Investment Q&A

Q: My question is moreless about Morningstar's numbers. I have access through my TD trading account. It indicates the Fair Value of SLF pretty much where it is, BCE at $66.64 and ATD at $46.12. I'm not sure if you share the same opinion (?)

SLF - the FV has gradually been increasing, but are projected rate hikes already priced in the present stock price? I would expect the FV to ramp up.

BCE - They show a trailing PE of 21. That, and the P/S seem historically a bit higher than normal. I think your Bloomberg info would show a future PE that may be lower...hopefully.

ATD - This one shows a trailing PE of 16, This, compared to its past, seems "quite cheap", yet the FV doesn't seem to reflect this. Agree?

So what are your thoughts? Would you say SLF, ATD and BCE are good value - in that order based on my above comments, or any opinion of your own?

Q: Hi,
What is your current opinion on SPOT? It is way off its high like many stocks. Do you think this is a good buying opportunity? How risky is this stock?
Thanks,
Kerri

Q: What are your recommendations for 5 Canadian Stocks and 5 US Stocks for an RRSP Account?

Q: In yoor recent reply to my question regarding how to evaluate returns, you suggested CDZ. Thanks for that, it does seem a better comparison. Of interest, though, I did a comparison of CDZ to the TSX return, and found that the only difference over 10 years was the actual management fee of .66%.
I also appreciate your comments about risk. I had about 20% of my investment assets in "play" money, but over the last 2 or 3 years I have reduced that to essentially nothing, since - as you pointed out - an extra percent or even more would not make any difference to my lifestyle. That frees up my time, and I do sleep very well at night!
Thanks again!
Paul K

Q: Wondering about a risk /reward opinion for a long term selling BCE for GOOG , BAM or LIT ?

Thanks

Greg

Q: Have been on a wild ride with Celsius! Is it caught up with high valuation and the market ? Seems like they have a very popular product . Wondering if the time of year to buy ?

Thanks

Greg

Q: how would you rank the most promising junior lithium companies based on management, capitalization, promising land in development, and/or near or in production .. much thx

Q: BAM.a is one of u top favourites. As per u advices,bought @ $44.49 & add recently @ $71.46.It has dropped from some $78 H near end of Dec.tocurrent levels where it seems to stabilize.Is it advisable to some at this level in view of the current backdrop. Txs for U usual great services & views

Q: Hi 5I
I have my rent coverage in TCN. IIP.un, O, and IIPR. The portfolio weighting is fine, I believe(3% total). I am happy with the growth and payout of TCN & IIP
Question: I noticed your preference is to ZRE for income. Should I consider switching into ZRE going forward(TCN for ZRE)? Any other comments are appreciated.

Q: I might have missed it but in reviewing your portfolios I notice these two names absent. I hold them for longer term gains but am wondering now if they may be more risky in an adverse even "bear" market?
Thank you

Q: How would you characterize this bank (tech/private equity proxy?) and with its recent fall would you see it as more reasonably valued and an opportunity now? Thanks

Q: are the dividends fairly safe on these two, and which one would be the better investment? thanks

Q: which of these two would you own first and why ? thanks

Q: both of these gold producers have high target prices , would they both be good or not ?

Q: Hi 5i,
Two questions if that's OK, and please deduct accordingly.
In October you counseled me to not sell ATZ when it had reached $50 and I was tempted. I'm glad I listened to your advice then and held on as it's now up a another $8 and my gain is about 90%. Your advice then might still hold - don't sell the stock just because it's up. But the economic backdrop is considerably different now than it was in October and I wonder if you would still counsel holding on, especially since a lot of what otherwise might be discretionary income could be going to servicing debt going forward, and consumers might just generally feel like reining in the spending.
Also - CURA has not been so kind to me and I'm down 50%, meaning I need a 100% gain from here to get back to square one. My understanding is that it is a good company but the regulatory framework in the US hasn't changed as was needed/expected, and the stock is therefore wallowing. So, sell and put the money to work elsewhere, or ride it out for a while, bearing in mind it needs to do very well to even begin to heal the wound it caused?
Both are in a TFSA.
Thanks!
Peter

Q: Hello 5i
I recently asked a question regarding US stocks and etf positions. You suggested that I could easily go with the stocks I have plus something like VTI. I currently hold RSP ( as I like an equal weight approach and it maybe more readily balances my overweight in technology) and IWO for small caps. Do you think that this would serve as well as VTI?

Q: Hello 5i
I am a value investor with some growth positions LSPD, LNS). Having learned from LSPD I trimmed some Leon's. The yield of ZIM seems excessive but the company has been improving over the years, dept is improving and it is showing a profit. Is the yield sustainable? Does it fir a profile as a value investor with 10 year outlook in need of industrials and global invesment?
Thank you
Stanley

Q: Regarding Jerome Powell, is quoted today as saying he "Pointed to an economy in 'a different situation' from the last interest-rate hiking cycle, highlighting a tighter labour market, the fastest inflation since the 1980's,"
The 1980's were great for interest -- I locked in a GIC for 5 years at 17% annual compound growth.
For the outlook today, can you provide any advice on what to do an what not to do give the outlook above,
Thanks for your valued advice.

Q: I own small positions in Fiera, Firm Capital, Alaris and Mcan for their outsized yields. I'm close to even on three and down 5% on Fiera (8 5% yield).
Would you keep them as long term investments and please rank them. Thanks.

Q: Would you recommend to buy some short term put options to help protect a portfolio from anymore downside risk. If so would you do this in names you already own or look for some tech names that might be still overvalued.