Investment Q&A

Q: What do you think of Nutrien here, is it a buy?

Q: I am a retired, conservative, dividend-income investor who is normally fully invested with a "buy-and-hold, but trim-add around core positions" strategy.
I currently have 2% in investable cash, with my portfolio set up exactly where I want it now...good asset allocation both via sectors and via individual position sizes.

However, I am also looking at the macro picture and things seem to be going parabolic. I am contemplating trimming to increase my cash position from 2% up to 5%. I understand in the past you have indicated that the key things to watch are interest rates are unemployment. They are both low, so "let it ride". So, what to do...let it ride vs trim? I know this amounts to market timing, which I know you are not fond of and, coincidentally, I am lousy at.

In your past life, as a fund manager, when did you raise or invest your available cash and what factors pushed you to do something or to just sit on your hands?

Thanks...sitting on my hands for now...Steve

Q: Hello, this is about WEF labor dispute. Is there something new regarding the strike, is there an end in sight? Should one expect a good rebound in price once the strike is over? Would that make sense to buy now at the current price? Thanks, Gervais

Q: I'd like to add a few REIT's to my portfolio, I'm looking for long term income. What are 3 or 4 of the very best REIT's that you would recommend? Also, what % allocation (all REIT's combined) would you see as a target for a moderate aggressive investor?

Q: Would you be a buyer of QSR today or would you wait it out?
Thanx Gary

Q: What are your thoughts on HWO as far as an investment for a contrarian play with a large dividend and a loss of 50% in the last year. Where do you see them going in the next 12 months , any tailwinds on the horizon and is the fat dividend safe?
Thanx Gary

Q: Is there any way I can buy shares in this co? I tried in USA investment account, no go. Is there another company producing batteries using hydrogen instead of lithium? I already bought shares in lithium battery producer BLDP. It would be nice to have both types of producers .
This is for entertainment not what one would like at as secure investment .

Q: Have held this one for about a year now and am even on the price and up about 20% on dividends. It seems to be in a holding pattern lately and I would appreciate your analysis and guidance on the future of GMP under its new look. Buy,sell or hold
Thanx Gary

Q: Ignoring taxes, cash requirements, sector allocation, on a straight-up basis, for a minimum one-year hold, which of the above-listed equities would it be prudent to currently sell,buy, or hold? Thank You

Q: I am looking for a stock for my TFSA and am thinking about either Nutrien or Thompson Reuters. I am retired and not likely to need this money for many years, if ever.

Ntr has a pretty ugly chart with lower lows and lower highs for the last year, but a pretty good dividend. It might appear to be bottoming at around $60. They also seem to be rather wedded to their old production technologies and are not putting much into R&D (unlike some competitors), which causes me some concern, though it is perhaps offset by tremendous change taking place on their retail side .

TRI seems to only go up, but has only half the yield. They've certainly made a lot of changes in the last couple of years.

Recognizing that they are very different businesses, which would you prefer to own and why?

Q: Hello Peter & 5i group,
I have about 6% in SHOP, as every one knows it's had a huge run and lofty valuations, would you recommend putting a stop loss on the position and if so at approximately what price??
Thank you very much,
Sincerely,
Ken

Q: Good afternoon,

Do you recommend CAE ? If so given its recent run up, would you establish a full or partial position?

Thank you.

Q: What do you guys think about buying and holding Choice Properties REIT forever? This REIT is supported by mainly grocery stores that will never go out of business.

I just don’t see how there could be much downside to a stock like this. I was planning on buying about 200 shares a year for the next 10 years.

Thank-you

Q: Hi 5i Team,

I am looking at APTX Aptinyx Inc., a Biopharmaueutical Co., and am thinking to initiate a small position of it.

They are still losing money and did a financing at 3.00 in mid January, but share jumped up to 4.60 already last Friday.

What is your thought and outlook of this company? Is it still speculative ?

Always thank you for your professional advice.

Q: Any news on XPEL today? Stock was up over 10% this morning on huge volume.

Q: Hi 5i
Recent takeovers have left me with uninvested funds. I'm looking to re-invest that cash into income generating (US stocks preferably) undervalued positions providing 3 - 5 % dividends.
What would you suggest I have a look at ?
Also, PA shows that I'm light on utilities and telecoms but the suggestions don't need to be limited to these sectors.
Thanks
Mike

Q: Hi team,
in an effort for international diversification, preferring individual stocks, I am considering the following Japaneese, swiss and Chineese stocks.
Your views on them would be most appreciated as well as possible alternatives.
gratefully yours,
Jacques IDS

Q: Hello Peter , I like divi , performance and low fees on this. What I dont like in VDY is high concentration to FINANCIALS ( and then ENERGY). Do you have any alternate suggestions with bit more rounded of sector holding and offering similar benefits.
Thanks

Q: I currently have about 7 1/2 % of my RIF in bonds and would like to double that position - on the safer end . As a percent of total portfolio (Rif, non-Registered, TFSA) my holdings now are:
CBO <1%
CVD 1.1%
XHY 2.1%
ZAG 3.8%
Could you suggest what else to add or what adjustments to make to the above. Many thanks

Q: Interest rates. I use the theme that interest rates will show where the country is in the business cycle. At this time interest rates will be declining or will be stable rather than rising. Therefore the chances of a recession are very low to low.
I would appreciate your opinion.
Clayton