Investment Q&A

Q: What sectors would be your top pick for growth over the next year or two?

Q: I bought NWC in 2021 for $33 and subsequently sold it. I am interested in buying it again, although the price has increased significantly and yesterday closed at $49.

Is this still a good company for a long-term hold? I am looking for a healthy company with good share price appreciation prospects and a decent dividend.

Also, what would you consider a good entry price? Thank you.

Q: Hi 5i
I'm thinking of adding to MG (50.50). If Carney and King Chump get a 'deal' in the next 30 days could we see a pop from MG? Are there other stocks you think might pop on a deal?
Greg

Q: Hello, a fund manager who is a frequent guest on BNN has mentioned more then once that his firm recently sold their CNR holdings after learning that the company had recently used debt to buy back shares. He failed to provide much detail as to why he did this and why he was not happy with managements decision to do this. From what I understand, companies will from time to time, buy back shares when they feel the shares are undervalued. Perhaps they secured a competitive rate on the debt and felt that buying back the shares was a constructive action to take with this new debt. Would you be comfortable buying CNR at these levels? Looking forward to your thoughts. Thanks.

Q: Good evening!
Looking to add to my portfolio, and these are all high dividend payers. Could you rank them with regard to safety (primarily preservation of capital with low chance of potential problems on any visible horizon), and then also rank them from best grower to worst grower? Please take credits you think are fair.
Thanks! Paul K

Q: Everyone, if you could suggest a book(s) or magazine or blog to a 20’s person about investing what would it be? Clayton

Q: Genius act being passed in the USA for stablecoins. Will this effect other, Crypto etc
Does 5I have any suggestion for stocks or wait & see. will it also effect payment type stocks. Tks 5i

Q: Ross Healy, who typically does not make sensational statements lightly, spooked me yesterday during a podcast interview with Amber Kanwar. He sees tech stocks dropping 60% which will invariably pull other types of stocks down for the ride. He suggests moving to gold... could you suggest a couple gold stocks with strong balance sheets? A mix of large, mid and small caps would be great. Thanks!

Q: Which stock would you prefer?

Q: If the two companies, which is the preferred hold for the long term?

Q: Hi Peter and team,

Portfolio Analytics indicates a need to increase our Consumer Defensive sector holdings. Across our combined accounts for this sector, we also hold COST and DOL, as well as two ETFs (ZLB with 19% representation, and XST with 71.5% representation in this sector.)

I am considering adding roughly equal amounts of L and JWEL to achieve the goal, and realize that L is much larger than JWEL, as well as being more defensive. But I do note that JWEL appears to have greater momentum presently and has a higher dividend as well.

PA classifies our portfolio as ‘Risk Managed Growth’, and L and JWEL would go into an 82-year-old’s RRIF.

Would you endorse such a plan? I’d also change the 50/50 allocation if you suggest this.

As always, thanks for your assistance.

Q: Hi you reference the CEO as a genius. Any other companies with a CEO or management would could say are as close to PLTR management?

Thx

Q: Hi 5i,
In a recent answer regarding lithium it was mentioned that there are alternative technologies that may be disruptive. Is there a time frame that you could throw out there that these new technological breakthroughs might become commercially viable - best guess if this is an unknown.
Thanks

Q: I sold Cameco recently when it hit all time high. However I like the exposure to the Uranium space.

What would be your recommendation out of the 3 companies to start a position.?

Thank you,

Q: Hi..any company that you think can have a strong summer that you have your eyes on

Q: I am a longterm holder of DOL. They should continue to prosper as long as they continue to execute as they have been doing.

The one concern we hear about is the company debt. I would appreciate your comments on risk going forward as it relates to this company's debt?

Thank you,

Patrick

Q: I was thinking of buying some Stantec (STN) shares. However, I already own WSP. Are they too similar to own both? Thanks

Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.

Q: Hi Everyone at 5i!

I was thinking of starting an initial holding in SES and am interested in hearing your opinion of the company. It seems to have good growth and pays a dividend. I would intend to keep it as a long term hold.

Cheers,
Tamara

Q: With Canada embarking on défense spending, which stocks would you be looking at that may benefit in this realm?