Investment Q&A

Q: I really value your knowledge and experience. I would be very interested in your thoughts on the difference between the value of tech stocks today and those of the "dot com" bubble of the late 1990s. Thanks again.

Q: I hold the following shares (among others) in my various (RSP & TFSA) accounts. I'm a buy-and-hold investor, strongly leaning to dividend payors or preferably dividend-increasers.
These companies have all recently cut or suspended dividends, either as Covid-19 responses or otherwise.
ET have not cut or suspended (yet), but neither ET nor CSW have paid recent special dividends as they sometimes have in the past.
I purchased these originally on the strength of the companies' long-term potential, management strength and abilities, and growth or at least sustainability.
How would you rank or position these now in light of recent dividend cuts or suspensions, given that they are all underwater, some significantly, or at best more or less flat (ET), after mostly holding periods of 5 years or longer?
Which ones is it time to dump?

Q: Portfolio approx $600000. 2 TFSA,2 RRIF, C$ non registered& U$ non registered account.
Percentages do not include $51000 fixed annual pension income.
ATE-2.95%: BEP.UN-4.15%: BYP.UN-6.14%:
BTO-0.37%: BYD-4.35%: CPX-7.34%: BRP-2%
DSG-9.88%: EIF-3.19%: ENB-8.83%: KXS-3.21%: LSPD-12.62%: PKI-5.55%: PPL-4,58%:
REAL—2.51%: TFII-4.05%: VFV-2.79%: VGG-6.01%: VIG-4.18%: VOO-2.45%: XBC-1.46%
ENB & PPL together make 12.88%. ENB has a nice 7% div. I’m thinking ENB doesn’t have that much growth in near term ( next year). By selling part of my position in ENB I would reduce risk in the energy/utility sector but lose the 7% div.
Your thoughts. If I do make this move any thoughts on where these funds might be deployed? Also your thoughts on this portfolio going forward for the next year or two. A lot of work managing my portfolio, trying to step back a bit.
Thank you for your great incites. Have been very happy with your ideas, thoughts and service over the pass 3 years.
Roy

Q: If this has already been asked please disregard.

How was Enghouse report? Why the spike and drop this morning? Does it still look solid long term to you (I’m up 100% on it now)? Thanks

Q: Hi,
After the big rush for toilet paper, do they have any growth potential or should I loo,k for another opportunity? PsS are they financially sound or their debt level is to high?
Thank you

Q: what is the best source(s) for current and future individual company info like eps and current news. thanks

Q: My tech exposure consists of MSFT,ENGH and ET. All have been held for many years and have become multi-baggers as well as producing growing divys. Do you see any holes in my tech coverage? Would you trim and add a new position or leave as is? Thanks Ron

Q: SOME Stocks fluctuate lot daily such as BYD,CSU,SHOP,PKI makes me feel better to trade in this market,what is your opinion.
For safer long term low risk hold which stocks you would recommend in US &CAD,
low growth is OK.

Q: 1.5 billion in debt compared to 200 million in cash seems very risky. Are there food companies with healthier balance sheets that can make cheap acquisitions going into a bloody quarter 2, or are you not too worried about PHB's debt?

Cheers

Q: Hi 5iTeam,
Both of the above 2 ETFs are pretty well100% focused on health care with very similar make up (65% US, 35% non-US), why then there is such a big difference in dividend yield, Life pays 7.1% while XHC pays 1.05% in dividend.
Cheers,

Q: I have been investing recently in high quality dividend producing firms but have backed myself in to a bit of a corner in terms of my reliance on banking and insurance company stocks (FITB, BNS, BK, SLF, PRU, FSZ). Would ITUB's Brazilian preferred share provenance be both sufficiently secure and a good diversifier?

Q: Hi 5i team,

I bought a small position in VFF a month ago and it's up almost 100%, should I hold or sale? Do you still like the company？

Thank you,

Q: Would you buy WM at current price and why?
Where can I find the website for gold futures date changed? I noticed that the June gold futures changed on May 27 is August not July, I’m confused, could you please explain why? The Equity Clock has gold futures seasonal chart from January to December. Many thanks

Q: I hold shares in both of these companies. Which of these stocks would you recommend for a 5 year hold and would appreciate your reasoning. Thank You.

Q: I am perplexed by the strength of the markets over the last few months given the situation in the real economy. Are you aware of any site which identifies the source of money inflows and outflows? I would like to understand whether this market is driven by professional/institutional investors (smart money), the government/Fed, or retail investors (dumb money).

Depending on the source of the money inflow, it might give some indication as to the sustainability of this market.

Any thoughts you would have on this question would be most appreciated and valued.

Thank you for this excellent service.

Q: For bitcoin exposure, any thoughts? What about liquid Alts? To clarify my question on Liquid Alts, can you please give some guidance for your Canada, US and international preferences.

Q: I would like to comment that I think your service is best in class! Question: With Natural Gas near recent all time lows could you suggest 2 or 3 names in this space that could have upside if/when natural gas commodity pricing improves.

Q: I bought this one the other day for no other reason than it was going up which it's continued to do. I like it because it has not yet recovered to pre-covid prices. What do y'all think? Thank you.

Jason

Q: Good morning 5i,

Having missed the major swap to staples. Viewing them as a buy when they are down not on momentum.
Are their any consumer stocks you see holding value still as an add for longterm hold?
We own QSR and ATD.B.
What are your better / best recommendations.

Thanks for the excellent advice.

Q: I have held on to this looser much too long. When they announced yesterday that Aurora was selling its entire stake at $3.00 /share I gasped expecting that the stock would crater too well below that on the news. Instead it rose nicely the day of the announcement at one point trading as high as $3.84 Can you please explain the reason for this? On a separate note they also reported spectacular Q1 sales growth on Monday yet still reported a loss of $0.16 /share. Will this company ever be able to turn a profit?