Investment Q&A

Q: CGI has dropped by $5 since September 5. I cannot find any reason for this drop. What an I missing? Thanks, Anne.

Q: May I ask your opinion of the repricing of the PP on Friday.? Can a retail investor take part in the offering?

Q: This is a follow up to my questions about EFT TERs.

Thank you for the information about Canadian ETFs. What about US ones? For example, IEFA fund facts shows:

Expense Ratio 0.07%
Management Fee 0.07%
Acquired Fund Fees 0.00%
Expenses Foreign Taxes 0.00%
Other Expenses 0.00%

There is no mention of transaction fees. I find it difficult to believe the transaction fees for European markets are $0. Do you know where I would find that information?

Q: Hi guys,

What's up with Heico?

thanks

Q: Hello 5i Team
I currently own Shaw Communications (SJR-B), which I have owned for several years.
The purpose to owning shares of SJR-B is to match the payments I make monthly to Shaw for my cable and internet.
Shaw has not raised it dividends ($0.09875 per month) since March 2015 and has declared the same monthly dividend to December 2019. Yet their cable/internet charges increase every year!!!!
My yield on cost is 5.46 % and the current yield (based on Friday close of $26.15) is 4.53 %. Essentially the stock has become similar to a "preferred share" where the dividends don't increase and the share price fluctuates with the rise/fall of interest rates.
The questions I have are:
1 - What are your thoughts on Shaw going forward and should I keep it and accept the reasonable yield on my book cost (the do nothing option).
2 - Sell the shares of Shaw and invest in BCE/Telus where the current yield is similar with the high probability of increased dividend growth and limited capital gains. I currently own approximately the same dollar amount in each of BCE/SJR-B/T
3 - Sell the shares of Shaw and invest in Rogers where the yield is lower with the probability of increased dividend growth (Rogers recently raised the dividend after no increases since 2015) and possible capital gains.
4 - Sell the shares of Shaw and invest in a preferred share ETF (CPD/ZPR) with a similar yield, since I the likelihood of a dividend increase from Shaw appears low and the probability of capital gains with the preferred shares ETF is higher with increased interest rates in the future (?).
Thanks for the excellent service.

Q: Is this stock going back to 20.00 ? Should I get out now?

Q: Hi 5i .. i hold these REITs currently: Bpy.un (1.5% of my portfolio), car.un (3%), chp.un (2%), crt.un (1.5%), iip.un (1.7%) ... to simplify things, and diversify further, would it make sense to sell these and just buy an etf like VRE or ZRE? (for a 60 yr old div investor .. which is preferable?) ... or, is the status quo the way to go? thx!

Q: As we don't have a good Canadian choice for stocks related to pets, what do you think of these US companies (or any others in this sector) ?
Which ones do you see as having a potential for strong growth in a near future ? Where would you invest in the sector ?
Please deduct as many credits as you see fit.
With many, many thanks,
Jacques in Montreal

Q: Hello,
My portfolio mentioned that I need to add more international exposure to my portfolio. Can you suggest some good international ETF(s) or individual stocks that would be good for me to help balance my portfolio?

Q: I have a small US account and am looking to add a couple of companies to it. I realize that you do not provide extensive coverage of US stocks but would it be possible to recommend a few small to mid cap growth companies with a one to three year time horizon. Sector and volatility are not factors. Thanks.

Q: I am thinking of selling NOA and buying either QSR or PBH. I am looking for growth. Which would you pick and why?

Q: Hello 5i,
Could I have your assessment of LHC Group?
Thanks
Dave

Q: I am looking for a revenue opportunity in $US and AQN:US pops up as a possibility. There are no Q/A on the US dividend providing version of AQN and I would appreciate your views on this aspect if possible. Thank you. In follow up to my question on Algonquin/$US, from the list of Canadian companies paying $US dividends, which stand out for 3-5 year revenue? Thank you.

Q: Can you comment on SHOP's acquisition announced after the close yesterday. What does it mean for the company and how do you think the market will react to it? My view is it's a positive move.

Q: Can you comment on CRWD earning and the market reaction?

Thank you!

Q: i am curious if you like profound.
they seem to have something that could be huge.
i am in my seventies and everybody around me has prostate problems.dave

Q: Re exit strategy on stocks
I purchased People Corp many years ago at a great price . The stock went up to over $9.00 then dropped to $7.00 .
How do I decide when to hold ,sell or buy more of a winner after a big drop in price .

Q: If all things in my portfolio are equal, would you sell AltaGas Canada and buy Polaris Infrastructure, or not.
Thanks

Q: Looking at adding one of these two to a diversified RSP. At this time, which way would you lean, and why, please . Many thanks as always.

Q: Re Dave's question on Questor the WH has been doing its best to downgrade environmental criteria so my take is that while individual states appear to have the ability to set and maintain environmental criteria they are fighting a downdraft and this is affecting market sentiment, perhaps as a minimum.