Investment Q&A

Q: I notice that XQQ does not seem to have the same performance as compared to ZNQ and HXQ over the last week, month and 3 months according to Globe and Mail.

XQQ seems to track the NASDAQ or QQQ "better" .

Can you help me understand this please.

Q: I have noticed that DOLLARTREE , a US, discount store where every item was sold for a dollar each, has increased their prices by 25% to 1.25. Assuming 7% inflation that leaves an 18 % increase in gross margin; not bad. I expect consumers would not avoid purchases on a 25 cent increase so unit sales should not affected.
Does this sound reasonable?
Would the same dynamic be in play with Dollarama ( although they have an increasingly number of items above a dollar ) ?
Your thoughts are appreciated. Derek

Q: Hi 5i Team - I'm quite sure this has been covered more than once in previous questions but could you summarize the differences between BEP.UN and BEPC. Also do you favorite one over the other for an investment in renewable energy and fundamentals in general. Thank you.

Q: I noticed there has been a significant drawdown int he auto sector today. F, MG etc.

What is going on?

Thanks



Sheldon

Q: Hi Peter and team,

With the Nasdaq down in the 10% range was wondering if the pros at 5i are starting to nibble or do they see this as a lot deeper in the 20% or more range.

Anthony

Q: Why is XOM recommended when it appears to have negative EPS, P/E, Earnings Growth (3 and 5 yrs) and Management Effectiveness ratios.
Thank you.

Q: Hi,
I am thinking about "Norberting" to get a position in ATVI. There seems to be 15% left on the table. I am guessing currency risk is negligible. Seems like an okay plan?
On an unrelated note, isn't it uncanny that I had that vibe about gold (see my previous question)! I am guessing there is still a lot of upside for gold.

Q: Hi,
Trying to decide whether to top up Boyd to a 2% position or sell it and buy Magna instead. No tax implications. As an fyi we also own DOO @ 2% incase that impacts diversification. We’ve been a happy Boyd share holders for years- thank you! Just wondering which company you think has more upside going forward.
Thanks for all that you do!
Kerri

Q: Having held SHOP (TSX) for a number of years, it's discouraging to watch it whither away. While this downturn plays out, would it make sense to short the US version of the stock? Obviously, there are considerable risks involved and it would require close attention for entries and exits, but it seems like this might mitigate some of the losses. Or is this a dumb idea? Thanks.

Q: I bought a full position in CM at $72.70 in 2020 in an unregistered account. I generally look for dividend payers over or near 5%, so I could sell and purchase another company that pays a higher dividend. Today it is at about $165, which means a substantial capital gain.

My concept is to sell and buy something relatively stable like PPL, ENB, BCE and such. I calculate the return on my initial tax cost to be about 13-15% annually in higher dividends, at current pay levels, with what I see as similar risk.
However, I have read that the banks are maybe expected to again have a much higher than normal dividend raise, which might mean CM goes higher (assuming that isn’t already priced in).
I would appreciate your thoughts on this concept, particularly in regards to CM. Is it time to sell and put the funds to work elsewhere? I thought I had asked this question last Friday, by the way, but it is not answered so assume it is lost in the ether.
Thanks! Paul K

Q: Good morning,

With demand continuing to outpace the supply and availability of semi conductors around the world with no end in sight, would this be good time to add a small position of a Semi Conductor ETF in my US$ Non Registered portfolio as part of my overall Technology sector weighing and if so, which of the two ETFs (XSD and SMH) would you recommend?
Thank you for your thoughts on this.

Q: What is your outlook for commodities for the next 5 years? Would you please recommend three etf's as well as three leading companies that focus on this sector.
Thanks.
Jim

Q: Which company would you prefer for a long term hold and why?

Q: I have a relatively heavy weighting in oil at over 10%, about a 3% weighting in gold and 1% in uranium. Otherwise don't have other commodities.
Fortunately have been able to start taking some profits in oil and will continue to do so if keeps rising.
What is the expectation for other commodities in general over the next few years (though I know you don't have a crystal ball)?
For a conservative investor, what stocks or ETFs would you recommend to provide a diversification into other commodities - my thinking is about a 3% weighting in these. Would prefer to avoid coal if possible.
Take as many credits as needed.
Thank you.

Q: Hi 5i Team - Having been a growth investor I don't have a very clear idea of what a Value stock is. Could you explain what criteria or metrics make up this type of company. Am quite sure I probably have a few in my portfolios (and maybe didn't quite realize it) but would to like add at least a couple, maybe more. Would you be able to provide the names of a few Value stocks in the mid and large cap range. Also in the small cap area if possible. Any sector. Am assuming minimum 3 year hold for this type of investment. Thanks.

Q: Good morning 5i Team,
Would you please recommend 3 energy stocks in each of US and Canadian markets and rank them in descending order (from most preferred to least preferred).
Thanks.
H

Q: at what price would you consider JPM over MS for an immediate buy?
would that also be the technical price for purchase?

Q: GASX .. your opinion on buying now

Q: Hello Peter,
With rising rates, it seems that banks, commodities and industrials do well. Can you please suggest some etfs in Canada that would take advantage of those sectors? For the banks, i am thinking xfn and zeb but unsure of the others. Also, the US banks are taking small hits. Do you think canadian banks will follow suit or are they very different? Thanks very much.

Q: What would be your #1 stock pick for a TFSA for an 18 year old starting out in the investing world?