Investment Q&A

Q: Looking for your views on this company. There have been periods of outperformance offset by periods of weakness over the past 10 years. Wondering if you think it might be ready to get back on track.
I am looking for companies like MFC where the negativity surrounding them fades away offering the opportunity for a rerate higher; any suggestions you might have for CDN companies in this position would be appreciated.

Q: Looking at AMD or MU as an investment. Both appear attractive when considering longer term prospects. Does one appear more attractive to you?

Q: I just listened to episode 09 of the Monthly Rollup mediacast. Thanks for your great work there.

I have two questions.

I'm very interested in the ETF based on quality companies and also in the diversity (ex-US) that this one offers. However, the 5-year chart on it seems quite flat. Am I missing something? Steady growth, even if slow, seems to be what this thesis offers.

By the way, I couldn't find the TTAI fund on the FCF Advisors website. I did find it on Yahoo. The holdings presented in the mediacast seem more similar to the ABLG fund on the FCF Advisors website. Would you recommend one over the other?

Also, I am interested in Knead Inc (KSI) but the price seems to have run up. Do you consider it a worthwhile buy at current levels ($5.75)?

Q: What do you make of their deal with Globetronics etc. announced 23/12/2024 ?

Q: I own Heico but since it's latest mediocre earnings results I am trying to decide whether to hang on or move on to something else. Do you think the stock is worth holding or could you recommend an alternative? Thank you.

Q: For a long term hold I have small positions in each of these two companies and have some spare cash. Which one would you add to and why? Thanks!

Q: Just thought you might want to know this. I talked to the CRA today about trading in your TFSA account and they said a few trades a month are fine.

Merry Christmas.

Q: I own both of these companies in my unregistered account. Is it prudent to own both? I am thinking of selling BIP.UN.
Thanks so much
Dorothy

Q: Of these 3 Staples, which one is cheaper on financial metrics and which is your preference.

Q: What are your views on Gildan as an investment for a 3-5 year hold?Also thinking of CAE as a turn around story.Which do you feel has the better prospects?

Q: What is the timing on sales for tax losses?

Q: Hello 5i,
I appreciate your thoughts on Fartcoin. It has a market cap of 1.1 billion but seems to be quite volatile.

Merry Christmas.

Q: Can both of these be held in a long term balanced portfolio? Is there overlap between them?

Q: Which would you recommend, investment account or TFSA.

Q: Canada has accelerated both inflow and outflow of Foreign investments in Canada since Liberals took office. The Liberal government is abandoning ship, Canadian dollar is nosediving, and our deficit continues to spiral out of control!
Canadian stock investors like us here on 5i are taking big risks in buying Canadian stocks only to see our dollar erode, our stocks erode, and our investments erode.
I feel the only way to combat these issues outside of our control is to buy American stocks and investments as the more I invest in Canada the more Trudeau and his Liberals will find ways to screw my hard earned dollars, that are getting smaller by the day!
Your thoughts, thank you!

Q: Thank you for your continued sharing of insight on the underpinnings of our CAD investment economy.

I think you may have missed a part of Keith's question today. The picture certainly looks bleak for the CAD$ - I suppose the news is as bad as it can get?

This said, there should be solid assets/sectors that can thrive in a 50 cent CAD dollar situation.

If so, please elaborate - when this day arrives there will be US investors looking north at our 2 for 1 sale.

Thank you

Q: Both of these have been in a downtrend lately. Any particular reason? Should I let go of these two (both in a registered account) before I lose my gains? Thanks and best of the season to all.

Q: At 71, I'm getting a little scared of the Market (Wednesday), and I'm 100% in equities mostly Tech. I'll keep the Mag 7 but want to sell the rest and move to safety in these Large Mgt. Firms. Please LMK if you agree with my strategy and can you kindly Rank them? Thanks!

Q: Which one do you prefer for a 5 year hold? Thanks

Q: Good morning,

I try to keep my fixed income weighting in the 35-40% range of total investable assets. Of this, I have maintained my HY exposure - via the PH&N HY Fund - in the ~ 10% range of my fixed income exposure. The rest of spread out in ETFs like XBB, XLB, XCB, TLT.

I would like to increase my HY exposure as a % in my fixed income exposure to ~ 20-25%. I know you don't love to comment on weightings, but do you think this is a reasonable move? I love the fund, and have a lot of time for the PM there.

Thanks as always.