Investment Q&A

Q: Hello,
Back in 2015 I started a long-term position in SU, thinking at the time that it was a better choice than CNQ as it was more of an integrated producer.
Didn't really work out that way, but I have done OK and collected a decent yield along the way.
Now that you have added CNQ to your Income portfolio, do you see any value in selling a third to a half of my SU position, buying some CNQ and then continuing to hold both for income long-term?

Q: Which bank would you prefer - Royal or National and why?
THank you
Margaret

Q: My US equities are currently split between VIG and DGRO. I am considering selling these two ETFs, and considering VTI and VFMO (Vanguard's Momentum ETF). For a 3-5 year hold, can you please rank these 4 ETFs and provide your rationale. Also, please advise whether there is a better US ETF which you would recommend.

Thank you for this excellent service.

Q: If using your balanced portfolio as my canadian content for an equity portfolio could you please recommend some equity etfs for ex canadian content and what % would be canadian of the total portfolio? I was thinking 40% and 60% outside canada

Thx

Q: hi, ZRE is up 4.12% since 5i income portfolio purchase ( not sure the exact date of purchase for the income portfolio? ). the unit price is up 21 cents from 10 years ago, or about 1%. so basically holders of the ETF have gotten the dividend but nothing else really. I would have expected the unit price to be up much more than that since 2014, as property values have dramatically increased since 2014, as have rents. can you elucidate for us what is going on here ( im not convinced this is all interest rate action ). im wondering how well this ETF is tracking it's underlying holdings/investment thesis/philosophy? further, do you have data in regards the performance of ETF's in tracking their underlying holdings/investment thesis etc.? my guess is that they all "underperform" as they essentially are just another "equity" on the open stock market, sensitive to the irrationality of the markets? thanks for your insight! chris

Q: hi, can I get your current thoughts on these 3 from the growth portfolio ( I see they are all down in price since purchase ). buy, sell, hold? cheers, chris

Q: I started a 2 % position and it's performing very well although volatile. Trying to figure how to value it and how far to let it run. Any advices you may have. Long term high risk tolerance. Thanks john

Q: I have held Heico for 4 years. I am up 168% over that time. HEI hit another high today. CFRA has a SELL on the stock. Do you think this is based on valuation or due to its long run-up? I have been trimming on the way up.

Thanks very much.

Mike

Q: I keep holding and waiting expecting this to turn around. I only see positives with their fundamentals and management seems stable. With the economy and jobs staying pretty hot I can’t explain this one. What am I missing? Should I be accumulating this one?

Q: Can you comment on Crowdstrike’s recent earnings. It seems to be the best performer of its peers. What does the current valuation look like compared to its historical averages?

Q: Hi, Is too early to bet on INTC after their new AI chip announcement? What would be a good wait-and-see period?

Q: In an answer to a recent question you indicated possible actions by ADEN such as acquisitions, dividends, and share buybacks which could be funded internally. Can I have your thoughts on the recent bought deal with which the market is not pleased.

Q: Hi,

What is your opinion of SNOW ? If you like it, is this an entry point as the momentum is against it.

Q: Now that the spin off has been approved, which of the two entities do you prefer for an investment? Or do each have their strengths and you like both but for different objectives (if yes, what type of portfolio does each belong in?).
Is one likely to carry the debt burden more than the other?
Thank you as always!

Q: Long time holder of TRP. Now that the spinoff is approved, do you suggest we simply wait for the process to unfold, resulting in owning both TC Energy and SouthBow?

My understanding is TRP is the gas-nuclear entity and is considered to be the more conservative, while SB is the oil pipelines and considered to more aggressive of the two.

Any idea of the post split dividends for each company? I understand the cumulative dividend is supposed to be the same as pre-split.

Also, I own TRP in both an RRSP account and a Cash account. Keep all 4 post-split equities or does the account type lead you to suggest a different strategy for RRSP vs Cash?

Thanks...Steve

Q: I was looking for Metal ETF that holds only Metal.

We reccomend: COPX for copper and for uranium URNM or URA. On the gold side, there are direct spot exposure gold ETFs, some we like are GLD and GLDM. There are also gold stock ETFs for which we suggest GDX and GDXJ.

Thanks for the great service

Q: Hi 5i,

Thanks as always for your incredible insight on all things investments. My questions revolve around Dividends.

I am new to the world of Dividends and to date I only own one Dividend paying stock (ATD); and would like to add several others as a means to diversify my investment portfolio. Hopefully I am not too late to the game. I am 50 and looking for long term investment.

I have taken a look at your Income Growth portfolio but if I am being honest, I don't know where to start. Knowing you cannot personalize recommendations - hoping you can at least offer solid guidance.

Can you please share you favorite 5-10 (CA or US) and rank starting with the best. Would appreciate dividend stocks which offer diversification across sectors if possible. Any best practices you could offer in this area (TFSA vs RRSP vs LIRA etc.); I would be most grateful for as well. Thank you in advance!

Q: Hi Peter and Staff

May I have the returns including dividends January 1/24 to May 31/24 for

-TSX
-s&P 500
-Nasdaq

Thanks for all you do
Dennis

Q: Hello, I’m confused about what happened with Enerplus. I own 801 shares. Now that it is part of CHRD, how many shares do I hold and how do I list it in my 5I portfolio?

Q: Hi, I want to add a high dividend stock to my USD portfolio. Do you have any suggestions?