Investment Q&A

Q: I am overweight financials and I am thinking of selling PWF, which has a nice yield but no growth, and replacing it with a non-financial large cap dividend growth stock of similar quality. I am looking at QSR which has a lower yield but hopefully more growth, and CCL.B which has an even lower yield but presumably higher growth. If not one of these, what would your top recommendations be in the large cap dividend growth space?

Q: Currently I hold GUD (1.3%), GILD (0.64%), and ZUH (0.93%) for my healthcare holdings. I see GUD starting to breakout from the base around $7.50, any reason for the move over the last two days and would you add to GUD now or wait a few more quarters? Also been holding GILD for a few years (-40%) and looking to change names? Any suggestions? Thanks!

Q: What is your favourite Canadian listed etf for exposure to US technology?

Q: What do you think about the future growth prospects of Aurora Solar Technologies? Their order sizes keep on getting larger.

Q: Hi folks,
The last question you've received on this company is almost a year old. What's your latest take on this baby. Thank you for all you do for your membership.
Andy

Q: If you were to pick 1 Canadian bank for a long term hold (10 - 15 years), which one would you choose? Also, what order would you rank these banks?

Q: Hi Team
Can i have your opinion on these 5 stocks and how would you rank them base on their
quality of management, growth and risk.

Q: Hi team:
the money has rotated out of the Weed stocks (marijuana) since last year
the Tech stocks are doing very well, can you tell us if the funds rotated out
go to any other particular sectors (not banks, utilities are flat recently)
of the stock market ?
many thanks
Michael

Q: Which company has the better growth potential? Thanks

Q: Hi All at 5i! Would you consider EFN a good buy at this point in time for growth? Cheers, Tamara

Q: Often one hears an investment advisor (especially those with a long-term buy-and-hold style) say: “if you had bought $10,000 worth of company X in 1990, you would have $1,000,000 (or whatever) now. Yet, these same advisors (and this would include 5i) usually also advocate regular “trimming back” if any one security becomes overweight in a portfolio. But you can’t have it both ways!!—if you are lucky enough to get a 20-bagger, or 40-bagger, or (in my more extreme example above) a 100-bagger, you won’t get the aforementioned immense absolute $$ gain if you constantly trim back the winner(s). My own style typically is to just keep adding new $$ to my other (lower-weight) holdings, and thereby avoid selling my winners: e.g., I’ve had CP, ENB, NA, TRP, CAE, TD, QSR [via predecessors WEN and THI], etc., for >20 years, and have hardly ever sold any shares (and have often regretted those times I did sell a few shares for “trimming” (rebalancing) purposes. The only time I was hurt by not rebalancing was when AIG became 15% of my portfolio, and it subsequently imploded during the 2008-2009 financial crisis. But, otherwise, my general reluctance to sell high-quality securities has paid off. I am curious what comments 5i might have.....

Ted

Q: National Bank has been on a bit of a tear lately and I am sitting on a rather nice 47% gain. When I value Canadian banks { long term } I generally consider them fairly valued when the yield is around 4% and on sale when they approach 5%. National being the smallest of the big five plus one I expect a slightly higher yield. So at 3.48% I am wondering it is overvalued and I should switch to a different Canadian bank. What are your thoughts on the matter ? And if you concur which bank { I already own BNS } would you suggest if you agree ?

Q: Hi Team
What are your top picks for 5G technology stocks

Thanks Mike B

Q: I would like to sell subject 4 companies, unless your advice is to hold because of much near term growth potential.
Please suggest 5 each U.S. and Canadian companies that you consider offering the
' best ' growth, short and medium term, with no consideration of industry.
Thanks
Klaus

Q: In a recent question you mentioned that the cannabis industry will most likely go through a significant consolidation and an investor should wait until things settle out. Wondering if this would include KHRN, they seem to be in a different segment of the industry and different market. They have also had some interesting news recently. Could you please comment

Q: Good morning 5i.
I read an article in the Globe and Mail (National Bank Financial report) recently about Three shrewd investing trends hidden in all the hype about surging ETF sales.: (1) Bond ETF for fixed income exposure, (2) Low-cost index tracking ETFs and (3) Asset-allocations aka balanced ETFs.

Am interested in the your comments on the above and please provide an example of each type of the above ETF: three trading in US currencies and three in Canadian currencies. Please also provide the total net assets, the liquidity, fees, yield etc. Thank you in advance. Please deduct the appropriate credits for your answer. Rossana.

Q: To all the great folks at 5i a big thank you. Our returns have been calculated for 2019 and we are up about 33.8% across all accounts! Yeah!! Total trading costs for the year about $160 + 5i subscription!!! Thanks 5i. If averaged with 2018 returns things only look "good" rather than "great" but with basically, not many portfolio changes. Buy and hold!!! Thank you for teaching me patience. Now if I could just learn to take some profits! What will 2020 bring... We will see in time.
John

Q: I own enbridge and have done well on it. I struggle to hold it as psychologically long term we are moving away from fossil fuels and have been thinking of going into BIP. So ENB will have to move away from their reliance on FF transportation and into other projects. What are your thoughts on this longer term theory. Do you think shorter term, say 5 - 10 years, this theory is irrelevant?
Thanks.

Q: Just heard about this promising bioscience company on the local newscast. Your initial thoughts /analysis for a small position in a growth portfolio with a long timeframe? Thanx!

Q: In your last report on MTY it was rated as a b+. However that was about 2 years ago.

I won the stock and was in the red after its precipitous fall following its last earning report. However, it has recovered and I am breaking even now.

So its time to revisit this holding. Would you think there is significant price appreciation ahead or is it time to search for greener pastures?

Your recommendation please.

Thanks

Sheldon