Investment Q&A

Q: I have owned both these stocks for a very long time: 1500 shs BCE and T 3000 shs. Should I hold onto them or sell out of telco? Buy one of the other telcos for buy in another sector with better upside and a dividend grower?

Q: Thoughts on their most recent results?

Q: hi,
I just used free google "AI" thing, asking it about Canadian mid/large cap stocks performance post a significant (25%or more) dividend cut, from one day post to one year post. Google says average decrease up to 8-15% in the first 3 months, but overall in the positive 5-8 % by one years time. with this in mind, do you feel Telus is a good stock to pick up ( around10-15%) below the immediately pre-dividend cut price? ie does Telus become a better investment overall after a dividend cut? or is the ship still sinking?
cheers, Chris

Q: Hi Guys

Any idea why Intuitive Surgical is down 5% today?

Thanks

Stuart

Q: I seek your comments and perspective on iShares U.S. Medical Devices ETF - IHI. I have held IHI in a taxable account for a decade and have a taxable gain. However, it is now five years that the ETF has experienced significant stagnation. Total return over five years is negative. I am familiar with the products and services of major holdings such as Abbott Laboratories (ABT), Thermo Fisher Scientific (TMO), and Medtronic (MDT). But these companies have faced considerable headwinds, leading to consistent underperformance relative to the broader healthcare sector and the S&P 500.
I am weighing an exit against the following factors:
- Fundamental Quality: The underlying companies seem to possess moats and, theoretically, remain excellent businesses. Your thoughts?
- Macro Tailwinds: Worldwide demographic shifts and an aging population seem to provide a long-term structural advantage for the medical device industry. Your opinion?
- Timing: I am concerned about cashing out just before recovery or "take-off" for high-quality names held in the ETF. ( I seem skilled in selling only to see shares increase in valuations by 25% or more).
Given the current technical and fundamental landscape, in your opinion, is a holding period of 12 to 18 months likely to reward continued patience? Does the "thesis/technical divergence" we’ve seen in these large-cap medical device names suggest a turnaround is imminent, or is the opportunity cost of holding IHI still too high compared to other growth or value catalysts in the market?
I look forward to your insights on whether the narrative justifies remaining patient with this ETF.
:ao:

Q: I need to move most of my investment funds to high yielding stocks or funds. I am thinking in terms of managed ETF’s that pay elevated dividends, I also know they generate these via covered calls.

I already own JEPQ and previously JEPI. I would appreciate a list of 10 similar investments (if you can find that many) that have solid game plans and management to continue to deliver the same level of dividend for the next 3 - 5 years.

Thanks.

Q: Hello 5i,

We had set a target of 7,280 for the S&P to begin shuffling to a more defensive portfolio. We delayed the change as we wait for a response from Iran as there may be a small hypercycle for a couple days.

IF there is an agreement, which sectors may increase the most and other than oil is there any other sectors who may be negatively affected. We thought that fertilizer and metals may decrease with oil price declines.

Do you have a few specific stocks or etf's that could be vaulted with an agreement.

Thank you
D&J

Q: Just out of curiosity, is there a genuine long-term business story behind PesoRama Inc.? I realize the company is still in a very early stage, but is there real strategic thinking and operational potential behind it, or is this more of a speculative concept story?

More specifically, does Rahim Bhaloo strike you as someone with the business acumen and execution ability to eventually build this into a serious retail growth story? Every successful company starts somewhere, and I’m curious whether analysts see something tangible developing here — in terms of management quality, scalability, and retail economics — or whether it remains mostly aspirational at this point.

Q: Production is a few years away but is this a golden opportunity to get in on the ground floor of a successful salt producer which was in short supply this past winter?

Q: Last question was two yrs ago. I am considering buying some shares. They are planning for 640 plus stores over the next 5 yrs.
Thoughts ?

Q: I currently have 70% of my portfolio in PSA at Y2.37--safe but low return--on standby watching world turmoil
Thinking of preffereds and Stock Chase recommended the above ---more risk but better return
How would you rate each one or is their something else I should consider?
Thanks---Peter

Q: I am scared. I am a dividend investor with 48 stocks including 15 ETF's. Eight of these ETF's are covered call by Hamilton BMO and Vanguard. All eleven sectors are covered with blue chip dividend paying stocks. Previously at least eight to ten stocks were in the red but this changed with sector rotation where they would turn green and others would be in the red. Now everything is green and lately all my covered calls are really much higher than at first. The question is: is all this just waiting to crash around my ears? I feel this cannot go on. I am not really afraid of a big drop because of the quality of my investments and since I have been through drops several times, but it is just unnerving waiting for the shoe to drop... and then the other one!

Q: I have small positions in each of the above companies and have some cash to increase a position (or 2) from a 1/5th position to maybe a 1/3 or 1/4th position. In what order would you purchase today for a 2-3 year hold. Thanks.
P.S. I'm underwater on all 6 of them.

Q: I have CS as my copper exposure. What other company would you twin with CS to cover the base metals? And a brief reason why.

Q: Hi,

Your comments on VHI results ?

Thanks

Q: Hi there,

Can you comment on latest Q1 earnings along with the AI Datacentre and US businesses?

It seems to look promising is it time to step back in?

As I’m underwater should I entertain a tax loss sell and re buy in 30 days?

Ok thanks

Q: Your thoughts please on the quarter?

Thx

Q: Today's question from Ross, regarding Zacks Research: they've been hacked more than once and IMHO do indeed fall into the 'clickbait' category with lots of 'upsell' links of dubious value. I'd avoid them and stick with more reliable sites like 5i.

Q: Hi 5i, pls comment on their quarterly release this week. They are getting several re-ratings higher, with one analyst commenting on their low PEG ratio. Thx.

Q: Is $CPNG interesting here after earnings drop due to data breach? It's a one time event. Or still an avoid?