portfolios due to under-performance? The dates they were pulled would be great too. Thank you.

Q: Am looking over your 3 portfolios to fill some holes in my portfolio.The above 6 in your portfolios have not done well and I was wondering what is your reason for keeping them.Maybe they are all buying opportunities or are there better alternatives?

Q: good day to you all
Although the Amazon deal to buy Whole Food might not impact SHOP in the short term do u think Amazon would be tempted to consolidate its relationship with Shopify to do a deal in Canada in the food business ?
thanks for your opinion

Q: With 500K in cash and own no stocks presently. I would like to mimic your Balanced Equity Model Portfolio. How you deploy the cash today?

Q: Will Shopify see any impact from Amazon's Whole Foods purchase, or their move into the space in general?

Q: Hi Peter Do you feel that the whole food deal should have any effect on PBH To my understanding they play in different sand boxes
Kind Regards
Stan

Q: As a conservative investor/retiree with a diversified portfolio looking for income and some growth, I am considering Enbridge (now own TRP). Sources mention Enbridge's pipeline of growth opportunities and anticipated 10% - 12% annual dividend increases through 2024. These projections "feel" optimistic, given the large debt taken on to acquire Spectra? Does 5i feel the debt/equity mix was appropriate on the Spectra purchase? Does 5i see any reason to be concerned about "culture clash" between the management groups or other integration risk? Thank you for your comments. Edward

Q: The new offering appears to be at a significant discount. What is your recommendation going forward? Hold what I have, buy more at the discount price or sell? Thanks

Q: Do you have any insight as to why the continual drop? Thank you,

Q: What is happening with ITC today? It seems trading has been halted but I don't see any message in that sense.

Q: So with both dropping with the market, which one would be the best buy for a growth holding and safety, do not own either one?
Thanks again.

Q: Any comments on the 5%+ drop today. Would you recommend adding to this level. The stock is up 90%+ in last one year so would this be profit taking? I do not see any negative news. Thank you for the answer.

Q: Hi there
What are the arguments for holding on to MX and ATD.
Also, is it time to sell off some SHOP?
Thank you for your advice, as always.
Margita

Q: Hi Gang, took a look at my portfolio and noticed CRH, ITC and ZCL have done nothing YTD, was wondering your thoughts on replacing them with ECN and CCL.B, keep up the great work.

Thanks
Anthony

Q: While sales were up for the Q, net income was about 50%. Management seems to attribute these shocking results to the acquisition of Roadtown Wholesale Trading. It stretches credulity to think that acquisition costs could be so material. Query what integration costs will be? What is your opinion of these results and the impact of Roadtown?

Q: My wife and I are in the process of building our retirement income portfolios in each of our RRSP’s by following your Income Portfolio.
My question is would it be advisable for my wife to have a different mixture of equities than I have in my portfolio? We want to keep it a simple as possible but want to limit risk at the same time.
The same question pertains to RRSP VS TFSA. Should my RRSP hold a different mixture of stocks than my TFSA.
To begin accumulating my portfolios, I plan on using the same assets allocation in each account. 50% Equity 50% fixed income
Please answer this question as it pertains to diversification as I know there are many tax reasons why I might hold one equity vs another in these different accounts.

Q: Good afternoon 5i,
I recently sold AW.UN in my RRIF as I am trying to limit the non-portfolio holdings. Could you recommend a replacement from the income portfolio or should I just buy it back? Already hold most of the Income Portfolio holdings but willing to sell in other accounts to insert in RRIF.Thanks for the always helpful advice.

Ted

Q: GUD.GUD is pretty low today, but so is ENDO. Time may be appropriate for GUD to make an offer ?