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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: I have some cash to deploy. Do you think yesterday's shift into 'other' stocks is a meaningful moment? I am not looking to sell any of the big US firms (GOOG, NVDA, etc.,) that I hold but wonder if it is an opportune time to put some of this money elsewhere. I am specifically looking at the US market and the move yesterday into RH and the like. Any sectors or specific stock suggestion that might fit this theme would be appreciated. I am thinking of US mostly, but not exclusively. Thank-you.
Read Answer Asked by Alex on July 15, 2024
Q: Hello Team,

Looking at starting a new position in a few of the 12 companies tagged. Can you rank from 1 to 12 on which companies you think is the best to start a new position in. No worries on size, industry or risk, looking for capital appreciation only over the next 3 years.

Thanks again!
Read Answer Asked by Kevin on July 15, 2024
Q: Hello,
I thought given the news about Goeasy's ceo change (uncertainty) would have moved some investors to propel holdings.. Also, what is holding the stock back? The market is moving higher today but propel is hardly moving... also, any news on Topicus.. The stock is at a standstill with few trades taking it higher than it dips again.. is it becoming a trading stock
Read Answer Asked by umedali on July 15, 2024
Q: With ongoing growth in the Indian economy, do you recommend investing in an etf or other vehicle there? Our access looks to be limited to a handful of large caps.
Read Answer Asked by Peter on July 15, 2024
Q: Good morning 5i, I've held CCL.B for a few years and until the positive results in the 1st Q this year giving it a bump it has been a slow grower. I'm considering moving on to something with more momentum. Two questions: What are your thoughts on CCL.B for the next 3-5 years?, and if it were to be sold, what are your top picks in the consumer cyclical sector, Cdn or U.S. for growth and ideally a small dividend? I already have ATD and BYD.
Thank you
Read Answer Asked by Lois on July 15, 2024
Q: Hi.

Can you recommend fixed income ETFs, on US and/or international markets in the following areas:

- Technology
- Industrials
- Health care
- Consumer cyclical

In addition, I have a great amount of Magna International stocks (equivalent to 45% of my RRSP portfolio), that had a significant devaluation in the last 2 years. What is your recommendation? To hold, sell...?

Thank you.

Cinthia
Read Answer Asked by Cinthia on July 15, 2024
Q: Good Morning,

I was thinking of buying the listed companies for a 6 month hold. What is your opinion on expected total returns. Your suggestions for better total return cdn stocks are welcome. Thank you
Read Answer Asked by David on July 15, 2024
Q: Hello Team,

I was wondering if you could rank the attached 12 companies from 1 - 12. I have some money to deploy in my cash account and already own all 12 in my TFSA/RRSP. Will be a 3 year hold.

No worries on size, risk or industry, looking for best returns only.

Thanks!
Read Answer Asked by Kevin on July 15, 2024
Q: Hello 5i
TD Canada Trust has a net operating cash flow of -31,114,000 $. Its free cash flow is -33,078.000 $. The total dividends paid is 8,298,000 $. The total liability is 1,844,917,000$. Are we in trouble? I would tend to keep it if dividends hold, otherwise look for something else. I also have BNS and it seems to be recovering as is TD. As you keep advising, best policy is do nothing. Does this still hold for these? I have a ten year + time frame and am a value investor at 76 years young and do not now need ready cash.
Read Answer Asked by STANLEY on July 15, 2024
Q: What are the best companies in the following sectors you would invest in for maximum profits.
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing
Read Answer Asked by Helen on July 12, 2024
Q: CVO is down more than 16% so far today, why?

What is your opinion of this company's prospects over the next 1 to 3 years? Reflecting on your most recent comments last month, how has your opinion changed ?

Does the management of this company and its track record to date support it being "shareholder friendly"?

Is this the classic "falling knife" story?

Do you consider it under valued or fairly valued?

What other Canadian companies in this sector would you consider to be under valued or fairly valued today?

Please feel free to add any additional comments worthy of consideration.

S
Read Answer Asked by SG on July 12, 2024
Q: Pls. compare and contrast TXF and HTA and secondly what straight equity ETF's would have a similar tech leaders approach to their holdings?
Thank you, Hugh
Read Answer Asked by Hugh on July 12, 2024