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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: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.
Read Answer Asked by D on January 16, 2019
Q: Does the following make sense, or is there a flaw I'm missing? For a beginning RRSP with 35 yrs to retirement: 50% VGRO and 50% equal amts TD, EMA, PBH, BEP.UN? ( to increase Cdn exposure and to make a little more conservative)
Thank you.
Read Answer Asked by M.S. on January 14, 2019
Q: I have 59K (38k in TFSA, 21k in Trading account). I am thinking to follow the balanced equity portfolio, so approx. $2250 each name. Time frame is less than 5 years. Two questions: Do you support this idea? If so, which names to purchase in each account? Thanks very much.
Read Answer Asked by daniel on January 14, 2019
Q: My daughter TFSA contains the above stocks. She can add 1 (full position) or 2 (half position) this year. What would be a good fit for her present holdings? Would you suggest selling Stella Jones &/or Telus and replacing it with something else? She has a long time frame as she will not need the money in the foreseeable future.
Read Answer Asked by jacques on January 14, 2019
Q: Hi all,

I'm down on all 3 of the above stocks - but I still like them. I think I just need to be told to hang on, it can be a bumpy ride. Forgot to ask - can I add to these positions at this time, to average down?
Read Answer Asked by Robert on January 14, 2019
Q: Hi Peter & 5i team,
These are the current holdings in our grandsons RESP ( age 5). We are adding new money. Could you please give your opinion on our current holdings and what suggestion would you have on acquiring a new stock or alternatively topping up an existing one.
Thank you very much.
Read Answer Asked by john on January 11, 2019
Q: Most of the companies under PBH are focused on meat production. I'm curious if the company has given any indication in their calls of diversifying their offering more going forward or looking at non meat companies for acquisitions (Daiya, Yves)?

I feel like I'm hearing a lot more new new years resolutions this year about having more meatless meals a week because of environmental and health concerns. Google searches for veganism have been steadily rising through the years as well.

I'd be curious to hear your thoughts and how it may affect PBH or any measures they're taking.

Thanks for all your work!
Dennis
Read Answer Asked by Dennis on January 09, 2019
Q: I currently hold small positions on the following. Based on current valuations and growth expectations, which Companies would you add to? in order of preference,

Thanks Valter
Read Answer Asked by Valter on January 03, 2019
Q: I can move stocks in kind from my RRSP to my TFSA account,
Looking at some of listed stocks that have had a bad year. Which ones would you pick to move? Please rank them in preference,

Would you make the transfer early in 2019 or wait till later in the year.

Thank you,

Bob
Read Answer Asked by Robert on December 31, 2018
Q: Can you please comment on the payout ratios and free cash flow of these companies. As they are both growing and acquiring other companies, I thought the payout ratio was low. How would you rate their capital allocation over the last few years (cash flow, debt vs issuing new shares) ? Thank you!
Read Answer Asked by Pierre on December 31, 2018
Q: I would appreciate if I can have payout ratios for NFI, PBH, SIS, CGX. Merry Christmas and Happy Holidays to Ryan, Peter and excellent team.
Read Answer Asked by Rajendra on December 27, 2018
Q: Good morning 5i,
I should say right away, thanks very much for the heads up on Jnj. I took your advice and got out in the summer!
but, I unfortunatly do have some that are still in loss territory. I am worried that these are probably down at their lowest point and that there may be a rally in the New Year that I would miss if I sell for tax loss.

I wonder what your thoughts are on that? Also, if you think that there isn't much of a chance of them coming back soon, how would you rate them as a sell, ie which one most likely to stay down for 30 days?
thanks
Read Answer Asked by joseph on December 20, 2018
Q: Morning guys:
I own the these 3 I’m down significantly with all three. All three of these have solid management teams and I have confidence to hold and dollar cost average for the long haul. Is it time to add at current prices.
Thanks
Mark.
Read Answer Asked by Mark on December 20, 2018
Q: I have capital gains in which I would like now to sell one stock in which I have a loss and can use against my capital gain. Of the stocks listed, LNR, MX, NFI, PBH, TOY would you sell? I do have the intention to buy after the 30 waiting day period.
Thanks
Read Answer Asked on December 20, 2018
Q: The market is again very vicious today,hitting all,including the above 5 darlings (& RAY.A)of 5I,Any reasons? Buy/add or hold or sell.Please rank them starting with best for buy Txs for u usual great services & views
Read Answer Asked by Peter on December 18, 2018
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