Investment Q&A

Q: I was reading an article recommendIng these high yielding closed end funds. They appear to be blue chip. Apparently CEFs usually trade at a discount and once the market is ready to turn around they will provide additional leverage. When does it make sense to purchase CEFs when there are equivalent etfs?

Q: Hi 5i,

Regarding Rajeevs question on canadian banks "should we worry?" .
It was not clear to me from your answer ...

Also Is it possible to elaborate a bit on the reasoning/rational/strategy for selling off banks at this time..
Who would you guess are the large sellers?
Would you consider this a buying opportunity?
thx
jim

Q: Could you comment on 4th quarter earnings, higher revenue and earnings. What do you see in the details and comment on future earnings.
Thanks

Q: Many months ago, everybody and their brother was predicting interest rate increases, so I sold the bond funds in my RRSP (primarily ZAG) and bought short term bond funds like ZST and XFR. And for some fun /an experiment, I bought some TBF. I try not to time the equity market (as per your sage advice), but I could not resist with bonds (because it seemed like everyone was convinced about the interest rate direction). Good news is that TBF is up 22% YTD; and ZAG is down 13% YTD, but I do not understand why I do not hear anyone promoting TBF as a solution for this rising rate environment. What am I missing? Is there a liquidity risk for sellers when the rates start to flatten out; or is there a significant and quick price plunge risk; or...??? Thanks in advance for your comments.

Q: Can I please have your thoughts, opinion on this company and would you consider it a buy for a long term hold? Thank You.

Q: Good morning team,
What are your thoughts on the financing for the completion of the Magino project? Will the issue of 400 million shares @ .45 dilute the overall share count? Will the company value increase once the first gold is poured and how would you rate this investment over the long haul?
Many thanks as usual,
Jean

Q: Dear 5i,
Do you like DHR and/or TMO for a long term buy and forget stock?
If yes, which would you prefer one or both?
Is there much overlap between these two stocks?

Q: I sold these earlier these in a panic , to avoid losing what was left of a fantastic profit : I am OK on the 30 day rule . Technicals seem to be hooking upward and this appears to be an opportunity . I suppose repurchasing is considered bottom fishing but they pass the "would you BUY this stock today?" question .... so would you ?

Q: Please update comments on KRR, what price would be a great entry price? Many thanks.

Q: I recently opened a cash investment account to begin transferring funds minus withheld taxes from my RSP. For tax reasons stocks with capital gains versus dividends are preferred. What stocks would be advisable at this time given our Portfolio is fairly well balanced re sectors and growth stocks currently in TFSAs and dividend stocks in RSPs. At this time I am specifically interested in Canadian stocks.

Q: Hello, I want to invest in natural gas. If you had to choose either Tourmaline or Topaz today, which one would you invest in? The yield is 1.4% and 5.2% respectively, and my understanding is that Topaz is a more natural gas focus company than Tourmaline. Is it better to hold these companies in a registered account or not? Thank you

Q: What is your opinion of this us value fund. The shares are down lately and the dividend is very high at more then 23% but has been steady for many years. Is it an opportunity or a danger pit ? Thanks

Q: There has been significant turnover at the newly reduced price level so I wondered who was doing the buying and selling, particularly insiders. My impression is that Cielo has had to modify the process and be more selective in the feedstock to achieve the required output quality, but they are making satisfactory progress. Can you confirm this and do you know if insiders have been investing at the new level?

Q: Good Morning 5i
I am interested in Imperial Oil backing EM3 to test their lithium extraction process below the Leduc oil field. If it is successful, it could be a game changer for lithium going forward. It sounds like in the press release that the success or failure will be known by the end of the 3rd qtr. Would appreciate your overview comments. Thanks

Q: I'd appreciate your comments on Dream Impact. There is very little news but the distribution has been good but it is 100% return of capital. Continue to hold or move on?

Q: Hi,

For a long term hold and at current market prices, would you have a preference between MSFT or AMZN (either one would be a new position for me)?

Thanks,
Brad

Q: Hi Peter, Ryan and 5i team
Our financial advisor is changing from a non discretionary advisor to a discretionary advisor. We understand that it will allow him to buy and sell securities without our consent allowing for quicker action. Is there any advantage to this type of portfolio. The fee structure will be going up from 1 % to 1.15%.
Is it fair that the fee structure will be going up?
Thank you for your opinion

Q: In my non registered account for financials I own BNS, TD, and GSY. With them all down would you top them up or buy CM instead as an additional holding? The focus of the accounts is high quality dividends as I plan to only use the dividends in retirement. I have growth stocks in my TFSA.

Q: what is happening with aem?
you advised this stock .WHY????
its a piece of sh...t

Q: I purchased SMG at US $105.10 early May 2022 and it has fallen off a cliff recently. I expected to see a short term 10% increase ... then I would sell my position.
I think this is a good company and and has a reasonable dividend but what is your outlook ...... should I continue to hold ..... or sell an buy Nutrien.
Thanks DAN