Investment Q&A

Q: Now that Shell have snapped up ARX what are all the remaining Canadian companies with big gas and liquids reserves in the Montnery Formation? I am looking for large reserves, strong and growing dividends and a track record of good management. Which would you invest in?
Thanks...... Paul K

Q: Hi,

I noticed in March that this ETF reduced their payout for March and April from 8.9c to 8c.

Is that normal for the payout to change during the year?

Q: I owned IWMY and sold for tax loss in December, and am considering buying it back. I'm curious why when I look at the chart on IWMY's 5i profile, it shows that a year ago the price was $15,54, so an increase in value to today's price, but when I look at the same position on my RBC DI site, I see 23.74 as the price a year ago, decreasing to today's price. It's a considerably different picture. Thanks!

Q: What exactly is happening in the world of microprocessors, which experienced a sharp drop yesterday? How exactly are the recent events at OpenAI impacting the microprocessor market? What should we be concerned about in this area in the short and medium term? Your clear explanation would be greatly appreciated.

Thank you in advance

Q: Would you consider NBIS a good buy given the current dip or wait for it to settle out?

Q: Hi Peter & Team,

In our combined portfolio, we own the following International ETFs: ZEM, VEF, VA, and VIDY. Please list which ones to keep if you think there’s too much overlap.

As always, many thanks for your perspective.

Q: I am holding ARX in an unregulated account. Should I take my profit now or wait for the details of the transaction to come out so that I can see if there is any tax benefit for the transaction?

Q: hi, can you comment on the price action today please. is this the start of a yet another major blue chip CDN dividend stock price decline?

Q: I notice that BIPC is down about 12% as of this afternoon but BIP.UN is down 4%. Is there a particular reason why they are out of sync?

Q: Comments on cpx latest quarter. thanks

Q: What are you thoughts on these two companies for a 3 to 5 year hold? Please give some detail.

Q: While I am sure Mr. Nuttall will have some interesting insight into today’s news that the UAE is withdrawing from OPEC, I would appreciate your thoughts. First, is this something short term, and the UAE rejoins after the Iran crisis, or can we now expect an upheaval in OPEC and its membership? Articles suggest this will result in a lowering of oil prices in the medium term if the UAE remains out….your thoughts?

Thanks as always,

Dave

Q: Peter recently answered a question about the number of positions which makes for good diversification and in answering I believe he said he personally holds about 15 stocks and 3 income oriented ETFs. All my holdings are stocks and I know nothing about ETF's. Could Peter share with us what 3 income oriented ETF's he holds and why he chose those. I am a long time subscriber to 5i and you and your team have taught me so much over the years, allowing me to achieve WAY beyond what I could have done on my own.

Many, Many Thanks
Scott

Q: While I have always believed in the saying “The markets climb a wall of worry.” I think we’re in a usually worrisome situation and I have little confidence that the current US government can competently manage the war, inflation or the US debt. The most likely scenario seems a global recession and/or higher inflation. Because of this I have pulled back on my US stocks and would like to “ride out” the next while. My primary goal is to preserve capital, but I’m not a fan of just holding cash; I’d like some income as (at least partial) protection from inflation. I’m wary of bond ETF’s (inflation would reduce their value). What recommendations do you have, assuming I want to keep the funds in USD? Thanks.

Q: As portfolios should be diversified, the following names are owned, yet are not doing well, except SYK/MRK. Are any of these outright sells or just not the flavour of the day?Thank you for your excellent advice!

Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!

Q: It's rebalancing time, for me. I need to augment our fixed income positions and would appreciate your thoughts on best current options. I already have short and long bond positions at present, not doing much but paying the payments. I'm not keen on pref shares. I am perplexed by the interest rate regime by and large. Are rates going to lower, as I assumed prior to Trumps Iranian caper are will they rise, to counter inflation which may be lurching from the grave. Laddered GIC's? I would rather not carry all the cash I'm generating from trimming equities but have a bit of analysis-paralysis. What would you suggest, Obywan-Kenobi?

Q: Can you give me your best ideas for a near term purchase of US traded companies with a good yield and some growth potential?

Q: Hi Team,

Appreciate all you do, seldom ask questions...

This is for my Kids RESP (ages 7 & 11). As a means to try and get them understanding stocks a little bit, we basically give them 3-5 basic company reports (that 5i recommends) and ask them to review + choose 1 company to invest in. They own 2 companies thus far... investing approx $5K each in Google and CSU. The current market value is now is $2500 for CSU and $11000 for Google... we now have another $3-$4K cash to invest for each of them.

Questions:
1. What would be 3-5 companies we should point them to now for them to pick from (keep in mind, their 'reviewing' of a company is generally looking at the price chart and understanding a bit about the business... there's no deep thought in their decision, obviously)?

2. Which 1 or 2 of those companies should we try to guide their decision to?

3. Would adding to CSU be a better option for them?

4. Should they be trimming google to add another name for diversification?

Thanks!

Q: seems to remain a hidden gem. past performance looks good going forward, what is your opinion