Investment Q&A

Q: For a very long term hold which do you prefer and why? Thank you!

Q: It seems the last Federal Budget would be great for them and yet the shares are going backwards, why?

Q: I m 73 years old with God willing at least another 10 years left. My Lightspeed is down 70%,$11,000. leaving me with $4,530 in my TFSA. Can you see any timeline for a turn around or should I be sucking it up and putting it in something else? Was looking at LIFE-T as a safety measure but wondering if you have some other suggestions.
Thank you for what you do for us

Q: Pollard bank note is down at 52 week lows. It has come off sharply from its highs, which were probably way too high. Someone last week on Market Call, I think it was Tcascy, said that labor was up because PBL was so busy they had to have people work lots of overtime and because of that they added another shift so next quarters earnings should look much better. Sounds plausible but I have not been able to check if that is true. What does 5i know and what is your opinion of PBl in general? I have started a small position but not sure if I should add if it takes another leg down.

Q: I added Descartes Systems on a pull back a few weeks back. I am surprised, but not concerned,, that it has been so volatile. After I bought a small position it quickly went up more than 10 per cent and this week I am back in the red. Is this type of movement normal for DSG? Has somehting changed at DSG or is just getting pushed up and down because it is part of a number of ETFs? I would like to add to the position but first I would like for 5i to let us members know if something has changed with DSG.

Q: The three larger Canadian auto parts companies have been trending down for some time. I hold MG and am fine continuing to hold. LNR is is getting more interesting. I like the company and management. I'll continue to wait until it settles. What price do you see as a a good entry point?

Thanks for your help.
Mike

Q: BNS and other banks has been declining , what is the cause ?

Q: Hi,

What's the issue with Flutter? The decline can't just be its exposure to Russia.

Thanks
Robert

Q: For the safe side of a portfolio, would you put money into a short term bond ETFs (BSV, XSB) or a high interest savings account today (EQ Bank 1.5%)?
Thanks

Q: Been a while since you had any questions on this one .... thoughts on current share price and outlook. What price would you consider this to be a screaming buy ??

Q: We far prefer to keep dividends in the account of the same currency. Note that some companies and some brokers still convert dividends even in a US account, unless specific instructions are given. But this is fairly rare and 90%+ of the time it is better from a fee perspective to keep US dividends in a US account.

Reading the above answer to Dave's question would you move all shares that pay dividends in US dollars to the US side of my account - BAM.A, FNV, AEM, TRI, CSU, AQN etc. Thank you as always for your help. Barbara

Q: Hello Team.. As interest rates climb my strategy is to slowly buy into bond funds (now in cash).. maybe ZAG or XSH. For example at 3.48 % for ZAG, that's a reasonable dividend and the rate hikes have barely begun. My question is -although the unit price of the fund will decrease "is the payout stable or increasing" as maturing bonds are replaced at higher yields.Steady buying at lower unit prices (and higher dividend)could help kill the pain of the early buying-what do you think.( 71 year old income investor soon to be starting RIF withdrawals) Thank you yet again..best regards Gary

Q: Looking at these names at current prices for a non registered account. Can you give me your top 5 names for a 7 year hold.. would any of the above names be included?

Q: Good Morning,
Have you identified any new growth stocks in U.S./CDN outside the 5i growth portfolio that have you excited on their long term growth potential?
Thanks

Q: Hi 5iTeam,

I would like to find out how stock markets did in times of high interest and inflation rates. Would you please shed some lights as to how the US and Canadian stock markets did in late 1970s and early 1980s.

And indeed if there were significant pullbacks during these periods, how long then did it take for the markets to recover.

As always thanks for your invaluable service.

Best Regards,
H

Q: Can't remember why I own this but it has done nothing in 3 years. Can you suggest an alternative or just get out. Thanks J

Q: Would you please do a comparison of these two stocks in regard to stability, growth, dividend and valuation. I currently own both but am wondering about the merits of liquidating MI and putting the proceeds into CAR?

Q: Based on today price, what are your top 5 stocks to hold in a TFSA for 10+ years with high growth and medium-low risk for that frame period ?
Can you rank then in order if there's one ?

Q: Your thoughts on Bread Financial ? Seems like they made money every quarter last year and at a PE of 3.4 times it seems compelling. Very little info around on this one ....

Q: I recently read an article you published earlier this year which purports to show that if one misses just the best ten days in the market over 10 years their average returns will be half that of one who was in the market the whole time. While I may not be quoting the article exactly, I have read numerous articles over the years suggesting the same thing - that time in the market is key to higher returns and that only a few days can significantly impact long term returns. You have suggested the same thing when you speak of cash being a drag on returns and that investing all available cash at one time is better than investing portions over a pre-determined time frame.

On the other hand, you have often spoken of waiting to invest only in companies showing positive momentum or that one could buy partial positions over a predetermined time frame to ensure that there is some protection should that stock price continue to decline. However, both of these strategies seem at odds with the "stay invested for the best long term gains" noted above.

I suspect that staying invested at all times is the best strategy for long term growth and that the go slower strategy is more to help those whose risk tolerances don't allow for paper losses immediately after investing.

Would you agree with my conclusion? Can missing just a few days significantly impact overall gains? And finally. if this is true, how does one incorporate buying only into momentum-positive companies into this strategy?

Appreciate your insight.

Paul F.