Investment Q&A

Q: Hello,
I am going to finally bail on AQN, which has dropped to around a 1% position; my other "utilities" are BEP.UN at 4.5% and BIP.UN at 5.8%.
The easies thing to do is to split the proceeds between the Brookfields.
Do you see an issue wit that concentration, or should I consider starting a new position on something like FTS or H for the sector?
Thanks as always.

Q: this company has large market position but not profitable and while management talks about future things are not good. i am under water 50% and think i should move on . your thoughts

Q: Who might buy these?

Thx

Q: I enquired about FSZ operating free cash flow and you mentioned adjustments made by Bloomberg to lower the OCF. Any ideas what those adjustments might be?

Thx

Q: What is your opinion of this? How does one find if it is trading above or below NAV?

Q: Interested in your take on GTE’s entry into Canada and view of this company in general

Thanks
Robert

Q: Hello Team...Are you aware of any multi asset class etfs, like ZMI.U, that are available in and pay US$?. Best Regards gary

Q: Hello, when members ask about best US cos. to invest in, you seem to always mention ISRG. Can you extensively elaborate as to why you like it so much? It is at a 52-week high and I know you believe in momentum but it makes me nervous to buy now. Do you see an extended runway for the stock? Thanks!

Q: I have been retired for 5 years. With equities outperforming my fixed income significantly over this time period I am now looking at options to increase the fixed income allocation in my portfolio from 20% to 25 or 30%.

I am looking for advice on what to purchase. I have had some laddered GICs but returns are dropping. Should I consider buying actual bonds...ie construct a bond ladder that might see better returns especially if interest rates continue to drop?

Q: Hi,
I'm looking for your sage opinion on how to deploy cash at this point in time. I have enough cash for 5 years of expenses and I'm in my 2nd year of retirement. The rest of my nest egg is in equities, real estate and bullion.

I have been thinking of just putting this cash into a five year GIC ladder and call it a day. But.... rates are already falling on GICs as we speak, likely in anticipation of further Bank of Canada and soon US Fed cuts.

Have you other options for me to consider for how to deploy this cash to 1) ensure a high probability of being able to meet expenses without selling equities in the event of a market downturn, while 2) ensuring a reasonably decent return from this cash over such a long period.

Specifically, does it make sense to accept around 4% as a guaranteed average rate or is there a solid case to make for dividend payers instead of GICs. Open to other and all suggestions.

Thanks for your invaluable service.
Michael

Q: can you describe the change by TRP to become 2 companies. assume that I presently own 100 shs of TRP and my ACB is 40.00 per share thanks Richard

Q: Good morning,

can you please share your thoughts on BTB.un and NXR.un, their recent financials including any going forward comments you may have, payout ratio and future growth based on the interest rates moving downward.

I'm in love with the monthly dividends and I have been dripping both stock, my position in both is starting to be central in my portfolio.

Thank you

Q: Fidelity has two etf's Fidelity Canadian Growth (FCLC) and Fidelity Global Innovator (FINN) etfs actively managed by their two high profile managers. Can I get your thoughts on the two funds and any comments on the asset managers.

thank you

Q: I own the following in my TFSA - LMND, NVCR, U, FSLY, TWLO. All are down significantly and make up only a small percentage of the total TFSA. Because I can not take a tax loss, would you recommend leaving them tucked away for now? In other words, do any have good potential? Or would you recommend selling and investing elsewhere? Thanks.

Q: Can I get a comment on the quarter and outlook?

Q: The company has been demonstrating some good momentum over the past 6 months.
What are your thoughts?
Does the recent trend appear likely to continue?

Thanks, Rick

Q: Everyone, there has been many questions asked and answered. What question has not been asked that you wish was? Clayton

Q: Hi 5i Team - I can't remember the source but have heard a comment stating that Web 3 and AI will bolster each other. First of all, do you know what this might mean and also are there any companies that could benefit from it.
Thanks.

Q: When members ask questions regarding buying a stock, often a distinction is made between starting a position or adding to a position. eg. would add to an existing position but not start a position.
What is the distinction between these two ideas?
Mike

Q: Always looking for the best of all worlds - but find myself thinking "safety first" right now given global circumstances - and the US election.

So the above ETFs all yielding over 14% right now - too good to be true or a legitimate and safer way to go given their use of options - and 5i has clearly made us aware of the pros and cons of options (Thank you) .... but how about this combination of ETF's

As always Thank you.