Investment Q&A

Q: CWW holds a lot of utilities but doesn't pay that high of a yield (.67%). Is there any unusual reason for this like a swap or something or do the holdings just not pay out that much for dividends? Also how badly do you think a slight increase in interest rates would hurt this etf?

Thanks

Q: Annaly seems to have produced some good results, based on market reaction, but I have difficulty understanding their financial statements. For me it's rather like peering through mud.
I've owned varying amounts of NLY for over 10 years and have recovered most of my capital as well as continuing to receive a fairly high yield.
Are you able to shine some light on it or would you need a team of accountants?

Q: I want to buy BEP. For tax efficiency, should I be holding this in my RRSP or TFSA or is a cash account OK? Is this holding converting to a conventional stock in 2020?
Thanks for your reply.
Grant

Q: I have 10K to invest & presently have no shares in the financial sector. Would you suggest purchasing 2 or 3 financial companies or just purchase a financial ETF, such as XFN. If I did invest in financial companies, what 3 or 4 companies would you recommend. Thanks … Cal

Q: I saw that Citigroup downgraded NTR to neutral from buy. Can you go over their report? They seem to now have a 12 month target of $47 down from $61 (please confirm that this target is in US $ and not Cdn $) Seems like NTR went down on Friday 14th due to this? What is your current view on NTR?

Q: For a 10yr hold what would be your 5 top TFSA picks at the moment
Thanks

Q: Peter & Co.,
I am reviewing Vermilion’s operation, financials and dividend in light of the Coronavirus. The virus is still largely an unknown factor in world health and economics. However, the impact on travel and commerce is certainly being felt. Among my concerns is the short/long term impact on energy consumption. Vermilion has 60% of its production in North America and 35% in Europe. Is there any way to evaluate what impact we can might expect on VET over the longer term?
With appreciation, Ed

Q: Can you please recommend 5 US high risk growth stocks, small to mid cap?
Thanks

Q: can I get your view on this co ?
thanks
Margit

Q: I just become member today and trying to familiarize with your contents on website.
What portfolio should I consider for TFSA and for my RRSP. I really like your BE portfolio but there are total 25 holdings. Leaving aside portfolio consideration, what would be your opinion/suggestion for me to buy in BE today for my TFSA. If you could suggest at least 7 to 10 holdings as I have all my TFSA contribution in cash (all of my 67 K so far) in Investment account.

Q: Do you believe that PFB could represent a good investment opportunity given the potential structural rise in residential housing construction in the United States?

Can you shed some light on debt, dividend sustainability, insider ownership and others factors that you can think of?

Much appreciated. 

Q: Based on the research available to you, do you see reasonable upside potential for Global Blood and Sarepta? Would you choose one over the other? Do you see any major downside risks for either company? Thanks again for your support>

Q: Hi 5i team,

I like the big cap Consumer Discretionary names for growth, and with lower beta than the tech names I own. I think the U.S. consumer is still alive and well. There hasn’t been a question on TGT since it issued its earnings warning in mid-January, as SSS were slower than expected over the Xmas season. If I recall, TGT attributed it to softness in toys and electronics, which it brushed off as not being key categories. The stock sold off but is coming back, so I think that warning is now baked in for the Q4 results. Since then, we have the coronavirus and many factories in China are closed. I think TGT sources many products from China. There could be another warning coming from TGT for Q1 on inability to secure product. What do you think of TGT here?

Thanks again for the insight.
Dave

Q: It was a pleasant surprise to receive a reply to my followup Knight question submitted at 1 pm on Friday when the second reply arrived at 8 pm on the same Friday before a long weekend.
Thank you for the stellar service!

Q: KL reports after close on Feb 19. If one was to start a position, would it be wise to wait for the report before diving in?

Q: Hello Team,
What do you make of the press release of Q3 2020 quarter for XAU.Do You see progress in these figures and what do you make of the companies ability to execute their business model.Do you share their view that this could be a'transition quarter'?

Q: Requesting your thoughts on Canadian Tire as it is not mentioned much over the years. One of the gurus on TV says it is limited to growth by just being a Canadian stock. Wanted to know your thoughts on its future growth or will it be just by more acquisition over future years.

Regards

Q: Can I please get your opinion on Toromont's (TIH) results. Thanks

Dave

Q: Hello. I’m interested in hearing your take on Simulations Plus (SLP on NASDAQ) with regards to its fundamentals, prospects, valuation, etc. I understand you may not have a lot to say about this lesser known company, but anything would be appreciated. Thanks.

Q: Have a friend who has 50k in GIC's. No other assets. What etf would you suggest that is a safe - minimal risk (realize no guarantee) and should produce a better rate of return than GIC? Timeframe is 10 years.