Investment Q&A

Q: Is it time to switch from STIP to TLT?

Q: In tuesday's globe and mail, Tom Czitron recommeded buying mid term (5-10 year) federal, provincial government, and corporate bonds because they seem to be in the sweet spot between lower risk and higher opportunity, especially if inflation declines and economic growth wanes.
1. Do you agree?
2. Can you recommend names of bonds that fit this bill?
3. please indicate order of buying (best to worse), if any.
thanks

Q: In January, regarding the above to companies, you stated "We don't like the valuations in the sector (especially RIVN, LCID)..."
My question is, after a significant drop in both, and the requirements for European countries to move into EV's in the coming years, is it reasonable to take a small position in one or both to sit on the shelf for 10 years. Is there another co (next to Tesla) that might be a better "shelf" stock. Thanks!

Q: Hello Peter & Ryan,
I picked this up on the IPO, one of the few that really did poorly. is there a business case to keep this, or best to let it go?
Thank you as always...

Q: If you were to start a NEW Income Portfolio what 10 stocks would you choose. Thanks for your input!

Q: Hello 5i Team,

Could you please comment on MEDP's earnings and guidance. Do you consider it a buy, hold or sell? Are there better alternatives in this space?

Thank you!

Q: Can I get your views on hellium mining. What do you think of it as an investment?

Q: These two "inflation-protected" bond ETFs turned out to be extremely disappointing investments. I don't know whether it's poor investment strategy or some other factors, but these two ETFs didn't provide any intended inflation protection, they behaved just like all other bond ETFs dropping like a cannonball when FED raises the rates. In response to my question on Sept 23, you mentioned that increased distributions may provide some comfort here, but both ETFs decided to cancel October dividend, so stated yields are completely meaningless now. I hold these two in taxable account, do you suggest to continue holding them hoping for a recovery or just to sell them both for tax loss and replace with some other bond ETFs that have better recovery potential? If it's the latter, what replacement would you suggest for STIP and for TIP. Thanks.

Q: Due to closing out a Trust account I ended up with some shares of Covalon. Although way off their highs they seem to be hanging in. What is your opinion about this Company? Sell or add? Thank you.
Gord

Q: What does the market expect from Savaria this quarter?

Thx

Q: Hello 5i,

I currently have some capital to deploy and I am looking to increase my exposure to the industrial sector. I have been watching ATA & CJT as potential candidates. What do you believe would be a good entry point for these stocks? Are there others you could recommend in the sector that would have better prospects?

I have a high risk tolerance and I am looking to hold these stocks for 5+ years.

Thanks again for all that you guys do.

Greg C.

Q: Peter; Is it possible to see if Murray Wealth was a large seller ? Not sure if they have a trading number. Rod

Q: I'm down 35% on ZEM & don't know whether I should sell or hang in there. With the increasing US $ & many emerging countries with debt in US $ will those markets continue to fall. I believe that 30% or so of ZEM is China based with Alibaba & Ten cent being larger %ages. These stocks continue to be out of favour in China & are dropping in New York as well. Your opinions are always appreciated.
Dave

Q: When assessing income/dividend stocks, I would like to look at the total return of such stocks over a period of years, say 5 year. Do you know of any free web sites that provide such information? ......Thanks....Tom

Q: Any thoughts on this company?

Q: Hello,
ATA had two nice news releases on Oct 3, and has been on a good run since, easily outperforming the market over the same time frame. Any comments on the new contract and the latest acquisition would be appreciated.

Q: Can you compare and contrast these 2 etfs. I've always leaned towards CDZ on the basis that the research shows dvd growers perform statistically better in the long run and thus also paying the higher MER was worth doing. However it seems VDY is performing as good or better and provides a higher dvd stream. I'm thinking I should swap.

Q: It's been a while since a question has been asked on this and the stock has taken even more of a beating. With oat prices going down and everything else going on, could this be a buy now? Thoughts?

Q: Please provide thoughts on this company as well if the dividend is safe. Given renewables be popular much opportunity for growth?

Q: I am looking for an etf that allows me to buy long-dated US Treasuries in canadian dollars. In other words, like TLT but in CAD.