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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: What's with the "second wind" of TRI?

Last year I bought TRI around $88 and sold it in 11/2019 for a loss after it seemed to have lost its momentum. It's now up 20% since (up $18). What's with this "second wind"?. TRI was a sleepy blue chip for years and woke up in 2019 for its "first wind". Is this stock still worth chasing for momentum investors like myself?

Love to have your take.
Read Answer Asked by Victor on February 04, 2020
Q: Please recommend a few stocks to deploy some cash. I am hesitant to buy into these strong markets (I'm cheap) but am getting impatient waiting for any kind of correction. Looking for reasonable safety, decent dividend and some growth, irrespective of sector.

Thanks as always
Read Answer Asked by Darrin on January 29, 2020
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?
Read Answer Asked by Dave on January 23, 2020
Q: These are my stocks in my TFSA as of today. A full position is $11K. All performing well, thank you for that 5i. My thought for this year's contribution I would add to GSY and KXS. Also thought of replacing EQB with ATCO. May I have your input please. Thanks in advance David
Read Answer Asked by David on January 06, 2020
Q: Hi
I hold all these stocks in a non registered account, to take advantage of their dripping and tax advantages. I have the $ to buy another holding. What top 3 companies do you suggest to add to this mix for a long term hold, my goal is the highest dividend possible, with as little risk as possible. Also, do you have any issues with the compaies already held? I also have other growthier holdings in my tfsa as well as etfs for US and International exposure in my RRSP.
thank you
Michele
Read Answer Asked by Michele on November 05, 2019
Q: Hi 5i,
Hold the above companies in my TFSA ($30,000). % holdings around 10% for each, except CAE, OSS TRI, AD which are 3% - 5%.

Looking to deploy $5,000. Looking at d-un, dir-un, Telus & Fortis.

Safety and Income preferred, as in mid 60's. I would certainly welcome any other suggestions.

Thank You.


Larry
Read Answer Asked by Larry on September 05, 2019
Q: I'm looking at adding a blue chip company and I'm down to either TRI or FTS. My main emphasis is growth in the next three years and view dividend yield as a "fringe benefit". Since TRI have a major run up in the last year or so, can that momentum be sustained, hence FTS may be a better choice at this juncture? What's your view? Are there other names I should consider as well? Thanks.
Read Answer Asked by Victor on August 29, 2019
Q: The rich get richer, which is why David Thomson is increasing his stake in TRI without lifting a finger, just like Buffet. The weekend Financial Post covered the controversial area of why companies love to do stock buybacks and why it is not really in shareholders' interests. The above stocks were mentioned for Canada.

I'd be interested in knowing which 5i portfolio companies are most active in buybacks and which take no part among all the portfolios.
Read Answer Asked by Jeff on August 27, 2019
Q: Further to my prior question about allocating stocks to multiple sectors, how would you assign the following? I know this is 'not a science', but I think it will give me a better idea of my sector distribution.
TCL.A Cons Disc:Industrial
CCL.B Cons Disc:Industrial
NFI Cons Disc:Industrial
MG Cons Disc:Industrial
LNR Cons Disc:Industrial
TFII Cons Disc:Industrial
EIF Industrial:Financial
AQN Utilities:Energy
EMA Utilities:Energy
MX Mining:Energy
T Telecom:Healthcare
PSK Mining:Financial
TRI Financial:Cons Disc

If you think that other sectors should be included here, please add them.
Thanks again, and please deduct questions as you see fit.
Read Answer Asked by Federico on July 24, 2019
Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE

Thanks,
Read Answer Asked by Yousef on July 03, 2019
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