Investment Q&A

Q: Hi 5i super team!! I have a hypothetical question...I am a dividend investor. I do not subscribe to automatic dividend reinvestment, rather, I collect the cash and then selectively reinvest the cash in the stock that seems to have the best value. Suppose I own stocks A B C D E...all are overvalued except C which is a bank. Even though, the price of the bank is at the higher end of its 52 week range, and even though the stock potentially faces future head winds, do I keep reinvesting the dividend cash into this stock? If it holds a higher than7% presence in the portfolio at what point do I stop reinvesting the dividends into it and perhaps selecting to invest in the next best valued on the list? I am looking for a rule of thumb here if there is one. Hope you have a great weekend! I hear it is going to be a hot one 😎😎😎

Q: Hi,

Finally opened a TFSA 6 months ago. Contributed $10K so far and expect to be contributing $1,000 - 1,500 per month for the indeterminate future.

Currently hold AQN (28%), MFC (24%), GUD (10%), PHO (7%), PEO (6%) and cash (25%). Looking at the following to use up the cash: ENB, SYZ, ITC, OTEX, SIS. I am open to any of your recommendations. Should I wait a couple of months to accumulate more cash?

Thanks.

Q: What are your thoughts on Electrovaya?

Interesting company but stock has been tanking post Paris agreement (Trump pulling out)

Thank you
Jared

Q: What is causing the steep drop today in Shop?

Q: Seems tech sector was attacked harder following Citron‘shorting on NVDA.
I have no idea why Citron has so powerful impact on the market.

Q: Could I please have your thoughts on $GPS. What are the risks. Do you see much growth near term.

Thanks Valter

Q: Do you think a company like Kinaxis would be interested in Celestica in order to grow their supply chain managemenr?

Q: would you add on this weakness or did cc indicate ??

Q: How often does Enghouse meet their earnings expectation? Do you think this company now with the drop in share price is a buy or hold if owned?

Q: I see that Valiant has some assets that other will purchase. Does CXR have any assets that people would want to purchase. VRX had a pop of 10 % today on announcement of selling assets. Any hope for CRX selling something to get a pop in their shares or is it DEAD ! I noticed CXR was up today. Was that in sympathy to VRX move ? RAK

Q: With such a high dividend why does this stock not get more coverage? What is your opinion of this stock?

Q: I bought SGY at $7.00 a share in my TFSA. Do I hold on or do I move on? At what price does oil have to reach for SGY to reach $7.00. Thanks. Zdzislaw

Q: Hi guys,

Could you please comment on this stock, seems like the company does the right things but remains stagnant. Is it a buy at the 11 dollar mark for a small position.

Thank you kindly,

Mark

Q: Could you please give your thoughts on Dream Global and future prospects. They seem to be doing the right things in terms of recycling older buildings and reducing exposure to Deutsche Post along with acquiring better properties. They have fully deployed the proceedings of the bought deal with the announcement yesterday of the acquisition in Stuttgart. Most of the mortgages in Germany are around 1.7% and should not be affected for the most part by rising rates.

I doubt they will increase distributions anytime in the near future but my yield on cost is above 10% and the holding is around 6% of my portfolio. Thank you for your work.

Q: SVI has been on a run recently. These Storage companies are very profitable. Low maintenance , Few Employees. Good exposure across Canada. The Only Storage play in Canada. What do you think upside might be ? I know Company has a lot of Debt after recent purchase . Bob

Q: What are you thoughts on the recent results?

Q: Hello Peter, being now within a few years of retirement, we are managing to put extra money into a non-registered account on top of our diversified RRSPs. The idea is that we will build a portfolio of full positions in a variety of solid companies for long-term income and growth. To date, we have ATD.B, ENB, L, FTS, CGX, T and CXI. I'd next like to add two tech stocks, as we currently have no representation from that sector. Can you please suggest two top picks. (While irrational, CSU would psychologically be a tough one for me to buy, as it came within pennies of my order price under $500 last summer! But if that's one of them, so be it.) I've also considered OTEX. Will appreciate your suggestion.

Q: Hi Folks,
I'm looking to add a REIT or two to my income portfolio. I'm also aware of the possibility that rates may increase over the next year or so. I was thinking that "growthy" REITS would provide some protection from rising rates. Could you suggest two or three REITS with the potential for above average growth with a sustainable distribution. I'm OK with some riskier names.
Great work, as usual.
Dennis

Q: Hi 5i team,

May I have your thoughts on Nbev. New age beverages corp.

Q: Starting to look increasingly attractive at todays prices. Although first quarter was mediocre, Canwest aquisition will close soon. Am I being too optimistic?
John