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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: Yesterday I asked you about a group of stocks with respect to trimming our positions to reduce our overall stock exposure.

Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.

The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Read Answer Asked by Doug on November 28, 2024
Q: Good Day Team,

I am down 50% on LSPD at an average cost of 51CAD/share.

I figure if LSPD is sold today even at $30CAD/share, I would lose about 40% of the original investment which is about 2.25% of the total portfolio.

I can average down with enough funds to break even if the company is sold at $30 CAD. My hesitation is what if the company is NOT sold. I am sure the price will halve from where it is now. I am pretty sure you would hold and would suggest not to throw good money after bad.

Yet, I would like to ask for a high risk investor, would this be too risky a move?

Thanks as always!


Read Answer Asked by Saeed on November 28, 2024
Q: Hello 5i, Could you give your opinion as to now that Capital Power is totally off of coal and is now considered a green company, would there be interest of a takeover of Capital Power and if so which companies could be considered to be interested in taking over Capital Power. I think Transalta would be a front runner.
Read Answer Asked by Michael on November 28, 2024
Q: Can you comment on the Service Titan IPO? TTAN is the ticker I believe
Read Answer Asked by Danielle on November 28, 2024
Q: In an effort to minimize currency exchange costs, I am using separate all-in-one etfs for my CAD and USD accounts. The xbal for the CAD and the AOR for the USD account. I would be interested to know your thoughts and whether this merits attention. The xbal and others similar have huge Canadian weight which I would be happy to avoid. On the USD side they seem to have this sorted. My biggest beef there is that it is very US heavy and frustratingly, not visible in the 5i database. Could you please advise on option of xbal and aor, and also please look into integration of the AOR and comparable series?
Thanks
Peter
Read Answer Asked by Peter on November 28, 2024
Q: What are your best ideas for income/dividend stocks/etfs in a non-registered account? Main goal is regular income.
Thank you.
Read Answer Asked by A on November 28, 2024
Q: Just looking for an updated view of Canadian Tire. Think there will be much of a retail bump with all the suggested “ tax breaks”.?
Read Answer Asked by Jim on November 28, 2024
Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!
Read Answer Asked by Andrew on November 28, 2024
Q:

I have been using the method of "journal over " to my USD side of my TFSA. I do not need the funds until late next year. My question is, I would like to know if it matters to move BAM over now or wait. Does the CND being lower affect the move? I have a nice profit, does this affect the move? Thanks Gary
Read Answer Asked by Gary on November 28, 2024
Q: I now hold TRP & SOBO in both my TFSA & and my cash account. I would like to consolidate the SOBO into one account. Any tho'ts. or suggestions on where on where it might be best to hold the SOBO going forward? Most of my pipeline holdings are in PPL and am happy in its distribution in my different accounts. Thanks, Bill
Read Answer Asked by Bill on November 28, 2024
Q: Is the new combined company Primo Brands Corp overvalued at these levels? Are they in too much debt due to the merger?
Read Answer Asked by MG on November 28, 2024
Q: What’s your view on the transportation sector right now and companies such as TFII and CP? Will they be significantly impacted by US tariffs? Would these be a hold or more to another sector such as financials?
Read Answer Asked by Gerry on November 28, 2024
Q: I currently hold a 1.75% position in UBER and 2.65% position in CLBT, both in registered accounts. Considering selling UBER to top up CLBT to 4.4%. Can you please comment on comparative prospects for both (risk/reward) and indicate - if this were your portfolio - if you would be inclined to build a full position in CLBT. Thank you.
Read Answer Asked by Maureen on November 28, 2024
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