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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 am optomistic that Peter and Eric Nuttall are bullish on the gas sector, as in the 5i reply to Kevin's query (Feb 27). What are your views on XES? Technically, it looks like it has a huge runway to the upside ...Thanks....Lionel
Read Answer Asked by Lionel on February 28, 2023
Q: Hello Peter and Team
I sens that your preference has switched recently to GDI, AW.UN and ABNB.
I hold FSV, QSR and BKNG. which are in the same fields.
I always aim to invest in the best companies with the greatest potential.
Should I consider switching

Raouf
Read Answer Asked by Raoul on February 28, 2023
Q: This question concerns a well diversified Canadian portfolio (~30 holdings), focused slightly toward growth.

Looking to add to positions in ATZ, DOO, BN, BAM, GSY, KXS, TRI, PBH and T as well as initiate a partial position in WELL, all for long term holds (5+ years).

Would you rate any of these as a wait-and-see rather than a buy today? Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].

Thank you.
Read Answer Asked by Peter on February 28, 2023
Q: Hi 5i Team,
I have a small position of Emera cumulative redeemable preferred shares class E that trading at about 18.25$/share as per this morning. They had 4.5% per annum dividend payment so they have a 6.1% yield at current price.

I would like suggestions to diversify that part of my portfolio. (It's not a big weight in my portfolio but I would like some diversifcations options... Options could be other companies preferred, bonds, bonds ETF etc. since they are basically having similar behaviors in the current yield environment.

Thank you, Michel C

Read Answer Asked by Michel on February 28, 2023
Q: Hi all at 5i!!
My son has a pension fund from his company administrated by Manulife .consisting of 20%NEI Jantzi Soc Index ( Canadian large cap) 20%BMO CDN Small-cap, 20% MMF Us dividend income fund, 20% ML FC Us Equity, and 20 % ML Mawer International Equity. Does this combo seem Reasonable or any red flags here. This is for long term growth and the choices were limited. I value your thoughts.
Cheers,
Tamara
Read Answer Asked by Tamara on February 28, 2023
Q: I know this company is fairly new, however what are your thoughts on their royalty business model for this space and on the management team? Would you hold shares?

Thanks
Read Answer Asked by Scott on February 28, 2023
Q: you have used price to sales many times in the past to identify stocks you like for capital appreciation since this metric has improved significantly please name your current 3 favourite US growth stocks using this metric thanks Richard
Read Answer Asked by richard on February 28, 2023
Q: ENB.PF.A:CA is down about 17% in a year and ENB about 14%. The % dividend from ENB is slightly higher. Is there any compelled reason to go with ENB.PF.A:CA over ENB?
Read Answer Asked by Danny-boy on February 28, 2023
Q: I have been sorting my portfolio now I have transitioned from an advisor managed portfolio to one I manage myself. This stock is less than 1% of my portfolio. I bought it, sold not long into the pandemic and purchased some last year. The decision I have is do I add to this near these levels or drop it and focus on growing a position in another industrial stock in the portfolio (CN (thinking of switching to CP), CJT, EFN, WTE, WSP, XYL). For me geographic diversity is currently 90/10 Canadian in this sector.
Read Answer Asked by Dave on February 28, 2023
Q: In my RIF, the SLF position is now 5.5%. I have a very small starter position (< 1%) in BRK-NE. Thinking of reducing SLF by 1.5% and putting it into BRK . I realize there will be an overall reduction in dividend from the reduced SLF position but am anticipating growth in BRK will more than offset this issue . Any concerns on such a move ?
Read Answer Asked by Alexandra on February 28, 2023
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