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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: I'm perplexed by these "defensive" stocks. Both are breaking down with the market. Shouldn't food and insurance companies fare better? They haven't and now I wonder when the market turns if growth companies will fare better and lead the market higher (eventually). So what's in store for these companies going forward? Throw in the towel and put into growth companies?
Read Answer Asked by Kel on September 23, 2022
Q: There are several Financial ETF's which classify BAM.A under "financial" and include it as part of the ETF holdings. With the upcoming spin-off, how would these ETF's adjust for this? If after the spin-off, one of the entities would not qualify as a "financial" sector, is the ETF forced to remove it as part of their holdings?
Read Answer Asked by Craig on September 23, 2022
Q: BNS has significantly underperformed the other Canadian banks over the last 5 years. From what I understand BNS is out of favour and being discounted due to its Latin American business. In the past BNS streamlined the business by pulling out of smaller countries and concentrating on just a few of the larger growing economy countries. Do you ever see them pulling out of Latin America all together and perhaps pursuing a growth strategy in the United States like the other Canadian banks have done? Or perhaps Asia? How much longer will investors, particularly large institutional investors, wait for this International strategy to work out before they demand a change of direction? Many thanks for the incredible service that you provide.
Read Answer Asked by Anthony on September 23, 2022
Q: I own Eric's NNRG etf...full position, as my proxy for the energy sector, all of it in my TFSA. There are also energy contributions held within CDZ, ZWC, RBF646 plus AQN, FTS, TRP.

I am considering adding a smaller position in NRGI (Eric's income etf) for my wife. She insists on having dividends as a make-up of any equity position. I see NRGI pays a roughly 7% dividend (paid monthly), it also utilizes a covered call strategy, and the outlook for oil looks very good (in my opinion) for the next several years. I am not sure if you have had a chance to watch Eric's latest Ninepoint presentation on Sept 21/22.

Q#1 = what are your initial thoughts on this newer ETF by Eric?

Q#2 = could you rank in which account would be best to purchase NRGI => RRSP vs TFSA vs Cash and why?

Q#3 = it is roughly 85% USA. Does that influence the account choice, due to the 15% dividend withholding tax?

Q#4 = could you consider adding NRGI to your data base, as well as NNRG...thanks.


Thanks for your help.... Steve

Read Answer Asked by Stephen on September 23, 2022
Q: Retirement and tax planning to maximize net dollars during retirement are of interest to me. Can you suggest a few resources that do a nice job with strategies on these subjects. Thank you
Read Answer Asked by Chris on September 22, 2022
Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.
Read Answer Asked by Stefan on September 22, 2022
Q: Hello 5i Team,

Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.

Could you also suggest 3 "safer" options.

Feel free to subtract as many credits as warranted.

Many thanks!
Read Answer Asked by Keith on September 22, 2022
Q: I want to add some consumer stables stock to my portfolio for diversification in my taxable accounts, both Canadian and US. I would appreciate your comments on the Canadian stocks. What would be the US eqvilants and how would you rank them.
Read Answer Asked by Nancy on September 22, 2022
Q: Please rate these mutual funds and suggest 2 options for each from Fidelity that you would choose instead if a rating is poor to fair.
Read Answer Asked by Terry on September 22, 2022
Q: Clarification please on the Sept 19 question on "valuation" of these 3. It was stated "AQN's valuation at 12.4x (ACOX at 8.3x and CPX at 7.6x)"

What measure do these numbers refer to and are they forward or TTM?
Read Answer Asked by Jeff on September 22, 2022
Q: It looks to me like a lot of stocks are trading at very cheap valuations, so I have been wondering about takeover candidates. One of the stocks I hold, Neo Materials, just announced a shareholder rights plan in case of a low ball takeover attempt. You mentioned OTEX a couple of days ago as a possible takeover candidate, but that has been the case for many years now. I know it is impossible to predict accurately, but I am wondering if you could point out some TSX listed companies that you think could be take over targets/candidates because they are now trading at such cheap multiples.
Read Answer Asked by Dan on September 22, 2022
Q: Hi Team,
I was looking for a list of some beat down, quality names in this carnage with robust potential, to hold my breath and buy some more shares for the long term. Names that have the potential to recover and continue climbing higher, once the market normalizes (whenever that may be). 4 names I was thinking of were either NVDA, SHOP, WELL or TOI. Which of these would be your top choice for the highest return potential over the next 10yr period? Do you have any other names in mind which you would prefer or the ones I listed? Thanks

Shane.
Read Answer Asked by Shane on September 22, 2022
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