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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: Regarding Brad's question about RIO's dividend: according to its report, RIO is paying out on April 10 its final semi-annual dividend of 306.72 pence ($4.17US) and a special dividend of 45.60 pence ($0.62US). The $10.40 that Brad mentioned is the total annual 2021 dividend which includes the interim and special dividend that was paid out last summer.
Read Answer Asked by chris on February 24, 2022
Q: Hi Peter, Ryan, and Team,

I and others have recently commented on Parkland's relatively poor performance lately. PKI is held in our son's TFSA (which I manage). Being reluctant to sell at a loss, I've held off, hoping for better days ahead.

I found this analysis (from National Bank Direct Brokerage) and am curious if you agree with their assessment, or should we take our lumps and move on?

Could changing the sector index help PKI?
We note that PKI is classified in the S&P TSX Energy Index, which could be
misplaced given that retail constitutes >40% of its business. In our view, PKI’s
share underperformance is related, in part, to fund flow imbalance (given
that PKI doesn’t benefit from rising commodity prices). We further note
that many peers, including Alimentation Couche-Tard, Casey’s and Murphy
USA, are in the Consumer Index (either Discretionary or Staples). With a
growing non-fuel business (including the recent M&M acquisition), sector
reclassification for PKI to the Consumer Index could direct investor focus
more toward PKI's operational performance versus commodity exposure (it
could also help to reduce share price volatility in the long term). We remain
constructive on PKI given ongoing end-market recovery, attractive valuation,
and anticipated future accretive acquisitions.

Thanks in advance for your continued help as we navigate this difficult market.
Read Answer Asked by Jerry on February 24, 2022
Q: SPB has taken quite a beating missing estimates, trouble with the Kamp purchase ;but has 2 big investors, one being BAM, has experience with growth through acquisitions. I initially bought at
$15.00 and looking at topping up to 3% position. I am a patient investor and like the almost 6.5 % yield with the stock now just north of $ 11.00.
Your thoughts. are appreciated. Derek
Read Answer Asked by Derek on February 24, 2022
Q: Would you be agreeable to selling BABA for tax loss and replacing it with PINTEREST? Baba is cheap but the China problem does not look like ending any time soon and Pinterest also looks attractive. Thankyou If you have a better tech idea feel free to mention it.
Read Answer Asked by John on February 24, 2022
Q:




Every morning i think of Warren & Charley dipping there cookies into there tea and having a good chuckle on these HIGH GROWTH companies getting a good spanking. A lot of these of these stocks are never going to come back as the field is just too crowded that they are competing in. I was in the market in 2000 and you never heard again of the high growth companies with no earnings again, you lost 100 % of your investment. Warren & Charlie might be turtles but who wins the race
Read Answer Asked by eugene on February 24, 2022
Q: Hi 5i Team,

Given the recent pull back in the markets, would you please recommend 3 or 4 US stocks with most upside in each of these sectors:

1) tech sector (excluding FAANG stocks)

2) all sectors other than tech

Cheers,
H
Read Answer Asked by Harry on February 24, 2022
Q: As I write this Feb 23/22 Russia has begun to bomb Kyiv in Ukraine. All market commentators are saying that oil will go up with this invasion as a catalyst. Do you agree? please name a ticker or two or three. I have noticed Devon DVN and GUSH the three times leverage.
I am down about 20% in my Tesla shares in a margin account. I will probably be margin called in the next few days.
I could trim my position taking a 20-25%.
Should I put something into Oil as this Russian conflict persists?
Read Answer Asked by Daniel on February 24, 2022
Q: Should have asked this question months ago,oh well hindsight is a great thing,these stocks are all 2% positions down from 22% to 81%,mostly all Motley Fool misfires
I want to do some housekeeping for a continued 1-2 year hold or sell and move on could you tell me which ones to unload ....Thanks
Read Answer Asked by Greg on February 23, 2022
Q: Hi 5i Team - Could you provide two or three top picks in each of the following sectors: Real Estate, Consumer Staples, Financial, Industrial. Any market cap is fine but with a focus on mid cap. Also with a focus on Canadian Equities.
Thanks.
Read Answer Asked by Rob on February 23, 2022
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