Investment Q&A

Q: I'm reducing the number of holdings in one of my RIF's. With cash to re deploy, which is better for long term hold and dividend appreciation with minimal downside. Probably an apples to orange comparison but EIF is it's own mini etf with it's various holdings. Leaning toward XEI, what is your take? Both already owned btw

Q: I've enjoyed a little pop in the last month or two on a few coal stocks (ceix, amr). Do you think the demand for steel (arising from Biden's USA infrastructure builds) will continue to create demand for steel. I note that when you've been asked about Ceix in the past, you've pointed to coal being in secular decline, presumably referring to the heating-use application of coal. What do you think about the thesis that coal will enjoy a boom due to the anticipated demand for steel arising from the upcoming massive USA infrastructure projects? One must also assume that Ukraine will need some steel build out when the war ends.

I am trying decide whether to take profits or whether to let it roll.


Thank you,

Jason

Q: is 5i still as keen on GoEasy going forward. The stock has not been behaving well.

Q: Briefly can you compare the pros and cons of the Brookfield and Constellation groups.
Thank You
Peter

Q: "We don't quite match the market in good years but will lessen your losses in bad years" say many portfolio managers to clients in exchange for a 1/2 to 1% management fee.

But, over the years, since the market has had significantly more positive years than negative years, I feel this is a good argument to just purchase some very low-fee ETFs, once you've determined your asset and currency mix. Less fees, therefore more money invested and therefore little value add from the advisor! Your comments please.

Also, I am a 65 year old retiree with a high 7 figure investment portfolio who will not run out of money. I favor a balanced portfolio of 80% equity (with a slight tilt to growth) and 20% fixed income. I also favor a 50/50 split between US and CAN dollars.

While I realize you cannot provide individual advice, which low cost ETFs should I consider?

Q: Could you provide or provide a source for historical TSX sector performance?

There is the TSX 60 performance chart over time and that of individual stocks. I haven't been able to locate a consolidation of the individual stocks in each sector. Thank you

Q: Good morning, I’m wondering if you could provide a list of a few dividend ETFs for a TFSA. Looking to contribute every two weeks. Currently hold XEI. Thanks

Q: Hi 5i Team - What would your top 5 ETF's be as I'd like to purchase the best ETF's that you will recommend.
Thx - Doug

Q: Can you give me your 3 favourite Canadian gold stocks and reasons why? Thank you.

Q: Your opinion please

Q: Sorry but another question on CSU.db
It appears that only CSU shareholders will receive the warrants for a potential swap. I have a friend that holds the original debentures and they did not receive any warrants for exchange? Why would the shareholders receive warrants ( they don't need them) and the original debenture holders not receive warrants ( they will need them)?
Secondly on the rights , 3.03 rights are required to buy $100 face value, is it fair to say its actually 4 rights then? Fractional rights won't be allowed?
thanks

Q: Sorry for another questions about the CSU rights, warrants and debentures. I was thinking of taking a small position in the debentures and have the rights to do that. However, I believe that I would be getting the Series 1 debentures which likely means that I will someday have to buy warrants to remove the redemption feature. The cost is now starting to increase because I am not sure there will be enough warrants to cover the Series 1 debentures so the warrants could be expensive. It seems to me that if CSU wanted to remove the redemption feature they could just do it without the warrants. Will there be enough warrants to go around? And if the warrants sell for $1 that is another 1% lost. Any further comments?

Q: I am interested in taking a position in BKNG, but according to everything I have seen, there DEBT load has grown quite substantially this past quarter. There long term debt is high, am I just misreading there financials ?

Q: In a Rif account, looking for steady and increasing dividends over time. Of the two, which has better metrics for long term sustainability. Brief recap of metrics also on the chosen one also

Thank you

Q: Convertible debentures are coming due towards year end. What impact, if any, do you expect this may have other than possibly rolling them over to a higher rate and lower conversion price.

Thanks.

Q: What do you thank of the Quantrum a i Platform that musk started

Q: WTI Oil is up substantially in the past two days but most Canadian oil stocks are down. Any reason for this?

Q: Any idea on why the big hit? Cheers, Chris

Q: The four referenced cash accounts pay roughly the same rate of return. Which of these are best in terms of risk and liquidity. What would you recommend for cash portions of the portfolio and which etf if any would you avoid. Thanks

Q: I realize DG has had a few underperforming quarters. I recognize the competitive landscape in the U.S. I have some questions on DG as an investment going forward.

- Is CAPEX the main reason for recent quarterly disappointments?

- Is debt manageable, and can they now improve their free cashflow going forward?

- Is there still growth available to them relative to the last couple of decades?

- Would you invest in this company today?