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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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.
Read Answer Asked by Leonard on January 13, 2022
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
Read Answer Asked by JOHN on January 13, 2022
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.
Read Answer Asked by Mary on January 13, 2022
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.
Read Answer Asked by BEN on January 13, 2022
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 .

Read Answer Asked by john on January 13, 2022
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!
Read Answer Asked by Peter on January 13, 2022
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?
Read Answer Asked by Dennis on January 13, 2022
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.
Read Answer Asked by lynn on January 13, 2022
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
Read Answer Asked by joseph on January 13, 2022
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