Investment Q&A

Q: Hi Peter and Staff

Yesterday Marco asked for your top 5 consumer discretionary names going forward. I was a bit surprised to see PLC in the top 5 while MG(shown as consumer discretionary in your company details) was not. Do you view MG less favorably than the 5 suggested names?

Thanks and have a great day
Dennis

Q: To minimize taxation, would you recommend holding FIH.U in a registered or an unregistered account? It appears to be a limited partnership but pays no dividend at this time and would only be subject to capital gains tax. There could always be special distributions in the future.
Thanks!

Q: Could you please provide your general impressions of Chesswood Group Limited's review of strategic alternatives announcement? The review completion deadline of March 31, 2024 mentioned in the press release is not too far away. Thank You

Q: This has been a long term hold in as RRIP account with a DRIP, The book cost is close to the current market value. Enjoyed the dividends over the years. Is it time to move on. Look forward to your answer.

Q: Last year, Nuvei acquired Paya for $1.3 B. After a year, could you tell if it was a good transaction. Was it the right decision by the management at that time?

Thanks

Q: I am looking for other canadian residential reits to buy with my funds from selling TCN. I think with interest rates topping out and very possibly declining later this year, reits are a very good, safe place to invest. Can you suggest any other canadian residential reits that have good upside from here and give a decent dividend? I am thinking of ERE as well as HOM. Any comments?

Q: Hello 5i Team

My understanding is all (12 issues) of the Brookfield Office Property Preferred shares (BPO) were removed from the S&P TSX Preferred Share Index (TXPR) effective Friday January 18 (the quarterly rebalancing date). My understanding is the BPO shares were removed because S&P downgraded them to P-4 on December 21, 2023.

However I can find no mention of this re-balancing event on the S&P website or other news sources. I have previously seen new releases from S&P when companies are added/removed from the S&P TSX 60 and S&P TSX Composite index.

After reviewing the holdings listing for the CPD etf (which tracks TXPR), the BPO shares are now removed.

Is there any other news sources I should be monitoring? This seems to be a material event that S&P did not disclose?

Thanks

Q: We own the above in our non registered portfolio. Please advise the average 5 year return on each of them.

Q: Hello, Looks like Hammond Power will be added to S&P Canadian Dividend Aristocrats Index, soon. Sounds like good news for investors !! Do you see any material impact on trading and share price, due to demand from ETF;s and MF's ? Thanks

Wed, January 24, 2024 at 5:15 p.m. EST

TORONTO, Jan. 24, 2024 /CNW/ - S&P Dow Jones Indices announces the following index changes as a result of the annual S&P/TSX Canadian Dividend Aristocrats Index review. These changes will be effective prior to the open of trading on Thursday, February 1, 2024.

S&P/TSX Canadian Dividend Aristocrats Index – February 1, 2024



Symbol

COMPANY

ADDED

HPS.A

Hammond Power Solutions Inc

Q: Hi.
I have a stock that I am wanting to sell that’s underwater. In order to make some income on the sale. Was thinking Sell call option. Can you explain the steps to execute this type of option strategy?

Also interested in steps to “Selling Puts” to buy equities.

Have been reading and watching videos on the strategies found them confusing (all the alternative strategies available) just want basic steps.
Thank you
H

Q: Hello 5i,
I own the following in a non registered account: SHOP TTD GSY HPS NVDA WELL KXS. I'm thinking of adding SCMI VRT AMD.
Could rank these ten stocks for growth over the next two-three years for an above average risk tolerance.
Thanks
Dave

Q: Gentlemen:
In previous questions you thought that on a cash flow basis the above reit was too expensive and too small. What is your present assessment? Does this version of it pay distributions in Canadian or US currency? Any other suggestions.
Thanks, Ben.

Q: I currently have BBU, BBUC, BN, CRWD, LSPD, MSFT and U in my TFSA account. BN, CRWD and MSFT have shown good growth but I have losses in the other stocks. I will be investing $7000 in my TFSA for 2024. Would you suggest any changes to my current stock holdings? For my 2024 TFSA investment, would you suggest adding to one on my current stock holdings or investing in another stock such as LMN, AMZN or LMN? Thank you

Q: Hello Team,
Could you give me a brief synopsis of this security and would you consider it a strong buy.
Thank You,
Barry

Q: Hello:
Question asked by Ross Jan 24-- Sector allocation %'s. Materials is listed twice at 5%. Should this be 10% for materials?
Thanks, Ben.

Q: Hi Folks,
I am looking at adding to one of my positions in my RRSP account. I have AAPL, MSFT and GOOG that I am thinking of adding to a full position. May I have your opinion as to which one of the three would be best to add to today.
Thanks,

Q: Looking to increase exposure to energy in TFSA by either adding to SU (2.7% to 5%) or take-up new position in either CNQ or TOU. Growth and income is the goal over 2-3 year hold. How would you guys proceed?

Q: Dear 5i
Are smci and vrt different enough to own both in a TFSA ?
Also i was thinking of buying NVDA for one TFSA and AMD for the other TFSA as a way of not betting just on one or the other . Would you agree with this line of thinking or not ?
Thanks
Bill C

Q: In a reply.to a question asked by Satish on January 15th. You suggested an entry point of 65$ to look good. Would your opinion be changed with the recent run-up as of late to as high as 72$. Tks. Larry

Q: To replace Tricon Residential what USD based names would you recommend. Thanks Gerry