Investment Q&A

Q: Further to Glen's question regarding Apple making up 50% of BRK's portfolio, is it not 50% of its 'public-market' holdings, but if you included its fully-owned holdings, such as Geico, its Class-A rail holding, along with its vast re-insurance business, that the Apple holding, in and of itself, drops substantially in weighting?

Q: Hi 5I:
On April 29 PHIL asked about a pipeline company. I think he is looking for Tidewater midstream and Tidewater renewables.
Thanks, BEN.

Q: Your comment on the tax issue regarding Ed’s question today regarding selling ENB to buy another pipeline is bang on. There are several considerations: for a stock to rise 25% to make the switch profitable is quite a challenge and may take years to accomplish ; the 2% differential in yield between ENB and PPL is a ( almost guaranteed) benefit received every quarter, not down the road when sold ; higher growth does not necessarily mean higher share price. Trades like this should only occur when something fundamentally and significantly has negatively happened to the company as many stocks in a sector correlate quite closely to one another. Please shot holes in my discussion. Thanks. Derek.

Q: Hi Guys,

I'm looking for a good base metals mine, who pays a dividend, for a long term hold. I have been leaning towards BHP, but would rather avoid the USD exposure. Who would you recommend?

Thanks,

Q: Hi,
We own both Atd (3% position)and PKI (1% position). Which is the better company going forward? I am thinking about selling PKI and buying more Atd and maybe also adding to ENB(2% position) All these companies have had sizeable pull backs. Just trying to figure out what has the best potential going forward. No tax implications.
Thanks,
Kerri

Q: Hi,
Long time share holder of Zoetis with a current portfolio weight of 2%. With this pull back is it a good opportunity to add? Or do you feel it is still expensive with the risks of medication side effects affecting business?
Thanks,
Kerri

Q: what are your thoughts in terms of growth potential, as Infineon invest more in the semi conductor space. Would you recommend investing.

Q: I just asked a question about BIZD for RRIF income. In addition, what are you thoughts on LVHI? Would you recommend both or recommend a USD dividend stocks instead?

Thanks again.

Q: Good morning; I read an article in the G&M on the weekend regarding the remote possibility (should Trump win) that they may change how the US Fed operates; affecting its independence and role as the world currency.

Crazier things have happened and with 50% of my investments in $US it got me wondering - if the US Finaincial system were subject to such change, which currency could/would replace it? I’d be interested in your view of the likely top 3.

Thanks very much,

Dave

Q: I need some USD income investments for my RRIF.

1. BIZD looks interesting for income. What are your thoughts?
2. Can you suggest other stock/ETF dividend paying options for USD account?

Thanks so much.
Dan

Q: While Disney is a great company is it a great stock? I am down considerably on the stock as video streaming... have not met my expectations. Do you have any alternatives in this sector that would upgrade my portfolio or would you stay with Disney?
With appreciation,
Ed

Q: Could you list any possible positive events that could prove good for Aqn. If possible, the chances they might materialize in 2024.
I like the current dividend and payout ratio is fine but I am feeling stuck.

Q: I have no exposure in any of these companies. Would you suggest I buy a basket of a small amount of each or could you recommend one or two for a non registered portfolio.
Appreciate your advice.
Dorothy

Q: Greetings: This question is not only directed to 5I but also to any members who own Neighbourly Pharmacy CVR'S. My cvr's were removed from my self directed RBC account. RBC can't supply me with an explanation as to where they went. I have tried to phone Persistance capital- left three messages- with no return call. Anyone have any suggestions? thanks BEN.

Q: Could I have your assessment of Hammond Power Solution's 1st quarter report that was released last night? I am not sure what is meant by "earnings per share significantly impacted by share-based compensation".
Thanks 5i.

Q: Hello in the investor suite report the yield for this stock shows as 10%? Is that really the case? Were you talking about some other stock? Thanks.

Shyam

Q: According to Yahoo finance , HMM has a cheaper PE. How does it compare to DRX in price appreciation ? Thanks a lot.

Q: CPSM is a new etf that "guarantees" 100% capital protection if purchased on May 1 and held for one year with a limit on upside tied to the S&P 500 of slightly over 9% even if that index climbs higher than that over the next year following purchase. Any gain on sale is capital gain if there is appreciation. There is no real guarantee but this company has experience using options to protect the downside and I see this as a reasonable candidate to reduce downside risk by forgoing some potential upside and could be a piece of my portfolio. I'd like your cautions which are expected but also if held longer than one year is there continuing potential benefit and downside protection such that it may make sense to hold for a period of years and delay any capital gains reckoning for tax purposes or is any of the fund's promise lost after the one year hold so that sale at that juncture makes sense. Appreciate your diagnosis on this one.

Q: There appears to a significant array companies and investment in Holography and its various applications. Can you provide any insight about its future, particularly as to applications that have serious business potential? Are there any investable public companies or IPO's at this point?
Thanks, Hugh

Q: I am looking for quality "dividend growth" focused ETF (not "high dividend" ETF) in CDA and US , with an optimal balance of sectors ( some of those ETF showing, in my vue,a disproportion of sectors, like an excess of financials (ex. 40-50%) etc..). Could you suggest your 2-3 choices in CDA and US ?