Investment Q&A

Q: your view on adding at this time to triton capital

Q: SU or CNQ: looking at all metrics, which one would you buy for the long-term? I realize that the oil price is the biggest factor: supply issue (too much) and a demand issue due to COVID-19; however, when the data for COVID-19 starts looking positive demand should start to increase - 1/2 of the equation. I realize dividends are dependent on the price of oil; but, perhaps one co. is more isolated in this regard? I am a long-term investor - NOT a trader, so, can wait. Also, a dividend cut may be a good thing for now?

Q: Is CRS:CC a standalone company or one of a number of companies with common ownership?

Q: I have a 22% portfolio position in ZSP and I'm looking to add a 5-10% position in HXQ do see too much cross over here?

Thanks for being here for us!

Q: I'm interested in buying the preferred shares of some of Canada's stronger companies. If you were going to buy the preferreds of 5 companies today which ones would you buy? Of course price and yield are important factors. Please be specific as I know each company offers many different preferreds to investors. As always, thanks for your appreciated guidance.

Q: Hi Team,

What are your thoughts on purchasing at these levels? What are your thoughts on the long term potential of the underlying holdings and do you see any significant risks other than possible over valuation?

Deduct as many credits as you see fit.

Thanks!

Q: April 7 report on the income portfolio: ZRE (BMO REIT) show -3.45% for the month of march ? Am I missing something ?

Q: Considering a 5 year time frame, what would be your allocation toward cdn oil (xeg), cdn ag (ntr), utilities (zwu), fixed income (hfr) and US (zwa & xqq). Above average risk tolerance seeking yield and capital gain. Are there any other suggestions....LSPD would also be a holding. thanks.

Q: Is this the best ETF to hold physical paper gold?

Q: Can you comment on the implications on their deal with Canoe

Q: Can you offer thoughts on Baylin tech. I was thinking this would be a play on 5G down the road. Stock has been really hammered. Looks like the debt could become a problem but they are still working because they are considered essential need. Building a new plant to deal with future demand in what could possibly be a high growth industry?

Q: I have held ccl.b and nfi for a number of years and done well, although the last few years have been disappointing. I have just sold my positions in these two companies and am considering cae and tfii as replacements. Your thoughts?
Does Cae’s recent decision to lay people off and cancel its dividend raise concerns or reaffirm its strong management and strengthen its eventual recovery?
Is tfii’s balance sheet strong enough to get through this crisis and given the need to deliver inventory by trucks provide rational for strength during the short term as well as once recovery takes hold?
I have a diversified portfolio which is fairly well balanced by sector and reflects your balanced and income portfolios with a smattering of stocks from your growth portfolio.

Q: My Tech holdings are represented by csu; kxs; otex; shop; lspd. All held in TFSA. Have had good results with all except lspd which is a relatively new purchase and am willing to ride out my position in this company and wait for recovery.
You frequently mention DSG as a top pick in the tech sector and am considering selling otex and adding dsg. I do not want to increase my overall Tech position.
Your opinion?

Q: When will you start having the intraday price on your portfolio analysis page?
You can publish if you wish.

Ron

Q: Would like your take, assessment on this technology stock. Like is it a buy? And what would be comparable, somewhat similar company?....Thanks....Tom

Q: Hi Peter & 5i team,
We sold Descartes for a profit when the covid 19 story broke. We are thinking of repurchasing . The global supply chain has suffered greatly during the pandemic, but we read that there has been a rebound of freight volumes in China. The CEO admits there are uncertainties and perhaps change ahead for supply chains. What are your thoughts. Is it a good time to get in or perhaps waiting a bit more is prudent.
Thanks for your opinion

Q: Assuming this pandemic continues into June or July, where do see the AC's stock price (ball park of course) by the end of the summer?
Will this knock out some of the competition and allow AC to "come back" stronger?
Thoughts on FCR.UN?

Q: Would appreciate your current thoughts on this company. Recently said their dividend is safe. Thanks

Q: Thoughts on how the emergence of electric vehicles, self driving and otherwise, will impact PKI and BYD. What providers of electric power in Toronto and Vancouver area will likely benefit from increased electricity demand? Thanks

Q: Hi, first I wanted to thank you for this amazing service, I am so glad I discovered 5i!
I recently sold my business and have 10+ years before retirement. I now want to deploy this cash to build my retirement portfolio, I don't need any income from this portfolio for 10 years.
I carefully reviewed your Balanced and Income portfolios. With much improved valuations for many stocks in these portfolios, what are your suggestions for 10 best (in terms of possible appreciation) individual stocks or ETFs for a non-registered portfolio. Either from your sample portfolios or not, US or CDN.
Thanks again!