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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Team,
I have a position in PPL and would lean towards switching to TRP since I see more growth in the name at the current valuation.

I owned ENB in the past mostly for its high dividend yield. Would you favor a switch in TRP or ENB and why?

Thank you !
Read Answer Asked by Michel on January 19, 2024
Q: Many years ago I heard Peter say on BNN that one of the best indicators that a stock will outperform the index is when a company initiates a dividend for the first time. Are there any good quality Canadian growth companies that currently do not pay a dividend that you feel are reasonable candidates to start paying a dividend in the next 12 - 18 months?

On the same topic, generally speaking, what would be some of your favourite small to mid cap Canadian growth stocks that do not pay a dividend? Say under a $10B market cap.
Read Answer Asked by Dan on January 19, 2024
Q: These are the big losers in my portfolios.
So sick of looking at them and waiting for improvement (which I know is unlikely and a bad idea). My wife’s analysis of my investment strategy is “break even quick”. Are any worth holding, or is it time to just jettison the works?
I don’t mind a bit of risk, but am thinking they’re just mistakes, at this point. I believe I have a diversified portfolio over all, with none of these being overweight.

Thanks for your help.
Len
Read Answer Asked by Leonard on January 19, 2024
Q: I am not specifically asking about these 4 equities, rather they are representative of some tech stocks that have been increasing dramatically in the last few weeks / months. Are we looking at a bubble in tech? Where is all the momentum coming from? Many thanks.
Read Answer Asked by Leonard on January 19, 2024
Q: In a recent answer your wrote HXS we like but many investors do not understand the swap/derivatives so we often mention it after other ETFs. I agree, I did an internet search to try to understand the swap/derivatives procedure, but am still confused. I understand the tax advantages of HXS held in a non-registered account, but if VFV was held in a RRSP is it not better to receive VFV capital gains PLUS dividends then just HXS capital gains & No dividends. For both VFV & HXS track the same S&P 500 Index, so their performance should be the same, less different MER charges. Thanks … Cal
Read Answer Asked by cal on January 19, 2024
Q: I didn't journal TCN to my US account for the dividend. Will it make a difference regarding currency when the 'go private' deal is done since it is a Cdn listed stock and only the dividend was paid in USD?

Is it best to buy RBA on the US exchange and are the dividends paid in USD? I want to avoid currency conversions as much as possible and this info is not readily apparent to me.

Many thanks.
Read Answer Asked by Gayle on January 19, 2024
Q: Hello 5i team,
Yahoo Business mentioned that TCN tentatively may go private at $11.25 US (~15.17 CAD). You recommended to sell half now.

Is there any regulatory hurdles that may stop this transaction with all the housing problems in both countries? Since TCN is the only REIT in the balanced portfolio, do you have your eye on any other equities?

Andrew
Read Answer Asked by Andrew on January 19, 2024
Q: I know pharma stocks like LLY and NVO are hot (and expensive) now due to the success of their GLP-1 drugs but what about the other big pharma stocks like PFE and BMY that have been hammered post-covid and now yield up to 6%? PFE has bounced from $26 to about $28 today but is it too soon? Value traps? Dead money? What is your opinion of when to get in (if ever)? Thanks.
Read Answer Asked by Stefan on January 19, 2024
Q: I have be considering swapping CAE for BDGI. Badger is widely exposed across the US while CAE seems to be slow getting traction at a time when business should be good.
What are your thoughts on these companies and their potential growth.

Thanks for the great service
Read Answer Asked by Clarence on January 19, 2024
Q: I'm curious as to why you recommend VFV as it is my understanding that it is a Canadian ETF invested in a US S&P 500 ETF which has double taxation in a RRSP and doesn't seemed to be taxed favorably in a TFSA or non registered account either. Wouldn't be better to buy ZSP which invests directly in the S&P stocks or HXS which has a higher fee but no dividend to trigger withholding tax?
Read Answer Asked by Cheryl on January 19, 2024
Q: What do you think the reason is for this massive sell off is just profit taking on news,seems like a good entry point would you agree and did this quarter start to show any of Pepsi partnership results or is that still possibly a massive international runway still coming,would you buy a half position at this price,low fifties Thanks for your thoughts on the quarter
Read Answer Asked by Greg on January 19, 2024
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