Investment Q&A

Q: DOL has been doing better than ATD. How do you feel about switching? Thanks.

Q: Please give me your opinion on the U.S. ETF .. First Trust Rising Dividend Achievers ETF (RDVY) and please enter it into your database. This is a U.S. Large‑Cap Value ETF (Dividend Growth); would it be a suitable complement to SCHD Schwab US Dividend Equity ETF. ? Thanks as always for your great analysis !

Q: Dear Team:

Nice articles in your 5 From 5i. Thanks.

This question is based on one of the articles about Retirement portfolio. By Christine Benz.

She talks about 8 (EIGHT!!) years worth of funds invested in BONDS in Bucket #2 for withdrawals! The example in this case study is 80000 per year minus the person's Social Security income. (US based of course.)

Question: Is this allocation to Bonds excessive or reasonable, especially in the coming years of inflation (rate increase) or worse Stagflation(rate decrease/probable/possible?)

I know every person's situation is different. But in terms of principles of asset allocation for a pre-retiree/retiree in Canada, is this a reasonable template?

Q: What can you tell me about this microcap just been trading now less than a month.
I guess it’s all about success with the drill bit,has there been any kind of early geo reports back,what can you tell me about management,their burn rate or are they basically a lottery ticket…Thanks

Q: Could you please order these in terms of best anticipated growth and what you would buy first.... Thank you!

Q: This came as one of my email updates from Seeking Alpha .... The author makes a case for MSFT as a sell ...... What does 5i think of his thesis ?

https://seekingalpha.com/article/4891641-microsoft-don-t-buy-the-dip-a-30-percent-correction-is-still-ahead?

Q: Do ETF Splits have the same effect as Stoc Splits after they split?, Go up because the price is lower and so more people buy? On Monday VGT is splitting 8 for 1, so from $805 to $100 and VUG is splitting 6 for 1, so from $493 to $82?

Thanks for your insightful service!

Q: I was thinking of selling Tourmaline Oil (TOU) and PrairieSky Royalty (PSK) and buying back into Canadian Natural Resources (CNQ), which is down about 15% from when I sold it. I am interested in the best overall return, not just the dividend. I would appreciate your thoughts on this move. Also, which is the better hold today, Hydro One (H) or Fortis (FTS). Finally, how big of position would you be comfortable letting BAM be in a portfolio? Thank you.

Q: Hi Peter & 5i Team,

I know that you like stocks with momentum. In the Industrials sector, our major holdings are WSP, which has been held for a long time, and STN, held for less time, and I'm somewhat disappointed in its performance. Please comment on these three possible scenarios:

(1) Wait until May 13 when BDT and STN post their earnings. BDT is presently displaying excellent momentum. If prudent, sell some or all of STN to deploy into BDT.

(2) Realizing that WSP is currently under pressure and trading at a reasonable price, sell some or all of STN to deploy into WSP.

(3) Perhaps 5i may have a better idea.

Thanks as always for your valuable insight.

Q: Our current Utilities holdings are BEP.UN, BIP.UN, CPX and FTS. We are overweight on each (compared to our other holdings). I'm comfortable with these companies and had been comfortable with the weightings, however we recently added BAM to our Financials for diversification (by trimming our CDN Bank exposure).

I'm currently thinking of adding another Utility, in part to reduce our overall Brookfield Exposure and to bring each of our utility holdings closer to "equal weight".

I'm not looking to add a covered call position or utility etf. (We already have full positions in PPL & ENB). We are retired and can be characterized as income investors.

Based on current market conditions, and our other utility holdings, which 2-3 companies (other than BIP, BEP, CPX and FTS) would you recommend for income and modest growth and why? Is there any one Utility company that you feel is currently the most attractive?

Q: Hi Peter
it was one of the top picks on market call BNN 1-2 weeks ago
it has Pulled Back alot
likely the Strait of H is opend
looking for an entry point for a partial position
for some dividends and a 3 years hold
what is a decent price for entry?
if there is an alternative or comparable name, please
educate us
many thanks
Michael

Q: Hello Team,
Could you share your thoughts on TOU please? It's been sliding for a month or so. Is this a good time to add?
Many thanks!

Q: Despite its stunning volatility, OWLT’s current valuation and good-looking balance sheet makes me think its current stock chart & point & figure numbers suggest, at least, a short put position. What are your thoughts on this firm?

Q: Hello team,
With today’s announcement of the strait open for business , should a person now be selling oil stocks to put into other growth names? Or trim? I currently hold a 6% weighting in wcp and a small amount of cve . Both of which are down big today already with the news.

Thanks ,
Shane

Q: Given the AI threat to software, both OTEX and TRI are down about 40% in the past six months. What is your assessment of the rebound potential of these stocks? If you were holding OTEX would you switch to TRI and vice versa? Or would you hedge your bets 50/50 and hold both?

Q: Down $30 today,worth buying.what happened.

Q: Hi, I am trying to get my daughter investing in her TFSA. She is very risk averse. I was thinking of EIT.un as a starting point. Can you recommend two or three etfs that would be fairly low risk. Thanks for your help. Clare

Q: In a registered US account I have the following companies. They have all done well. Thanks to your advice. I wanted to raise some cash in the account and looking to trim. Are there any that stand out to trim? They are all roughly 12% of portfolio with NBIS being slightly more. Any preference?
Thanks very much

Q: I am looking to simply my portfolio by transitioning part of my portfolio to broad market etf.

I have a few concerns with the often mentioned Xeqt and veqt.

With Canadian assets around 25% of holdings, is the Canadian market over represented?

Secondly, if I were to split my ETF holdings between a VEQT (or Xeqt) and a second, growthier ETF, which ETF would you recommend for some added torque?
Would the default choice be a QQQ. I ask because I am worried about the long term prospects for SAAS.

Your advice please.
Thank you

Q: I know it is a milion $ question.
Do you expect the oil/gas stocks swing to negative regardless of oil shortages all based on sentiment?