Investment Q&A

Q: In this article, the author favours the BEP Preferreds instead of the common shares. Would you agree?.....

https://seekingalpha.com/article/4503184-brookfield-renewable-sell-common-buy-preferred-shares?mailingid=27474894&messageid=dividend_ideas&serial=27474894.25362&utm_campaign=Dividend%2BIdeas%2BLaunch%2B2022-04-24&utm_content=dividend_ideas_control&utm_medium=email&utm_source=seeking_alpha&utm_term=Dividend%2B%26%2BIncome%2BSmart%2BList

Q: When I reviewed my T3s I found one that CRA had but which I had not received through my discount broker. According to the CRA copy of the T3 I received a capital gain on a fund (Ninepoint Energy). I had not sold any. When I searched 'Activities' for this fund on my broker's website I found the matching amount but it was listed as dividends. Does that just mean that it was a distribution of capital gains ($x/unit held) in the form of a dividend, but not an eligible div?

If this hadn't appeared on the CRA site I would not have known to claim it - I didn't received this form with the any others which the broker did send to me. (Common?)

Thanks,

Q: An information circular I am reading says that shareholders will be asked to approve the creation of two new classes of shares, both Preferreds and that these shares will not be listed on the TSX (but will be subject to approval of the TSX).

How common is this, and how do they trade (how is value determined)?

Q: In Peter Hodson's recent article "Five ways inflation impacts investments and what can be done" he says 'And some sectors, like materials and energy can significantly benefit from inflation'. My question is: does he think all the energy sector stocks will continue to do well in the environment we find ourselves in?

Q: Have the big three advanced too far or would you still buy any or all? Please rank. Thanks.

Q: What is your opinion of this REIT? Worth buying some here? Was thinking of either adding to a tiny position from HR spin-off or just selling it.

Q: Can I get your current thoughts on Touchstone Exploration Inc.?

Thanks,
Scott

Q: Which of goog or googl would you recommend purchasing for a cash account? Also jpm or bac. Also would you consider Microsoft as a reasonably priced stock for purchase now as well.
Ed in Montreal

Q: When the price of oil tanked, a few fund managers pounded the table. Now that tech is sputtering significantly, do you see multiples of today's prices in the next 18 months?
Specifically, Nvidia, Lightspeed, Topics, Shopify, Google, Facebook, Apple, Amazon, etc.
Is now the time or once the gut-wrenching war subsides or would you stay away?
Thanks.

Q: Hello 5i,
I am a value invester with a mix of equities and ETF's. I have done well with VGT and am up $8,000. As I look for dividends I am looking to sell VGT and buy ZWT. Also exchanging XHYy for ZWH, XTR for ZWC and VE for ZWE. Some are underwater but not by much. $75,000 is involved altogether with these exchanges. Do these changes make sense or should I just leave things as they are. The difference in dividends is nice to have (an extra $300 or more a month) but not really needed.
Stanley

Q: Can you please list the earnings announcement dates on these stocks and if it before or after hours..


Many thanks


Sheldon

Q: Hi Folks,
I am in the process of tweaking my portfolios in case we have a recession or we go into a bear market. I am thinking of selling CTC.A MCD and WSP and buying COST, DOL, L and adding to ATD. Your opinion is greatly appreciated.
Thanks

Q: Hi Team

I have a question regarding 2 companies, thnk is trading at multi tear lows, it started as a qt and I am sceptic of these types, imho, insiders get a ton of cheap shares when they bring it to market. The other one is byl, they are both part of the e-commerce of things and there has been a lot of hype in these companies in the last couple of years, kinda like the latest greatest.......both have been picks on bnn a couple of times by one of their guests, every time he picks then the stocks jump on high volume and then settle down a few days latter. What do you think of these 2, worth a crap shoot.
Thanks for your research
Auftar

Q: Could I get your favourite enhanced income etfs for a registered and non registered account

Q: Dear 5i,
I just renewed my annual membership. I have been a happy member since you launched your service. I just wanted to email my gratitude for providing timely and unbiased objective information. I am a basic subscriber but I like the other options you provide and the continual improvements. Thanks and stay well!

Q: I have been following KUT for some time and am wondering if now is the time to pull the trigger and buy some for my small cap portfolio. Yesterday's results appear very good to me - EBIDTA up 55% and Revenues up 42% YOY (52% constant currency).....how do these results compare to expectations and any reason you can see for the weakness (albeit on very small volume) after the Q announcement?

Could you also comment on TCL.A's continued weakness and if it is worth holding in my income portfolio. The dividend is nice and I don't mind holding if its safe and there is a reasonable expectation that the stock will be higher in 3-5 years.

Thanks for the support and all the great insights over the years

Scott

Q: We have new money to invest and would like to use it to correct our only significant sector weighting imbalance, which is in technology. The sector is currently represented by CSU, DSG, KXS and SHOP, where all but CSU are down.

5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.

For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?

How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?

If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?

Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!

Q: I own the above three stocks in my TFSA and I'm down considerably on all so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.

Q: I bought the above stocks in my Margin account last year as a basket of small caps and I'm down on all so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.

Q: With interest rates on the rise how will this affect dividend paying stocks, dividend funds and ETFs. If not positive for this sector, what sector do you feel in your wisdom will benefit most?