Investment Q&A

Q: Continuing on my last question, how does LAZ compare with FSZ and FC? Is it about the same about the same risk vs safety? Do you see it as better value even though slightly less dividend than the others? How might higher interest rates effect it?Thanks.

Q: 5iteam: I am overweight with BNs and down today 10%.Thought the banks would gain some tracktion with interest rates on the rise Not so apparently.Would you consider it a hold or sell for something else with more upside potential? Tks Larry

Q: thoughts on fsv earnings. looks like a small beat. what should it means looking forward. is it positive or neutral

Q: GEORGE WESTON has ( so far ) held up well with it’s Loblaws and Choice Properties holdings and selling of the bakery business. With the passing of the father and now the son in charge, I am giving this stock another look. What is your opinion of this stock, especially in this current market ? Thanks . Derek

Q: I was thinking about buying some of this company but with such a diaster of a first quarter I am having second thoughts. Or should I be contrarian and think that everything that could go wrong went wrong (lower grade combined with lower production because of machinery problem, which is now fixed). Or should I just buy some more ARG Amerigo and get the juicy diviidend? I am long term bullish on copper (re: electrifiaction of the world) but I tend to trade my base metal holders due to excessive volitiliity.

Q: Copper Mountain is taking a hit today due to disappointing earnings, however it seems the loss was due in large part to reduced production attributable to a damaged crusher. Their future forecast looks fairly promising. What do you think?

Q: I've been looking at the regional and sector allocations of my investments at the total portfolio level (TFSA + RRSP + non-reg), generally buying growth stocks in the TFSA and safer stocks in the RRSP. Does it make sense to continue to look at the allocations and diversify at a portfolio level? Or should I also be looking at it for the 3 individual types of accounts separately?

Q: Hello!

I'm fully invested in the market (just turned 30) and have a small cash cushion on the side. I'm making 6 figures and have all my RRSPs in indexes and TFSA in growth stocks. Went from $100,000 to $65,000 in the last few months in that acct. I wont be using any of the money I'm investing for 10+ years and I'm not really bothered by the drops. My plan is to keep investing monthly in indexes and your picks for my TFSA and non registered account. I will not be selling. Is this a good plan ? Anything else high-level I should be aware of. PS I have no debt and can save half my income and my job is very secure!

Q: Would these type of companies do well in a higher interest rate environment or would they suffer? Because these Co's are both higher risk income stocks, is it better to diversify having both or not? Currently I hold a half position in FSZ, and am contemplating buying FC. What do you think a good entry point would be? Thank so much!

Q: Is the payout (dividend) secure from this REIT? There is some concern expressed about the office real estate sector with more people working from home, going forward.

Q: Hello 5i,
What are your three favourite North American airline stocks in order with a brief reason why?
Thank you so much!
Dave

Q: I am trying to get an idea on the revenue growth potential of SMU.un. My info is based on the 2021 annual report.

The company seems to have a good portion of its industrial lease renewals coming soon. In fact, 25% in 2022, 40% in 2023, and 29% in 2024. In a very tight leasing market, where vacancy rate is <1%, such as GTA, GMA, these lease renewals could potentially bring in 20%, 33%, and 29% (corresponding to each of the three years) to the overall revenue without any major added operating expenses. Theoretically, do you foresee the current P/E at about $20 justified or understated on this growth potential?

Thanks,
Roger

Q: I am a retired senior and primary an income investor with preservation on capital as my main concern. I am considering Royal Bank preferred shares as opposed to common shares. Would you explain the pros and cons and merits if any.

Q: It’s starting to feel like 2008 but for the tech stocks. How do you currently feel about shopify? It seems quite irrational that it’s trading at lower valuations than pre-pandemic. Almost as if the pandemic didn’t boost their revenues by many multiples

Q: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.

Q: I follow your balanced portfolio and only have vgg for us exposure. I was reading about CRD s and wondering is this an easy way to buy some us stocks. How are they different? Would it be better to use tfsa account for these investments.

Q: Technology stocks have been beaten up. I am thinking of taking a position for 5 years. Would you like either of these companies at the current price?

Q: Just a compliment on the recent 5iR article on Asset Allocation. I am fanatical when it comes to asset allocation. I learned decades ago that the biggest impact on your overall returns is from asset allocation, not stock selection. I had never heard/read the differences between Strategic AA vs Tactical AA....nicely laid out.

Every trade I do, whether it is a new purchase, a complete sale or my usual adds + trims is only done once I review the impact on my overall AA, both by sector weighting and individual stock weighting. I rarely adjust my AA, although I did make a tweak roughly 6 months ago...raising my Energy weighting while reducing my Technology weighting. I guess I got lucky...or...just maybe I was doing a little Tactical AA adjustment.

Again, thanks for the great article....Steve

Q: Apps has been on a downward roll it seems. Do you attribute this to the present unfavourable market conditions or is there anything in particular about the name that has changed? Thanks.

Q: Hi. Aritzia is down more than their share today. In their last quarter report they forecast a decent lookout.
Would mgmt have to issue a missed earnings forecast? I seem to think i’ve seen some companies do this.
Is this a buying opportunity if one doesn’t have a full position?
Thanks a million