Investment Q&A

Q: Hi 5i
I hold these names in my RIF, and they have all done well, both of late and over time. ENB now constitutes 21.5% of my RIF investments, SU 15% and KEY 12%, meaning the three of them now sit at 48.5% of my RIF investments. My yield on cost for each is ENB - 6.8%, SU - 4.9% and KEY - 7.3% and I appreciate the income from each.
The balance of my invested RIF holds 32% in CDN banks, 10% in tech ETF's with good yields (HTA and TXF.B) and 10% in a few miscellaneous names.
Understanding that you do not offer advice about specific portfolios, would you consider it wise to offload 1/2 of my ENB, SU and KEY (or some combination thereof) to realize my gains and mitigate the risk of falling energy prices once Hormuz opens.
If so what 3-5 names would you recommend investing in with the proceeds, for diversification, safety, yield and long-term capital appreciation at this time?
Thank you,
Peter

Q: I'd like to increase my oil exposure and currently have positions in SU, ENB and TVE. Which companies do you think offer the best current opportunities for dividends and growth, at this time? Thanks

Q: Hyperscalers (AMZN, MSFT, GOOG, META) announced plans for a staggering, nearly one trillion dollars, of spending on AI buildout for the next year. Can you recommend a basket (5?) of companies that represent the best investments to benefit from this massive spend?

Thanks.

Q: It was mentioned that these ETFs use a "synthetic call option strategy". I don't know what that is. Can you explain in more detail

I don't like to own something I don't understand as I wouldn't know when to sell it. What would be a trigger to sell these ETFs?


Can you also explain the risks associated with owning something like this. Is the high yield (11%) a red flag?

And which account (Non-registered, TFSA, RRSP) are these best held in.

Q: by past performance, this company has performed very well. good momentum, low PE, GENERALLY TO ME AS A NOVICE, WORTH A BUY. COULD YOU PLEASE GIVE ME YOUR OPINION?

Q: Just wondering what would be your max position size for Google?

Q: Please rank this group for growth and risk over the next 2-3 years. Thanks for your great advice. Steve

Q: Please rank for growth over the next 2-3 years

Q: I have CSU in my TFSA, down 40% I am looking at buying ZWU instead or should I hang on. Thanks

Q: What is your opinion of the McElvaine Value fund? Is it a good investment? Which class is available to me as I am with a full service advisor who usually only can buy Class A funds.

Q: Do we know when they report?

Q: When advising children who are young adults on building a portfolio in RRSP, do you recommend ETFs or individual stocks? Assuming one isn't buying and selling what individual stocks (4 in US and 4 in Canada) do you feel will still be around in 50 years and work well in a Gen Z RRSP portfolio. I imagine in 50 years, technology could be vastly different, but a bank or a rail will not disappear. Thank you!

Q: If Micron is 5x earnings per a prior response, isn’t it a screaming buy even with the run up in share price ?

Q: How would the shares of TSLA.NE, or other large cap tech US CDR's (eg NVDA.NE, CRWD.NE, PLTR.NE...) , be treated in the event of a corporate transaction such as a takeover or merger. Would shares of the CDR be treated the same as the US shares with respect to any capital gains or shares in a new entity?

Thanks

Q: My broker lists 14 analysts following SOBO. Why is it that all five analysts who recommend SELLING this stock are based in USA. None of the Canadian analysts recommend selling this stock.
I will also appreciate your insight for SOBO. Sell,hold or buy. I am a conservative dividend investor.
Thank you

Q: I was reading through the questions on this company, (which was only one question). I caught a piece on BNN, the other day, in which the I got the impression they are building a plant in the USA. So what in your option of the company now and are they going to have to go out and dilute the stock in order to build the plant. I presume the company is not making any money. So any information you could give towards this company I would appreciate.
Thank you for your good service
Earl

Q: Would you please give your assessment of the meta results and comment on the significant drop in share price?
Geoff

Q: What do you think of this company and do you think it could be a good investment for the long term ? I know they are the leaders in this kind of business and the valuation seems reasonable. Thanks

Q: Struggling with strategy within this market. Does one ride the momentum trade of stocks tied to data centre build out with huge valuations that go up every day, or does one look at a hated sector like healthcare and slowly pick away? Seems like every time there is something negative, like the Open AI news, the hot stocks sell off, but then people quickly go back to those. What should the strategy be- pick away at unloved quality or wait for the odd pullback and choose things that have the momentum? Thanks for your wisdom.

Q: Hi 5i,

How is the report, does the new CEO passed the exam? What do you think his grade?
Many thanks.