Investment Q&A

Q: Can you provide 8 growth/total return names to initiate a position an add to overtime in the TFSA for a long term investor.

Feel free to rank using your assessment/analysis of a balance of performance/recovery, prospects, total return, etc. Sector diversification is not necessary. Mid to large caps (small caps only with high conviction).

$CAD/USD names (please include your favourite growth CDRs as well).

Q: Moving past the opioid settlement, is this name worth revisiting? I have not owned in years, debt appears better but still high. Is there a better play on pharmaceuticals for an aging population.

Q: What do you think the odds are of an equity raise in the near future?

Q: looking to generate a little more income in my RIF with these three CDN O&G names. In your opinion, would a mix of all three achieve some benefit of diversification or does one of these stand out as a clear favourite to own for either safer income, growth or bothÉ

Q: Thoughts on Intel at current valuations?

Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.

Q: Schedule K1 Tax Form. I was looking at general commodity type funds and see that DBC and PDBC seem somewhat similar if looking at their commodity portfolios. Both deal with 14 traded commodities. Was using ETF.com as the information source.

DBC seems to have more trading volume and also a higher mgmt expense (0.87%).
PDBC has mgmt expense of 0.62% and assets under mgmt seem to be approx 6Bil. vs 2.53Bil with DBC

One difference noticed is that the structure of PDBC doesn't result in the creation of a Schedule K1 Tax Form while DBC does.

Please explain to me like I'm a 12 year old and that I have a "BIG RED L" on my ETF/ETN trading knowledge and trades vehicle.... what significance is the K1 thing and what sort of pitfalls do I need to be aware of if trades are being done in non-registered accounts? Does the K1 have the potential to add complexity and hassle at tax time?

Thanks for all that you folks at 5i are doing. Much appreciated.

Q: Can you comment on the different metrics between First Majestic & Fortuna Silver, and which one would be a better pick for a silver holding?

Q: The market has not reacted well to the 2023 budget plan. Is there cause for concern with this stock, or does it make sense to ride out the storm?

Q: Hi Team, could I have your current view on Revival. Also, what is the level of insider ownership, ow is the balance sheet and would you consider this a potential target for a bigger player in the space?

Q: Presently hold ZRE and CAR.Un in TFSA account.. Up on CAR and down on ZRE. Would you consider that to be a duplication and would it be better to focus on CAR?
Thanks

Q: I am interested in investing in the Lithium Sector

- I have a small position in Frontier Lithium - FL
- I know it is a junior, but I'm looking for some ideas of prospective/spec players of interest in this space...

1. Thoughts on Frontier?
2. Other suggestions?

Thanks,
M

Q: Hi all at 5i!
I hold both and both are down substantially. I was thinking of selling one. Which one of the two would you say has a better future prospect? If you think both do then I may refrain from selling.

Thank you,
Tamara

Q: Possibly not the place to ask this? Read your blog on the subject ETFs. Went to my investor site to research further names CASH. PSA and discovered they do not support:
"In line with RBC enterprise policy, RBC Direct Investing does not offer any non-RBC short-term deposit accounts. Accordingly, RBC Direct Investing is not making non-RBC HISA products available for trading (like CASH.TO)" They then went on to offer their own Mutuals; RBF2010, 2020, 2030.
Anyone at 5i know any outfits who do offer HISAs? Thank you

Q: I have AC, CAE, KXS, BAM. I was wondering what other stock I should buy (SHOPIFY) or should I buy some more CAE or KXS because they are below what bought them for?

Q: Hi Peter

Could you please share your thoughts on the new Evolve S&P 500 enhanced yield ETF : ESPX ?

It is interesting that IVV is its largest holding at 36%. Will this help to offset the upside limitation of covered call ETFs ?

Q: A portion of my portfolio is invested in the BMO Covered Call ETF's. In their fund prospectus, they indicate that a portion of your return is a return of capital. Is this a return of invested capital or is this the return of the premiums collected from writing the calls against the underlying securities?

Q: Good Morning
Would you have any information on the above company the information that I was given was that they would be going to an IPO soon
They have developed a method to improve Lithium battery performance by 35%
Other then privately owned I have found little information Just wondering what information you may be able find.
Thks
Marcel

Q: What is the next reporting date for NPK & what are analysts expecting in terms of earnings, PE ratio & debt ? It has been on a bit of a tear the last month or so. Is there anything to account for this? Are the indications for the rest of the year positive or negative?
Thanks for your advice & insight,
Dave

Q: I asked this question yesterday but I don't see it in the 'My Questions' section, so I ask again. I want to add a dividend growth company or ETF to my kids RESP with a 5-10 year time horizon. I already have T, BMO, and ABBV in other accounts. What do you recommend from the 5i Research stock and ETF universe as a good buy now with plans to add over time? Thank you.