Investment Q&A

Q: Do you have any suggestions re the Pharma companies which would be a good time to purchase now, either in a partial or full position? Thanks

Q: I am considering adding an ETF that provides coverage of assorted/balanced commodities. I would appreciate having some names that you would recommend; Canadian or USA. What is your opinion of adding a position as an uncorrelated asset to balance an all equity portfolio. I hold diversified energy holdings already (pipelines and producing companies in both oil and gas). I also hold mining stocks, RIO and AEM.

Q: Your views please ? Would you be a buyer ? Entry price ?

Gratefully,

J.D.

Q: Hi 5i Team - Could you provide a brief summary of Blue Owl Capital in the U.S. including what it does, its balance sheet and other fundamentals, insider holdings and your opinion on whether this might be a stock to consider taking an initial position in. Thanks.

Q: what would be a good entry price? what 3 current metrics do you use to value ISRG? and how do they compare to the last 3 years? thanks Richard

Q: This etf seems to have come out of the latest downturn without to much difficulty, so wandering what the reason for this latest performance. Is it because of the fairly low fees, or the quality of the stocks being held or is it a combination of a number of factors. I am thinking of investing in this etf for the long haul. Many tnx.

Q: With industrials suffering under the current administration and these, like many stocks, on a downward trend, please explain why these are worth having in a portfolio. Thank you!

Q: A BNN guest said the Co. or someone else said they predicted that in 5 years the Co. would have $30. per share of cash flow which should mean a share price of $170. Are you aware of any such report?

Q: I am donating some of my CSU shares (20% of holding) and am considering whether or not these should be replaced in my portfolio. Currently, CSU is 3% of my investment portfolio and 6% of my equity portfolio (before the donation). When you speak to 5% as a ceiling for exposure, is that in the total portfolio or the equity portion of the portfolio?

Q: To follow up on my previous question regarding holdings best suited for TFSAs, I had forgotten CSU from the holdings list. Would you consider a good holding for a TFSA ? Thanks in advance.

Q: Hello, would there be any issues on buying a ATS bond that goes out about 3 years. Thank you.

Q: Thinking about Martin’s question ( March 19) and your response, specifically on ROC. I own UMAX in a RRIF. I Look at its 14% yield as more than enough to cover the approximately 6% ( and rising) mandatory withdrawal, thus not negatively affecting my cash flow. I also see the ROC as lowering my unit price and thus the mandatory withdrawal amount. Is my thinking right on this ? Thanks. Derek.

Q: What is your evaluation of Power Corp (POW:CA) latest quarterly? What portion of its business is in Europe and to what extent does it make it more attractive?

André

Q: Any idea what’s going on with enterprise today ? I don’t see any news

Q: Greetings 5i,

I'm looking to decrease some of my US investments and want to sell XUS (I also own VFV). I'm looking at either VIU or XEF as a replacement for XUS. Does this make sense and if so do you have a preference for either of these ETFs or would you recommend something else as a replacement?

Thank you.
John.

Q: Pls comment on North American Construction Group qrty earning and this company going forward.

Q: hi
do you see any data/signs of money flows out of US markets. I am wondering if there is the start of loss of confidence in the US markets for foreign investors (and domestic) vis a vis the current government?
Further, where do you see money flowing into right now or shortly ( China, Europe/Germany, Canada )?
cheers, Chris

Q: First of all, thank you 5I for all these companies.

These are my only holdings in tech at the moment.

I have a present LOSS of 3.76% on GLXY;
a GAIN OF 52.08% on Lumine;
a GAIN of 57% on SHOP,
and a GAIN of 19.99% on TOI.

Needless to say, I'm very happy with these returns, even if GLXY is wobbling at the moment.

Do you see this as a good time to add to all/any of these positions at this time, with a quick rationale.

I still have lots of room to add to my tech positions at this time, so if I'm not adding to these, would you recommend another "growthy" company or two.

Thanks to 5 I, I've killed my "Chicken Little" personality from long ago, and am quite comfortable riding out the vacillations of the marketplace. : )

Q: Hello,

Why the significant drop today? At what price would you recommend buying?

Thanks.

Q: What am I missing here? This is a bond fund with an almost 12% payout? Is this something you can put $100k in and get $12k paid out every year forever? I get that it does covered calls but it just seems too easy. It completely trashes the TSX yearly returns with far less risk?