Investment Q&A

Q: I need to raise some money and own these stocks in an investment account, VGG is about 50% of the account.
I would like to sell 1 or 2. In your opinion which 1 or 2 should I sell?

Q: Hi 5i,
Could you provide your opinion of the likely direct and indirect impact of the promised US tariffs (or just the threat of same even if they don't ultimately come to pass) on the 1-to-2-year SP of the five noted names? I 'm not confident in my ability to discern which companies have a significant degree of immunity (although I think these 5 may).
Thanks,
Peter

Q: Hello, given the Trump-induced turmoil in the economy/markets south of the border, how do you see the IJR ETF perform in the next 12 months? How are small businesses impacted by what is going on? Are Trump tariffs positive for them? Thanks

Q: I'm trying to assess unit price movement of HYPYT under certain scenarios ..... I have HYPT not HYPT.U ......

1} The Bank of Canada reduces rates in response to Trump's tariffs. Tariff inflation cannot be battled with interest rate increases .....

2} The US Fed also reduces rates as raising them would have no affect on tariff inflation and a possible recession would be Powell's main concern ......

Please comment on my theory and what price action you would expect if I am correct ? Thanks for your terrific service ......

Q: How comfortable would you be to add to DSG in light of the recent earnings and pull back.

Q: Regardless of sector and size, would you initiate positions in these stocks? In which order?

Q: Is this what he planned ? Town Halls across America are reacting negatively towards President Trump. Concern about Inflation and Jobs and lower value on their investments . Their net worth.
Elon taking a hit on Tesla Shares,
People will not buy a Tesla,
Premier Ford 25 % tariff on Electricity NY Michigan and Minnesota will hurt.

No American Booze for sale in Canada,

30,000,000 Canadian trips a year to USA

Vacations are being cancelled to USA,

Does not look good for American Economy. Will President Trump drop his Tariffs on Canada all together and admit he was wrong.

I don't think so. What do you all think he will do ?

RAK

Q: Hello,
I'm looking for some tax-loss proxy ideas for the following names:

CAN: DEFI, DCBO, HPS.A, KSI, VHI
US: CLBT, NBIS, PLTR, SYM, FOUR

Thank you!

Q: Could you please help us understand the impact/benefit of the possible change as announced by S&P Dow Jones.

" This week, S&P Dow Jones said it will consider a significant change that would allow some companies to appear in multiple countries’ indexes, paving the way for companies such as Brookfield Asset Management Ltd. BAM-T , Shopify Inc. SHOP-T
, to be both Canadian and American.

S&P Dow Jones says it could allow companies “with significant ties to Canada” to stay in a Canadian index even if it normally would consider the company “domiciled” in another country. The company would need to be incorporated in Canada to be eligible.

Until now, S&P Dow Jones has said a company can have just one country of domicile – and that country’s stock indexes are where it needs to be. "

Q: Hello, I never thought I would contemplate buying gold because I find difficult to figure out where it is headed in the future, but here I am. Gold has been going up a lot in the past year and I am wondering, what do you think would be the economic or political circumstances or scenarios under which gold would lose value in a substantial manner, say, 20%, by the end of 2025? Thanks

Q: Will both of these always trade around $50/share?

Q: How is a DRIP for VBAL advantageous for an investment in an RIF? Would it not be beneficial if the market value or the number of units increased rather than the cost base? I don't understand why my financial adviser would set this up. Please help me understand this investment in a registered account. Thank you for your invaluable service.

Q: Let’s talk taxes … According to prior Q&As , subscription to 5i Research would be tax deductible. If I subscribed to a Bundle including CMS and ETF/Mutual Fund , I assume only the basic amount (now $250+Tx) is tax deductible?
I do not subscribe to Portfolio Analytics but same question could be of interest to the members.
Thanks.

Q: Good Day,
With the recent pull back, I am considering trimming my position in BRK.B (currently 7.7% of my overall portfolio) and starting a new position in ISRG. Would you view this as a prudent move at this point in time?
Thank you,

Q: Hi 5i,
Hold or Sell.
Thanks

Q: Hi,

Propel has a lot to like. Great growth, consistent dividend raises, and a recent expansion into the UK market. Is there any reason why the share price has come off so much in the last little while? It's down 30-40% from highs a couple months ago, which seems overdone to me. Is there any risk to their business with regards to tariffs or other trade related action from the man in the white house? I know earnings are expected this week, can you share the consensus estimate please? Thanks.

Q: Would you be able to provide some insight to why the tariffs are having such a dramatic impact on the Oil & Gas industry.
President is pushing for "drill-baby-drill" but the US and CDN segments are being negatively impacted?
Your great service is much appreciated. Ted.

Q: Hi 5i,

I have a couple of questions about the noted companies - please deduct as you see fit.

I'm interested in dodging direct tariff risks, and it occurs to me that these two names fit that criterion because of their all Canadian business models. Do you think that conclusion is sensible?

Are there material differences between them leading to a clear favourite over the next 5 years? I note the SIA dividend is substantially larger than that of CSH, but would it be reasonable to assume this will be offset by greater share growth by CSH, over time?

And finally, would you consider one (or both) of them appropriate for a RRIF?

Thanks 5i - I look forward to your thoughts. Peter

Q: Can you please provide some thoughts on its recent softness. Other stocks like WSP and STN have held up relatively much better, during the current market setback. Stock price is now off over 20% + from its recent high of $84 and and continues to be in a downtrend. Is present valuation expensive, compared to its peers ?

We have a 2.5% holding with an ACB of $73. Do you see potential for recovery in the stock price or should we let it go ? Please support your view with reasons to hold or sell.

Thank You

Q: I noticed that your suggestions regarding when to buy and at what price on a long list of stocks, which included Arkk, was positive on all of the mentioned stocks except for Arkk. That surprised me. I understand that this etf is a bit of a niche market and quite speculative. I suppose it being the only negative in such a long list is what is interesting. I would be interested to hear what your major concern is?
Thanks as always for your great service