Investment Q&A

Q: Curious about yields. It feels like the yield on ETF XHY remains around the level it was several years ago (~6%) despite other stocks yielding much higher returns. Shouldn't those ETF holdings (high yield corporate bonds) be ticking upwards too which should drive the ETF yield higher? Maybe there is a time-delay as they have to reset?

So with various stock yields as high as they are I would like to try to benefit from the yields AND set up for capital gains on the same stocks that *should* pop as interest rates normalize and fall a bit. What are 3 CAD and 3 USD stocks that fit the bill? (High current yield AND good likelihood to strong share price increase in 1-3 years.) And where would ENS fit relative to those suggestions?

Q: I can book a tax loss on BCE (never thought I would be saying that), just wondering if I intend to buy it back in 30 days would RCI be an ok placeholder (Telus already owned) or placeholder not needed and just wait the 30 days in cash? (brokerage fees not a consideration). Thanks,

Q: Your thoughts on! Karo US

Q: Seasons Greetings!
Can I please get your high level thoughts for DHR and TMO.
Do you like them for a long term hold?
If yes, are they sufficiently different so I should consider buying both?
Which one has the highest exposure to the "water" theme?

Q: Would you prefer STN over WSP today?
Also would you prefer KXS over DSG?

Q: Please comment on Calian Groups latest financial results. Would you consider it as a Hold or Buy at this time Thanks … Cal

Q: Can you provide a list of top companies to play the AI phenom.

Q: I purchased Baylin technologies based on a BNN guest pumping up the stock that it has world class technology and will payout over time but patience is required. Baylin now has a rights offering at $0.19 per share to existing shareholder and the current price is $0.175. The stock has been a Big Dog. What's your take on the stock ..... Is there any hope for Baylin ..... would you but this stock or should I dump the Dog and move on.
Thanks DAN

Q: Everyone, I am interested in a small cap growth stock with big upside - high risk - what would you suggest? With the understanding that I could lose everything. I have a small position in cash and I don’t like having cash. Clayton

Q: I have been very happy with my WSP investment now at 100% gain. Out of the 2 companies which one do expect to grow faster? And if I were to split my investment how much would you allocate for each?

Q: hi, can I get your best CDN and US ideas in the industrials and healthcare sectors right now, for long term investment. cheers, chris

Q: I hold both BEPC and BEP.UN. THE BEPC SHARES I HOLD AT A LOSS. I’M WONDERING IF YOU KNOW WHETHER OR NOT I CAN SELL THE SHARES IN BEPC AND BUY BEP.UN WITH The proceeds, and still claim the capital loss on the BEPC shares?

Q: This company is not a producing lithium mine can you tell me if it has any distinctive advantages or near term catalysts over similar companies in the lithium space or any news about a partnership with a senior mining company.Held this now for 2 years should have sold now down about 15 % do you see anything on the horizon in the next 1–1.5 years to rationalize keeping it Thank

Q: Gold above $2050 would be bullish I think. Wondering what your thoughts are on this asset category at this time and looking for your top two large and small cap picks that would have torque to a higher gold price.

Also a comment on the dividend sustainability of B2 would be appreciated.

Thanks folks

Q: Hello Peter,
I own TSLA shares mostly due to Elon Musk's innovation in the EV and other areas.. Given that he is always in the spot light (not always positive), do you think it is time to bail out or is the publicity just noise for now and will go away eventually . I am guessing it will be a rocky ride, but like to have your opinion given your experience in the industry. .. thanks very much

Q: Jf Tardif - for whom you have endorsed in the past as a ‘smart guy’- was on Bnn today recommend his top 3 junior gold picks that should bounce back next year. His picks were as follows: KNT, ORE, AMC.

In your answer to yesterday’s question about your favourite junior golds, you mentioned: KNT, KKR, OLA.

What do you think of Tardif’s picks and how would you rank the 5 securities in order of preference? Thank you

Q: Which point in the calendar is the best time to pick up next year’s bounce back candidates that are currently in the midst of heavy tax loss selling? Please advise.

Also. Please name top 3 candidates in cad and us market, and if you deem any of them too particularly compelling.

Q: For a "safe dividend stocks " strategy perspective, I noticed that those 2 stocks in my portfolio have reached a relatively low point (no loss),is it then time to 1)"average up " , 2)to wait and see,or3) eventually to sell in case of a new situation?

Q: Can I get your thoughts on the drop today? Good time to start a position, or at what price would you consider this attractive for a long term hold?

Thanks!

Q: Hi 5i Team,

I keep hearing that purchasing bonds is currently a generational opportunity given how elevated interest rates currently are and we are likely at the peak point of the rate cycle. How would you recommend approaching having exposure to bonds in order to capitalize on the opportunity?

Are there any other sectors or areas of opportunity that are out there that you think one should get exposure to in preparation of interest rates eventually coming down?

Thanks as always,
Jon