Investment Q&A

Q: Further to my earlier question regarding covered calls, can you please suggest some higher volatility US names that would be suitable. Your 2015 CMS article advises the use of companies with no debt and excess cash that are more volatile than the market. I would imagine this points mostly to mega cap tech names, but some diversity in the list would be appreciated. Thank-you.

Q: I noticed that LIF had dividends paid as follows: April past-50 cents, January past 70 cents, last October 1.00 and last July 90 cents.

So was this a dividend cut in April, or were the other amounts special dividends?

Thanks
Jeff

Q: Hi,

I read the piece by Salmaan Farooqui in The Globe and Mail on Saturday, 3rd June , about AI assisted Portfolio mgmt called Portfolio Pilot by Global Predictions. What do you think of it. Do you see folks like you and similar services that offer features that include portfolio analysis will either buy into services offered by such AI driven companies or adopt AI by some other means? I am still in the early stages of exploring it. Afterall it is free!

Are there competitors to Portfolio Pilot?

In what way this is different from your algo driven Portfolio Analytics?

Q: Hi All At 5i!
Is it too late to invest In ASML? It has increased in price quite substantially. What would you consider to be a good entry position?

Cheers,
Tamara

Q: This weekend’s WSJ quotes Sun Communities as saying that while there are 11.2mm RV-owning U.S. households, there are only 1.7 sewer/water/power hookups for them to park at. Do current North American demographics suggest a strong future for SUI? If so, is it the strongest option in the Snowbird/alternative residence space?

Q: I hold SNPS at a 2.01% weighting in the total portfolio. And in the US only portfolio, SNPS weighting is 5.04%. The other two individual portfolios are Income and Balance.  SNPS has risen quickly lately....and my reading is that it is related to AI as its "software automates the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution" But there is chatter that the current price, $449, is way above the fair value that might be as low as $310. Question for me....do I trim back or just ride this out??
What says 5iR??? Thanks for your insights..............Tom

Q: again thanks for smci.
where do you stand now on smci,do you think it has more room to run. dave

Q: Hello 5i,

What is your opinion on a potential liquidity headwind for stocks? Would you expect a broad short-term decline in stocks (e.g. S&P 500) or are specific sectors at a higher risk? Do you see opportunities to buy prior, during, or after the Fed begins to fill its reserves?

Thank you
D&J

Q: which of these two stocks would you keep in the current conditions ?, based on safety of the dividend and dividend growth and quality of their management for long term hold.

Q: Given the discount to NAV, what would you consider to be the downside risk to this fund? What about upside potential?

Thank you!

Q: Given the recent earnings release and current share price, would you consider CIA a buy for short and long term?

Thank you!

Q: Hi 5i
I got to the party late on CCL.B (avg. cost $65) and PBH (avg cost $120). SIS did well at first (avg cost $8). You have all 3 as B+. Over the last 5years none of the 3 has done much. Would appreciate your thoughts on why to continue to hold and any catalyst that could get them going.
Thanks, Greg

Q: does this stock get a special dividend on june 16th also is this a cash or stock dividend

Q: with the Treasury Department starting to sell bonds this week, do you expect bond prices to drop? If so, how long in duration should the drop continue? Do you see this as a buying opportunity? if so, can you recommend bonds?

Q: Hi

I'm confused. I have chosen two of several alerts I received on DOO.

TD: Analyst Brian Morrison lowered his price target on shares of the Canadian recreational vehicle manufacturer to $100 from $135 following its Q1 results for fiscal 2024 on Thursday. "It is our view that management is excelling at items within its control in a challenging environment, but that macroeconomic headwinds may linger and potentially intensify, thereby clouding earnings visibility," Morrison said in a note to clients.

National Bank is maintianing its Outperform rating and $143 price target. "We concede that BRP shares could remain in check due to ongoing economic uncertainty, but we believe that BRP will continue to gain market share in the coming years as it aggressively invests in new products."

Hold or Sell?

Carl

Q: Hi Guys

I know you don't really follow non North American stocks closely but wonder if you have any thoughts on the Swedish bank Svenska Handelsbanken and its valuation right now? It seems to near a 5 year low in terms of stock price yet seems to a conservative bank with a decent yield.

Thanks
Stuart

Q: Can you confirm for me if the price of Enbridge (ENB:CA) was above $60 in April 2015 please?

The 10 year ENB:CA chart I see on the 5i website (and on the Stockcharts website) appears to be quite different than the price chart I see in my BMO Investorline (/ Koyfin, the barcharts website, and a quick google search).

First time I’ve ever noticed something like this, so I’m just confused and wondering which chart is the correct chart to follow? Thanks for your help.

Q: Hi All at 5i!!
I was reading an article in the National Post by Barbara Shecter and it made me a little uneasy. The article was about Shadow Banking and its potential risks. She mentioned Blackstone and Brookfield. My question... I own both, but I am more concerned about Blackstone and its exposure to poor corporate loans and office real estate , among other things it dabbles in. I am up in the stock and wondering if I should take a profit. Is the company in for some trouble ?
Thanks,
Tamara

Q: What are your top 5 highest conviction Canadian stock buys right now for total return the next 3 to 5 years?

Q: So here we have this company back to where it was trading 2 yrs. ago. You have at a buy and say it is cheap, it was this cheap 2 yrs. ago. I am from a farming family and this company just took advantage of farmers with the war in the Ukraine and not knowing what was going to happen, there was no shortage of fertilizer, you just had to pay up for it, the same as the stock if you wanted to own it. Now the farmers are dictating the price and what you see is the fall in NTR stock. It is just another another example of fert. co. and chem. co. that have taken control of our farmers on input costs, and they are not happy.
Thanks Again