Investment Q&A

Q: What are you thoughts on paylocity please, thanks.

Q: Would you switch today BEP.UN.CA (still at loss in my RIF) to BIP.UN.CA for 5 - 10 hold? Thank you

Q: What are your top picks right now? Would you include recent laggards such as lulu, hps, doo or Pbh among them?

Q: I recently sold my shares of bce that are in my non registered account at a loss with the intention of buying the shares back 30 days later. However I also recently purchased bce shares in my registered accounts. Can I still repurchase the bce shares in my trading account and claim a tax loss in the process. Thanks steve

Q: I'm looking for a list of companies with a dividend yield 4% or higher who are able to support this dividend for the foreseeable future.

Q: Hi folks
I'm thinking of swapping KXS for DSG. What are your thoughts on this swap or do you see a better choice for KXS.? It just seems to be going nowhere!
Thanks

Q: Everyone, I have been investing since 1981 and during that time very few people are interested in talking about investments. My two adult children are the same. Any ideas how I can get people talking about investing money? Clayton

Q: I got nervous with SHOP after holding for a few years and sold it a couple of months ago - I'm looking at it again - is it a hold, buy or strong buy today for a long-term hold?

Q: Can you provide your analysis of Weibo as an investment over a medium term hold, amid a potential recovery in the China/Hong Kong stock market. It has a very attractive forward P/E ratio of <5, and until recently a P/B value close to 1 - your insight is appreciated.

Q: What is happening with BBUC. I thought it was supposed to be one of my steady stocks, but it has been a dog. Is it time to pull the plug and move on?

Q: My daughter has 50 thousand in her TFSA in cash, what would you suggest for a mix of stocks or should I just go to ETF's ?

Q: Good afternoon,

In recent commentary, it was noted that the payout ratio is 30%- the current div is $1.32, eps $1.62(?) - trying to square what seems to be a higher div payout ratio than .30.

Thank you in advance for your help,

Q: What do you think the prognosis is for SEDG? I am trying to decide if I liquidate my now very small position or if you feel it has some recovery potential in the intermediate term? Do you anticipate the company will dilute shareholders? Thank-you.

Q: Hello wonderful 5i folks,

This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.

Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?

Thank you as always!

Q: Your thoughts on ACQ. Buy, sell or hold?

Q: A couple of questions.
1. Do you believe we are in an AI bubble with all these high P/E ratios and continued media coverage of AI.
2, That said what would be your top 3 AI stock picks and top 3 AI ETF choices.

Thank you,
Richard

Q: Hi,

The scenario: I have 5 x $100K GICs in one self-directed account at a major bank. These GICs are issued by 5 different institutions ($100K ea.).

The question: if one of these institutions went to zero and its $100K GIC became worthless, would the $100K CDIC insurance apply to the loss?

In other words, in one account, does it still make sense, from a risk management perspective, to spread around purchases of GICs among different issuers (keeping each holding to $100K or less), recognizing only $100K of the $500K in total is insured?

Thank you, Michael

Q: Larry Berman stated that he has moved all of his personal stocks and bonds to private equity and private credit because the returns are much better. Can you comment on positive and negatives of Larry's strategies?
And should the average investor be considering this strategy?
And if so what would be some etf's that can be considered?

Thanks
Brian

Q: pCELH seems to be in a good sub-category of consumer discretionary focussed on fitness, weight loss, and wellness.

They seem to have a good advertising and social media strategy: https://www.brandcredential.com/post/unveiling-the-celsius-marketing-strategy

The recent distribution deal with Pepsi-Co should bring new growth opportunities, and all financial metrics look great.

I was really interested in this company until I heard the Celsius management team speak to investors on a recent investor call (Everecore ISI). They did not sound very mature or well prepared.

Putting that aside, would you see any problem to own both monster, and Celsius since they are going after different demographics? Is Celsius the Lululemon of energy drinks - possibly minus the management team?

Q: Hello.

Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine