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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: Robert Gill of Goodreid Investment Counsel had a bullish opinion on TC Energy in today's Globe. Recent opinions on TRP from 5i are less bullish. Do Gill's opinion or numbers do anything to change your opinion? ENB is my long term hold in the sector,  TRP would be a 'clip the coupon  while awaiting some reversion to mean on the share price' type holding.  
A related question: With these high debt utility type stocks, how great are the risks we go into multi year period of higher interest rates? 
Thank You.
Read Answer Asked by Tim on March 06, 2023
Q: Hi 5i,
Is there a way to know if Morgan Stanley issued the recent unsecured note at 12% for one year to Novo Integrated Sciences (a US micro cap in the health sciences sector)?
Tia
Read Answer Asked by Kat on March 06, 2023
Q: For TFSA, I'm thinking of TOI or ENGH. What would you recommend? or any other suggestion? thanks, Fooklin
Read Answer Asked by Fooklin on March 06, 2023
Q: Performance of WXM (momentum ETF) is (almost) always very good. It is not easy to build a Canadian portfolio than beat it.This index is composed of 31 “liquid equities of Canadian companies displaying above average return on equity, with an added emphasis on upward revisions of fiscal earnings estimates, and positive technical price momentum indicators”. On the web site of CI global Asset only the top 15 holdings are listed. Is there a way to know all of the 31 holdings ?
Read Answer Asked by Martin on March 06, 2023
Q: This is a volatile sector. I am a GARP-type investor. Taking into account, management [execution], valuation, which one [or others if prefer US] would you recommend for a long-term total return position., with rationale for preference. Could you suggest entry price range.
Thank you.
Read Answer Asked by sam on March 06, 2023
Q: In a follow-up to my question earlier, if I understand correctly the fund should go down another 1 1/5% as per your answer:
''HSAV has suspended new units, so investors can only buy in the market. Thus, it has traded at a premium to its asset value, and the premium is slowly decaying towards true asset value. The units are about $1.50 above asset value currently. But it can still move higher with any big buy orders coming in.'' unless a white knight comes in to buy a large order...

What happens with the yield that the fund collect with the high yield savings account it's invested in? Does time invested in the fund add value? In other words how is one supposed to make money or even hold on to one's money beeing invested in that fund? In your January 9th answer to a question asking for stability and income you put HSAV at the top of the list.
Frutrated investor...
Stll thankfull for your service.
Yves
Read Answer Asked by Yves on March 06, 2023
Q: Greetings, 5i Research,

Thank you for your authoritative answers to my previous questions.

Outside my tax-advantaged accounts, I plan to sell just-in-the-money, cash-secured puts on SPY on Mondays, expiry dates on Fridays of the same week. I expect to be assigned half the time. When assigned, I will own SPY, which will allow me to sell just out-of-the-money covered calls on the security. I will repeat the process when assigned, and sell just-in-the-money, cash-secured puts again.

My question is what are the risks of this approach?

Thank you.

Milan
Read Answer Asked by Milan on March 06, 2023
Q: In general, do publicly traded companies suffer as steeply as consumers when interest rates are high? Does their debt level directly amplify that pain or do they hedge with loans at fixed rates, use preferred shares to fund large expenditures, and the like? Are there sectors or specific companies that are truly strained by interest rates?

Separately, my mental model is that when oil is in high demand the CAD should be relatively strong against the USD. I hate converting at $1.40 per greenback. Yikes. Are there obvious factors that suggest the CAD should strengthen, stay the same, or weaker further?

Many thanks,
Read Answer Asked by Marilou on March 06, 2023
Q: Besides csu what are the top canadian tech names with a good valuatin, good revenue, low debt and good growth potential
Read Answer Asked by Stephen on March 06, 2023
Q: Thank you for the article "Good things come in small packages: Why we like small and mid-cap US stocks."

Is there a way of factoring riskiness of SMID-Caps vs Large Caps either qualitatively or quantitatively into your discussion and would you care to elaborate?
Read Answer Asked by D on March 04, 2023
Q: In a response to Chris on February 27th, you indicated OBE was OK but you thought TVE was better. I am curious what brought you to that conclusion. Maybe I get too caught up in simple metrics. For example, OBE has a PE of 1.0 and a PB of 0.52 compared to TBE where the same ratios are 4.3 and 1.3. I realize it is not as simple as that. I hope you can educate me on how to dig deeper into your preference for TVE. Thanks again for helping the little person.
Read Answer Asked by Danny-boy on March 03, 2023
Q: just starting a resp for grandson and wondering if you were in my shoes with a good long term strategy which stocks would you start with? Does not have to pay a dividend as want growth with a chance he will have enough funds to go to Harvard for three to four years {ha, ha]
Read Answer Asked by hans on March 03, 2023
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