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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: Bank of America downgraded Telus to neutral from Buy. The reasons are excessive leverage and the dividend exceeding cash flow. The stock is down 5%.
Three questions:
1. Do you agree with the assessment of the analyst ?
2. The Analyst making the assessment is assigned only one star on a scale of five according to my broker. Does the fact that the analyst is assigned only one star makes his prediction less reliable?
3. What is your recommendation going forward for Telus ? Sell or hold ? Is there more downside risk? Although the dividend was increased twice in 2024 is there a risk of an imminent dividend cut ?
Thank you as always for your insight.
Please deduct as many credits as deemed necessary.
Read Answer Asked by Terry on March 24, 2025
Q: Hello,
What do you think of Knight's results? In the cannabis space, would be a good idea to start a position in Aurora and Cronos Group. Both seem to have a decent PE (based on yahoo) or is still too early given US may not legalize it. Alternatively, do you think it is best to go with HMMJ but many companies in the ETF do not have profits so am wondering best way to enter the space.. much appreciated.
Read Answer Asked by umedali on March 21, 2025
Q: Hi Peter,
Why is McEwen Mining falling like a rock today? Thank you
Read Answer Asked by Marie-Noelle on March 21, 2025
Q: What do you think of debentures and do you think this is a good way to possibly hold as a proxy for ones bond side of your portfolio? How are they different from preferred stock? Do you think PBH are a good choice of company to hold them with? I have cash coming out of GIC's and am looking for a better rate now that GIC interest has gone down. Is the Div of 5.5% safe and is it considered interest or div for Canadian taxes? Is it good to get in or wait with a new issue regarding the price- do they tend to fluctuate with the market? Thanks so much.
Read Answer Asked by Pat on March 21, 2025
Q: Which sectors do you favor most if we get a full blown tariff war
Read Answer Asked by Gary on March 21, 2025
Q: Dear Peter et al:

A "Drill down" from the top type of a question!

In Energy sector, these three things seem to be important.
a. Pay down debt.
b. Keep paying healthy dividend or even increase it.
c. Buy back shares.

Recently Cole Smead came on a podcast and clearly laid out his case for his preference to invest in companies that buy back shares. (In the Money by Amber Kanwar, erstwhile BNN Bloomberg Marketcall host).

What is your take on this? What are the 3 companies in the Energy sector that you like using Share buy backs as the metric?

Thanks in advacnce.

P.S. Hope we see you Peter on Amber Kanwar's In the Money podcast. It seems to be getting some traction now.
Read Answer Asked by Savalai on March 21, 2025
Q: As we are not investing gurus, we often have difficulty understanding company reports. Could the 5i team suggest 5 impotant metrics to look for in company reports, both quarterly and annually. Perhaps this could be one of Peter's columns in the media. If this has been addressed previously, please advise.

Thank you,
Pat & Cyril
Read Answer Asked by Pat & Cyril on March 21, 2025
Q: What is the best way to think about position size of a particular stock and sector size, should it be based on total portfolio value or value within individual accounts?
Mike
Read Answer Asked by Mike on March 21, 2025
Q: Do you have any suggestions re the Pharma companies which would be a good time to purchase now, either in a partial or full position? Thanks
Read Answer Asked by FORREST on March 21, 2025
Q: I am considering adding an ETF that provides coverage of assorted/balanced commodities. I would appreciate having some names that you would recommend; Canadian or USA. What is your opinion of adding a position as an uncorrelated asset to balance an all equity portfolio. I hold diversified energy holdings already (pipelines and producing companies in both oil and gas). I also hold mining stocks, RIO and AEM.
Read Answer Asked by Maureen on March 21, 2025
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