Investment Q&A

Q: Greetings again 5i Team,
I recently asked a question concerning the content of four 'Dream' TFSA portfolios. However, I had intended that the four portfolios contain an increasing number of securities (four, six, eight and ten) and not an increasing period for the securities to be held.
Although I found the answer to be informative, can you take another crack at my question with the # of securities as the defining factor.

Thank you again for this terrific service.
SP
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Q: What would your four 'Dream' TFSA portfolios (all Cdn companies) be comprised of today at: four, six, eight and ten securities respectively?

Sector diversification not necessary for my question and they need not be dividend paying securities either.
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Q: June 25th - Inclusion rates go up.
Do you think that there might be some profit taking from now up to that date?
Maybe the number of people making a profit >$250K on selling shares isn't enough to nudge the market.
Cheers

Q: Could you make sense of the quarterly earnings. The street liked the results in the post market last night and then after sleeping on it the price reversed course significantly in the other direction.

Q: I'm considering starting half a position in TD. How does its current valuation compare to historical averages?

I read your response to a question where you say that TD is the cheapest of the bank stocks in Canada. How far out of sync is its valuation compared to its peers?

Q: Hi Peter, Can I get your thoughts on Grey Wolf Animal Health Corp latest financial results. Also would you consider adding to a small speculative position in the company.

Q: Hi Peter, Ryan, and Team,

What do you think about the Buffer ETFs offered by BMO? Are they suitable for a retired investor who wants some downside protection and is comfortable with limited returns in a strong market scenario? Are their AUMs adequate to consider a purchase? BMO has three such ETFs: ZAPR, ZJAN, and ZOCT. Or are there other 'better' ETFs that have lower MERs, as the three cited have rather hefty MERs?

Thanks as always for your insight.

Q: Hi 5i!

Can you comment ELF earnings? Trying to understand the 19% rally vs different price target cut.

Thank you,

Frank

Q: Can you please comment on investiability or otherwise of the following companies by ranking them from 1-10. Thanks

Q: Dear 5i
I'm currently lacking in international stocks and ETF's and am overweight on Canadian investments .
Does the Canadian market look better right now or is now a good time to take the plunge and buy an international ETF such as VIU as a means to better balance the portfolio ?
Thanks
Bill C

Q: I've held FSV for many, many years and have a nice unrealized gain. I'm looking to add to the position.

Any concern with adding at this price level? I notice the graph has shown a steady decline for the past several weeks.

Would you wait for it to settle down a bit?

Thanks,
Robert

Q: Do you recommend holding Enerplus until the close of the deal ? Are there restrictions on ERF insiders and employees on selling their CHRD shares as soon as the deal closes ? If I do not stick with CHRD, I would like to keep these funds in O&G. What are your favorites in this sector. I own WCP, CPG, TOU and the pipelines. ERF is currently held in a TFSA. Thanks.

Q: Hello 5i, I own Enerplus but do not want the CHRD shares there is a special dividend to be paid payable to shareholders of record at the close of business on May 30, 2024 . The ex-dividend date for this payment will be May 30, 2024 . The Special Dividend is intended to equalize the amount of quarterly. The transaction of the takeover is I think May 31/24. Would I be able to sell my shares May 30/24 and still qualify for the special dividend?

Q: "I'm considering lightening up on my energy (oil) holdings and transitioning to some core renewable energy names as it seems to me these companies have a bright future and are currently "out of favour". I'm having trouble determining which renewable energy companies are valued best that also have the best growth prospects. Which names does 5I believe are "best in class" renewable energy companies currently trading at fair multiples with good growth prospects".

Q: How do stock splits work if you own the stock as a CDR? For example, the upcoming NVDA stock split. Thanks

Q: The US Department of Justice is set to announce a lawsuit against Live Nation, will this have a major impact on the company? Is LYV a good long term holding or could one move on to better opportunities?

Q: Hello, In a previous answer, you say that Nvidia announced a 150% dividend boost and a 10-to-1 stock split. On which calendar date will this take effect? Thank you

Q: Thank you for your comments this morning on NVDA results from yesterday. Could you comment on starting a position at today's current levels? Would you recommend a half position to start or have enough conviction to start a full position. I know people can be nervous to start a position at new all time high's but also know this is something that does not necessarily deter 5i. Thanks so much!

Q: What is your opinion about open-ended vs. closed-ended REIT's? AP.UN became open-ended last year, and I'm wondering if this might change the potential for unit value or distribution level improvements.

Q: Hi, Propel stock chart looks horrible and stock can't seem to find support. Stock is now down 25% after the earnings release ( $29.89 to $22.40), after a strong quarter.

Mr Jason Donville commented in a recent interview that they were buying the stock at $6-$7 level, last year and they have been sellers for past few months, as stock has become expensive. This could also be true with many other early investors.

Propel has a market cap of $750 mln and is still relatively small cap. Do you believe that its multiple could grow, despite its size/sector risks and stock could trade higher ?

What is your advice for an investor who bought in at $22-$25 level ?

Thank You

Q: Hello 5i,

How does higher for longer interest rates affect Propel? Is this reason it declined over 6 percent yesterday. Thank you for your response.

Brad