Investment Q&A

Q: How would you go about identifying a proxy to the Canadian residential real estate market? Ultimately, I would like to short the real estate market but can't seem to design the trade. Any guidance would be helpful.

Q: Long time holder of V since the IPO and have done well with this name as a core position. Currently have a 3% position. Have some more USD to invest currently, what are your thoughts on reducing V down to 2% and allocating 1% to start a new position in either PYPL or SQ for more growth or add more to V? Looking for long term growth. Would you pick PYPL or SQ today? Thanks!

Q: I am planning to purchase equal amounts ($) of the above. Do you consider these companies do be reasonably safe investments over a 3-5 year period?
Would you suggest a replacement or deletion for any of these companies? I am over 80 and am hoping to have a reasonable return from this investment.
And hopefully I will still be around to spend the gains.

Q: Are there any Artificial Intelligence ETFs that you find interesting at this time? Thanks.

Q: would appreciate an update on these 2 stocks.

Q: Hello. what's happening with Topicus and Sylogist both going down lately. Is it safe to buy Topicus today or wait for a better/lower price which is ? I own Sylogist, made 15% gain should I sell it ? Otherwise can you recommend today 5 good value Canadian co's. I own goeasy and thank you for your recommendation

Q: Teck lost 12% in 2 days. It's seams to be related to the Chili issue or is it? Management claim that they have an agreement with the government. ''TORONTO, May 18 (Reuters) - Canada’s Teck Resources sees little risk of higher taxes in copper powerhouse Chile due to a stability agreement that shields the company's massive Quebrada Blanca Phase 2 copper project from higher levies for 15 years, Chief Executive Don Lindsay said on Tuesday.'' What do you think? I'm a long term investor but find the drop steep and wonder if there is not anything else. We know politics have little effect long term but a change in leadership in Chili may change all previous agreements. It wouldn't be the first time we witness a government scrap a contract with a miner. Your take please.

Q: Service Now has had quite a drop in price. Why ? Do you think buying now is good timing ? Thanks.

Q: With CP stepping out of the way and opportunity for synergies and growth shouldn't this news provide a tail wind for CNR stock price? CNR continues to fall on the news.

Q: Hi Peter and Ryan

Understanding that timing the market can be difficult and trying to follow your recommendations for the most part has been very useful information. Thank you
I am looking to “lie low” through what I believe to be a coming correction and wish to invest in ETFs with some protection

I am looking at ZDY ZLU ZLB ZEB as a 20 % of my portfolio over the summer. Your comments please and so you have other etfs that might be of interest... Icahn comes to mind

Peter

Q: Hi 5i,
I want to deploy some funds into Financial Services in a registered account for a 3-5 year hold. I know that 5i is bullish on GSY, and I wonder if you would recommend it over BNS for a hold of that length. Today I can buy about 1.85 BNS shares for every GSY share bought, and would thereafter pocket (at present rates) approximately 2.5 times more dividend return from BNS than from GSY for every dollar spent buying in. With the goal being to relatively safely make money over the 3-5 years, and assuming COVID is under control, no other pandemic strikes during the period and only 'normal' market forces prevail, do you see the likely capital appreciation plus dividend of GSY over the period outperforming the likely capital appreciation and higher yield of BNS during that same time? I know that GSY has had a great run over the past year, but now that the world seems to be settling back down I'm having difficulty understanding why I might consider putting money there instead of into something that's many orders of magnitude larger and also less expensive to buy, both in absolute terms and (I think) on most 'price to' metrics .
Thanks for helping me out.
Peter

Q: how would you rank these ? best too worst

Q: Are you able to offer any insight to the bullish performance over the last 3-days? Trading volume on Friday was 8x average while stock has gone up ~8%.

Their Web Site has May 21st news - "Existing Notes validly tendered in the Exchange Offer may no longer be withdrawn," referencing offer made "to certain eligible noteholders" regarding secured notes.

Not much other news out there, hoping you could shed some light on why the stock has skyrocketed!

Thanks for your great service, Ted.

Q: I have held CJT for a while, in a taxable account. I am down about 13%. In previous Q&A, 5I has leaned towards TFII when discussing these 2. On the other hand, CJT was covered in a 5I article a few weeks back, something like, "Growth on Sale", for stocks that had dropped a lot in the recent rotation but seemed to show potential to recover. And then there is CJT's deal with Amazon which also seems to be a good positive. So, although you have answered before, which of the 2 would you currently invest in. The tax loss offers some solace and benefit for a switch, but then there is a possible recovery??? Thanks for your excellent service.

Q: In the past you have mentioned you felt the dividend is vulnerable, wondering if anything has changed or do you still feel this way? Could you list a few Canadian REITS you would feel more comfortable with yielding above 5%?

Thanks

Q: Which stocks like Cruises,Airlines,Hotels,Accomdation,Travel do yoe Recommend?

Q: Topicus has pulled back to $80 a share in recent days - do you view this as a buying opportunity for those yet to initiate a full position?

Q: If you held CNR shares, would you continue to hold considering the recent weakness?

Q: Hello,

Can you comment on CAE earning? Also, what is your opinion on HIVE?

Thank you very much!

Q: Good morning,

Two general questions:

1. I am fortunate in that I have now maxed out my TFSA contribution. Could you give me an idea of what sort of investments I should have in a TFSA vs. a cash account? 

2. According to portfolio analytics I am underweight in Fixed Equity. Underweight, in that I have none. Could you give some direction as to what to include for the fixed equity portion of a portfolio and provide some suggestions. 

Thank you for your help!