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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter,
A lot of high yield ETFs distribution contains a return of capital, which means you get back a portion of your own invested money. It seems to me this is a marketing ploy used by the ETFs to entice investors with a return that is no ‘real’. Which is better for an investor whose primary goal is to increase her wealth and not aiming for a certain amount of monthly/annual income distribution - a plain ETF that has a yield of 4% or a high yield ETF that has a yield of 6% which includes a return of capital of 2.5%? For investors, are there any drawbacks or concerns for ‘return of capital’ feature apart from the necessary book keeping of adjusted cost? Thanks.
Read Answer Asked by Willie on March 27, 2023
Q: If interest rates and inflation are going to peak, do you think these ETFs (XLF, IAK TLT) have opportunity now? If so which one has most potential right now? Thank you.
Read Answer Asked by David on March 27, 2023
Q: Which companies in the junior mining space have seen significant insider buying lately? I’m mainly inquiring about gold and silver names, but copper, nickel and uranium are of interest as well.
Read Answer Asked by Brian on March 27, 2023
Q: 1. Do bear market bottoms typically occur before or after the Fed starts to cut rates? (I see conflicting answers when I google articles on this with some saying "always before" and others saying "always after".)

2. I read that markets bounce hard (like ++20%) in the 6 months after a bear market bottom but we have a less than 10% market return and the 6 mos is almost up, therefore conclude the real bottom is still to come. Thoughts?

Thank you.
Read Answer Asked by William on March 27, 2023
Q: Hi Peter
looking for a yield and hopefully some capital gains when the market gets better
I already have Dir.un and canadian apt reits

what would be a good entry point or it becomes such that I have to back up the truck or it becomes a screaming buy?
good luck to our Cdn investors invested in real estate sector

Michael
Read Answer Asked by Michael on March 27, 2023
Q: Could you please rank from top to bottom your six highest conviction US mid cap stocks for a 5year plus hold.
Read Answer Asked by Greg on March 27, 2023
Q: Peter, What are your thoughts regarding the run up in Topicus. What is EV/EBITDA and how do you compare its valuation to CSU and Lumine. Is it getting expensive or do you think there still is value.
Thanks
Read Answer Asked by Frank on March 27, 2023
Q: REIT's are looking interesting at these prices. If you were to invest in only 1 REIT, can be US or Canada. With the thesis being you want to capitalize on the punished sector and get a quality name that has been beaten up and has a lot of upside versus a low risk name that hasn't come down much that will likely not have a ton of upside either. Which reit would you chose to invest in? Thx
Read Answer Asked by Adam on March 27, 2023
Q: TSXV has assigned this new stock the unfortunate ticker of LMN. Kindly assess the short, medium and long term prospects here. Day range 16.25-19 after half hour trading with decent volume.
Read Answer Asked by Jeff on March 27, 2023
Q: (I have submitted this question under CSU since Lumine does not yet seem to have been entered in your automated stock list.)

Lumine (LMN) started to trade yesterday (Mar.24), at $16.75. I have no idea whether this is a fair value, but have noted in the past that the initial market price of spin-off shares often falls
precipitously in the first few days of trading. I
I would like to add to the shares I already possess from the CSU spin-off. In your opinion, is $16 overvalued?
Thanks!
Read Answer Asked by Gregory on March 27, 2023
Q: Hello 5i Team

I currently hold Enbridge (ENB) and looking selling 50 % of my ENB holdings and purchasing Gibson Energy (GEI). The resulting portfolio would have 2 GEI shares for every 1 ENB

Overall my total dividends do not change significantly as the ratio of ENB dividend to GEI dividend is 2.28 (0.8875 / 0.39 = 2.28).

ENB raised their dividend 3.20 % in 2023 versus GEI which raised their dividend 5.48 %. My thoughts are ENB will continue to raise their dividend by 3 % per year (slower growth) and GEI will continue to raise their dividend by 5 % per year.

Is this a reasonable course of action or should I continue to hold a larger portion of ENB and ignore GEI?

Thanks
Read Answer Asked by Stephen on March 27, 2023
Q: Please suggest a buy, hold or sell on the following based on the idea that the markets may not yet have found bottom, and these are likely to sink lower in price before a markets turn around: TSU, NVDA, ROKU, TOI, NVEE, CRWD. Thanks!
Read Answer Asked by Kim on March 27, 2023
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