Investment Q&A

Q: In May,U made the right move in trimming Zre at $25.35 as it is now $21.50. The Fed & Powell are very aggressive to increase rate to reduce inflation to some 2% & possible increase rate to 4.4% by year end from current 3.31%. Majority of my Reits are near or/at 1 year low. Is it time to sell? Txs for u usual great services & views

Q: I'm looking for industrial REIT exposure for income and some growth. Which of these two look better currently and forward looking? Or, would you suggest another, either CDN or US?

Q: I'm perplexed by these "defensive" stocks. Both are breaking down with the market. Shouldn't food and insurance companies fare better? They haven't and now I wonder when the market turns if growth companies will fare better and lead the market higher (eventually). So what's in store for these companies going forward? Throw in the towel and put into growth companies?

Q: There are several Financial ETF's which classify BAM.A under "financial" and include it as part of the ETF holdings. With the upcoming spin-off, how would these ETF's adjust for this? If after the spin-off, one of the entities would not qualify as a "financial" sector, is the ETF forced to remove it as part of their holdings?

Q: Hi, Any comments, why NPI price dropped 2.65% Today, while most utilities were positive. Does it have something to do with price caps on power, announced in Europe ? Thanks

Q: Innergex seemed to be rolling along nicely until this week, then it suddenly dropped 5% on a day and is now down 10% on the week. Is there some news I haven't read or seen? I generally don't expect utilities to be this volatile. What do you think of INE?

Q: Are the risk profiles similar with CPX and BEPC? Which do you prefer to own or would you buy both for a combination of income and growth?

Thanks for your service?

Q: I notice you didn't have INMD on your list of high conviction growth US healthcare stocks. You had mentioned it positively in the past and I'm curious of your current opinion, and why it wasn't on the list?

Q: Why is this stock trading so cheaply? What is your assessment of this stock?

Q: Is there a significant shareholder and what % of shares does he/she own? Your outlook on this company for the future

Q: BNS has significantly underperformed the other Canadian banks over the last 5 years. From what I understand BNS is out of favour and being discounted due to its Latin American business. In the past BNS streamlined the business by pulling out of smaller countries and concentrating on just a few of the larger growing economy countries. Do you ever see them pulling out of Latin America all together and perhaps pursuing a growth strategy in the United States like the other Canadian banks have done? Or perhaps Asia? How much longer will investors, particularly large institutional investors, wait for this International strategy to work out before they demand a change of direction? Many thanks for the incredible service that you provide.

Q: I own Eric's NNRG etf...full position, as my proxy for the energy sector, all of it in my TFSA. There are also energy contributions held within CDZ, ZWC, RBF646 plus AQN, FTS, TRP.

I am considering adding a smaller position in NRGI (Eric's income etf) for my wife. She insists on having dividends as a make-up of any equity position. I see NRGI pays a roughly 7% dividend (paid monthly), it also utilizes a covered call strategy, and the outlook for oil looks very good (in my opinion) for the next several years. I am not sure if you have had a chance to watch Eric's latest Ninepoint presentation on Sept 21/22.

Q#1 = what are your initial thoughts on this newer ETF by Eric?

Q#2 = could you rank in which account would be best to purchase NRGI => RRSP vs TFSA vs Cash and why?

Q#3 = it is roughly 85% USA. Does that influence the account choice, due to the 15% dividend withholding tax?

Q#4 = could you consider adding NRGI to your data base, as well as NNRG...thanks.


Thanks for your help.... Steve

Q: Based on the answer to Douglas about CDN banks (Sept. 21) would BNS now be considered cheap with the metrics you provided?

Thx

Q: Retirement and tax planning to maximize net dollars during retirement are of interest to me. Can you suggest a few resources that do a nice job with strategies on these subjects. Thank you

Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.

Q: These lithium miners are currently riding high on the EV wave. I am considering a speculative buy of either LAC or AKE.
From a value viewpoint both of these stocks are currently in the stratosphere, I would like to buy them on a pullback.
Does 5i have an opinion on either of these stocks?

Q: Hello 5i Team,

Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.

Could you also suggest 3 "safer" options.

Feel free to subtract as many credits as warranted.

Many thanks!

Q: I want to add some consumer stables stock to my portfolio for diversification in my taxable accounts, both Canadian and US. I would appreciate your comments on the Canadian stocks. What would be the US eqvilants and how would you rank them.

Q: Please rate these mutual funds and suggest 2 options for each from Fidelity that you would choose instead if a rating is poor to fair.

Q: Clarification please on the Sept 19 question on "valuation" of these 3. It was stated "AQN's valuation at 12.4x (ACOX at 8.3x and CPX at 7.6x)"

What measure do these numbers refer to and are they forward or TTM?