Investment Q&A

Q: Hi team,

TELUS international has dropped to just above their ipo price. What would be a brief update of your position since rating it an A-? Also, at what price is it a good, great and table pounding buy?

Thank you!

Q: I see PBH is in the Balanced Portfolio. Its share price has been falling since November 2021, just after the last earnings release. To my mind, those results seemed reasonably favourable, except for a small miss on estimates for per share earnings. What was your view of those results? You have often commented that one quarter is not an appropriate time to assess, but where do you see things going for the company from here? When do they next report? and what are the expected results? Last, the P/E is reported at 45 - has been that high historically and if not, why has it become so high? Thank you for your excellent service.

Q: Could you give a general overview of GRAT. I am thinking about starting a position. Thanks

Q: OYL ... YOUR OPINION PLEASE

Q: I am down on average 50% on all of the 5 above noted US stocks. I am wondering how many of these you would consider averaging down on to buy more and hold for a recovery and which you would cut your losses on and sell now ?
I am prepared to hold all of them if their prospects of returning to previous highs are reasonably good within the next 12 months or so and as always value your opinions.

John

Q: Adding POAHY (Porche) to the mix, can you order these for growth potential please?

Q: I suspect these companies will be important as technology advances and we need those raw materials. Thoughts on that? Also the yields seem very high are they covered by cash flow or are the higher yields a reflection of the low share price?

Q: Hello: I want to add an insurer stock in Canada and the USA. I admire and follow FAST Graphs. The following companies were recently reviewed: Aflac (AFL), MetLife (MET), Principal Financial Group (PFG), Prudential Financial (PRU), Great-West Life (GWO) iA Financial (IAG), ManuLife Financial (MFC), Power Corporation of Canada (POW), Sun Life Financial (SLF).

I would like your recommendations for the best choice in each country: Objective: solid, safe, long-term hold with capital appreciation potential and good consistent dividend income and dividend growth. Thank you.

Q: Can you please comment on the recent price action on the two copper stocks above? Is the 18%+ jump in FM over the past 5 days strictly due to the price of copper or is there another catalyst? Also would appreciate your thoughts on both stocks going forward.

Thanks

Reg

Q: Greetings All:
With regard to a question asked on Jan 9 by Cory concerning the above I have some further inquires. If any of you had 1 million to invest and wanted to keep it simple, as stated, and wanted to be fully invested, with a good degree of security ( As much as can be expected in the stock market) would you invest it in these two funds? What % would you have in each fund, considering you were investor " X " with no strings attached? Most advisors are currently preaching that 2022 will be the year when active investing will win, considering all the expected volatility and sector rotation. Also, if the growth rout continues off and on where could you see IWO falling to? I know this is a prediction question, but considering all the items in your knowledge basket, please make a guess. Please provide some equivalent S & P 500 fund names. I notice that no one at 5-i has an interest in IWO.
Thanks as always,
BEN.

Q: Hello, could I get your analysis on TFII. It has suffered a pullback recently and looking for direction on the company. Do I Accumulate or hold on this company? Thanks

Q: Hi Peter& 5i team,
These are the stocks I have in my TFSA currently. I have 15 % cash and am looking for a couple of stocks with good dividends and growth potential. Could you please give me some suggestions.
Thanks for your opinions .

Q: I have owned this Mawer fund for quite some time and have been very happy with its performance long term. Can you please explain the large drop in December in a little more detail? I know you said they “paid a distribution” I just don’t know what you mean by this and why it seemingly cost me a chunk of money. Thanks for walking me through this!

Q: In your response to a question on GOOG CDR this morning you stated: "Trading on NEO, CDRs participate pro-rate in dividends and are considered foreign content for tax purposes". Given that GOOG does not pay a dividend, did you mean that if GOOG CDR (or any other CDR) paid a dividend it would be considered foreign content for tax purposes?

Q: You stated CDR's would be considered as foreign content. Then if you owned over $100,000 in an American company listed through CIBC you would have to fill out a T1135 even though it is bought through a Canadian exchange? This was why I liked them so I could increase my foreign content without having to do the T1135.

Q: Good Morning 5i and Happy New Year,
You answered a question earlier this morning and I am not totally clear on the answer. You mentionned that at a certain point in one's portfolio it would be wise to diversify into real estate, commodities etc.

I was confused because normally a portfolio would contain a certain percentage of commodities , reits, etc. That makes me think you are referring to something else. if so, what is it you would be referring to? Here is the post from earlier:
Above $4 or $5M, or even before, we would also consider alternative investments, such as real estate, hedge funds, or non-correlated assets (commodities, etc). We would not necessarily include these in the count of securities, assuming they are indeed not closely correlated to the rest of the portfolio. '
thanks

Q: I am wanting to add to my energy holdings I am looking at XEG versus NNRG which would you consider a better choice
Keith

Q: Am looking at purchasing PLC, but I don’t what sector to assign it to. TSX.com & i5Research Profile puts it in Consumer Cyclical but in the Income Portfolio you have it in the C. Non-Cyc. Sector. In which sector is more correct. Thanks … Cal

Q: It's time that I trim my above portfolio of 13 oil & gas stocks to sector weighting. Which 6 stocks do you think should be first to be trimmed? Please list the stocks in order from the first to be sold to the sixth. This is for medium risk profile. Also could you list a short reason why you think it should go for each of the six stocks.

Thanks

Q: It now looks like the takeover by sundial is going ahead. I have no interest in owning sundial, but cliq is trading about $0.50 less then the offer from sundial.
What do you think of the acquisition and what owners of cliq stock should do? When is the last date cliq can be sold, before the takeover?
Thanks.