Investment Q&A

Q: My Son hopes to buy a condo in the next 6 months and has sold most of his stocks and now holds mainly cash. PSA, CASH, CBIL and UBIL.U all currently yield in the 5% range. I am thinking he is best to put most the funds in CBIL and UBIL.U, since these may benefit a bit if interest rates fall, whereas the yield in PSA and CASH would decrease. Or is he best to put funds in PSA or CASH and sacrifice a possible decrease in yield, for a safer investment in HISA ETFs. Thank you for your comments!!

Q: Hi ,
Can you please give me your opinion for the longer run...2+ years
Buy ,Hold or Sale

Thank you

Q: What would you consider a very attractive price to pick up GoEasy shares? What is their estimated EPS for 2024 and 2025? Thanks

Q: Hi there, there seems like there are many HISA-like ETFs available to pick from these days. Which would you recommend and do some have less risk than others? Thanks!

Q: Dear Peter:

I have a small sum, about 10 k USD from locking in some profits. I can only write covered calls in my Registered accounts. No cash secured puts! Any candidate that you may want to suggest for writing covered calls? (can only be in 100 shares lot, right?) The ones that have attractive premiums are very expensive!

Many thanks.

Q: Morning Team,

How would you rank the above 3 telcos from high to low and why?

As alway, thanks for your invaluable help.

H.

Q: Which fund would you put more money into as I have only enough money for 1 ETF. I currently owned both in a RRSP and ZAG is in a lost position so could average down or add to VEE as the upsize looked better for this ETF than ZAG?

Thanks

Q: I hold CDRs for us companies within RRSP and TSFA and ACB is over $100000 do I have to fill in T1135 every year?

Q: HI Everyone,

My portfolios (Non-Registered, RRIF, TFSA) consist of only 100% Canadian equities and Cash. I am retired and would finally like to add some excitement and diversity to my holdings. Can you please suggest some Global/International or US ETF's and/or other funds that I could consider.

In my current mish-mash of holdings; I presently own: BCE, T, ENB, AP.un,H&R-un,BN, CSU, TOI, LMN, EDV, K, VET, WSP, LSPD, Anergia, Copperleaf, Softchoice, ATD, and WSP, etc.

Thanks very much,

Dean

Q: I have had the stocks above for long enough to watch them go up and then retreat dramatically after their last quarterly reports. Any thoughts on if taking advantage of the dip with these three is a good strategy or just hold what I have currently? All are underweight in my portfolio. Thanks.

Q: I am down 51% on this stock. It only represents .5 of my portfolio. Do you think it would be wise to up my investment or sell it and move on?

Q: Hi Folks,
Looking at adding to my holdings in AMZN or ATD in my TFSA. May I have your opinion as to which one you think is the better "add to" at this time.
Thanks

Q: My wife and I hold a blend of mainly dividend paying blue chip Canadian stocks (examples shown) in a diversified equity/fixed income portfolio. PE ratios on some of our dividend payers seem enticing to add to. As retirees with a reasonably conservative approach, what sectors does 5i feel have the best opportunity for P/E margin expansion over the next several years, assuming no 'abnormal' (whatever that is) market volatility and some moderation of interest rates? Consistent with the margin expansion theme, would 5i suggest we add to our existing dividend payers, or to more growth-oriented names like BN group?

Q: Corning has been introducing new fiber products to interact with AI in products on computers. There sales are ahead and look good. 5i is this a steady company with growth and dividends. I want to add some Us stocks in my account. What are your views.Take as many credits as required .

Q: Hi 5i,

I see ZS isn't in your top cybersecurity names. Where would you rank it among the top names? TIA.

Q: Any thoughts on OTCM (OTC Markets Group)? Trading around its 52-week low but it has been a solid compounder over the years. Is this a buying opportunity for long-term hold?

Q: What are your current favourite growth stocks in gold industry? Looking at something of quality that may have upside potential to complement larger cap AEM holding.

Q: What US Dividend ETf's would you recommend that are focused on quality companies, and still pays a decent dividend? Would you be buying now or wait for a pullback? Thank you.

Q: In your answer to Kim yesterday, you indicated that there had been no news to explain the decline in DRX. However, after reaching a multi-year high on June 11, there was a trading halt on June 13 to announce the purchase and cancellation of almost 2.8 million shares from an insider family at $3 below market value. The shares have been on the decline since this announcement. Is it possible this large insider sale is being considered as a lack of confidence in the stock or an indication that the stock has perhaps maxed out in the short term?

Q: I have a variety of questions about WCP. First, of course one cannot complain about its very healthy dividend but the share price has languished for quite some time. Can you offer any insight as to why the share price is not pushed higher given the attractive yield?

Second, many commentators refer to O & G companies enjoying substantial cash flows, that many companies are paying down debt at a rapid rate, and that once paid down the companies will return surplus to shareholders in one form or another. What is the state of WCP’s balance sheet in this regard....do they have much debt? Is it being paid down at a rapid rate or does the dividend use up a lot of its cash flow? And if they are paying down debt, when will it be done and what do you think they might do with surplus cash, given its already healthy dividend?

Third, last week there was a headline about WCP doing a sale of part of an asset with Pembina, but it seems most of the sale proceeds were going to a Pembina subsidiary to further the operations of the asset. Is that correct, or can you discern exactly what is going on? And regardless, what does this transaction mean to WCP’s prospects going forward?

One company but lots of different issues. Many thanks for your excellent service.