Investment Q&A

Q: On your tax loss selling article, I noticed with First Service it seemed like there was a 14.8% would that have been the adding of the EBIT to the CARG?

TRI
32 times forward earnings. Is PE low valuation. I always thought PE was the expense ratio and with 32 it would be an expensive stock but in your article you called it the PE a low valuation.

Hoping to get it in more simplified terms.
Thank you

Q: Hello,
I have Telus and Enghouse . I am down of the two of them.What do you think of selling Telus and buying more Enghouse? Thanks!
Nancy

Q: Hello,
Wondering what your thoughts are on accumulating TFII at these levels? For a longterm hold. I realize there might be more tax loss selling and pressure on the stock if a recession arises but would this be already priced into the stock at this time?

Thank you

Q: Can you tell me the specifics about which types of stocks will work best in a TFSA? I know in the past you have recommended some not be in a TFSA, but I don't recall the details. Also, could you provide a few specific suggestions of stocks that would be good to buy now for that account? Thank you.

Q: I hold this company and I have heard through the whole process with the MEG acquisition that its assets are not the best quality, and that it doesn't have the liquidity compared to CVS. If this is accurate and you can confirm so, I will not hold it for the long term. The share price has moved up a little since CVS has been solidified as the buyer. SCR is going to (subject to board approval) go ahead with the $10 special dividend. Do you think approval of the dividend is a formality, and once approved the share price will move up further? At what price would you consider the $10 dividend baked into the stock prompting a sell? I assume the stock will drop close to $10 on the X date so perhaps it may make sense to sell prior to qualifying for the dividend? Do you share the sentiments presented in this narrative? Thank you. John

Q: When does PNG next report? Can't seem to find the date anywhere. What's generally expected and what does 5i expect?

Q: Greetings 5i,

Thoughts on MPLX? 8%div, good last quarter, and shares a project with ENB I believe.

Cheers!

Q: Wow - did I ever screw up! I bought PKI shares on October 30 not realizing there was a deal already in the works with Sunoco. It appears to me that I lost half my investment in a week. Can I use this as a tax loss?

Q: Does 5i have a podcast I can watch occasionally?

Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR

I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.

Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?

Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)

Q: Greetings 5i,

Your thoughts on DEFN amidst all this Rare Earth hype would be appreciated.

Cheers!

Q: I have enough money to buy one, which one would you choose? And why for at least a 5 year holding.
Thanks for your service.
Dorothy

Q: Does your long to medium term outlook for united rentals remain unchanged? I’m down 15% to-date, but wondering if I should be concerned about anything. Can you describe further their recent earning results.

Q: First of all. thanks for your timely advice and guidance in these crazy times!!!

Do you feel POW is a good conservative play in a RRIF rather than BN, if one is concerned about safety in a portfolio and with BN's price drop lately
or do you think BN is still a good stock to hold for the long term?


Thnx 5I

Q: Examples of funds offering exposure to Chinese tech stocks include the Invesco China Technology ETF (CQQQ) and the iShares MSCI China Tech UCITS ETF (CTCE). So far this year, the Invesco China Technology ETF has returned 38%, roughly double the Nasdaq 100's 19% gain.

Which would you recommend?

Thank you.

Q: what is the present status of the capital gains inclusion rate for personal and corporate investment accounts?

Q: In light of Seema’s question today… “Please share your suggestions for 3 best index funds for TFSA as of today and non registered account for 5-10 yrs. What are your thoughts on CSU, GLY , SHOP to add as individual stocks. Thank you” …what do you think of keeping it simple and just contributing to XIT? XIT’s combined weightings of SHOP, CLS, & CSU is approx 70%, so this may be another reasonable way to invest in Canadian tech.

Q: Hi Team
I currently hold both ENB and FTS and I'm looking to add to one of them. Which one would you add to at this time, it will be for a long term hold (5+ years)

thanks
Paula

Q: Why is Peyto on fire today? Earnings was a few days ago. Do you think it has much upside? I'm asking because I'm sitting on a nice gain, and wondering if I should take partial profits. Thanks.

Q: Greetings 5i, I know that you have answered several recent questions on Telus including the dividend sustainability. But given the drop today (Nov 18) of >5%, which appears to be due to the JP Morgan downgrade, can you please refresh your thesis? Is the market reaction overdone? How does the current situation with Telus compare to that of BCE in the months leading up to its dividend cut? Thank you.