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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: A year ago I asked for your opinion on these stocks to incorporate into my current portfolio of banks, utilities, REITS, infrastructure, etc. My first purchase was BAM With the current market decline I see an opportunity to purchase another stock. From a technical view which looks most attractive? From a fundamental view which looks the most attractive ? Which would you purchase next? Thanks. Derek
Read Answer Asked by Derek on April 13, 2022
Q: Me, pondering a move or two and would like your take. In a LIRA that is diversified and balanced for stability and with say 20 years to go, I hold BAMR with a weighting of 2.66%. And I'm pondering selling it and replacing with with more GOOG, current weighting of 2.67% as GOOG, for me, has a risk factor of 9 out of 10 and is highly profitable......and that would take the position weighting up to say 4.5%.And then with the remaining cash, buy a starter position in MED, with my risk factor of 6 out of 10 and with both high growth and profitability and seems to be undervalued relative to its food product peers.Or rather than MED, take a starting position in Accenture PLC, with a risk rating of 9 out of 10 and with high profitability and low risk relative to its business support service service peersNow pondering what to do....Go with an add to GOOG and take a start position with MED or ACN......or take equal starter position in both of MED and ACN???....or another option that you might suggest I consider. ........Thanks for the assistance.........Tom
Read Answer Asked by Tom on April 13, 2022
Q: If the fear of higher interest rates was causing the share prices of tech companies to fall, why would share prices rise today (April 13) with the announcement of a 0.5% rate increase?
Puzzled...Steve
Read Answer Asked by Stephen on April 13, 2022
Q: Hi 5i Team - Could you provide an estimate on when Shopify, Google and Amazon might do their stock splits. Also do you know of any other quality companies planning a share split. Thanks.
Read Answer Asked by Rob on April 13, 2022
Q: Hello 5i,

I would appreciate your thoughts on TFII vs ODFL?
If you like these which one would you prefer for a long term hold?
Can you please provide your high level reasons?
Can you please give a good valuation buy price?
Is the current weakness due to inflation and high fuel prices?

thanks for your thoughts
Read Answer Asked by Ian on April 13, 2022
Q: I’m considering an investment in Canadian Health Care. Is it best to buy an ETF an if so which Canadian Health Care ETF do you suggest? If you believe certain health care companies have a better upside potential than a a composite ETF which companies do you suggest?
Read Answer Asked by Bob on April 13, 2022
Q: Consensus is that a recession is coming, question is when. When the recession hits will that be a precursor to a bear market? If so will that be cyclical or secular?
You recently answered a question stating that recessions typically last less than a year. If so that would suggest it may be a precursor to a cyclical bear market but not a secular (multi year??) bear market.
Many pundits suggest we are in the late innings of a secular bull market, which started in 2009, I wonder whether this imminent recession would be the precursor to a pending secular bear market, thoughts?
Read Answer Asked by Rob on April 13, 2022
Q: In an answer earlier this year, you mentioned IGM as having "turned itself around"; did you mean (for example) changes in its business practices, or its break-out from its pre-pandemic trading range? In another answer, you spoke of CIX's "high leverage to capital markets"; how do CIX, FSZ, and IGM compare in this respect? You've characterized the sector as "fairly cheap, with not a whole lot of organic growth and lots of pressure on margins"; given this backdrop (and assuming the sector is even investable), is IGM's relative market cap (3X CIX, 10X FSZ) a material reason to prefer it over the other two? Or is CIX's depressed share price (and implied growth-potential) more decisive?
Read Answer Asked by John on April 13, 2022
Q: Read this article in the G&M yesterday https://www.theglobeandmail.com/business/article-insurers-face-double-hit-from-new-accounting-rules-and-new-taxes/

Could we get your comments please? And would this change effect your ranking of Canadian insurance companies?

Thank You,

Tim
Read Answer Asked by Tim on April 13, 2022
Q: Today I noticed that once again you recommend transferring Canadian Cos. that pay dividends in $US to the US side of our Trading accounts. I get the rationale but am wondering if it is worth the trouble of exceeding the $US investment limit of US$100k at which it is necessary to report US investments specifically to CRA ? Also it would be interesting to know why the CRA has set this arbitrary limit in the first place ? If you know why ?

John.
Read Answer Asked by JOHN on April 13, 2022
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