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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: I was interested in your reply to the 10-bagger inquiry. I want to buy lspd, shop and nvei "to have and to hold". Is now a good time or should I wait for further rate increases? All 3 are in the same group. How does a 40/40/20 split sound?
I think, at some point, they will rise dramatically, too.
Thank you.
Read Answer Asked by Steven on August 22, 2022
Q: I have a quarter position in OTEX in a TFSA. I'm interested in Companies that pay Dividends and I find it challenging to find Tech Co's which fit that category, so I'm not sure whether to keep it, buy more or sell it. You had taken it out of your balanced portfolio, so wondering how you consider it. Does it still have some growth potential, so worth the lower Dividend? (I prefer Co's that have a 3-4% Div). I already have 1/2 positions in SYZ and CSCO. If you think it should be replaced, what other Dividend Tech Co's do you like? Thanks.
Read Answer Asked by Pat on August 22, 2022
Q: Howdy 5i,

My small business has a corporate investment account with funds sitting in cash that I'd like to invest for the next 1 to 3 years. GICs are not an option as I need liquidity if/when recession arrives. Do you have recommendations for relatively stable ETFs/SPDRs with high dividends?

Regards,
Garth
Read Answer Asked by Garth on August 22, 2022
Q: Hello 5i Team

Imperial Oil (IMO) completed its Significant Issuer Bid (SIB) on June 15.

IMO then announced a new Normal Course Issuer Bid (NCIB) commencing approximately June 29.

In the 2nd quarter financial report, IMO has stated the NCIB will be completed by the end of October, based on purchasing the maximum allowable shares per day as per the NCIB.

Question, if IMO completes the NCIB on November 04 based on the maximum daily share purchases can IMO commence a second SIB in the one year period following the completion of SIB completed on June 15 (i.e. commencing early November or December 2022).

If IMO cannot undertake a second SIB, would they be limited to either increased dividends or a special dividend or are there other options to distribute excess capital back to the shareholders.

Is there a readily available website source for SIB, as recently other companies have announced SIB (E-L Financial, United Corporations, Economic Investment Trust)? Maybe as they are announced they can be included on your dividend announcement page?

Thank you
Read Answer Asked by Stephen on August 22, 2022
Q: Let me echo the earlier comment about the valuable insights from your Canadian Quarterly Earnings Pulse Report.......Wow, like an "executive summary" that puts plenty into perspective........Many thanks and looking forward to "digesting" future Pulse Reports, too!!!........Tom
Read Answer Asked by Tom on August 22, 2022
Q: I just read your new Canadian Quarterly Earnings Pulse Report; great report and very pertinent! Thanks.
Read Answer Asked by Gerry on August 20, 2022
Q: Hi, we have energy sector exposure through, CNQ,SU,TOU and ENB. There are several reasons for owning the sector through CDN companies, primarily for Dividend Tax credit in the Non Regd accounts and also their relatively lower risk profile and size. We have not invested in US Oil, and Gas/Pipeline companies, except a small holding in XLE.

CNBC guests/traders, frequently recommend the US companies listed in the question and it appears that all these stocks are doing well. ( OXY - with 20% ownership with Warren Buffet }. My question is that, in Canada, do we have Energy companies with similar product/business profiles to these US names. And, if so, for a Balanced 5i Portfolio risk profile investor, is the sector well represented with these four CDN companies ? Current Portfolio Weight: CNQ/SU/TOU: 9% ENB:6% Total-15%.

Thank You
Read Answer Asked by rajeev on August 20, 2022
Q: hello 5i:
a follow up to a previous question on ECN.DB: can you explain why there has been a steady erosion in the price of ECN.DB, from a high of 104 a year ago, to $98.50 today? I would think that a 6.1% return (at todays price) would be attractive and would actually result in a higher price, assuming that one believes ECN is worth holding (I do). Is it simply a matter of higher interest rates, present and anticipated?
thanks
Paul L
Read Answer Asked by Paul on August 19, 2022
Q: Can you provide me with an artificial intelligence ETF both canadian and US.
Also what large and small capstocks are at the forefront of this new trend.
Sort of like Microsoft, intel and Cisco in their infancy.
Read Answer Asked by Helen on August 19, 2022
Q: For a TFSA with a growth tilt, what would be the portfolio percentage invested in stocks related to Balance, Growth, Income and Yield, aka REITS?.......Many thanks for the suggestion.........Tom
Read Answer Asked by Tom on August 19, 2022
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