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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: Peter and crew; I currently hold positions in both CIBC and TORONTO Dominion banks. Both have sat in my portfolio to give balance to a tech heavy US investment program. As a growth investor my thinking is to sell both banks, and add to my U S stocks. Can you share with me your one year opinion on Canadian banks and as well suggest 3 or 4 US growth stocks for a1 to 5 year hold.. I have a fairly high risk tolerance and patience
Read Answer Asked by John on July 17, 2023
Q: Peter,

Do you have any source of information that will tell you approximately what percentage of investors use each of the main options as I see them , ie DIY, Banks, Mutual fund co's , and Full Service brokerage houses? I am including the Lifeco's under Mutual fund co's.

If not, what is your estimate?

Thank you

Paul
Read Answer Asked by paul on July 17, 2023
Q: How would you rank these three companies from an overall return stand point considering their market caps? What is expected in growth in balance of 2023 and 2024? How did they do in their last quarterly report? Would you recommend purchasing them at their current price?
Read Answer Asked by David on July 17, 2023
Q: I am looking to transfer money from my sons RESP into a TFSA. He is working a lot with ample overtime and likely won't require the money to cover tuition etc.. Could you please suggest some Canadian and/or U.S. etfs that would provide a well rounded portfolio to start him on his investing journey.
Read Answer Asked by Michael on July 17, 2023
Q: I believe shares of BNRE are still exchangeable into shares of BN after their re-org, I know you are positive on the prospects of BN.
BNRE is starting as a smaller player in their industry but looks to aggressively grow.
By buying BNRE , at minimum , would you not get the same potential returns as BN but have potential for higher upside if their insurance business grow successfully.

Thank you
Read Answer Asked by Mario on July 17, 2023
Q: Emerging markets are getting some attention lately for reasonable valuations.
India is being mentioned as a strong growth country. Many experts suggest US large corps as a better way to invest rather than the corps of the emerging markets .
What are your thoughts and ideas for investment to take advantage of emerging markets as far as actual emerging market etf or etf of large cap US based major exporters/worldwide etf. ?
Read Answer Asked by Tom on July 17, 2023
Q: Good morning,

With bond rates moving higher can you suggest your top 3 bond etf's to gain exposure at a low cost. Would holding these in a registered or cash account be best? As always thank you for your time
Read Answer Asked by Kolbi on July 17, 2023
Q: Hello 5i Team,

I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.

For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).

Feel free to deduct as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on July 17, 2023
Q: Hi, Telco stocks have been weak for past few months , with new 52 weeks lows. perhaps due to pressure from increased competition ( Rogers/Shaw) and rising interest rates. Many analysts have also revised their price targets lower, in anticipation of weak results and soft outlook, at least in the near term.

My question is more specific to Telus, which was hit hard today, due to lower guidance announced by TIXT. Although, TIXT accounts for only 10% of Telus revenues/earnings, but it appears to be a continuous drag for the parent co. I know, 5i hold TIXT in its portfolio and has been supporting to own the stock, despite its downward trajectory for a long time. Telus now faces not just industry challenge from its peers, but also additional impact with negative and uncertain outlook for TIXT.

In light of this, if we wish to own only one Telco, would it be safer and
Read Answer Asked by rajeev on July 15, 2023
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