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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: As we begin to trim tech and add more defence, does the "Beating the TSX" strategy deserve some consideration ?
Do income guys really invest in BCE and lose 30% value in exchange for a 12% dividend ? ... that makes no sense.
TD , BNS but still no RY ( why ) ?
Given this year's BTTSX list , where would you put your income investment dollar ? Go Jets

Enbridge (ENB)
BCE (BCE)
TC Energy Corp (TRP)
Canadian Natural Resources (CNQ)
Bank of Nova Scotia (BNS)
Telus (T)
Pembina Pipeline (PPL)
Emera (EMA)
TD Bank (TD)
Power Corp (POW)
Read Answer Asked by Thomas on March 04, 2025
Q: How would you rate these today for a buy?
Read Answer Asked by eugene on March 04, 2025
Q: Hello 5I.
I have a loss on BCE of about 30%.
Now I bought for the steady 7% div at the time and now am down a lot. Is there a stock with. Good future to switch too or just ride it out as it could recover in time and could be close to the bottom? Thanks.
Read Answer Asked by Tyler on March 04, 2025
Q: What do you think of the recent quarter? The stock has under performed gold lately and I'm thinking to add more. Their cash margins look great and I'm bullish on gold. I already hold a full position in AEM but am looking for growth and I like the safety over miners with the royalty and streaming model.
Read Answer Asked by Robert on March 04, 2025
Q: DYNF— iShares U.S. Equity Factor Rotation Active ETF (not in your data base). Does this ETF look promising to you going forward ? Based on information in the fund sheet , this ETF is a diversified and tactical exposure to style factors via a factor rotation model. ETF.com says “... The [ETF] model allows securities to be included in multiple equity style factors rather than being solely assigned to a single style factor”.

DYNF has performed very well over the years. It has a 5-star rating from Morningstar based on past performance; Morningstar rates it ‘bronze’ looking forward. I don’t expect the ETF to deliver returns similar to what returns of the past ten years. Nevertheless, in your opinion is this ETF a worthy addition to a portfolio? Unfortunately, my ‘portfolios are overly aggressive and lack dividends, so this ETF is may not be the best. I assume however that since the manager uses several different factors, DYNF may well continue to surpass the S&P 500. Is the above a logical or wrong-headed assumption? If you have better suggestions please advise (US or Europe only) :sab:
Read Answer Asked by Adam on March 04, 2025
Q: What are your thoughts on Nividia's investments in:
- WeRide -WRD
- Nebius Group - NBIS

- Would you agree and add to a portfolio ?

- Which of the two would you prefer over the other, Or Both...

Thanks,
M
Read Answer Asked by michael on March 04, 2025
Q: Hello 5i,
I have just read your blog “5 Inane Things…” and saw your comments about (u.s.) real estate. I then checked the Q&A on O:US and saw that the most recent questions pre-date this madness. I need to increase my real estate by about 2.25% and can easily add to O, or diversify. I would prefer a dividend-payer yielding 4.0%+, if possible. Or, should I settle for being slightly underweight for the time being??
Any suggestions would be very much appreciated.
Many thanks, as always!!!
Cheers,
Mike
Read Answer Asked by Mike on March 04, 2025
Q: Good morning 5i team,
In today's market, would you add/start to a full position on these four names?
Looking to hold EQB, KSI, KXS and VBNK for 5-10 years.
Thank you for your advice,

Stephan
Read Answer Asked by Stephan on March 04, 2025
Q: Can you suggest any Commodity ETF's that track the S&P livestock index, or food index? Do you think that they could provide increased returns due to tariffs, or possibly other disease and weather related events that may affect global food supply?
Read Answer Asked by Will on March 04, 2025
Q: Hi Peter and gang,

Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.

Cheers,
Read Answer Asked by Harry on March 04, 2025
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