Investment Q&A

Q: What do you think it will take for this stock to get to pre-Covid levels and what type of time frame as stock has not moved

Q: Dear 5i team,
NA, CM and RY have seen recovery to an encouraging extent.
BNS, TD and BMO much less so.

I do bear in mind that not all banks were/are uniformly exposed to risks precipitated by the virus; those that needed to increase reserves against losses have done so I believe. I’ve not sourced reports indicating any bank is not prudently shored up with loss provisions.

Would it be too soon to start a monthly purchase of BNS, TD, and/or BMO - small amounts, say $1k?
If it is too soon, what are you looking to hear, read about, or see happen that would tell you buying can begin?

Thank you so much!

Q: Would you kindly let me know what you think of this company or other cruise liners as investments?

Q: As this stock has run up, I've gradually trimmed half of my position, thinking it's a Venture stock, which has meant that I kept it to 4% of my RRSP. Now they are listing on NASDAQ, but I'm thinking to sell more and go into WELL, realizing that while they are both in healthcare space, they are still very different stocks.
Which is more likely to position me for future growth?

Q: I have no exposure to China. What can you recommend as an ETF for growth over the next 5 years including some individual companies.

Thanks Peter

Q: I am trying to get as much FAAMG content as possible and comparing the two ETFs, they seem very similar but MGK has less volume but a lower MER. Would you have a clear favorite between the two? Thanks

Q: Hi,
I own both BEP.UN and BEPC in my RRSP. I decided to keep both about a month ago following a response to a question. But now it seems as time goes by that the capital appreciation of BEPC outweighs by far the higher dividend of BEP.UN (at least in my case). Would you still recommend holding both today in a RRSP or to sell BEP.UN and hold only BEPC?
Thanks

Q: Your thoughts on Tat Technology (tatt)

Q: Dear 5i team,
I’ve read all (I think) replies to questions referencing these companies, in the last year or so.
I’ve read views that seem so different to what my brokerage says (TD). For example, member Helen noted she was done with SU. I was happy to see you still think it’s best for its sector- TD lists a bunch of analysts who collectively think its a strong buy, as does a couple of reports they include in their screens.

Why are some stocks being rated strong buy but some folks want to sell them for tax losses, or won’t buy them at all?

I can’t see energy (and businesses that serve energy) not getting back on track mid term. Do you agree? Mid term in my mind is 3-5 years. I was thinking that if an investor bought say SU at $18, it moved to $36 in 3-5 years, that is doubling one’s investment. Is that not good enough, or is the underlying issue not doubling one’s money but that it’s high risk of big loss instead?
While I’m using SU as example, I thought these questions were relevant to all these co’s.

Would you think an investor was silly to buy some of all these today?
Please provide the ‘why’ for your opinion, thanks so much.

Please use credits as needed. Thank you ! :)

Q: Your thoughts on these 4 new companies for my speculative portfolio, long term hold 5 years. Thank you!

Q: For a retired person that wants to preserve their capital, what do you think about
RBC series A mutual fund RBF 209?

Q: Hello, when one reads the company profiles of both HON and RTX, there are some similarities but it seems that RTX is more government dependent (government IT contractor, defense, intelligence). If you had to buy just one of these companies, which one would it be? Thanks, Gervais

Q: I have taken a position in LUN given the recent "weaknesses" and was wondering if you could comment on both LUN and LUG looking forward as growth plays?
Thank-you.
Calvin

Q: I’m wondering what you think of PNG ( Kraken Robotics). They recently announced some deals for their equipment with a few Countries, what kind of prospects do you see for them and would you see them as an acquisition target by a larger Defence company ?
Thanks

Q: I am planning to take some losses as offsets to capital gains from previous years. In some cases, I am considering replacements as well. Please advise of any concerns with, or suggest alternatives to, the following sale (purchase) plan.

Sell HWO, PSI & IPL (buy PPL and AQN - already own ENB, ALA & KEY)

Sell SU & CJ (buy CNQ and PXT - already own ARX). I also have a sizeable loss on VET, but consider that is presently so far below comparables, that I should wait for some recovery – or sell now and move on?

Sell HR.UN (buy another REIT, possibly TCN.UN and/or ERE.UN - already own IIP.UN & NWH.UN).

Sell CHR.

Thanks - Don

Q: We are retired, primarily income investors. We did hold relatively equal positions in SRU,un and CHP.un, but this has changed rather significantly. In view of the current uncertainty about retail marketing, what is your opinion about investments in these two companies. Would you comment on the sustainability of SRU's dividend? Thank you for all the great ideas and comments.
Jane

Q: hi guys
Will 5i put this stock in the growth portfolio, could you offer a little info. on this co. buy or wait
Bob

Q: Hi crew, I see many loan defaults in the near future, is your conviction of GSY the same? How so?

Thank you,
Kevin

Q: Can I have your opinion on this etf. Has done well since the March sell off, but long term not so much. Has many of your growth favorites. Was there a recent change in management or strategy to explain this uptick.
Thanks Peter

Q: Please take as many question credits
you need to fully answer this. I would like growth and reasonably safe stocks. I have losses in all of these; should I sell and take the loss? Hold as they are likely to recover in next 6--12 months? Thanks. Helen