Investment Q&A

Q: I've tried to work this out and have been confusing my self. This question is on a buying strategy. Supposes you want buy an ETF in something relatively safe like banks or utilities for the income. So every 3 months you buy a $1000 worth of shares only if the share price is down. Where my math is failing me is if over the long term (say 10 yrs) would my average purchase price be falling or will it only fall if I buy the shares NOT if they Down but rather is they Down below the lowest price I have paid in the past? ie abandon every 3 months in favour of what ever time it takes for the price per share to be lower than your last purchase.

Q: What is your analysis of this company and it's long term perspective?

Thank you very much

Q: My question is about Banks. Now that the Bank of Canada has paused interest rate but do you think that it will not change the profitability of banks for at least on or two quarters (Net Interest Margins)? Now banks are paying 4.5% plus on GICs so their borrowing cost is not cheap. Your view on banks earnings what will be in this quarter (Net Interest Margin)?

Q: Tax loss season is an opportunity to shop for bargains. Can you name 2 or 3 that are excessively beaten down, therefore likely to bounce and rise further on fundamentals?

Q: Hi,

After any stock breaks to all time highs, such as Lumine and Boyd lately, I know this is a sign of strength of the stock and I know you like when this happens. If I wanted to add to a current position or initiate a new one, what factors do you look at in order to buy?

For example, the companies may have had good earnings lately or analysts may have upgraded their price targets and initiated coverage. I know there are a lot of different unknown factors at work in the market, but what would cause investors to pay up and drive a stock up to new highs with no current news? Do you look at volume on the breakout or mainly just long term fundamentals? Do you look for the stock to hold that new level before buying? I'm not a trader, but more longer term focused investor now. I'm always of the belief that there are smarter investors out there that have more information than others, which causes stocks to be mispriced. Thoughts?

Thanks!

Q: I currently hold XHC to give me some global health care exposure. It is ~ a whole position for me and is currently down 4.5%. My other Healthcare stocks are Well and Abbvie.
Do you have some other healthcare names that are solid but growing. With or without dividend.

Outside of Canada to get USA or World exposure.

Or would you stick with XHC?

Thanks.

Q: Both of these companies are trending in the right direction. I can only afford to buy one from this sector. Which one would you recommend for greater growth in the next 3-5 years. Thnks

Q: Can I please get your opinion on NFE and CTOS?
Thanks

Q: When you sell one of your 30 day covered call options, do you ever buy back the option yourself? I know it would depend upon the potential of the stock? But, say it was a stick that you might have confidence in, Nvidia, for instance?

Q: CROX is having a nice bounce back from its lows. Should I stick with it or switch to BKNG?
Thanks,
Neil

Q: Hello 5i team,
CPD has jumped up a bit in the past few weeks. Just curious about what is pushing the preferred ETF up? Is it the assumption that rate increases have halted(slowed down)?
Andrew

Q: When selling a basic covered call out of the money to generate some cash in a portfolio how long would you sell the contract into: 30 days 40days 60? Long leap 6 month+? In your experience what is common? Or best idea? Thanks

Q: Hi 5i,
Can I please ask your opinion in the Vita Coco Company as a consumer business with a potentially long term runway?

Thank you!

Q: Hi 5i,
Concerning the CGX recently announced sale of Player One Amusement Group...Do you consider this positive or negative for the company and what are your expectations for this company, are they really as bad as share price seems to suggests?
Share price is not far off Covid lows when business was zero...Are they effectively managing increased interest rates cost on current debt or is that a big ;problem also.

Current longtime shareholder pre-covid and trying to make decision hold or sell, my time line is 2 year time frame.

Thx

Q: Which stock do you better going forward for industrial exposure between VRT and ATS. I own WSP, TRI, and TFII already in this sector. Thinking of adding one of the two to either my TFSA or non registered account. Thanks.

Q: Peyto vs Birchcliff - if you can pick only one which one and why?

Q: BNN announced yesterday that TEMA whose funds are theme based has created a new ETF on the theme of weight loss. What is your opinion on the selection of the companies in this ETF. Can you provide the trading symbol for this ETF?

Thank you, Mike

Mike

Q: I know you don't like comparing ETFs to single stocks...but I'm going to put a question out there anyway. I currently hold TELUS in a non-registered account. As I've held it for a very long time, I'm up 20%, but I feel the stock is stalled for a number of reasons. Given that I bought it for the dividend as well as some growth, I would appreciate your advice on trading it for HMAX. Please compare total estimated growth for both T and HMAX over the next 3-5 years. Additionally, with interest rates expected to begin falling next year, how would that impact the price of HMAX? Thank you.

Q: MoneySense recommended HXT as one of the best Canadian ETFs for years, but not in 2023. Is there any concerns that the government may crack down on Horizon's Total return funds that do not pay out any dividends?
Thanks!

Q: Are these ETFs worth holding for income in a diversified portfolio? I realize that the covered call strategy limits the upside potential.