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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: hello 5i:
reviewing previous questions from members, I take it that TOU and CNQ would be your two favourite energy companies with diversification for oil and nat gas. Is that correct?

Can you reiterate the yields of these two (including the special dividends) and your take on the sustainability of the dividends? Are debt levels moving down? Are these two cheap on a last 5year comparison (PE, earnings yield, P/S, P/FCF and enterprise value)?
thanks
Paul L
Read Answer Asked by Paul on October 24, 2022
Q: I have half my retirement portfolio in cash right now and plan to start layering in to index funds over the coming months. Consensus seems to be a Recession in 2023 so i'm thinking about taking a more defensive approach like SPHD and receive the 4% dividend while the market figures out where it is going in 2023 and beyond.
Once sentiment improves and another bull market looks to be in the horizon i would likely shift from SPHD to SPY and/or Sector in flavor funds.
Seem like a reasonable approach?
Read Answer Asked by Rob on October 24, 2022
Q: Do you have any feel for commodities, specifically Oil and Copper, over the next six months to a year?
I would like to hide in some dividend-paying stocks.
Capital retention and some dividend gain is the goal right now.
With that in mind, I feel like this might be a good opportunity to buy Canadian banks, for the long haul and oil and commodities shorter term.
I would appreciate your opinion on my theory and these securities.
As well, any ideas you have would be great.

SLF
INTC
SCCO
UAN
SJT
CRT
CM
BCE
CHK
BNS

Thanks for the fabulous service and please use as many credits as necessary.
Read Answer Asked by Kyle on October 24, 2022
Q: Do you have a few suggestions for long term holds in US industrials? My only non-Canadian holding in this sector is TT - would you consider this to be still worthy of holding?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 24, 2022
Q: This question is concerning the 5I growth portfolio. Could you give me 5 names from that group with just strickley the lowest valuations.

Thanks Steve
Read Answer Asked by Steve on October 24, 2022
Q: Further to Blake’s question today regarding other banks out performing Bns, I has charted Bns vs the other big banks and Bns underperforms over 1, 3, 5, and 10 years. I’ve held Bns for 6 yrs waiting the reversion to mean to happen and Bns to outperform. When is it time to accept that their Latin America and Asia higher growth profile will always be dragged down by economic or political turmoil in one of their markets? I moved on last month.
Read Answer Asked by Greg on October 23, 2022
Q: Do you have any insights on financial planning/stock tracking software that can track various accounts and stock performance across institutions? ...and with the input of financial variables (inflation, spend etc) provide updated information on meeting long term targets. I struggle with financial providers (hide fees, limit what you can see etc) and cannot get a comprehensive picture of my financials.
Read Answer Asked by Dave on October 23, 2022
Q: In your response to Guy R. (Oct 22) about Tax Selling, you indicated the likelihood of a considerable sell-off still to come for this year's 'worst performing' stocks. Yikes !! Taxable account or not, wouldn't it be advantageous to sell the “worst” now, then repurchase in early December those stocks that you wish to own for the future? Otherwise, by holding, you are faced not only with recouping the loss already established, but on top of that, the additional loss anticipated in the coming 5 weeks.
My “worst performing” list includes: Canadian stocks: ANRG, AT, CAE, EGLX, LSPD, MG, PRN, SHOP, WELL. US stocks: APPS, U.
1) Are there any of these that you would suggest NOT selling ?
2) Of those to be sold, are there any that you would suggest NOT repurchasing in December ?
3) You mentioned some investors will want to buy “less worse” performing stocks so as not to miss out on a possible short term rally. Do you support this approach in the current situation, rather than just holding the cash proceeds temporarily ? If so, are there a handful of “less worse” performing stocks, that you would suggest and, would they be temporary or more long term replacements ?
Use whatever question credits appropriate. Thank you , as always.
Read Answer Asked by Alexandra on October 23, 2022
Q: Hello, my question is about the BAM.A spinoff, I find it confusing. I currently hold 100 shares of BAM.A, so according to what I have read should I understand that few days after the spinoff my account will show 100 shares of "BAM" to replace the current BAM.A symbol and 25 shares of the new company under the "BN" symbol? Thank you,
Read Answer Asked by Gervais on October 22, 2022
Q: In reading your previous answers, you indicate that BAM has 100B in capital to deploy. I don't see that figure anywhere. Can you confirm that number and if it includes unused credit and just mention where you see it? Thank-you
Read Answer Asked by Alex on October 22, 2022
Q: Has tax loss selling started? What is your take on Tax loss selling in this most unusual year.?
Read Answer Asked by Guy R. on October 22, 2022
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