Investment Q&A

Q: thanks as always for your level headed thinking. I have a number of CAN dividend stocks as the core of my holdings. I now have cash that I want to deploy over the next couple of months. what are your top 5-10 US stocks (no regard to sector) that you recommend based on a 5 year hold.
Michele

Q: What is exactly the problem with EIF as its SP keeps on falling daily? Is this company actually has an operational/financial problem, or is the market's perception that it could have such problems going forward? EIF is one of my key holdings and I'm down about 40% so far (actually closer to 90% from the start of 2020). If it's the latter I might have to consider cutting my losses. Thanks.

Q: Dear sirs,

Any idea for the jump in price today for CNQ.

Thank you,

Q: Is now still a good time to get into CSU? even after its great growth run?

Same question for SHOP.

Q: Meq has fallen from $96 to $44 over the last 3 weeks. Is there something fundemently wrong?

Q: Is the current price reflecting the fact that the merger is now more or less a done deal?

Q: Can Shawcor survive these current market conditions?

Q: I sold this stock at a significant profit to trigger the gain as I had some losses I could use. I am thinking a stock like WSP could struggle for a bit and I may not buy back. Can you recommend a couple of good Canadian dividend payers instead (need not be in same sector). Thanks Bill

Q: Please comment on its Q4 results released after market closed today.Txsfor u usual great services & views

Q: I've been reading questions lately with the idea of receiving advice on how to deploy the 25% cash position I had pre virus....But thinking about this the world has changed. What looked fine pre virus doesn't look so appetizing during and post virus.... Specifically the mortgage business like my NLY shares don't look that good now...... Though I would be taking a loss would you advise selling and buying something like MSFT ? I could deploy new cash for that but wonder if I should re balance to a certain degree anyway .......

Q: With everyone staying home I would expect the amount of car accident claims to be much lower. Do you think it would make sense to invest in an insurance company like Intact?

Q: I am way under water on WEF. I see Mr. Pattison has spent many millions recently adding to his WFT holdings. Wonder if I should dump WEF and move to WFT. Your thoughts?

Thanks for your help.

Q: Hi, Could I get your thoughts on these companies? Im thinking about starting positions in all 4. Please take as many credits as needed, I just put these all in one question since its easier than doing 4 separate.
Thanks

Q: Su up 15% today to $18.97 despite WTI's drop of 6.6% to $20.09.Please comment.Heard that Mr Trump had called Putin & S Arabia.Also awaiting Fed's aid package.Txs for u usual great services & views

Q: Dear 5i,

In a recent post you cautioned against the use of Stop Loss orders and suggested alerts and limit orders. Can you please help explain your reasoning behind these recommendations. I have used all of these including Trailing Stop Loss with Limits and often struggle with which one to use when I wish to buy and sell.
Knowing pros and cons of each type of order type would be helpful to myself and your subscribers.

thanks

Q: Hi 5i team,

Can you please provide your outlook on Go easy? The valuation looks attractive but I am worried that their provision may rise. Are all of their loan secured? Also, government has asking Credit Card company to reduce the interest rate, will their margin being impact as well?

Thank you,

Q: hello 5i:
this is a currency question. My watchlist is made up of US stocks that we have partial positions in and which I want to add to. The Canadian dollar is, as we speak, in the .708 range. My expectation is lower, but not dramatically lower equity (lets us the S&P 500 as a proxy) prices. I need to convert Canadian dollars to US dollars if I want the currency diversification. What to do? Waiting will see (probably) a higher Canadian dollar at the price of higher US equities. Please help me make this decision: I'm stumped. Put another way, what would YOU do in this situation, realizing what works for one doesn't necessarily work for another.
Paul L

Q: what exactly is the cash component of knight and what percentage of the share price at 5.99(fridays close) does it represent. dave

Q: Looks like Xerox is attempting a takeover of HP. Is this what is referred to as a hostile take-over? I get lots of air mail telling me the Xerox position and other from HP saying its a bad deal. How does a person evaluate such an offer? Are you familiar? I hold HPQ currently.

Thanks.

Q: Hope everyone at 5i is doing well in these times!

I have been sitting on mostly cash in my RRSP/LIRA and would like your recommendations on the best ETFs to consider for my full US and International exposure. All of these would need to be listed on the TSX as I am purchasing in CAD $. While I know you prefer non-hedged, I’d greatly appreciate if you could explain benefits/workings of hedged vs. non-hedged considering the current environment. And provide ETF recommendations for each.

I am looking to achieve a balance of diversification, reasonable MER, minimizing any withholding tax while optimizing the potential in market recovery. For US, I would like to have a technology ETF, health care ETF and a broader spectrum ETF – but also open to ideas. Also, looking for recommendations on International – one broad ETF or perhaps that and a mix of ETFs. I recognize there can be overlap (e.g. between a tech and broad sector fund), so if you can give me a sense of the degree of duplication that may be present in your recommendations. Perhaps going heavier on tech right now could be a good thing.

While I started off thinking ETF selections would be relatively simple, in reading various Q&A there seem to be many important considerations - your assistance is appreciated. Again, all of these are being purchased in RRSP/LIRA accounts with the goal of optimizing my returns over a 10 year window.