Investment Q&A

Q: Back in September 2024, I had asked whether it might be a good idea to rotate from ENB to a producer like CNQ/CVE. 5i's response as the time was that it was not a fan of "fixing' things that are not broken".

This has so far been good call because ENB has faired well while the producers are hitting new lows.

My question is: at what point does the risk/reward become such that rotating into the producers make sense?

Q: I am a longterm dividend investor. With the dividend cut now out of the way, do you consider BCE a BUY or a HOLD for acore, longterm holding, or should investors exit this sector? I am currently underweight this position. Thanks.

Q: I know its not your favourite, but is there anything of note in quarterly results? Thanks.

Q: Everyone, recently I have read questions of what price is a good price to buy. I believe in buying the best of the best and hold forever.
I have made 9 times my money on AAPL, 3 times on MFST, 50 times on CSU, more than 2 times on LMN, more than 2 times on MFST, 6 times NVDA, 5 times on SHOP and 8 times on V. Buy and hold and the price does not matter - length of holding the stock matters! My Thoughts.

Q: What is your outlook for WFG? It has been beaten down and could be basing.

Q: Hi 5i Team,

Can you please provide the upcoming earnings release date for TBL?

Thanks,
Jon

Q: Would you buy XYZ at this price $50 for maybe a 1 year hold as a trade?

Q: Would it be possible to get your top 3 stocks (ranked in order) at the moment for the following sectors: Materials, Consumer Cyclical, Consumer Defensive, Industrials, and Utilities. Can be CAN or US. Thank you for the great service.

Q: APP is up13% after earnings but still down significantly from its highs. Would you be a buyer today?

Q: If I sell BN for a tax loss, can I buy BAM the same day?
Thx Judy

Q: Hello 5i,

We are looking at our fixed income and dividend portion of our portfolio. Dividend stocks are 6% of our overall portfolio.

Bam 3.19%
AW 2.59%
BEPC 5.41%
DIR 6.69%
NTR 3.95%

We want to add another 2% to dividend stocks. Add equally to the above or, add ZEB or CDZ?

Thank you
D&J

Q: Based on your last comments on Tantalus Systems (GRID) can you comment on yesterday’s earnings release. It looks great from what I see but I’ll leave the professional analysis to you guys. Based on your last comments is insider ownership the same? Is management doing a great job? Can you also comment on their 3rd Annual Utility of the Future report they posted at a the end of April please. Lastly can you update me in the Conguitive acquisition.

Feel free to answer after their conference call.

Q: Thoughts on BCE post dividend cut?

Q: Your thoughts please on the quarter?

Thx

Q: What would your two favorite REIT’s be to invest in at this time?

Q: I am wondering what to do with this stock who seems to go nowhere, cut oits dividend and show s a P/E very high, which would you suggest as replacement, you seem to favour CLS?
Your advice always apreciated.
Thank you

Q: I am a 64 year old IT professional, planning to retire next year and live off investment income. What do you think about my current sector allocation: Energy 7.00%, Health 7.00%, Finance 22.50%, Industrials 10.00%, Tech 22.50%, Telco 4.00%, Utility 5.00%, Materials 5.50%, Cons.Def 7.50%, Cons.Cycl. 8.00%, Real Estate 1.00%? I have moderate risk tolerance, the portfolio size is over 5mln, most of it is US and Canadian ETFs, and the low real estate allocation is due to the fact that I own some investment real estate. No crypto, gold, or bonds - I don't want any. I have paid out house, no liabilities, and no dependents. I am wondering if my sector allocation is too aggressive..? If yes, what are your suggestions for the perfect allocation specific for my case? Thanks!

Q: Your thoughts on earnings, please.

Q: What's up with LLY? Was it the Wegovy sales from a competitor? Leadership changes? Is this little dip one to buy? Your thoughts?

Q: PRL came in with strong earnings a few days ago. Whereas GSY has been on a steady downturn lately and is down 8.5% today alone. I would have thought they would trade somewhat in sympathy with each other being in the same industry ..... I'm down about 20 % on GSY right now and considering abandoning it for greener pastures ..... If it were to at least level out I would be inclined to stay the course but it isn't ..... Need 5i advice on first what is going on ? And second why it is going on ? Thanks for your terrific service ......