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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: What would be your best picks for companies with exposure to the field of Precision Medicine/Personalized Medicine. Could you give them a rating and a brief reason for the rating. Any other comments appreciated.
Many thanks .
Read Answer Asked by Alexandra on July 05, 2023
Q: Hello 5i,
With the commercial vacancies, lenders just walking away from commercial properties abandoning payments, with working from home becoming the norm and with commercial property tenants and owners defaulting in payments, is dir.un still an investable REIT or should I take my small prfit and run? I have a 5-10 year outlook, am an older value investor enjoying the dividends. If there is a suggestion to sell would you suggest an alternative please
Stanley
Read Answer Asked by STANLEY on July 05, 2023
Q: Hi Peter and team,

Can you please compare Pembina to TC Energy? Pembina seems to have been more conservative in terms of leverage and have a similar yield and a pretty range bound stock versus TRP which just keeps sliding.

Pembina seems to have some good strategic growth ahead of it here and TRP makes me wonder if they are chasing shiny things instead of what works and I wonder if they have the money to fund these projects.
Thoughts?
Read Answer Asked by Marc on July 05, 2023
Q: If oil were to get above $80 plus what would your top 3 producers be with high leverage to barrel price? Would Saturn be a strong consideration?
Read Answer Asked by Chris on July 05, 2023
Q: Peter,

Please indicate the general overall differences between the FTSE, MSCI & STOXX indexes. I realize there are many sub indexes for each these. I am not requesting any info on those. I am looking only for a macro summary and your order of preference for a conservative retail investor.

Thank you,

Paul
Read Answer Asked by paul on July 05, 2023
Q: Dear amazing 5i employee,

I trust that you are well!

An analyst at 5i noted (in answer to one of questions) that there are dozens of trading opportunities available in the market right now. Would you be able to list some of those opportunities? By trading opportunities I mean simple trades (buy low, sell high).



Yours kindly,
David
Read Answer Asked by D on July 05, 2023
Q: NBLY is definitely the sorriest holding that I have. Down basically every week since early March.

Has not moved 1 iota in the face of the current market upswing.

Although you guys continue to tout their great earnings outlook in 24 and 25, others, I'm sure have the same info.

There must be a reason for this sad state of affairs with NBLY.

Can you comment please.

Sheldon
Read Answer Asked by Sheldon on July 05, 2023
Q: Supposing that an investor had three registered accounts of roughly equal size that they wanted to change from equity ETF's to a fixed income allocation for their portfolio, and these accounts would have to be converted to RIF's in 6 years. Let's also assume that we get one or two more small rate hikes this year, then interest rates flatten and begin to come down slowly over the following several years. Which of three options would you choose on a risk/reward basis? 1. Just hold money market funds currently paying 4.5%+ 2. Barbell XSB and XLB using two accounts, and put XBB (or ZAG) in the third (avg. yield close to 3 %? with potential cap. gains) 3. Put TLT in all three, yield close to 3%? maybe highest potential cap. gain? With the BOC policy rate going up close to 5 points since the start of 2022 the bond funds above fell anywhere from 10%+ to 30%+. Does that imply that if the BOC rate went back down 2.5% that they would rise 5%+ to 15%+, or you can't make that kind of straight line assumption? Maybe there is a way better option, but I don't really want to tie up funds in GIC's and don't want to try to pick individual bonds either. I also considered something like PSA but no cap gain upside there and the money markets probably pay as much interest or more. Thanks for your thoughts.
Read Answer Asked by Stephen R. on July 05, 2023
Q: hi,
im looking to add several US equities. unfortunately the exchange rate is not great for CAD>USD right now. I am considering buying the CDR's. can you provide your thoughts on CDR's, the main advantages/disadvantages ( and try to include how they perform in relation to the underlying US equities in USD's, and how liquid they are ie if needing to sell quickly. cheers!
Read Answer Asked by chris on July 05, 2023
Q: Can you recommend some high paying US stocks or ETF's to hold in my Rif account. Please include some that distribute monthly payments if possible. I am mostly interested in income, not capital gains seeing most of my US investments are down. Thanks, James
Read Answer Asked by JAMES on July 05, 2023
Q: I've asked some recent questions and read the reports on these three companies. Different sectors, different debt levels, different valuations, different risk factors but all good companies with pathways to higher earnings and growth. If you only had room for one, which one are you most constructive/have highest conviction on today as a long term hold? Thank you.
Read Answer Asked by Stephen R. on July 05, 2023
Q: What would you consider a good entry point for GSY, WELL and SHOP.
Read Answer Asked by Valter on July 05, 2023
Q: I have seen an offer to a friend from Schroders for a Canada Bond paying 8.18%.

The document states that there is a 1 year buy back

The buy price is $108 and the buy back price is $108 after the 1 year term

The purchase is for 925 units

Interest is paid quarterly, $2042.95

Brokerage fee is $249.75

How are they generating this return from "Canada Bonds" to clients when Canada Bonds are at best 5%?
Also how can they set a buy back price? It looks like a GIC to me but there are no GIC's that pay 8.18%.

Joe

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Read Answer Asked by Joseph on July 05, 2023
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