Investment Q&A

Q: for a retired dividend investor in canadian stocks which dividend payers do you think are the safest and have some growth potential. seems lately that a lot of dividend canadian stock that i have been invested in is having problems. [bce, td, t, bns, enb etc.]

Q: Hi 5i Guys,
We have generated some cash and I would like your thoughts about parking the extra cash in BCE or Telus and at least getting paid a nice dividend which greatly exceeds the interest that we're getting.
Any thoughts or suggestions are appreciated.
Thanks

Q: I'm wondering if AEM is still a buy at this price, or could you recommend the price when you would buy AEM? Is there another gold stock you would choose with good upside and as a solid company? Thanks.

Q: There was a question asked this summer about your favorite stocks in both Canada and the US in each of the 11 sectors. I cannot seem to find it. Could you please answer that question again ? If your answer has not changed, could you please provide a link to that past answer ?

Q: Hi there. A question regarding Go Easy GSY. We have been fortunate to be in a profit position above 30% in this company. With 6 recent revisions to the downside and a 6 month performance of -1.7 versus the 10.51% in SPTSX would you hold into earnings considering this could be quite a volatile week? or take some profit? We hold a sizable amount in our TFSA so capital gains is a non-issue. Thanks!

Q: I own WELL and am still up in a non-registered account. Would you consider a sell and switch to VHI for better future growth?

Q: In December I moved ATD from my TFSA to my non registered account where it promptly tanked and continues to be very volatile. I'm down over 5%. Is there a rule of thumb about how long one lets a once winning stock ride before throwing in the towel? As an older senior, I don't have a lot of years to ride out the loss, but am willing to for a while if it seems reasonable.

Q: I am planning to sell my shares in CNR. I have done well holding it for several years but there just appears to be opportunities for better price appreciating than CNR has over the past couple of years. I would prefer to replace it with a Canadian company. It does not need to be an Industrial. I am currently over weight financials. I am ok with some risk. What companies would you consider as a replacement?

Thanks for all your help,

Mike

Q: Could you comment on BYD result's released this morning? Thanks in advance

Q: Given this morning's announcement and stock reactions, would you consider switching from BCE to either Telus or Rogers?

Q: I am an income investor. I try and purchase equities who raise their dividend by approximately at least the rate of inflation. I hold both BCE and Telus. Given the announcement today by BCE that they will not be raising their dividend in 2025, what are your thoughts on selling Telus and purchasing BCE simply due to the spread in their yields in order to pick up the higher BCE dividend as sort of a proxy to make up for the lack of an expected increase?

Q: As a follow up to my previous question on OTEX, I would also ask that you comment on analysts downgrades related to OTEX moving towards organic growth and away from growth by acquisition. Isn’t this simply a function of its low stock price relative to earnings and cash flow? If a growth-by acquisition company like CSU bought OTEX then it would be immediately accretive to earnings because CSU trading at a high PE multiple. The same analysts would applaud CSU for its ability to grow by acquisition and call the stock a buy. I am not saying that CSU is a bad company, far from it, but I am wondering if analysts would better serve investors by focusing more on the organic growth of a company and not on what it might acquire in the future.

Q: By my calculations, OTEX is trading at 8X forward earnings and 10% FCF yield. At current price it has a 3.5% dividend yield. According to TD Cowen's analysis the stock could see a 33% return over the next 12 months if it meets the low end of its forecast. So why are all the buy side analysts downgrading the stock or maintaining their hold rating? Isn’t it time to buy when there's blood on the street and you feel sick in your stomach? Has anything changed in its business fundamentals?

Q: Hello,

My son has saved a bit of money and expressed an interest in equity investing.

He does not value, yet, the value of "paid for" advice and has selected 5 stocks his friends have suggested.

I would appreciate the names of 4 or 5 stocks from the growth portfolio that are currently out of favor or have significant runway.

Thank you

Q: Please comment on latest results released Nov 1 after close and going forward. Add or hold.Txs for u usual great services & views

Q: I own both of these and have a similar loss in each. Want to reduce amount of telcos. Which would you sell for a loss, or would you reduce both by half. Which would you keep for the longer term or some of both. Retired. Like the income but want some growth. I'm OK to hold for longer term.
Thank you.

Q: Hello 5i team, I am a young professional early in my career. I am looking for your top 5 stocks for 20+ year hold. No preference on risk or industry.

thank you

Q: The rationale in the recent bump up in the Growth Portfolio holding was in part due to expected margin expansion - which in particular? Also can you comment on the latest and largest acquisition of Strata Health. Thanks.

Q: Hi group on my last question to you I asked for 2 stocks in US and Cad (financials+ I also asked for 2 financial ETFs stocks same sector- I did not get the US and Cad etf sugestions...can you please revisit the question. has you stock pics picks on the financial stocks changes as of todays sell off ?...appreciate your help

Q: Of the two companies above which would you prefer today.....please elaborate? Thanks.