Investment Q&A

Q: yesterday in response to Nick, 5i listed the following companies:

Large: MU, META, NVDA, GOOG, INTU

I am surprised you didn't include MSFT. please explain your rationale

Q: Which of grid or Zdc do you prefer for the long term .

Q: Two stocks, 2 questions. PNG has fallen from over $10.50 to $7.60. Was the stock run up to get favourable rates for when they raised money? Also, did it make the deal for their acquisition swim a bit easier? Where do you see things going from here? When do you think it will recover? Still a top 5i pick?
ZDC is another issue. Stock has been quite weak. I'm starting to think it may not work out all that well. They have no real moat and others can enter their market. But they have done well and recently raised money. What do you see for it going forward? Does it still make your favourite list of top stocks?

Q: What concerns are there about the takeover of ECN going through?

Q: Hello 5i,

What do you think of NCI actually? Its now down to 40M market cap. Worth holding?

Thanks,

Frank

Q: GSY was my top TFSA holding and has slid with the huge downturn. It is my understanding that the company reports in the next day or two.

I am reluctant to head for the exits as I don't understand whether holding for a few years will allow a moderate recovery or if the company could literally go out of business. Is failure a probable outcome? Target prices by analysts (I know these are NOT very reliable) are still well above current prices.

Do you think the upcoming earnings report will allow for a proper assessment of the company or can they hide / spin things in a way that holding could just brings years of pain?

TODAY, would you HOLD?

Q: Hi,

If you remove your "long term focus" hat and put on a different hat, is there an opportunity to get out of the energy stocks that have seen their values skyrocket since the war in Iran, and re-enter them once things settle back down?

I know you will say that this is timing the market and we don't know if the prices will settle back down, but isn't there a strong likelihood that prices will not remain at these current levels once shipping and production returns to normal?

Thanks,

Robert

Q: For 1135 is OVV Canadian now?

thanks

Q: Hi, I have held AI and MKP for many years, with the private credit problem surfacing, do you see any risk in these mortgage lenders? Or are they considered not as risky?

Thank you.

Q: What is your top 5 US buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you

Q: Because of the issues in the middle east and oil shortage for the near future I am thinking of bringing my oil holdings up from 5% to 10% I own these pipeline and oil companies. I was thinking of selling my pipeline companies and moving more into oil producers. My thought was to top up SU, CVE, WCP, and add TVE. Do you see any issues with this strategy, or with companies selected?

Thanks Dave

Q: Retired, dividend-income investor. I've been pondering this question for months.

I run a concentrated portfolio, normally holding approximately 10 ETFs and 10-12 stocks.....plus fixed income. Over the years with 5iR, I have tried to follow your rough guidelines...as follows:

1. Target < 15% Covered Call ETFs => I'm just over 15%....ok as is.
2. Target < 15% per Fund company => I'm just over 16% with BMO ETFs (ZLB, ZUT, ZRE, ZWC), 15% with iShares (CDZ, XIT, XST), and < 5% with other funds (NNRG, HHL, HMAX, etc.).

If the target % is based on my entire portfolio, I am ok. However, if it is based on "equity-only", my #'s jump to 22%, 17% and 8% respectively.

Q#1 = please clarify Equity only vs entire portfolio. How much leeway is there if it is only on Equities?

3. CIPF insurance target < $1mm per account (TFSA/Cash total versus RRSP/RRIF total), allowing for the 50-50 spousal split on joint accounts. I'm ok currently, but starting to crowd the limit on one of these.

4. Then we throw in some of the recent questions about a very simplified portfolio based on only a handful of ETFs, so you would obviously be over the limits above.

Q#2 = how do we meet all of these potentially opposing targets?

Thanks....Steve

Q: thinking about selling my tve and buying wcp. tve has a low yield, what has better upside?

Thanks
Auftar

Q: Hi team,

Your views on these two companies ? A buy for a growth portfolio or something better in the health sector ?

Gratefully,

Jacques IDS

Q: Hello 5I
This stock seems to be in a down trend. Do you have any news and would you buy it here? Thanks. Cheers

Q: Do you see many blatantly mispriced equities in the North American market today?Granted there have been strong price pullbacks in several sectors but could some of this just be multiple contraction on overpriced stocks that investors were previously chasing to overpriced levels?

I'd like to ask if you have 2 ideas of Mega or Large Cap US Technology stocks that are blatantly mispriced (too cheap to explain) and also the same for 2 Non Tech US or Canadian stocks Large Caps.

Thx for your help.

Q: Thoughts on a decent entry point for this company?

Q: Hello,
Which US ETF do you recommend to keep cash in USD. Safety being the first priority (US equivalent to PSA or CSAV in Canada). Thank you.

Q: With the VIX above 30 and sure to continue to be volatile in the coming weeks, how would you advise investors to step into the current market? Can you provide a couple of examples of companies you would be buying into this volatility?

Thank you
Tim

Q: Looks like a good buying opportunity for a long term investor. What do you see as the near term price floor? What did you think of the latest quarter?
Thanks