Investment Q&A

Q: Could I get your take on earnings just released. Margins have slipped but sales increased. The special divi shows confidence by the board...? And this is a thin trader. What musings would you have about this one?

Q: I saw back in april 2018 the share price was same as it is now at 66 wti oil. Since then share buybacks and dividends have occurred. In this environment shouldn't we be closer to 30. What does the company have to do differently to get there. Would an acquisition do it or make sense. Also when you talk to these companies do you ever give advice.

Q: DOO is down 7% now. Is there any bad news which I can't find like a downgrade or a short report?

Thanks

Q: Your take on recent quarter, TIA Mike

Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul

Q: Hi 5i,

In a non-registered U.S. dollar account I am looking for an ESG stock (no oil/gas, defence, tobacco, etc.) that has a yield between 4% to 6%. It should be a relatively stable company with some growth potential. It will be less than 1% of an overall balanced portfolio. I have come up with the following possibilities:
ABBV - +/-4.4% yield but patent for Humira coming off in 2023
MPW - +/- 5.4% yield healthcare reit (which seems stable)
WPC - +/- 5.4% yield reit (less stable than healthcare reit?)
CWEN - +/-4.4% yield green energy (not sure if it should be class A or C shares)
I would like your thoughts/opinion on these please for a long-term "little worry" 3 to 5 year hold.
And please, please please if you have other suggestions I would love to hear those!!

Thanks for your wonderful service.

Q: Why don't investors like First Service Corporation earnings report?
Please also comment on Neighbourly Pharmacy Inc earnings. I can't find EPS on their report.

Q: Can you tell me whether you feel your model portfolios are appropriate to implement in a taxable account?

I have free trading on my taxable account and some cash to deploy, but I'm wondering if this is a wise move due to portfolio turnover and ACB tracking. For context, I have only ever invested in ETFs and low fee mutual funds previously - and only in tax deferred accounts.

Q: I have held BCE & RCI.b for 15 years as my Telecom Holdings (5% each of my equity portfolio). I just sold my RCI.b shares due to poor performance over the years plus the current squabble just pushed me over the edge.

Do you think Telus would make a suitable replacement for RCI.b in the Telecom space given its diversification in 5G, health, international etc. even though it doesn't own the Toronto Blue Jays or any other sports teams.

Thanks

Q: When does nvda report earnings. Its up big today is their any news.

Q: I am down on these stocks EGLX (-24%), AT (-28%), BRAG (-24%) and PINS (-23%).
These stocks are in a non-registered account.

I have two questions. First, are these stocks worth holding for a turnaround or just take the loss (and take advantage of the tax loss credit) and move on?

Second, if they are worth holding I might do a tax loss sell and buy after 30 days. I am not sure how to time that. Do it now or at the end of the year?

Thank you for your help and advice as always.

David

Q: Following up on your recent comments on Intel.
With there plans to build 2 new plants in the USA and the Congress in the process of passing a bill that would provide partial funding for these plants, at the current price and PE in single digit, is there not potentially great value at this price over the next few years? Plus a yield at 3% while you wait! I understand they are not the greatest growth play, but they are Intel? What am I missing??

Q: What are your thoughts on this company.

Thank for your great service.

Stephen

Q: I was hoping to add TFII to my industrial holdings (currently hold CP & CNR) and was waiting for a pullback which doesn't seem to ever arrive.

Do you think at these prices that entering into a full position now (5% of my equity portfolio) of TFII would be silly.

Thanks.

Q: Good morning,

Looking for your insights on the why the rather poor performance since May (down by 30% or so) given inflation concerns and rising material prices.

Thank you.

Q: In response to "Cacey on October 25, 2021" TD Webbroker has added an excellent section dedicated to analysts where they are all rated on percentage of wins and their percentage return. TD has recently made improvement to Advance Dashboard to those of you who may have given up in despair.

Q: Can you comment on CJR.B's earning and its market reaction last Friday? Also please comment on QSR's earning.

Thank you very much for your outstanding service!

Q: I hold both at 1% positions. Which one would you increase to 3% currently, or would you add to both here?

Q: I'm looking for income and found dividend stocklist on TMX. The top 15 are all stock splits corps. your thoughts would be appreciated. I thought some splits were between voting and preferred. Thank you. Enjoy your site .

Q: Good morning 5i
Another question about the superficial loss rule. I would like to buy Magna in a registered account todau and then sell it in my non registered account for a tax loss in thirty days. But, I believe I remember reading somewhere that you say that I would have to hold it for sixty days before selling. If this is right, I can"t understand why. I would appreciate any clarification.\
thanks