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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What is your opinion on the prospects of Cenovus(CVE) and Ovintiv(OVV) over the next 5 and 10 years ? What are your thoughts on selling them (old stocks that could be sold for a tax loss) and replacing them, as a long-term hold, with some Brookfield stock (BN, BEP and/or BIP)? If you favor that, which Brookfield company would you recommend be given the greatest weight ? Or is it better to hold onto those oil and gas stocks for a while?
Read Answer Asked by Camille on December 01, 2023
Q: For a long term hold (15 years) in a RESP, would you prefer ZEB or ZWB and provide reasons why. Also any other suggestions would be appreciated.
Read Answer Asked by David on December 01, 2023
Q: I seem to recall one of the "Market Masters" saying the time to load up on Financials is after they have been crushed. I know you don't necessarily like the expression "load up" but if you wanted to increase your Cdn bank exposure are there one or two you think stand out as having the biggest bounce potential from here, or would you forget about trying to be right on one or two securities and just buy the ETF if you believe the whole sector might recover from these levels? Thanks for your thoughts.
Read Answer Asked by Stephen R. on December 01, 2023
Q: Hello,
Over the years I have fallen into the trap of buying BNS as many analysts have promoted as the most international bank, as as a result I have 7.5% position. However, I have now come to the realization that the countries that they do business ( mainly South and Latin America) are in most cases very poor countries with little or no growth and unstable Governments.. As well, the bank's CEO's poor performance. Therefore, As soon as I hear what the new CEO has to say in a couple of weeks, I will slowly exit the position . What are you thoughts in moving the funds to TD or NA or BMO?
Carlo Rea
Read Answer Asked by Carlo on December 01, 2023
Q: Hi 5i Guys

I've owned BIP/BIPC for several years and done well with it. But with all the new Brookfield offerings and re-structuring I don't know if it's still best for me. Looking for both Dividends and Growth and sticking with Brookfield, should I stay with BIP/BIPC or is there a better stock to purchase in the Brookfield family?

Thanks Ken
Read Answer Asked by Kenneth on December 01, 2023
Q: In previous questions on BAM and BN 5i has generally shown a preference for BN for capital gains and BAM for income investors . In a question by Peter this morning 5i's answer showed a year to date return of 25% for BAM and 14% for BN {assuming that squiggly line in front of BN doesn't mean a loss } .... I realize the period is short but what is the historical return of each versus each other from inception of the newer security ? { And which one is the newer security and how long has it existed ? } ..... And if BN doesn't come out a clear winner please explain your thesis on income versus capital gains ?..... I am considering buying one of them in my RRIF ..... Thanks Garth
Read Answer Asked by Garth on November 30, 2023
Q: Quick turn around in this stock, from a Private Placement to potentially tripling the Bitcoin rewards in the purchase of new machines. Volume seems incredible. Normally 8M shares on NasDaq, today 46M. Normally 1.5M shares on TSX, today 6.5M. I assume when high volume and a positive day is almost always a good thing? Maybe a hedge fund or ETF building a position?
Read Answer Asked by Steve on November 30, 2023
Q: Hi 5i,
Iíve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.

Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?

Thank you!
Read Answer Asked by Greg on November 29, 2023
Q: Retired, dividend-income investor. Long term holder of BNS. In Feb '22 I trimmed a bit at $92. I recently added some back at $58.

With today's announcement and subsequent sell off, the dividend for BNS is now 7.4%. Normally the big Canadian bank yields are in the range of 4-5%. Assuming there is no dividend cut, then for the yield for BNS to get back to...say 5%...from its current 7.4%, then the stock price "should" eventually have to appreciate by a corresponding 48% (7.4 / 5.0).

What are your thoughts about simply buying and/or holding BNS for the current 7.4% yield and eventual capital appreciation...resulting in a total return of roughly 50+% over the next # years? This makes the big assumptions of a) NO dividend cut...but no big Canadian bank has cut it's dividend since WW2 and b) the new CEO can lead a turn around.

Read Answer Asked by Stephen on November 29, 2023
Q: HI;
Today you had a question from Tim concerning the banks, and their outlook. I would like to buy some BMO; ZEB, however in the fund facts they state that they distribute any realized capital gains in December.
I do not want to get a tax slip for the yearly gains. Is my thinking off course? What do you suggest? , besides buying 6 stocks. If i wait till January , the price may have appreciated a lot.
Thanks, BEN.
Read Answer Asked by BEN on November 29, 2023
Q: Looks like the Cdn. Banks may suffer this week on earnings. I am looking to add to my Financial exposure (currently less than 5%) in the next 6 months. Would you start adding now or would you wait given that banks are expected to struggle into early 2024?

Thank you
Read Answer Asked by Timothy on November 28, 2023
Q: Given your "We feel that we are currently coming out of the trough, recovering into an expansion" would you endorse SLF to BNS switch for 7% div and eventual BNS stock recovery (how likely)?
This is my way of setting up my portfolio for (eventual) retirement.

Read Answer Asked by JR on November 28, 2023