Investment Q&A

Q: If interest rates continue to decrease are REIT's a good investment strategy compared to dividend stock for income investing?
Please rank your top 5 REIT's

Q: Looking to setup a very concentrated TFSA to drive long term capital gains. Currently holding the above names. TSU has not been nearly as exciting as the other names. Is TSU going to provide outsized capital gains? My thinking is to sell TSU and allocate the funds to the other names equally. If there are others names you would recommend pls do share.

Q: Hi, I know these 4 companies are quite different, but would be curious to learn your views on the pros and cons if each while looking at overall capital gains over the next 3+ years. Thanks for your service.

Q: Hi,
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?

Q: This question is about small TFSA with 98% Canadian equities with 32.06% total weight in the technical sector. Weight for LMN, SHOP and DSG are close to 5i Bal portfolio but CSU is at 14.8% (Thank you). All these names are at profit.

Question 1 -I am contemplating selling CSU to reduce Canadian exposure and buying MSFT or NVDA What is your opinion of such a move? Any other suggestions in technical space?

Question 2 - This TFSA has no exposure in Consumer Staples. Would you suggest buying COST instead of US technical name? Any other suggestions and entry price?

Much Thanks for your very valuable comments.

Q: On the last quarter conference call there was a review of the earnings and potential growth in earnings per share in the future. With the organic growth and potential margin improvement from cost cutting, earnout payments dropping in future years, spin out of Provider Solutions and the potential monetization of Circle/Wisp (assuming the money spent on debt reduction and share buybacks). I expect that the earnings should improve significantly in the next two or three years. All of this ignores any acquisitions. If all this happens I figure all is needed is some patience and we should see higher stock price 3 years out perhaps significantly agree?

Q: Hi Peter, Can you provide me with your best table pounding buy in Canada and your best table pounding buy in the US. Please provide reasons for the two stocks.
Thank you

Q: I would like to add to one or two of the above dividend paying companies I hold in my RSP.
I would appreciate your preference ranking... a short comment as well if possible.
Thanks as always
Albert

Q: Good Morning

I can afford to buy only stock between dollarama and walmart
Can you give me the pros and cons of each so i may choose which one it will be going into my riff

Thks
Marcel

Q: WELL is drifting down after reporting good results a couple of weeks ago. What to you see happening over the next 6 months? What catalyst is needed to kick start an upward movement? Would you top up a position now?

Q: Good morning 5i
You recently published an excellent report on which companies to buy in view of upcoming interest rate cuts. Most of them were companies with dividends and struggling with debt.

If you were to buy a no dividend or low divident Canadian company today, what would it be? Or, perhaps three, ordered from first choice to last?
Thanks

Q: Please recommend several Canadian stocks for an elderly investor with a focus on preservation of capital and a return of 5%+. Thank you in advance.

Q: Pls comment on quarter, forward guidance and current and FY25 valuations. Thx.

Q: Correct me if I am mistaken but Shop missed estimates and the stock tanked then they beat estimates last week and the stock soared. Over the past 2 days the stock is up approximately 30%. Does the erratic performance make one doubt their ability to at least achieve estimates, let alone exceed them? I assume it is the company’s executives who project the upcoming numbers! Is executive compensation reasonable? I seem to recall a recent comment that executive compensation was ridiculously high. Any thoughts you have would be appreciated.
Jim

Q: what did you think about latest earnings? They seemed good to me, executing well.

Q: May we get an analysis and outlook from you on BYD following their earnings announcement please

Sheldon

Q: What are the predicted numbers for Q2?

Q: Hello 5i's!

In your opinion, what strong Cdn or US companies look like excellent entry points or adds after yesterdays market drop and todays losses?

Thanks as always.

Q: Read the Q&As almost daily for several years now.
Senior, retired and living on government pensions.
My question is about a growth-oriented TFSA cash allocation of about 10k or less than .75% of total equity portfolio. Will not need the funds for another 34 months.
Understand you cannot indicate position size or provide personal advice.
Current TFSA holdings in order of largest %age gain to biggest losers in TFSA is: TFII, TRI, DIR.un, DSG, KXS, LMN, TOI, TVK, EQB, DOL, DOO, PMZ.un, TIXT, REAL, S, HOT.un, EGLX. Top 10 are in excess of 1.50% of position size. Bottom six are headed for exit ramp in due course.
Across entire non-reg and TFSA portfolio am underweight Cons Cycl, COMMS, Industrials, Healthcare and international multi-sector.
Pondering adding to existing or a new TFSA position to add to the 40-plus I already have. So how would YOU allocate this 10K today?

Q: Thoughts on the quarter please?

Thx