Investment Q&A

Q: Hello. When calculating 5 and 10 year returns including dividend reinvested, BIP.UN has been doing better than BAM.A. In the last 3 years however, performance is the opposite. If I'm buying either one for my RRSP account, which one would you prefer in the long run? Thanks

Q: I am looking to add one financial stock to me RRSP portfolio. I currently have TD as the lone finance company. I also have BNS , TD, BAM.A and VISA in other portfolios. Can you give me some names - US and CDN - that I can take into consideration. Preferably those with a safe, good and growing dividend. Your comments are greatly appreciated.
Thanks

Q: Dale asked a question about market conditions and economic analysis. There is one site that gives an outlook once a week. It is, of course, one particular view. But, I find it interesting. The site is called Options Play and the chief strategist is called Tony Zang, if the site below doesn't get you there. They do a market outlook once or twice a week:
https://www.youtube.com/watch?v=ByKBd7VFqbI

Q: What’s your current assessment of this company?
The last quarterly report showed they have decent capacity to service the debt - are you still negative on their prospects?
Thanks, Hugh

Q: I am looking to buy Slack Technologies. After the recent news about the integration with Amazon, and having a superior product, the stock price seems to be relatively low for such a great SaaS model. What is your opinion about the stock?

Q: Will SLF be impacted by the riot damage in the US?

Q: Good Morning
Do you see an apparent rotation away from tech stocks as a concern? There has been current weakness in some of your favourites such DOCU, VEEV, TEAM and AYX despite recently posting good numbers. Would you lighten up on any particular names or do you see the basic growth thesis intact.
Thank you

Q: I am going to trim my position in BEP to 6%. With the proceeds I plan to purchase either TEAM or DSGX. I would appreciate your thoughts.
Thanks ram

Q: Please comments MAL.ca, how would it be likely in a foreseeable future? Would you initiate a position today? Thank you!

Q: Hi 5i, acknowledging these are all different companies, but would like to hear your thoughts on them and how you would rank them.
Thanks!

Q: Picking either WCN or ENGH strictly on growth potential within one year, which one would be your preference? Thanks.

Q: Hi,
I would be interested in your comments on this company. It seems to be growing well, with a recent announcement of a big increase in earnings. However I am somewhat concerned about the fact that Huawei is on their stated list of customers. Will the recent threat from Trump to limit sales to Huawei have a large negative effect on Inphi? As a small cap, do they have a lot of debt? I found a Debt/Equity figure of 1.37 on Finviz.com, but am not sure how to interpret that, given that they currently show a negative income. Many thanks for all you do to keep us on the right track!
Dawn

Q: Hi 5i - appreciate your thoughts on Kraken Robotics given recent insider buying and decent Q1 results. Worth a small entry position at this point as part of a small cap growth portfolio? Thanks

Q: I am intrigued - why did you trim your position in SHOP to 6% while at the same time allowing your position in KXS to run? ram

Q: At today's levels, any preference between IIP and CAR.UN? Thanks.

Q: Harry asked an interesting question about investing in US Tech stocks and wanted an ETF. I did a 52-week comparison of the performance of the 4 mentioned Tech stocks with the ZQQ ETF. If my rough calculations are correct, one would have almost doubled their money with these 4 stocks compared to the putting the same money in ZQQ over the last 52 weeks. Past performance is no indication of the future, but I would like your thoughts on buying these 4 now versus the ETF. In my situation I would put 5% of my investments in these four and currently well diversified and a good chuck of fixed income (>30%). For me maybe okay (your thoughts please) but in general would this also apply to most investors. Please respond to my situation and the general situation if you can please. Thanks so much. Dan C.

Q: What is the story on Brookfield investment in Spb?

Q: Hi 5i,
Looking to buy back into gold and looking at mid-cap to smaller companies. Would you prefer one of the above companies or is there another name or two, that may be good for a long term hold?
Thank you

Q: Looking to add some tax efficient income to an otherwise well diversified portfolio. What do you think of the above mentioned ETFs? Could you suggest a couple of more?
Thank you!

Q: I am still confused by this merger and your answers to other questions. The company says Canadian shareholders should use FLTR and those shares are trading at 11,400 GB (pounds) which makes me suddenly a multi-millionaire. You said we should be using PDYPF or PDYPY depending on your answer. Is the PDYP? a half share, so the 225 shares of FLTR that I have is actually 450 units of PDYP?? Then the other question is what currency is this? It appears to be USD. If so, any way I cut it I've made a huge amount from The Stars Group, or maybe I've lost money. Thanks for your help in trying to put a value on these shares.