Investment Q&A

Q: Good morning,

Can you please highlight 5 or 6 Canadian dividend growth or conservative growth stocks that you believe will manage through the next 4 years well? Thank you!

Janet

Q: Is there any reason that would drive TOU to increase the regular dividend but lower the special dividend? Over all, the impact is the same but there must be a driving reason behind this decision?

At what price do you think TOU gets attractive to add to a position?

Q: Which of the following you recommend for safety ?
ZMMK, HISA or CASH.
Please deduct as required. Thanks for your insight.

Q: Would it be more prudent to switch CSAV and PSA to TBIL and CBIL?

Q: Could you expand on your thesis for this company please as I am interested in starting a position especially with the March 10 pull back but it’s still trading high on a PE basis and wondering if all their expected growth is already priced in. Thank you.

Q: I have 180000 coming out of a gic at 5.05% could you recommend seven or eight dividend stocks for income.

Q: Hello,

CJT can't seem to find a bottom. Any insight? Looking to add to my position.

Thanks.

Q: Hi 5i Team - For Cellebrite, Nebius and Crowdstrike could you comment on what portion of each company is based on AI. Could you also comment on whether their AI involvement is semi-conductor, software or service/support related. Thirdly what is the ability of each to withstand an extended market downturn if this present sell-off continues and would you be a buyer at these levels. Thank you.

Q: What would your market call top 3 picks today

Q: Do you have an explanation to the 12% difference in value between the A and B shares?
the dividends are equal and i assume an equal price would be offered in event of a takeover.

Q: Can you give me your thoughts on Ztest? My understanding is it is undergoing a strategic review, would you buy or wait? Thank you.

Q: What do you think of telus or bce for income and some growth. is there a recovery in the near future.

Q: With respect to Canadian or US mortgage ETF, what 2 ETFs would you suggest I investigate more or are there 2 large cap stocks in Cda and US?.....Thanks for the assistance.....Tom

Q: Could I please get an update on the potential for Autodesk? I have held it for years as a cornerstone in my portfolio, but the stock price has essentially done nothing. The company has transitioned to a cloud-based subscription business and changed some billing practices. It is now changing its third-party transaction model and doing a restructuring. I think the SEC investigation is still ongoing (and a lawsuit) and am not sure how big this could be. It sounds like Trump has paused the big US infrastructure bill but still plans to spend lots on construction and infrastructure. Could this be the year Autodesk finally takes off?

Q: Hello 5i team, the listed companies have had a rough period in terms of performance in the last 8 months seeing an average of 30% loss over the past year.

What are your current thoughts on them and what would you recommend for an investor looking for a long term hold?

Q: I am presently considering investing outside of America….I want to stay away from trouble areas like Europe, UK, China, even Australia……I am warming up to Japan, any thoughts??? Thank you!

Q: Hi Peter, I just started a position in Enghouse. I thought it looked oversold and attractive on free cash flow per share and it’s 4% yield. Also they are beginning to become more acquisitive. Can I get your thoughts on the latest qtr and do you think it is attractive at these levels.

Q: What do you think about the most recent results for esi and the prospects for this company going forward? What is the stock falling?

Q: Hello. David Rosenberg’s latest per a Globe article today:

“Best to hide in cash, bonds (Treasuries, Ginnie Mae mortgages, high-quality corporates), gold and the miners (silver too), defensive bond-proxies in the stock market that have decent yields and consistent dividend payout growth (stable dividend stocks are up +5% year-to-date), Japanese money market funds (ride the most undervalued currency on the planet and a BoJ set to raise short-term interest rates sooner rather than later), and diversify into the European Defense and Capital Goods sectors which now have more fiscal-related visibility.”

Can you provide some specific ideas (stocks and or ETFs) that match up with his recommended areas to ride this out?

Thanks!

Q: 5i
Is there a 15% withholding tax on these two ETF's within an RRSP if they are purchased on the TSX ?
Thanks
Bill