Investment Q&A

Q: I have been receiving several alerts about insiders (mainly directors) selling stock. I feel this is a sign that the AI madness could be subsiding. I too, have taken some profit. What do you think?

Carl

Q: Hi, Constellation's offer to buy 100% of EROAD shares (17.8% already acquired in open market), I thought, should be good news for the stock, as it seems to be a decent size acquisition ( $130 mln ? ). But stock has reacted negatively, over yesterday and today. Any thoughts ? Thanks

Q: Hello,

TD believes the following on BN

After subtracting the market value of BN's stakes in BAM/BEP/BIP, the stock is ascribing negative value to the stake in BBU (~$1.75/share), real-estate (~$20.00/share), insurance (~$2.50/share), and carried interest (~$3.60/share). BN's ~$4bln of annual FCF provides considerable firepower to address the discount, although share buybacks must be weighed against the prospect of growing the franchise. We believe that BN's conviction in the intrinsic value of its stock price is evidenced by ~$750mm of TTM share repurchases and ~ $100mm of share purchases in the open market by the senior executive team.

Couple questions
1. This is the first time I have seen the value of BN being just reflected as just BIP,BEP, and BAM. Would you agree with this.

2. If you agree, isn’t it extremely compelling to get BBU, Reinsurance, oaktree, and property for free?

3. Would you agree with the $61 USD target or 90% upside?

Thank you!

Q: The stock price has pretty much tripled in six months. What's accounting for the massive gain and do you think it has further room to increase?

Q: Hi 5i team,

I haven't put any money into fixed income yet. Do you have any suggestions for fixed income ETFs or other products worth looking into?

Thank you,
Matt

Q: Hello Team, I hold these 3 stocks in my portfolio, I'm starting to be a bit overweight in Healthcare. Do you feel all three still should be held and is being a bit overweight okay for this industry?

I have 10 years before any of these funds are needed, and I have a fairly aggresses portfolio.

Thanks.

Q: A further question on AI. Has your firm investigated using it to aid investment decisions? I recently had a discussion with a university professor using AI to write papers for instance and it sounds like the possibilities are endless.

Q: Hi ,

It is becoming increasingly hard to ‘keep the faith’ with respect to dividend growth stocks given their overall returns over the last year or so.

In particular, Enbridge has been a huge disappointment in terms of overall return, along with VDY and XEI due to poor performance of bank and energy stocks.

I am looking at replacing ENB as its outlook from a technical perspective is poor https://canada.swingtradebot.com/equities/ENB:TSX

Any suggestions ? this would be for a buy and hold cash account.

Best Regards,
Paul

Q: Good morning 5i, I'm looking to top up the following stocks in my portfolio. Can you rank them by timely buys first ( always looking for a deal) while being cognizant of dividends and growth. Your help is much appreciated.

Q: Hey guys!
Do think this is a good time to over weight the Banking Sector with the pull back or is it a time for caution? I find myself with lots of bank stocks! Like the dividends…
Thanks
Peter

Q: Hali's question about paperwork found re an old mine triggered my curiosity about paperwork that our family has for ELINOR mines in Northern Ontario. Does Bloomberg have any records about that mine?
Very much appreciated
Thankyou

Q: Retired, dividend-income investor. At what point does liquidity become an issue? I currently own 4000+ shares of LIFE and am considering adding another 500 shares. I believe that LIFE trades roughly 9000 shares/day.

LIFE is my proxy for the HC sector and it is my intent to hold for the long term. I know I could buy another HC ETF, like HHL. However I run a concentrated portfolio.

Thoughts? Thanks....Steve

Q: what is the difference between these 2 and which one would you say is a better buy.

Q: I am considering buying either WTE or LGT.B
which would you recommend and why

Q: Can you suggest a few stocks and /or etfs either us or CDN?

Thank you, michael.

Q: I have a bit of money to invest in dividend paying stocks for a long term hold . What do you think of the 5, I have listed or can you suggest anything better ? Thanks.

Q: US stock market almost recovered after a stunning run lately. The Canadian market is apparently still recovering. Do you think there is a rotation that will be going on, e.g. Canadian stock market, or non-AI stocks? I am wondering whether there are some Canadian stocks that may be benefit from the rotations that we can invest now?

Q: Hi, these are my two stocks that are down the most . I think I will keep GSY through this downturn as I have more confidence in it during rough times? Could you talk about TVE and reasons why I should keep it , sell to half position or just sell for tax loss. We seem to be swimming against the current with government and environmentalists with oil and gas companies. Is it worth keeping at least into the new year when these companies seem to do better?
Thanks

Q: Could you please recommend a US Dividend ETF (in US $), preferably with a Dividend of 4% or more. Also US Dividend Healthcare ETF. What is a good entry point for each? Thank you.

Q: When purchasing a CDR of a US company in a non tax sheltered account if the company pays a dividend what happens regarding withholding taxes.
Keith