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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 have a little to spend and am looking amongst the solid Canadian and US companies that you most recommend for long-term stability and growth.

Specifically though, I'm looking for these companies that seem underpriced and that have been doing well in their buyback policy.
Read Answer Asked by Kevin on July 21, 2022
Q: New retiree caught with pants down. Need to sell some stuff in RIF to cover current cash needs. Horrible position to be in with current market. Lesson learnt. Maybe (tough to be on the sidelines in a bull market)
Please help with sell sequence, which I guess should be based on which of these holdings is least likely to see near term growth from here OR which is most susceptible to further declines in near future??

Please list in order starting with the holdings you think should be sold first, ending with the holdings you think should be retained longest, and advise your rationale. All will need to be liquidated by mid 2023

Your crystal ball will be better than mine.

Thanks,

Jim
Read Answer Asked by Jim on July 21, 2022
Q: I think you would consider these two as being solid companies. Both have pulled back in recent months. Are they different enough to own both. If only one, which one, with a brief explanation please.

Thanks
Read Answer Asked by Greg on July 21, 2022
Q: Hi 5i,

Thank you for the great work. My goal is to generate tax efficient USD income from Canadian co’s who pay USD dividends. Can I ask please ask for your top ideas?

Thank you in advance.
Read Answer Asked by Greg on July 21, 2022
Q: I get raising the interest rates to stem inflation. However most economists are signaling a good chance of a recession or slowdown by year end. That obviously would call for lowering the rates. Is this scenario likely.
Read Answer Asked by Steve on July 21, 2022
Q: I own each of these companies in my RSP and have done very well on all three over the past year. A couple of months ago, I trimmed my positions in CNQ and SU as they had more than doubled. With the recent sector pull back, I'm now considering selling some Parex and redirecting the proceeds to Suncor.
It seems Suncor currently has a number of positive catalysts which may result in it outperforming Parex over the next couple of years. Both companies have a similar beta and yield, with SU having much more diversified operations.
Exclusive of position weightings, your thoughts on this strategy please.
Thanks, Rick
Read Answer Asked by Richard on July 21, 2022
Q: Hello Team,
\Bionano Genomics, Inc. (BNGO).

Would you happen to know anything about this company?

It trades in the excited states with good daily volume!

A good candidate for trading.

Thanks

Stephen


Read Answer Asked by Stephen on July 21, 2022
Q: I have recently started committing cash to the tech sector and own LSPD and SHOP. I was wondering if you could provide 3-5 CDN listed names other than these that represent the best growth opportunities.
Thanks
Read Answer Asked by Robert on July 21, 2022
Q: In another question, you answered: "We believe that inflation will moderate into 2023, interest rate hikes will be paused sometime in Q3 or Q4 of this year, and a recession to last until Q1 or Q2 of 2023."

With this expectation, what are some good sectors and stocks (trading on the TSX) to be in in this environment?
Read Answer Asked by Alexander on July 21, 2022
Q: I have positions in AQN and BEPC. I am looking at adding either NPI or RNW. Could I have your opinion on the best choice based on dividend stability and safety? Or would you suggest adding to my existing positions in AQN or BEPC?

Thanks Ken
Read Answer Asked by Ken on July 21, 2022
Q: Have held this fund for some time. Lately the performance of the fund appears to be under performing. Down substantially in the past 6-9 months, returns have been in the bottom quartile of comparable funds. Three year performance is around 2% a year. Are you aware of any reasons for these type of returns? I have been thinking about selling the fund and investing directly in securities that comprise your income/ balanced portfolios. Would you endorse this action or would you suggest that I continue to hold the fund. In either case would appreciate your rationale for your suggestions.
Read Answer Asked by John on July 21, 2022
Q: Hi Peter, Ryan and 5i team,

You answered Maureen's question about TOU and TPZ as follows:

"We like both, but would consider TOU more of a growth story and TPZ more for income. We would be comfortable with a swap if that matches an investors' objectives."

How would you answer if WCP was the stock I'm considering to sell (not TPZ) in order to buy more TOU? (I realize that WCP is more of a growth story, but it's quite a bit more volatile than TOU.)

Thanks for your insight.
Read Answer Asked by Jerry on July 20, 2022
Q: Hi Peter and team,

What is the reason(s) for the excitement in the market this week? Do you think the sentiment was changed fundamentally this time?

Best,
Matt
Read Answer Asked by Matt on July 20, 2022
Q: Would you replace STN with EIF and ARE to increase dividend and maintain exposure to the industrial sector?

Thanks

Sylvain
Read Answer Asked by Sylvain on July 20, 2022
Q: I put 8-10% of my portfolio in gold, not as a trading play but as a kind of insurance.

I've been wanting to divide this between gold and bitcoin, using the funds above which you seem to prefer.

So far, bitcoin has been too expensive to convert half the gold. I'm wondering now if the price is right.

Also, please let me know whether you still think it's a good policy. It's mostly based on my interpretation of your advice over the years, but I'd like to confirm.
Read Answer Asked by Kevin on July 20, 2022
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