Investment Q&A

Q: Good Day,

I have just started adding in to my cash account, which now has me considering tax ramifications. Since I am not looking to pay MORE taxes, what are some names you would suggest for a longer term hold with no or really low dividends and a long runway for growth. I have listed PNG GRID GRGD VNP and CLS. Would you add a couple other names and rank them with a comment on their preospects.

Thanks!

James

Q: Could I get your views on the preferred share part of a couple split share funds, in particular the two above, which recently had new issues. I am not interested in the equity side of the split shares, but the recent preferreds have caught my attention, admittedly from the relatively high yield and the underlying investment being in solid companies. How consistent/sustainable are these dividends and what are the downsides to these stocks?
Thank-you

Q: Hi 5i Team,

Can you suggest 5 Canadian and 5 US Value stocks that you would buy in order of high to low and the rational behind it. Please also include the entry price.

Thanks
Joe

Q: WSP is down quite a bit this morning. I don't see any news. Any idea what's happening?

Q: Now we have large cap companies taken down 10 to 20% if earnings top but guidance is not good enough for the analyst, i do not think it is the retail investor causing these drops, so what is the major concern of the big boys that they want out of these stocks, i know that they have made money on them but where does the cash go, are they just nervous like the little guy and want out.
Thanks Again

Q: I noticed there has been no recent question on SUNC. I hung on to it following the PKI takeover and recently added a bit for income. They have now announced a dividend that is close to 7%. My question, is it likely secure, if such a thing exists in this day?

Q: On the dip, where does Google look compelling. We listened to your advice a couple years ago and would like to add as we see this as a pillar in our holdings.

Q: What in the fundamentals contributed to the big drop in ENS today? Would you be a buyer of ENS, based on these quarterly results?

Q: GOOG What do you think of their latest quarter why the big drop in futures trading.

Q: Your response to Denise’s inquiry on crypto was very unsettling to me,

I quote a snippet of your answer: ‘if crypto recovers’

Can you please expand on this? What is your outlooks on bitcoin and ether? Do you estimate there is a market probability that we are entering a long winter, or do you see this as portending something worse; a total value destruction?

Please be as sobering as you feel it necessary.

Thank you.

Q: Good morning Peter and Team,

Something I've always wondered: Do negative news items about the founder of a particular company — Microsoft in this case — have any effect on the performance of the stock? Last night on the news, I heard Melinda Gates talk about her ex-husband's apparent relationship with Epstein, certainly not helping Bill's image.

Or are these stories just “noise” and should be ignored?

Q: Hello Team 5i,

Apart from the immense spending MSFT is continuing to undertake to beef-up their Azure capabilities can you comment :
(1).On the other reasons the shares have been severely punished since coming up with what appeared to be some reasonably good earnings for the past quarter? Also can you please explain :
(2). Why less than a few months ago MSFT renegotiation of their new terms with Open AI was heralded as a very good move (their stock value popped up the same day close to a new maximum) whereas the same relationship now seems to have become detrimental to MSFT, maybe even compounding their precipitous share price drop (from 550 to 410) among other reasons?. As always thank for sharing your always very good insights. Adel

Q: Hello, I have a small position in ZST . I like to add more bonds for safety and income .
I have been looking at : XSB and XBB and ZAG as they hold Government bonds . Can I assume that by holding one of these to diversify or a combination will do the trick !! ?
Thank you
Carlo

Q: Do you see any of the big name stocks [companys] in Canada & the USA that are over-valued and investors should not be investing in them?

Thank you.

Q: In my RIFF, cash from income and some sales are put into the BMO HISA or ZJK to accumulate enough for my annual required withdrawals. My ZJK holdings are only touched if I am short when December comes and I enjoy the 6% distribution. I am flat or slightly to the positive at the current ZJK market price. I am wondering if the rising CDN dollar this year and the possibility of settling CUSMA will eat into the yield on ZJK to the point that the BMO HISA (1.95%) might be the better option this year. What would you do and where would you store the cash needed for annual withdrawals? Thank you for your great service.

Q: Hi There! Isn't RMBS similar to SNDK & TXN? If yes, why is it NOT moving up like the other Memory stocks?

Many Thanks!

Q: Just a quick question about prices on charts. Do you use log or simple for prices? Using log charts, you don't see the peaks and valleys as much as a simple chart. Also drawing long term trendlines connecting the previous bottoms gives you different support prices when using simple vs log. Is there one that you favor or people use more than others? Thanks!

Q: Hello,

Is it possible to know a bit about what might happen to this preferred share in the current context and in the coming years? Is it a good choice among perpetuals? Would any other quality perpetuals come to mind for income and some capital gains?

Thanks.

Q: What is the difference between NXF and NXF.B? Why is NXF.B more expensive? Which would you prefer and why?

Q: Hi gang, 66 year old dividend investor here. I own both FIE @ 6.57% of my portfolio and XEI @ 5.1%. The big difference I see is that FIE holds 18.99% Canadian preferred and 9.1% Cdn Corp bonds. FIE also has a much higher MER at .74% vice .22% for XEI. Both hold all the big banks. Both have dividends roughly the same and pay monthly. I'm up considerably with both.
I'm wondering if I should sell XEI and dump into FIE. Would it be worth it to save the .22% MER on XEI and not pay the MER on both. Or should I just carry on with both. Thanks for your thoughts, Bill.