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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: Earlier today you mentioned tech as a pretty good etf for holding mainly fang stocks. It got me thinking about my own situation. I own both voo and rsp partly to balance out my technology holdings. I am wondering whether I might be better with something like tech and rsp and selling voo? I like the idea of being a bit overweight in technology stocks and this might be a good way to achieve this. What are your thoughts on this ? Also, i note tech is a Canadian etf. What would be a good US denominated possibility?
Thanks for your expertise
Read Answer Asked by joseph on December 05, 2022
Q: NWC is taking a small beating this morning following a downgrade to "hold". My understanding is that the reason for the "hold" is that the share price got too far ahead of itself. I suspect that 2023 performance guidance will be subdued. Is there anything I'm missing that warrants a drop of over 6% today?

CARL
Read Answer Asked by Carl on December 05, 2022
Q: I like Keith Fitzgerald's investing philosophy - "invest in the best, not the rest".

Can you please provide me the best two within the following sectors (please provide your favourite of the two) ? NYSE or TSX-listed:

1. Within the Healthcare sector, I'm interested in specifically Diagnostics as a Service.

2. In the Defense sector. Two companies that continuously improve through technological innovation.
Read Answer Asked by James on December 05, 2022
Q: I am still somewhat confused about the ‘due bill’ trading status of BAM.A as described by the 5i team today. When exactly will BAM.A trade at a price reflecting the spinoff of BN? Geoff
Read Answer Asked by Geoffrey on December 05, 2022
Q: It appears Canada has the potential to take a part in the EV revolution, yesterdays announcemenmt from Volkswagon regarding a possible gigafactory here, and this from todays FP, "Canada has seen at least 10 major electric vehicle-related commitments totalling close to $16 billion since the start of 2021 as federal and provincial governments work to secure investments in the rapidly-evolving sector." For fun lets say all this and more happens, which Canadian companies will have the most to gain?
Read Answer Asked by Charles on December 05, 2022
Q: Could you please provide me a list of your top 5 ETF funds for US equities.
Thanks,
c
Read Answer Asked by Claus on December 05, 2022
Q: Hi Guys
Can you explain why LTM Free cash flow shows Cash from Operations @ 551 million less Capital Expenditures 335.2 million equaling free cash flow of positive 216 million.
Why wouldn't it be : Cash from Op 551 million Less Cash from Investing -296.9 million, less cash from financing - 270.8 million for a negative free cash flow of about -15.8 million ?
Thanks Gord
Read Answer Asked by Gordon on December 05, 2022
Q: Do you think these ETF's are worthwhile investments in the Cdn. Bank area?
They both have high yields - are they sustainable
What is difference between the two? Which one is the preferred investment?
If neither are preferred - can you suggest an alternative?
Thanks
Read Answer Asked by Reg on December 05, 2022
Q: if you have a drip on a US company . do they still deduct the non resident tax
Read Answer Asked by James on December 05, 2022
Q: Hello Peter,
Could you please comment on Tecsys results? The stock is in the dumps which is surprising as the company is in supply chain area which is a good place to be, and the results did not seem that bad. Does it compete with Kinaxis? Thanks very much
Read Answer Asked by umedali on December 05, 2022
Q: Hi Peter,
Reading your National Post article this week titled 'potential read flags to watch for when picking next stock', I was interested in the first item 'short interest'. You mention that one should always check the short positions of companies wanting to purchase. So tell us please, what is the easiest and most efficient way to identify the short positions of a Canadian company? Thanks for your good advice!
Read Answer Asked by hank on December 05, 2022
Q: Which of these stock or ETF's (Bam.a, FTS, SLF, MOAT, VXC, XBB) in my non registered portfolio would you sell and then buy back in TFSA?
Thanks for your help.
Read Answer Asked by Terry on December 05, 2022
Q: I'm pondering dipping my toe into ETFs. The reason for this is that I got the feeling from another 5iR response that given the current stock market turbulence, it is better to buy diversification via an ETF rather than buy new US or Canadian stocks positions or top up existing equity positions. What say you, 5iR? Like did I "read" that response right???......Tom
Read Answer Asked by Tom on December 05, 2022
Q: Hi 5i,

What’s your perspective on the Energy sector going into 2023? I’ve had big wins on all 3x stocks, and am trying to decide whether to trim positions in the face of a potential global recession.

Thank you!
Read Answer Asked by Greg on December 05, 2022
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