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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 want to say a specific thanks to Peter. In the 1990's I started to follow Peter's articles in the Investor's Digest newspaper. Then I followed him on the original BNN show which at that time was ROBtv. Later, on BNN I followed Peter and that is when he began 5i. I am one of the original 5i members. I can't thank you enough Peter for over 25 years of your wonderful advice and insight into both the market but also on human nature. Thanks to you we have managed a very successful family portfolio. Thanks so much. Have a wonderful Holiday Season.
A very grateful Cathy
Read Answer Asked by Cathy on December 20, 2023
Q: Hello 5i,

I sold for tax loss VZ and the 30 day period is over. Ignoring that VZ has since increased in price I am starting to change my mind about buying back. Certainly a change in sector but would ABBV be a better replacement since my health care exposure is low? If not can you let me know if VZ is worth buying back.
Read Answer Asked by Dean on December 20, 2023
Q: Hi Peter, Hi have listed my big loosers and will appreciate you opinion for clean up purpose. 1. Can go right away 2. There is some hope so hold on 3. add more
Read Answer Asked by S on December 20, 2023
Q: Hi Peter,
Banks and fund companies are pitching the sale of private assets like private equity, properties, infrastructure and private credits to retail investors, setting up funds for high net worth clients. What should retail investors watch out for when considering investing in such funds? Are there funds in this area that you will recommend for retail investors? Thanks.
Read Answer Asked by Willie on December 20, 2023
Q: Well, XYL is confronting a lawsuit - "Rosen Law Firm, a global investor rights law firm, continues its investigation of potential securities claims on behalf of shareholders of Xylem Inc. (NYSE: XYL) resulting from allegations that Xylem may have issued materially misleading business information to the investing public."....Me, wondering if XYL has liability insurance to cover the executives and directors of the board???....In the meantime, do I hold or sell and buy back once the lawsuit is over, aka done with??? .....Tom
Read Answer Asked by Tom on December 20, 2023
Q: Hi,
Could you please rank ENB, PPL and TRP in order of preference for income with some growth? Is it a good time to be adding to this sector? Thank you in advance!
Read Answer Asked by Harry on December 20, 2023
Q: Hello,

Can you rank CNQ, SU and Toumaline in order of preference for overall returns? If owning only one which would be your choice? Is the recent pullback in prices a good opportunity to buy into the sector or should a person stay on the sidelines for a bit to see how the economy slows in the next half year? This is for a new account so no position yet. Income with some growth preferred. Please take credits as needed. Thank you! Great service.
Read Answer Asked by Harry on December 20, 2023
Q: my position in XLB:CA has almost recovered to break even. i am adjusting my behaviour in investing to try to avoid betting on conditions such as rising , falling, or staying near current for longer. I am getting the feeling from comments that long bonds are a play on rates dropping. If this is true, i would rather be positioned in bonds for more balanced risk/return regardless of rates. Any suggestions ?
Many thanks for your great service!
Read Answer Asked by Tom on December 19, 2023
Q: Hi Team,
I am looking into taking a position (or two or three :) in one or all the following names that have pull back significantly from their all time high to get some exposure in the "agriculture" sector.

Q1- How would you rank these companies in term of stability and appreciation potential for a 3 to 5 years holding period.

Q2 Considering the fact that they are in the same sector, would you consider these companies as complementary or more as proxy to each other?

Thank you!

Michel

Read Answer Asked by Michel on December 19, 2023
Q: I have a well diversified TFSA with 23 stocks. I usually hold for long term. Looking to add one more stock and I have short listed to AFN, NTR AND RCI.B. Would appreciate your ranking and brief why.

Also, 5i Research is my main source for decision on buy/sell. I use your resources on a daily basis. Thanks for the years of service.
Read Answer Asked by Roy on December 19, 2023
Q: Hi 5i - could you imagine the excitement for all these years, mine and all members? Only blessings for you, Peter, and your 2 families : Lara and the kids, and all your office.

Now about the pain caused by SCHP and QTIP (down after 2 years 16% and 22%) No one understood how on the earth, instead to protect against the inflation, they never did what they were supposed to do.

I found this info:

BlackRock does offer ETFs that hold TIPS to maturity. For example, iShares iBonds Oct 2028 Term TIPS ETF (IBIE) owns nothing other than TIPS maturing in 2028. And the ETF will hold those TIPS until they mature, and then the fund will liquidate, distributing cash to shareholders. So it works very similarly to just buying 2028 TIPS on your own and holding to maturity.

This for a 72 ys in RIFF.

Apart the AUM small, small volume, what do you think?

Thanks for ever.


Read Answer Asked by Ray on December 19, 2023
Q: could you provide 5 or which ever number you prefer of your 2024 favorite picks
small caps, microcaps, and if possible favorite sectors.
please consider this 10 questions 5 for each on caps.
thanks for your continued excellent service. greatly appreciated.
Read Answer Asked by howard on December 19, 2023
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