Investment Q&A

Q: What would be your choice between :

DJQ1100-C (DESJ CP EP PL-F/SF/N'FRAC) offered by Desjardins or CASH offered by Purpose investment?


Thank you.

Q: My wife is currently doing a little experiment ($2000) with this fund because we can't believe what we see.

This month the fund is paying out 1.447 per share and has paid out more than a dollar every month this year, though less in previous years. Given the share price of $20-22, that puts the dividend at around 7.5% per month which would be a pretty good yearly payout.

I'm of the mind that if something seems too good to be true, it probably is.

Can you walk me through this one?

I am of the mindset

Q: I have recently become aware of the potentially valuable AI aspect of the otherwise uninteresting (to me) bitcoin mining business. Which firms are best situated to profit from AI?
Best regards
David

Q: Can you please let me know if SOXS, FNGU and MAGS could be traded in TFSA account? Thank you!

Q: In preparation for putting proceeds of PLC tender to work, can you please rank these stocks for potential total return over a 5-7 year timeframe and taking current valuations into account?

Q: Good morning 5i,

Absolutely loving this. I have an income portfolio paying to cover child expenses monthly.

Looking for quality and timely additions especially within sectors that have some up and coming movement.

Currently own BNS, ENB, T, AD.UN.

Would you please give me a basket of 5 names to buy.

Thank you so much.

Q: I was away on holidays for the last few weeks and have watched the whole CRWD disaster unfold but did not do anything with my shares. CRWD has a whole section on their site about the issue but of course nothing on how they will compensate their customers. Am worried that each new lawsuit may knock the stock price down more and it may not recover for years. But on the other hand, maybe the big sell off is over. I am still up nicely BUT at this point, with the share price down around 40%, would you consider selling all or some, or hold? Thank you.

Q: Hello,

I currently hold a half portion of Nutrien in my portfolio. Is this a good time to add more? What is the best entry price? Additionally, could you provide an update on Nutrien’s recent earnings report?

Thanks!

Q: I have US cash to manage to fund our snowbird expenses. I need lower risk, liquidity, with a decent return and HISU.U seems to meet this criteria. Do you think there is a benefit to diversify the cash portfolio into equal amounts of other similar ETF's like PSU.U, ZUP.U, ZMI.U or ZWB.U? Can you recommend a US ETF with moderate risk and opportunity for growth that I could allocate 20% of this cash portfolio for a 5 to 10 year hold? Thanks!

Q: Hi there, thoughts on VET results, share buybacks, debt reduction, forward hedging and North American / European drilling success please?

Thanks!

Q: Hello 5i Team

For the reader asking for US$ denominated money market funds at RBC Direct Investing - suggestions are:

RBF2014 a US$ investment savings account with Royal Bank of Canada ($100k CDIC insurance) - trades as a mutual fund but no commission. Interest rate is competitive (4.90 %)

Any of the TSX listed US cash etf listed - RBCD charges $9.95 per buy or sell - as long as buying/selling greater than $1,000 the percentage charged is cheaper than the mutual fund charge (1 % to max $50).

Thanks

Q: Morning,
I recently acquired some information about a new project development in Alberta. A European private equity company has purchased 5 out of 6 quarters of land along the corridor from Edmonton to Calgary(I know this part for a fact). They are going to invest 1 Billion on each quarter of land for Data Centers. Apparently Alberta has a great amount of Dark Fiber Optics available which is perfect for this.
Do you see any investment opportunities here? I assume these Data Centers will need a huge amount of power, so would power producers be an area of opportunity? Such as CPX . Let me know what you think and any ideas.

Q: Hi 5i Team.
Pls comment on North American Construction Group qrty earning and this company going forward.

Q: Can you comment on company financials and if it is worth starting a new position?
Is the forward dividend yield of 10% sustainable or it's a value trap ?

Q: Hello 5i Team,

Long-time holder of CBZ, which has been a consistent performer.

The share price has dropped significantly today after an earnings miss and a coincident announcement to acquire Marcum. Not sure which event is contributing more to the share price reduction... or if it's both.

Could you please comment on the current situation and future prospects for CBZ. Is this an opportunity to add to my position? Or do you expect the share price to languish for a while? If so, how long?

Thanks in advance for your always helpful advice!

Q: Hi,

Thank you for answering my question on small caps on the 29th of July.
Thank you also for adding HPS.A ahead of PAY. Your list in the order that suggested is as follows:
GSY, PRL, LMN, HPS.A, PAY, TOI.

To Theodore's question today (31-07-2024) you relegated TOI down the list and pointed out to it's European exposure.

With that in mind, may I ask you to consider some of your favorite metrics, FUTURE GROWTH, Momentum and DEBT Load and then give us the names in the small caps sector. If you used the above metrics, will your list change?

My iTrade platform seems to indicate that PRL has a lower debt load than GSY. Yet your rank ordered GSY ahead of PRL. I know you must have a good reason. Just wanted to know the rationale.

Many thanks in advance.

Q: Good morning team, I’m contributing to a non registered account for the first time as I’m maxed out in my tfsa and rrsp. My goal is to invest in dividend paying etfs and select dividend stocks while trying to take advantage of the dividend tax credit. I’m looking for yields north of 4%. XDIV looks good to me so far. How would HDIV and HYLD be taxed? Thoughts and suggestions? Thanks

Q: Your answer to Kxs earnings before the call took place was positive. But the stock is down over 6%. What happened that the market didn’t like. I know it’s a bad overall market day but Kxs is leading the way down after decent results.

Q: Nice earnings from Howmet Aerospace Inc and looks to be a great stock since COVID decline.

Can I get your updated views on this company and compare/contrast to Heico, TransDigm, GE Aerospace and 1 other NA listed competitor I am missing (BOEING)

Please rank from best to worse for a 5 year hold risk not an issue looking for largest gains based on best guess of course.

What 2 main financial metrics would you look at for these specific companies ?

It seems the standard symbol for Howmet Aerospace Inc. (HWM) is not showing and only 2 questions under the symbol with Ex-Distribution - FYI

Q: Thank you for your precious advice you made me a much better investor VS trader over the years with much more success. Now is the time for a loooooong term view of my portfolio. I am retired and just need to allocate the right amount in the right positions. Within the US part of my investment what percentage would you allocate to each of the above?

Thank you

Yves