Investment Q&A

Q: Hello 5i team,
I wanted to add to my EIF stock since it is doing relatively well. I have held this for a long time in my TFSA for income. The last dividend raise was in Nov 2023. Do you think they will raise their dividend in the coming November?

What is the payout ratio today for EIF?

Andrew

Q: Hello Team,

Would you sell full position in XYZ to buy HOOD? Would you buy now or wait for a pull back in HOOD? Say around $105? I am looking for real/stable growth over long periods of time.

Thank you for sharing your insight into these two companies.

Best,
Saeed :)

Q: Considering factors as dividend tax credit , yield,etc.. is it suggested to hold BEP.UN instead of BEPC in a registered account ?

Q: Csu is down almost 20% from its record high.
When was Csu last in bear market territory and at that time how long did it take for it to hit a record high?
Insiders must be getting nervous.
I have held Csu for over 10 years in my tfsa.

Q: We have held ABBV for the past five years in our two RRIF accounts. It is now a 4.1% position with a 120% gain. Is it time to take profits and move on, given that the dividend is now at a yield just around 3%. Are there better health care dividend growth positions? ETF's or single stocks. It is a solid company. Is it best to just keep holding.

Q: I have held BAM in a taxable account since the spin off.: position size of 1.65% and a gain of 109%. I also hold BN in both taxable and registered accounts: 2.97% position size and 60% gain. My aim going forward is to maximise growth. Is it a good idea to keep holding both or should I consolidate all into BN going forward? There are enough capital losses accrued to offset the capital gain on BAM if that is sold.

Q: Could you tell me aside from the fact that the Canadian market is/has been dominated by resource companies, why the volume of CNQ and SU for example is characteristically the highest on the TSX? While I have a fair bit of CNQ, I wonder what the high steady volume should be saying to investors now? Is it about good dividends, future price increases of crude, anticipation of the federal government major projects ...? Would you be loading up today on oil companies?
Many thanks.

Q: What do you think of these etfs and what is the difference between them? Do you like one better than the other?

Q: Hi 5i, may I have your thoughts on Honeywell vs RTX? Looking for a US industrial and if you could list your top 5, looking for a large cap. Thx.

Q: A couple of days ago I think VW released a video showing the performance of a Ducati motorcycle using a QS battery. The stock responded with a 20% increase on high volume. The stock gave up 10% the next day, but that’s OK. EV Motorbikes exist but they seem to be fairly small and slow. My question…do you think the Ducati is a powerful racing type of bike so it is reasonable to infer that QS’s battery is more powerful than the current battery technology?
Any thoughts you have would be appreciated.
Regards,
Jim

Q: Oracle's outlook seems to have reverberated through adjacent companies with VRT, MOD, etc., etc., all popping. Ellison has made some pretty remarkable statements about expected growth over the next 4 years, and he does not appear, to me anyway, to be overselling.

My question is about three areas to look at:
1) Other cloud service providers.
2) The nuts and bolts builders of the data centers.
3) Companies in the electrical storage areas that might service the above.

However I have one main caveat, I am only interested in companies that have not had a 1,000% gain in the last 5 years. I know that might seem like a ridiculous criterion, but I keep imagining MOD or STRL investors running for the hills on a serious market pullback.

Thank-you again.

Q: Looking for a few suggestions for a new position in the Utility space (Cdn) that you think is at at a favourable valuation based on a mix of reasonable growth potential and history of dividend increases together with healthy balance sheet? Please omit Fortis, Hydro, Enbridge and Brookfield companies even if they would be your first picks. Thanks so much.

Q: There is growth here but the market did not like quarter report. What do you see here?

Q: Peter; Can the Blue Jays winning streak, assuming they continue and make the playoffs, move the needle on Roger’s earnings ? Thanks.
Rod

Q: Thoughts about Mark Leonard agreeing to shareholders call to discuss AI impact on software ? Mark Leonard is breaking from his strategic playbook. Does CSU settle, rebound or plunge with the call ?

Q: Hi,
I know, lots of names here - feel free to take extra points. These mostly looks pretty good to me technically and I believe they've had good earnings. Of the list which are your favourites? Do any have negative things to be aware of, and if buying what order might you accumulate them in?
Many thanks for all your helpful insight!

Q: Can you evaluate the potential growth of SERV? I saw it as one of 16 names in AI that Wedbush was profiling as an under the radar play among larger players. Average target prices suggest 66% (from what Trade shows) upside which makes me skeptical. Is the autonomous delivery market big enough to justify this optimism? Small market cap and pretty flat this year. Worth a small position or too speculative?

Q: Regarding cash on the sidelines, I would be considered an agressive investor, retired, 100 % invested in equities usually, bias towards smaller growth and tech companies. Recently raised close to 15% cash, sitting in mm funds now. After the raise, the amount I have invested in stocks is the same as early July. Not sure what this cash will be used for, took some profits because from past experience " when it seems to good to be true", a shoe will be dropping sooner than later, maybe. I didnt raise cash waiting for a pull back to deploy, might happen, but wasnt the motivation. Guessing I'm not the only guy in this position. My question, in a scenerio where the US dollar and equties drop in tandem for a prolonged period, what investments would prosper?

Q: Hi again,
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you

Q: Hello, do you have any plans to add a comparison option within that chart display when viewing a companies profile? This would be very useful when comparing different companies within the same industry and aid in researching companies on my buy list. Also, would be extremely helpful when comparing a CDR performance with its US listed twin to determine the impact of currency hedging on overall return over a period of time. Thanks for the great service that you provide.