Investment Q&A

Q: I need to increase telecom portion of my portfolio, so I am considering buying one of these four: BCE, Telus, VZ, and VOD. Can you please rate these companies at the scale of 1-10 in terms of anticipated total return and safety (I am a conservative investor) over the next 5-10 years. Please disregard tax credit and US withholding tax consideration as I am in a high tax bracket and, if needed, can free up some room in RRSP. Thanks.

Q: I guys is this stock worth buying and holding for awhile thanks LARRY

Q: After the large run-up in oil & gas stocks, would now still be a reasonable time to invest in them and, if so, what would be your top 3 picks for dividend plus growth, US and Cdn? Thank you.

Q: I have no fixed income in any accounts, and I have never traded options.

I keep hearing voices in my head—in the middle of the night— that I should have a healthy allocation to fixed income, AND that I should sell covered calls on securities I love. Problem is I do not know where to start.

How does one even buy bonds? I would appreciate:
1- User-friendly sources for identifying symbols.
2- Similarly, if you would please identify sources where a clueless person learns how to sell covered calls.
3- How to select fixed income : is it only bonds or does the term include PREFERRED SHARES?
4- *When* to buy fixed income. Is now a reasonably good time?
5- Would you buy US bonds or Canadian or both?
6- Is it not better just to buy boring steady companies that pay good growing dividends, companies that chug along "nicely" paying dividend ,without intruding into one’s thoughts at night? At least I understand equities.

5i portfolio analytics scolds me on many things but never on lack of fixed income in my accounts. This strikes me as VERY ODD. Is 5i analytics silent on this because 60-40 appears to have been trashed? Is that even true?

Q: hello 5i:
A search of this DB indicates only one previous question asked.
At a 6% yield, a chart that doesn't show much volatility at all, and knowing you like the company and its management, it seems to be a security that would garner much more attention. Can you run through the pros and cons of buying /owning it? The current price looks attractive (to the untrained eye). We already own shares of ECN, and did very well with it over the years.
thanks
Paul L

Q: Can you please detail why leons reported negative free cash flow last quarter?

Q: Hi

If I were to "go shopping" and sell XLP a defensive ETF. What would be be a few ideas for growth assuming we are never a bottom..
Thank you for your time and assistance.
Mike

Q: These stocks are in my portfolio and are way down from my cost. Are these worth holding, adding more or to sell and move on.

As these are in my non-registered account, I can use the capital loss to offset previous year year's gains. Could you suggest proxy for these in case I sell now for capital loss to buy them later.

Q: Good morning. What would you recommend for an investment Canadian and US data analytics company or space? Thanks again.

Q: Would you have a proxy for ENGH and would you buy it back in 30 days? If not which stock(s) in the same sector would you recommend that is also beaten down but has good upside potential going forward?
Thanks for your service?

Q: Hi Gang,
Wondering your thoughts on DocuSign earnings out today. I didn't think so awful, all though I do think the market wants to see actual profitablity now and docu did not deliver..again...is that your read?
Is the 20 percent off today a hint to buy or would you wait to see if future earnings reports turn around? They are cash flow positive which is a plus.
Thanks

Allan

Q: Would GUD make an "interesting" investment in the current environment?

I've noticed that it held fairly well (pretty much flat) compared with its sector (down a lot), and also large amounts of share buybacks and insider buying signaling that management is confident in the company.

Thanks!

Q: Which of these companies do you think have the best growth potential going forward for a long term hold, looking at their current valuation, fwd rev and earnings growth rates, etc.. How would you rank them? Thanks!

Q: Hi There,
I have a fairly large position in CAR.UN and I'm thinking of selling half and buying either DIR.UN or TCN.
Of the two noted, would you have a preference of one over the other?
Thank You

Q: Any insight in the large price drop today?
Thx

Q: Hello 5i,

For tax-loss selling looking for 30 day proxies for NET, SNOW and PINS.

Thanks

Q: What do you make of the recent increase in the spread of WTI oil over WCS oil of more than 50%? What are the CDN. mid-caps most relying on WCS. Thanks.

Q: I am thinking of harvesting a tax loss in CAR.UN. Had bought this to protect against, or just dampen, the abrasive effect of inflation. I do not need a loss for tax year 2022 so it would be for use in some future year. I could use the proceeds to buy a different REIT , as a possible (probable?) protection against inflation.
1- Am I correct about REITs being a probable protection against inflation?
2- Although interest rates will be higher going forward, I assume inflation also dampens effect of debt. Is this in fact true?
3-Would you suggest an industrial REIT over a residential? Please suggest names you favor. I like ones that are inter-listed as I have only US$. ( TCN, Granite GRP in the US and others). But ones listed in Canada only are also just fine.

Q: Hi Peter and team.
Significant losses in all of these over last 3-6 months. Would you bail out on any of them and what could I reinvest in 3 CDN and 3 US that have been similarly beaten down but have a better growth outlook ?
Personal account with a fair balance of 40% US securities currently.
Thanks for all the advice
Peter

Q: Hello 5iR,
What is your opinion of the latest earnings and of the stock. Would you consider it a buy? Thank you. Cheers