Investment Q&A

Q: Everyone, recently I have read questions of what price is a good price to buy. I believe in buying the best of the best and hold forever.
I have made 9 times my money on AAPL, 3 times on MFST, 50 times on CSU, more than 2 times on LMN, more than 2 times on MFST, 6 times NVDA, 5 times on SHOP and 8 times on V. Buy and hold and the price does not matter - length of holding the stock matters! My Thoughts.

Q: What is your outlook for WFG? It has been beaten down and could be basing.

Q: Hi 5i Team,

Can you please provide the upcoming earnings release date for TBL?

Thanks,
Jon

Q: Would you buy XYZ at this price $50 for maybe a 1 year hold as a trade?

Q: Would it be possible to get your top 3 stocks (ranked in order) at the moment for the following sectors: Materials, Consumer Cyclical, Consumer Defensive, Industrials, and Utilities. Can be CAN or US. Thank you for the great service.

Q: APP is up13% after earnings but still down significantly from its highs. Would you be a buyer today?

Q: If I sell BN for a tax loss, can I buy BAM the same day?
Thx Judy

Q: Hello 5i,

We are looking at our fixed income and dividend portion of our portfolio. Dividend stocks are 6% of our overall portfolio.

Bam 3.19%
AW 2.59%
BEPC 5.41%
DIR 6.69%
NTR 3.95%

We want to add another 2% to dividend stocks. Add equally to the above or, add ZEB or CDZ?

Thank you
D&J

Q: Based on your last comments on Tantalus Systems (GRID) can you comment on yesterday’s earnings release. It looks great from what I see but I’ll leave the professional analysis to you guys. Based on your last comments is insider ownership the same? Is management doing a great job? Can you also comment on their 3rd Annual Utility of the Future report they posted at a the end of April please. Lastly can you update me in the Conguitive acquisition.

Feel free to answer after their conference call.

Q: Thoughts on BCE post dividend cut?

Q: Your thoughts please on the quarter?

Thx

Q: What would your two favorite REIT’s be to invest in at this time?

Q: I am wondering what to do with this stock who seems to go nowhere, cut oits dividend and show s a P/E very high, which would you suggest as replacement, you seem to favour CLS?
Your advice always apreciated.
Thank you

Q: I am a 64 year old IT professional, planning to retire next year and live off investment income. What do you think about my current sector allocation: Energy 7.00%, Health 7.00%, Finance 22.50%, Industrials 10.00%, Tech 22.50%, Telco 4.00%, Utility 5.00%, Materials 5.50%, Cons.Def 7.50%, Cons.Cycl. 8.00%, Real Estate 1.00%? I have moderate risk tolerance, the portfolio size is over 5mln, most of it is US and Canadian ETFs, and the low real estate allocation is due to the fact that I own some investment real estate. No crypto, gold, or bonds - I don't want any. I have paid out house, no liabilities, and no dependents. I am wondering if my sector allocation is too aggressive..? If yes, what are your suggestions for the perfect allocation specific for my case? Thanks!

Q: Your thoughts on earnings, please.

Q: What's up with LLY? Was it the Wegovy sales from a competitor? Leadership changes? Is this little dip one to buy? Your thoughts?

Q: PRL came in with strong earnings a few days ago. Whereas GSY has been on a steady downturn lately and is down 8.5% today alone. I would have thought they would trade somewhat in sympathy with each other being in the same industry ..... I'm down about 20 % on GSY right now and considering abandoning it for greener pastures ..... If it were to at least level out I would be inclined to stay the course but it isn't ..... Need 5i advice on first what is going on ? And second why it is going on ? Thanks for your terrific service ......

Q: Thoughts on Tourmaline 1st quarter earnings?

Q: Can you please comment on the results from Extendicare and comment on the 5% drop yesterday? Is this a good time to step in?

Q: I currently own ENB (full position), SU and WMB in my RRIF. I am thinking I would like to increase my dividend income to help meet my annual withdrawal. I am trying to decide whether to sell WMB and buy more SU (more dividend income); sell WMB and replace it with CNQ (dividend bump and retain diversification) or stay the course and sell some shares if needed. I would appreciate your opinion which could include an option I have not considered.

On a different note, we had the misfortune of having our home broken into in Toronto. During the course of the investigation the officer suggested we download the images captured by our door alarm using their Axon app. I took the opportunity to ask the officer about Axon which I own (get a little intel to turn my lemon experience into lemonade maybe!). He said the officers love the software and they were looking forward to getting the upgraded Taser within the next few months. So it was nice to get that positive news.

Appreciate your insight.

Paul F.