Investment Q&A

Q: Hello,
I have shares of CHE.UN that I am ready to sell... The timing to sell this company that is going nowhere in the last years seems adequate due to the decent rebound in price. Can you suggest some decent replacement options in the same category of asset class.

Thank you!

Q: I must progressively restructurate a non-registrated portfolio, recovered in early 2022 for self-managing... Here are the percentage of each stock vs all portfolio, and also indications (+/-) if they are at a profit or at a loss on paper. stocks at profit are: BIP.UN (8% of portfolio), CM 5%, DIR. UN 3%, BIPC 1%, BCE 5%, ENB 2%, SGR.UN 1,5%. Stocks at a loss are: BN.PF.D (5% pf portfolio), TRP 1.5%, VET 1.2%.
My objectives are in order: stability, dividends, and some growth if possible.
Some stocks represent a probably too high percentage of the portfolio, I would not sell them “only to rebalance the portfolio” if they are still safe (to avoid non necessary capital gain tax), but I shall sell if they represent a risk. On the other hand, I would not sell stocks with a loss if they respond to my objectives.
I have already balanced a good part of this portfolio with ETF and a selection of stable dividend stocks. Those are the remaining stocks from the original portfolio..
Please give me suggestions for each stock according to objectives as : keep, sell, or sell partly. All of your comments are always greatly appreciated.

Q: I'm at looking at the following companies to invest in next; how would you rank them based on current values?

Q: Hi,

Wondering about your opinion regarding copper and steel plays, given China's potential re-opening? Are these good options and if not, what else might you suggest instead?

Thanks!
Dawn

Q: I am a 76 year old income investor. 3% of my portfolio is held in BIP, BIPC and BEP. I just sold my CU for my RRIF withdrawal. I now have about $40,000 with which to invest in our TFSA accounts. Analytics shows I need 5% more of healthcare, industrials and technology. I am thinking of adding BIPC.TO. and/or CPX to replace the CU. Please provide other income ideas.
Thank you
Stanley

Q: Which of these two do you prefer and please explain why. Long term holder. Thanks al

Q: I would like your suggestions to add 20K to my Portfolio:
BEP.UN,DIR.UN,HAL,CBOLNF,RCH,SIS
Thanks very much

Q: Hello Folks:

How would you compare outlook of LNTH and REMX?
Which would be your choice?
Thanks again for everything
brian

Q: What are you top few materials and industrial stocks in Canada and the US for 2023?

Q: Seeking dividends in a RIF portfolio and wonder if at this time you would top BNS back up to a full 5 % position or start a new position in FRU.

Thanks.
David

Q: Gentlemen,
I would like to add to the above to increase my weight in these position.
What is your opinion. Should I wait on one or on all of them?
Appreciate your help. Thank you!
Albert

Q: What are your thoughts on rail stocks at this point in the business cycle? Any preference between CNR AND CP?

Joe

Q: Hi 5i,

Can you explain how the “VIX” is related to the “VXX” ETF? I would have thought they should trade in tandem but they don’t even come close on some days (Example: Jan 3/23 VIX up $1.23 VXX down 8 cents).

Thanks
John

Q: Hi Everyone at 5i!! If you had to chose between CGY or DOO for future growth, which one would be your choice and why?

Cheers,
Tamara

Q: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.

Q: Happy New Year to the 5i Team. I enjoyed Lightspeed on its ascent in my TFSA, and suffered buying back too early. I believe, supported by some analysts, that it has a future. Should I take my lumps, sell LSPD and invest the proceeds to increase my position in BN to 4%, or continue to hold LSPD. Which stock does 5i feel will generate the best overall return over the next 5 years?

Q: I sold Nutrien at a much higher price in 2022 with the intention of rebuying if the share price pulled back. While the share price has indeed pulled back, the 50 dma is heading down and the 200 dma has recently turned down. These technicals are giving me pause. I know 5i prefers looking at fundamentals. Considering fundamentals, NTR looks cheap to my inexpert eyes. Would you be comfortable buying now given the fundamentals of the company?

Thank you as always for your expertise.

All the best in 2023.

Q: hi. can you rate these as a buy, sell or hold please. long term investor.
cheers, Chris

Q: Is CJT a HOLD or would you sell. I already have Air Canada which I'm not too happy with.

Thanks,
John

Q: Can I get your thoughts on RBA. Also what do you think of transformative transaction announced.

thx