Investment Q&A

Q: I am using CPG as a proxy for VET.
Based on the recent Q&A, I assume you prefer VET over CPG going forward once the artificial loss window expires?
Reinstating the dividend should give it quite the pop. I'm guessing that it would be a priority for them, but not likely to happen anytime soon
Cheers.

Q: Please provide a list of Canadian companies whose return on equity is a constant 15% or more over the last 5 years.
Thank you

Q: Hi folks
I would like to add a bit to my Industrials. What do you think about Old Dominion Freight at this juncture? I believe they have been around since 1934 ish. I am looking for a steady eddie with some growth.
Thank you for all the support you give us every day...

Q: Hi Team
Argonaut Gold provided an update on 2002 guidance. Does this guidance look good?
The stock tanked on this news.
Would you be a buyer at this time?
Thanks
Ron

Q: I invested in QSR and TRI which to the best my know is with out a deposit receipt but that something for another day). I hold these in a balance portfolio. Now I see QSR is in the 5IR Income Portfolio. With that, would 5IR hold TRI in a balance or income portfolio?.
The reason I ask this as the weighting of these positions would be different in a balance portfolio than in the income one.
........curious me....Tom

Q: CYRX seems to have found it's mojo the last few months. What was the catalyst and how far do you think it will go.
Thanks,
Ian

Q: Which distribution is safer: REI.UN or BPY.UN? and by how much, if you can quantify that?

Q: Hi,
After the announcement by GSY to start redeeming some of its debentures on June 29th, the stock seems to have been lagging the broader market. Hows does this news impact a stocks price and what effect does it have, if any?

Thanks

Q: Good day guys:
I’m up about 40 percent with lightspeed and is now my highest weighing .. should I take abit off the table and buy more of well which is my second highest weight.. I am planning on holding these 2 for the long term and realize the volatility involved ..
thank u for expertise
Mark

Q: What do you think of this and Pimco Inv Grd Credit as "safe haven" investments?

Q: good entry point for the long term?
thanks

Q: The price of Stantec has improved significantly recently, finally moving above the high of ~ $37 hit way back in October of 2017.

What do you feel has changed? Also, do you think their prospects look better than 6 months ago? 'The markets' seem to like something!

I see their 3 year strategic plan is here:
https://www.stantec.com/en/news/2019/stantec-announces-three-year-strategic-plan

Thanks!

Q: I am ashamed to ask a question about this company but i only just realized Bilzerian's company is public.

Do you have any knowledge on the stock?
Cheers.

Q: Hi All:
I would appreciate your thoughts about this company. I own a small position of it.

Thank you.
L

Q: Do you think that the majority of the dividend cuts are in now? If not, do you think the cuts will be sector specific (e.g. REITs, banks, etc.)? Could you summarise the sectors as you see them for probability of dividend safety / cuts?

Q: Peter; NVU.UN is ,all things being equal, being taken over by Starlight,aka Mr.Drimmer. At the same time there is an IPO backed by Starlight, called the Northview High Yield Residential Fund .class A shares, to yield 10.5%. Which, if qualifies for the dividend tax credit , would be attractive. Have you heard of this IPO and how is it connected to the takeover? Thanks. Rod

Q: Hello Peter,
Here is my list of stox that I chose from 5i Model portfolios and purchased back on March 6 & 9, 2020, with the exception of HMMJ that did not cut the mustard for you to put it in a portfolio. FYI, I was not stoned at the time I placed the order!
These stox are 25% of my portfolio in my TFSA account. Currently, I have another 25% sitting in cash in my wife's TFSA account. The other 50% is in ETF's with CIBC. My goal is to proceed with caution and get all the investments into Questrade.
A little background info for you. I am a retired, cranky, 66 year olde white hair. No debt, live within our means and 3 grandsons that come to our home to visit. We prefer the way that 5i and Keystone go about their business with your buy and hold quality philosophy. Your results over time have been stellar. My question is about tweaking the holdings I have. What are keepers? Which ones can be sold to improve the portfolio? I would like to have this done in September? Sell in May/June and go away?
Thank you for what you do.

Q: Am wondering if ECN would be a good replacement for GSY for better growth.
Thanks

Q: How is this company in the post-coivd world? Why has it pulled back. What is your analysis on this company?

Q: Hi guys!

I’m here holding knight at an average cost of $7.20. It hasn’t done much and from reading your responses on their earnings, you seem less than impressed. I’m pissed at myself because I went value instead of growth (at least I hold constellation). I’m wondering with all else being equal (taxes, asset allocation, etc.) would you simply sell knight and jump onto the fast moving momentum Canadian tech names or would you stick with knight?