Investment Q&A

Q: Hello 5i,
In response to Christopher's comment pertaining to Retirees - impending or current - another option would be to create that specific topic in the Forums. The forums have some extremely knowledgeable and helpful folks who contribute regularly and if members were directed to that venue, then perhaps even more folks could contribute with "real life, real time" input and share resource information, experiences, etc.
Cheers,
Mike

Upvote 4

Read Answer Asked by Mike on May 13, 2025

Q: MAY I HAVE YOUR OPINION,

Upvote 1

Read Answer Asked by terrance on May 13, 2025

• Constellation Software Inc. (CSU)
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Q: Hi, Could you please comment on CSu earnings. Thank you

Upvote 13

Read Answer Asked by francis on May 13, 2025

• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC)
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Q: I want to increase my energy holdings in the current market. Currently ENCC’s yield is around 14% due to selling covered calls. How do you anticipate that it will fare in the next few years?
Thank you for your excellent service.
Geoff

Upvote 1

Read Answer Asked by Geoffrey on May 13, 2025

• Sylogist Ltd. (SYZ)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• kneat.com inc. (KSI)
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• Goosehead Insurance Inc. (GSHD)
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• Galaxy Digital Inc. Class A common stock (GLXY)
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• Shift4 Payments Inc. Class A (FOUR)
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• Palantir Technologies Inc. (PLTR)
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• Applovin Corporation (APP)
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• Cantaloupe Inc. (CTLP)
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• Genius Sports Limited (GENI)
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• Sportradar Group AG (SRAD)
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• D2L Inc. Subordinate Voting Shares (DTOL)
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• Symbotic Inc. (SYM)
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• Nebius Group N.V. (NBIS)
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• DeFi Technologies Inc. (DEFI)
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Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.

US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI

Thank you!

Upvote 20

Read Answer Asked by Andrew on May 13, 2025

• MAG Silver Corp. (MAG)
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Q: Odds on PAAS needing to raise their offer and/or another suitor making a bid? Do you feel the offer is good value? PAAS stock correcting took away most of the premium offered by the bid.

Upvote 1

Read Answer Asked by Husseinali on May 13, 2025

• Ninepoint Energy Fund (NNRG)
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Q: Do you have any information as to why, as indicated on my trading account with TDW, trading on NNRG has been halted?

Upvote 2

Read Answer Asked by D on May 13, 2025

• JPMorgan Chase & Co. (JPM)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: 5i, In RRSP currently I have JPM (i'm up 27%) , I like to switch it to BRK.B , is it a good move ? , which of these two has a better future going forward
thank you

Upvote 4

Read Answer Asked by Fernando on May 13, 2025

• Royal Bank of Canada (RY)
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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• Fortis Inc. (FTS)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV)
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• Sonida Senior Living Inc Com (New) (CSU)
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• Enbridge Inc (ENB)
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• Lumine Group Inc. (LMN)
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Q: I have above stocks in my RRSP I like to drop FFH and trim CSU LMN (i'm up 150% on both), like to add AD.UN DIR.UN or T, trying to increase my income as I'm retired, the idea is to preserve capital, is it a good time to add this new stocks ? thanks

Upvote 6

Read Answer Asked by Fernando on May 13, 2025

• Orecap Invest Corp. (OCI)
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Q: Good morning,

OCI appears undervalued based on all the companies it has invested in, which are AE,ARIC,XXIX,MIS,MERG,KTR. The market cap on $18 million is less then market value of its investments in these companies.

Thanks,
George

Upvote 2

Read Answer Asked by George on May 12, 2025

Q: Hi 5i,

In response to Marcel's question on retirement planning:

This link takes a little trial and error based on variables set by the user. I found it very useful for Meltdown strategies for RRSP's. .

https://mayretire.com/

D&J

Upvote 10

Read Answer Asked by Jerry on May 12, 2025

• Everest Group Ltd Ord Shs (RE)
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Q: Would you please give your current opinion on RE
Thank you.

Upvote 1

Read Answer Asked by mike on May 12, 2025

• Guardian Capital Group Limited Class A Non-voting Shares (GCG.A)
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Q: Wondering about GCG.A for dividend growth with chance of some appreciation in an un-registered account? Seems to have had very strong div growth over 20 years which is quite impressive with a very responsible payout ratio and decent if not spectacular growth.

Upvote 2

Read Answer Asked by Art on May 12, 2025

• Celsius Holdings Inc. (CELH)
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Q: Please comment on the recent quarterly results, the forward guidance and its most recent acquisition. Thank you

Upvote 1

Read Answer Asked by Larry M. on May 12, 2025

• Neo Performance Materials Inc. (NEO)
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Q: Peter and His Wonder Team
Please give your assessment of there Quarterly Report and their future prognosis. Thank you!

Upvote 1

Read Answer Asked by Ernest on May 12, 2025

• Definity Financial Corporation (DFY)
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Q: Peter; After the recent earnings it seems DFY has stalled its raped upwards move. Could you comment on their earnings. Thanks.
Rod

Upvote 6

Read Answer Asked by Rodney on May 12, 2025

Q: can i sell stock x from my non registered account and buy it for my tfsa days later
thank you

Upvote 4

Read Answer Asked by Peter on May 12, 2025

• Royal Bank of Canada (RY)
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Q: My wife's non-registered Canadian stock fund is invested conservatively, primarily for income. However RY now exceeds 16% of the assets. I know this far exceeds your recommended level for any one holding, but selling some shares will generate very substantial capital gains. What is your advice in this situation? Thank you.

Upvote 8

Read Answer Asked by Peter on May 12, 2025

• Sportradar Group AG (SRAD)
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Q: Comment on earnings please? Market doesnt seem impressed. If it dropped below $22 is it a high conviction buy?

Upvote 1

Read Answer Asked by Tim on May 12, 2025

• Miscellaneous (MISC)
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Q: Hi 5i,

In response to Marcel's question today:

"Do you have or know of a good website for calculating or forecasting of how long assets in a persons retirement will or should last in years?"

I've found these site good:

https://www.financialmentor.com/calculator/best-retirement-calculator

And,

https://www.dinkytown.net/java/retirement-planner-calculator-canadian.html



The first one is more flexible as you can add in holders for CPP and OAS, indexed for inflation. It also allows one to adjust GO, SLOW GO, and NO GO withdrawals.

On a separate note, can we create a specific blog for retirees? I for one are getting close and it would be nice for members to share investment planning tips.

Thx.

Upvote 23

Read Answer Asked by Christopher on May 12, 2025