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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I currently have positions in these two companies. (thanks to your guidance) I'm thinking of adding to both positions. Are you aware of any reasons why I shouldn't proceed with the purchases at this time? If you had to pick one investment over the other, which would you choose. Finally, is there another company that pays attention to the environment could have more short term upside? Thanks so much for your respected opinions.
Read Answer Asked by Les on February 06, 2020
Q: In reviewing the 5i responses to questions on these 3 companies you seem to favour BEP. In examing the numbers for the last 5 years through Morningstar I noted the following:
2015 16 17 18 19
AQN .30 .33 .37 .38 .79 EPS
6.53 7.14 7.62 6.40 12.9 ROE%
4.60 4.55 5.10 4.18 6.44 ROIC%
BEP. .01 -.23 -.18 .13 .31 EPS
.05 -1.08 -.81 .53 1.34 ROE%
1.86 1.85 1.70 2.82 3.26 ROIC%
NPI -.07 .64 .85 1.46 1.67 EPS
-1.85 15.7 22.1 35.6 39.6 ROE%
1.7 4.7 5.7 6.3 6.6 ROIC%
Both AQN and NPI would seem to have significantly stronger results (ROE%, ROIC%). What key data points do you look for in this investment sector? Your thoughts on your selection criteria would be appreciated.
Read Answer Asked by Richard on February 06, 2020
Q: Hi Peter and Crew
Thank you for your excellent work. We have PHO, PNG and GSI. Thinking of adding CTS to this mix. (this is our small cap fund) Love the growth in CTS and we can hold for five years. What do you think of the choice or any other ideas that may be better.
PS
Thanks for Shop:) wow!!
cheers
Ken and Cindy
Read Answer Asked by cindy on February 06, 2020
Q: Alexandra has been asking about crystallizing capital gains to apply against capital losses (which are presumably already realized).

If my understanding of her question is correct, she should be advised that there is no need to wait 30-days to repurchase stocks sold at a gain.

Further, there really isn't a need to sell a stock just to offset a capital loss carry-over, as that capital loss carry-over carries forward indefinitely.

You can never say never, but the risk of the government undoing the capital loss carry-over benefit is minimal. There has been talk about increasing capital gains inclusion rates, but that's not going to matter to Alexandra if she capital loss carry-overs.

Hopefully this is helpful to Alexandra.

Read Answer Asked by Christopher on February 06, 2020
Q: I have held LIF for a few years now and have used its cyclical nature to take profits at its highs by selling down to my initial position and when the cycle bottoms add back again to my initial position. In the meantime I collect a very nice dividend. We appear to be approaching the bottom part of the cycle and would like your view on why LIFs share price is currently depressed and when market conditions will improve again.
I am currently at a 1.5% weighting and would be looking to add back to a 3% position to ride the next wave.
Thank you for your perspective.
Read Answer Asked by Bruce on February 05, 2020
Q: With Marijuana stocks being where they are, would a company like G W Pharma be a good place to start bottom fishing? They just announced applying for approval of it's Epidiolex drug in treating Tuberous Sclerosis Complex (a rare disease I can hardly spell).
Can you shed any light on the prospects of this biopharma becoming profitable in the future.
Read Answer Asked by Anthony on February 05, 2020
Q: Hi 5i team,
I was wondering what your opinion is of the Morningstar Quant reports which can be found within TD Direct investing. For example, each of these stocks are noted as ‘undervalued’ or significantly‘undervalued’. As well, they have little or no moat, and some are high or very high risk. Their stock prices are/have dropped a bit.
Would you consider it realistic decision making to include them in the mix of info resources?

Also, could you kindly rank these stocks if one were doing this year’s TFSA amount- it’s a small sum so is it best applied to one stock or divided?

I have SU and CNQ, similar amounts invested in each and both are above water a little.

Please deduct however many credits you like. Thank you for helping me!
Read Answer Asked by Hilary on February 05, 2020
Q: For the US market in 2020 in general what is the probability of having a 5% correction? A 10% correction? A 15 % correction? Or a 20% or more correction?
Clayton
Read Answer Asked by Clayton on February 05, 2020
Q: I feel I am over exposed in the Canadian Financial sector with TD and BNS making up 9% and 11% of my portfolio respectively. I also hold 20% VRGO. I wish to sell one bank and increase some of my US equity positions such as MA, V, CRM, MSFT, AMZN for more growth and capital gains. Long term outlook is 5+ years. Does this plan sound reasonable in regards to timing and outlook, and which bank would you prefer to hold?
Read Answer Asked by Shawn on February 04, 2020
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