Investment Q&A

Q: Hi Peter & the 5i Team,

In your recent answer to Stephen, you stated that Boyd is in the Industrial Sector of the TSE. Actually, it's in the Consumer Discretionary Sector, as indicated on the TMX website and 5i's Portfolio Analytics.

If one wanted to sell BYD but remain in the Consumer Discretionary Sector, what would be your three best Canadian stocks to consider?

Thanks as always for your assistance.

Q: What are your thoughts on using covered call ETFs to increase the yield of a portfolio?

Q: When you publish your monthly portfolios it would be helpful if you could also publish the end of month dividend yield and price per earnings of the Tsx and S & P 500.
Thank You

Q: Good Morning. Please give me your favourite 5 Canadian $$ non tech companies.

Q: Both TD and J&J have become to large in my RRIF and I need to rebalance and sell some shares. What stocks would you suggest would be good alternatives to both. I do own RBC.

Thanks

Wayne

Q: With the big drop in Lulu after earnings, do you have any concerns that Aritzia could face the same type of struggles?

Q: Byd continues to fall. Its P/E is high and EPS low. Is there a better stock out there in the same sector that you are more comfortable with or do you see a turn around soon? T Steve

Q: Hi 5i,
In registered accounts I hold these financials: POW, BNS, CM, EQB, PRL; these tech: TXF.B, HTA and the industrial MDA. I've held them for a long time and I'm pleased with all of them.
However, given Trump may be serious about decimating the Canadian economy (witness latest threatened increase in steel and aluminum tariffs) and likely can do a lot of damage even if he doesn't completely succeed, I'm considering cashing in holdings in Canadian names and replacing with US names through purchasing CDR's (I don't have a US account and don't plan on opening one). A few of questions arise:
1. Do you think my reasoning makes sense, or would it be an over-reaction to make the move regarding all or some of my above holdings?
2. If the move is worth considering, can you suggest CDR alternatives for any of the above names you think should be replaced?
3. If I do replace any of the above CDN names with equivalent or nearly so CDR's, what can I expect regarding dividend income compared to that from the CDN holdings (all of which - except MDA - are currently yielding based high, based on long ago purchase prices)?
Please deduct as you see fit.
Thanks 5i,
Peter

Q: How involved is Magna with robotaxis produced by Waymo?

Thx

Q: Hi,

Could you comment on their results just published ?

Thanks

Q: How would you suggest a 76 year old who has been retired for 15 years invest $500K+ from selling his family home? Living expenses are paid for already.

Q: I'm thinking of swapping TRI with ATRL. Any thoughts?

Q: Thoughts about their latest acquisition? It seemed a little bit outside of their core business

Q: Hi, which offers the better risk-adjusted return at this time? Secondly, is this a reasonably good time to invest in that stock and/ or sector?
Thanks

Q: What is the RISK % out of 10 for each of these three stocks?.....Tom

Q: I have funds to deploy and would like some exposure to the transportation sector with a 5+ year time horizon. Capital appreciation is more important than dividends.

Given the unpredictable tariff environment with the U.S. and current inflation problems, would either CNR or CP be a good bet?

What would a good entry price be for each of them?

Thank you.

Q: Has your thesis changed from a sell to hold/buy based on news that Boisjoli will be retiring, their latest results, and better momentum (up 29% since early May)?

Q: Given today's unsettled economic atmosphere, which investment sectors would you favor and in what proportion?
Many thanks for your stellar service!!!!!!
brian

Q: Peter; Having owned RUS for multi years I am reluctant to sell - huge cap. gain. But the Trumpaffoon’s jump to 50% is a little unnerving . Will this damage RUS’s earning badly - sit it out ? Thanks,
Rod

Q: Hi 5i,

What high quality companies do you think stand to benefit from the upcoming Carney move to investing more in Canadian-related defense and the infrastructure built out?

Thanks!