Investment Q&A

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

Q: Hello:

With some coaching my older sons (aged 15 & 17) have come to realize that money sitting in a bank account is losing value due to inflation. They have taken small positions in ZQQ which appeals to their interests and the market has declined a bit but the silver lining is that they learn patience and understand risk.

With part-time jobs they have some more cash to deploy. Of course CAD holdings are easier but what would you pick? A few I think of:

BAM.A - Canadian and should see stable growth.
SLF - Canadian, but too conservative?
COST - USD is messier with FX fees but also very stable growth.
GOOG - USD again, but is it still considered cheap?

Other options?

Thank you!

Q: Can you please tell me a bit about IWO in the Growth Portfolio? P/E is listed at 1.5 on Yahoo finance - is that accurate?? I would like to add to a very my current small holding, recognizing that this appears to a high risk, high reward investment. 5i purchased in the Growth Portfolio at about $179 and currently at about $229. Looks to me like a good time to buy more.

Q: Unless I'm mistaken, which is very possible I believe AC reported earnings.

If yes, may we have your analysis and conclusion please.

Sheldon

Q: Good morning, I kept almost all my growth stocks thinking I'll ride it down as usual but it's a bit worst than I thought, instead should have trimmed more to the like of NVDA and SHOP and a few others. Down over 12.6% from high so far. Everything seems to being priced for recession. Panic selling has not started yet just a slow drift down. Market could go down considerably more from here. Like 10 to 20% and we won't hear the bell.
Starting to get jittery. Your view on this assumption please?
Thanks for the great service!

Q: Will I get a dividend if the Ex-Div date is Apr. 27 and I buy a stock today? How the Settlement date of Apr. 29 will affect this transaction for the purpose of receiving the dividend?

Q: Would appreciate your views on this morning's blockbuster announcement. The SP has been very lethargic over the past year but this could finally move the yardsticks.

CINCINNATI, April 26, 2022 (GLOBE NEWSWIRE) -- Quipt Home Medical Corp. (“Quipt” or the “Company”) (NASDAQ:QIPT; TSXV:QIPT), a U.S. based leader in the home medical equipment industry, focused on end-to-end respiratory care, is very pleased to announce the execution of a national insurance contract with a top five health insurer in the United States1.

Management Commentary

“The execution of this national insurance contract with the largest commercial payer in the United States is a major milestone for Quipt and serves as a further accelerant to our ambitious long term growth plans. The national contract is expected to be meaningful as we continue to expand into new states, broadening our operating footprint over a much wider geography. When we make an acquisition, we will be able to immediately leverage the national contract, which is extremely powerful in terms of capturing as many eligible patients as possible,” said Greg Crawford, Chairman and CEO of Quipt. “Moreover, we feel there's still a lot of opportunity for us to go after more national contracts, which would provide the opportunity to add additional payers, and we will continue to work with other large commercial payers to help them better understand our strong patient centric model and the benefits to patients and payors alike. The new national insurance contract, extremely favorable demographics, and our robust operating platform, put us in an industry leading position to provide high touch at home clinical respiratory services throughout the country.”

Q: I have too much cash and too little fixed income investments. We are facing inflation headwinds and the GIC rates I'm looking at ( sub four per cent) don't come close to this years forecast inflation. My pref shares are slumping. Can you suggest any inflation adjusted investments that are as safe or nearly as safe as GICs? In the US the treasury offers i-bonds in limited amounts. Do we have any equivalents here in our fine country? Thanks, al