Investment Q&A

Q: TDG HEI -HWM I would appreciate guidance on investing in part suppliers to thr major defense contractors, with your preference to invest in this market and target entry prices. If I missed any of interest or you would orefer in the defense sector, please advise.

Q: Curious about Upwork for the coming year, given that they have turned the corner and are now generating real profits. They apparently have heavily incorporated AI into their platform to the benefit of customers and users. Given these things, do you think it’s a worthwhile investment. Thanks for your opinion.

Q: Hi 5I
Thanks for your great insight to all things investing!
I am trying to help a friend who is very new to investing. He was convinced to invest with an advisor/sales person from Primerica. I am leery and haven't read great things about them online. That could be sour grapes or really anything else for that matter.
My question is; after paying a 2% commision to invest in some AGF funds they show a .4% MER to invest in a fund that only holds a collection of other AGF funds. Each of these funds has another MER of it's own does the original MER include this or is it just compounded fee on top of fee?
If you have any other insight on this "advisor" company or, more broadly, ones operating on similar platforms please shed some light?
Thanks again!
Richard

Q: Thoughts on RKLB as an investment in satellite deployment business?

Q: From a value perspective, where the current price is compared to it's historical price range and it's future potential, in what order would you add to these equities (NTR, FTS, XIT, XST, ZUT) to reach asset allocation goals?

I understand it is not apples to apples, due to some of the equities are stocks vs ETFs; and some are conservative vs aggressive.

When looking at both the technicals and fundamentals, I would suggest that NTR and ZUT are undervalued and could be earlier purchases, compared to FTS, XIT, XST. Purchases will be spread out over several months.

Your thoughts on the order?

Thanks...Steve

Q: We know from recent reports of grid failures during extreme low and high temperatures that North American electrical infrastructure is inadequate to meet our rapidly growing requirements for electrification.

My questions are:
- will governments re-design, regulate and install new infrastructure in partnerships with private sector/s? (what could possibly go wrong?)
- what exactly constitutes the grid (the components)?
- what companies or types of companies will provide the designs and components for the transitions in Canada and the US?
- are there any obvious stock picks that 5i can recommend at this point?

I realize that this topic falls somewhat into speculation and opinion at this point. I am looking for best thoughts from 5i - not necessarily definitive answers. Maybe 5i would consider producing ongoing articles and references on grid revitalization as we move forward.

Thanks!
Heather

Q: Gentlemen:
Big shake up today at ADM. I owned some and added some at $52.00.
Please give me all the CONS and less PROS, so I will know I made a mistake.
Thanks, Ben.

Q: In a recent question you ranked NVEI over PAY over PRL for a 1-3 year hold. Your ranking was NVEI, PRL, PAY. Could you please provide details/logic for the order of this ranking?

Q: I read somewhere that if you had just maxed out your TFSA contribution each year with an S&P 500 ETF, such as ZSP, then you would have well over $200K in your account by now.

Is there a website where you can input a security on a given date, and it will show you the value of that security today as if you had bought it on that given date?

Thanks,
Robert

Q: HI,

What is a good time to sell these units/ETFs? To lock in the distribution of that month's interest? I am looking at taking some cash off these and be ready to deploy the capital. Not in a rush. But want to be prepared.

Q: CHINA how bad is it ?Unemployment rising in 20 to 30 year age group Foreign companies pulling out . Housing a mess.

What can Government do to stimulate and change course. Is China investable at present. or avoid.

Chinas slowdown effects Oil and Copper prices Although Copper is in short supply

Your thoughts on CS Capstone

RAK

Q: I want to add one of these to my TFSA. With potential total growth in mind, could you please list these in order in which you think might do best. Thanks.

Q: Good morning,
Happy New Year to the team !
This question is on structured notes (maturity monitored barrier ??) for an 89 yr old.
My 89 yr old aunt, who is in ill health, with a substantial, relatively well-balanced portfolio, (26% in Canadian banks), she reinvests dividends. Her advisor is suggesting investing in a 7-year auto callable note securities - maturity monitored barrier - linked to the Solactive Canada Bank 40 AR index. His reasoning: for portfolio diversification.
Due to her age, and the complexity of the investment (i.e. hard to understand all the nuances/outcomes) I am uncomfortable in agreeing with his suggestion.
Would you recommend such an investment to an 89-year-old in ill health, who's pension covers all her expenses?

Can you give your comments on structured notes.

Deduct the number of points you think is necessary.

Kind Regards,

Élaine

Q: What is your opinion on Canadian Premium Sand?

Q: Hello,

I am wondering about the merit of purchasing NBLY shares prior to the deal close in order to acquire the Contingent Value Rights (CVR). My thinking is that this would require a short term commitment of capital that could potentially yield a payout in 2026. How likely is it that the EBITDA Target of $128M will be met? If one were to proceed with this strategy when would the shares need to be purchased?

Thank-you

Q: I own CSU at a 7.25% weight and also TOI and LMN around 5%. All have quite nice returns but do you feel CSU profitability could slow enough from the law of large numbers to trim a bit and reallocate to the offsprings? Thanks!

Q: HI Guys
A general question about regulatory requirements, but maybe using TCN as an example as it is now in play....... When a company like Blackstone makes a offer for a company like TCN, once the offer is in place, is the acquirer (Blackstone) permitted to continue to buy stock offered in the market up to 100% even before the vote?

Just seems there is a lot of selling and buying and wondering that would be smart of Blackstone.

Thanks

Stuart

Q: I own both BCE { up 2.37% in 7 years of ownership not including dividends } and T { up 15% in 7 years of ownership not including dividends } and am going to sell at least one. { Neither have been particularly exciting } .... I'm inclined to keep Telus but the current problems with TIXT are making me hesitate. Just how much do you think TIXT is going to effect Telus's earnings going forward ? And if it were " you " and you had to sell one which would it be ?

Q: GILD is down 10% after its phase 3 trial of Trodelvy in a lung cancer trial failed to meet its primary end-point. Is this just "noise" or a reason for a long-term shareholder to sell?

Q: Hi 5i, I've held both Fortis and BIP.UN in a registered account for just over five years. I am thinking of selling Fortis and reinvesting the funds into a larger BIP position. When I look at the Fortis return of approximately 7% and dividend yield in comparison with BIP return and yield, BIP appears to win. I like the fact that BIP's business is broader and more global. My current Brookfield family holdings are about 11% of equity holdings so I realize that this move would increase my exposure to Brookfield to about 15%. I know you can't comments on position sizing but would appreciate your thoughts on making such a move. I know Fortis has an exemplary track record in increasing dividends but maybe it's time. Thanks for your service!