Investment Q&A

Q: I found 5i 's recent report on the subject of BoC 2022 Rate Hikes,pause period and pivoting informative. I am assisting our daughter with a mortgage renewal and she has the opportunity of renewing her mortgage at 5.4%,fixed for a 4 year period at this time versus waiting until July 2023. I would appreciate your feedback on this plan.

Q: Morning 5iTeam,
Although David Rosenberg has always been a nay sayer, his recent comments on the economy and equity markets in 2023 were gloomier than usual. What is your take on this? Is there any credence to what he's saying? Maybe he is shorting the markets????
Cheers,

Q: Can you please give me two top picks for the materials sector in both Canada and the US. Also a few thoughts on the reasons for your choices. Thank you.

Q: Hi,
Best tax loss proxies for these four names? Also is there a $ limit to what you should sell for tax loss purposes because its a guarantee. For example, I'm down 15% on KEL but its only a small position. The $ value is only down $2k. So whether the $ loss value is small or not ($2k vs $10k), is it still better off to sell it for the tax loss every year end and move into a proxy name such as TVE? Or is it better just to hold? Thanks!

Q: Goood morning. Thank you for reading my email. I’m looking for Industrial stock suggestions on both the US and Canadian exchanges.

Q: Can you comment on their latest earnings, and why the selloff?

Q: Peter; Minister Joly has basically warned Canadian companies to expect upcoming government positions on China and to be “ clear eyed” when doing business there. Are there any companies, already doing business there, that might be affected? Thanks
Rod

Q: Hi, Among the three which one would you choose? Fluor seems to have some large projects in the pipeline..Thx. Shyam

Q: Hello,

I need to sell approximately $100,000 from my Unregistered account. I am trying to hold off as long as possible. Looking for your suggestions on which of the listed ETF's I should sell or should I sell a certain percentage from each one given where the market is now and where it might be going? If Industrials or Health care, etc. are projected to go higher then I obviously want to sell out from some other sectors.

Thanks for your great service. It was much easier to stay the course with my diversified portfolio and Portfolio Analytics keeping me on track.

Q: I have capital gains from early in 2022 that can be offset by capital losses. I have losses in the following stocks. Of these pairs which would you sell to offset the gains? UCTT or ASML; CRWD or MAGT; SLF or BNS or POW.

Q: I have held TOY for a number of years. It has been a frustrating ride. They have lots of cash, a great balance sheet and a seeminly strong presence in the toy industry ..... but it never seems to get the same multiples as its peers. Every once in a while it reports a decent quarter or offers encouraging guidance and a twinkle of its potential is shown, but it just never seems to build on the momentum. I hate to be selling TOY "at the bottom" if the pendulum is about to swing back hard, but I am considering selling TOY and increasing my small holding in ECN. ECN seems to be a much more shareholder friendly company with strong management who are seeing their sp under pressure as well. Which do you think has more potential for relatively safe, oversized returns over the next 5 years ? If you have concerns about both, and think there are better alternatives, where would you put your money instead?
Many Thanks

Scott

Q: Please provide some recommendations for quality, dividend paying stocks in the consumer staples sector that are a good buy right now.

Q: Hello

Beside Nutrien 3 % in my investments I don't have any stocks in the food Industry. What's your outlook on Premium Brands today, is it a good buy at 80 $ with a 3.6 % dividend. Simply wall st reported today an intrinsic value up to 44 %. If Not do you have better ideas, Loblaws, Restaurant Brands, etc
Thank You so much.

Q: I have significant losses in these companies. I don't need tax losses.

Should I average down on these companies or is there any of these companies that I should sell and move on?

Q: Hello Peter,
Could you please comment on Fulgent's results? Is it time to add to FLGT as the stock dipped for longer term? Also, what is your view on Neighbourly Pharmacy and Cargo jet? Thanks very much

Q: Dear 5i
I am lacking stock exposure in 3 different sectors , namely Healthcare , Materials and consumer staples . If you could only pick one or two per category what would they be .
Thanks
Bill C

Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.

Q: What are your thoughts on their Earnings.


Thanks for the great service

Q: Will Nutrien's announcement yesterday on Prices Offering of an Aggregate of US$1 Billion of 2-Year and 3-Year Senior Notes have any long or short term effect on their stock price?
Is their present stock price a good entry point?

Q: For someone retiring in 10 years and looking to withdraw capital gains (already have high dividend payers)over the span of their retirement, what mid and large cap equities/ ETFs , including USA, would you suggest, in a non registered account . Thank-you