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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: Looking to invest a portion of available cash into solid smallish-cap companies that have yet to move towards their fair value that could be reached in a more positive part of the cycle - which I am guessing/assuming is coming. Please provide suggestion in either Canadian and/or US markets.
Read Answer Asked by John on December 01, 2023
Q: Hello 5i team,
You mentioned in a question about the balance portfolio that some equities are on watch based on their slow or bad performance. One of these was CAE. It has been in a negative momentum decline since early 2021.

What are your thoughts about continuing to hold this stock going into 2024? It has a pretty decent backlog but will most if it come to fruition?

Thank You,
Andrew
Read Answer Asked by Andrew on November 30, 2023
Q: What is your opinion on the dividend prospects and potential growth for COMB?
Read Answer Asked by David on November 30, 2023
Q: Adding to a TFSA for a 20 year window.
Please advise 5 ETFs to buy and hold for the duration.
Read Answer Asked by Don on November 30, 2023
Q: Please identify your 5 top equity CDN bond proxies that pay north of a 5% dividend where you believe the dividend is safe plus there is room for growth in the stock price.
Read Answer Asked by LEN on November 30, 2023
Q: What is your opinion of CCRV vis-a-vis its growth potential and dividend payment consistency?
Read Answer Asked by David on November 30, 2023
Q: Hello Peter,
What is the difference between byddf and byddy and does it matter which one i invest in.. I believe both are over the counter and if so, is there risk in buying over the counter? Lastly, do you see byd company as a major competitor to TSLA and would a small position make sense at this point or have I missed the boat? Much appreciated.
Read Answer Asked by umedali on November 30, 2023
Q: Hi 5i
I read your comments on recent DOO earnings...given your response highlighting slowing economy, share buybacks ect, would you be comfortable holding...I understand one qtr earnings loss does not constitute a trend , but the rush to the exits is of course worrisome,,,,,does your thesis change for this one?.

Recently acquired position.... Held on RRSP so no opportunity for tax loss selling..however 2 year outlook.

thx
jim
Read Answer Asked by jim on November 30, 2023
Q: In previous questions on BAM and BN 5i has generally shown a preference for BN for capital gains and BAM for income investors . In a question by Peter this morning 5i's answer showed a year to date return of 25% for BAM and 14% for BN {assuming that squiggly line in front of BN doesn't mean a loss } .... I realize the period is short but what is the historical return of each versus each other from inception of the newer security ? { And which one is the newer security and how long has it existed ? } ..... And if BN doesn't come out a clear winner please explain your thesis on income versus capital gains ?..... I am considering buying one of them in my RRIF ..... Thanks Garth
Read Answer Asked by Garth on November 30, 2023
Q: I just dumped DOO for tax loss and need a proxy in that C Discretionary space. Can you advice on a couple of options?

I suspect some C Discretionary CO’s might have some momentum here as well.
Read Answer Asked by Patrick on November 30, 2023
Q: Hi there,
I have invested in three mutual funds with considerable management fees. I am hoping you can recommend three ETFs with similar holdings/benchmarks and performance. They are CIG 622 (CIG AMRCAN FD CL A -FE) MER 2.44%; FID 254 (FDLTY CDN GRWTH COMP CL B -FE), MER 2.23%; and FID 234 (FDLTY US FO STK SR B -FE), MER 2.22%.
Read Answer Asked by Zohreh on November 30, 2023
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