Investment Q&A

Q: hello 5i:
regarding the 49% investment by BIP in INTC'S chip plant.
BIP is our largest holding, so we are concerned as to the significance of this deal and the effect on BIPs future. How significant is it?
And, with INTCs well-known failures of overpromising and underdelivering, poor allocation of capital and just bad management decisions, will an alliance with INTC not drag BIP down with it? Could not the company find a "more reliable" partner (ie AMD)?
How does BIP benefit in all of this?
I suppose that another way of asking this, is "should we lighten up". Tough, as we've held since 2015 and been very happy owners.
thanks
Paul L

Q: Hi 5i,

Can I get your take on this small cap AEHR? I understand it will be higher risk and volatility, given its size but does it look interesting for a small position?

Growth investor, long-term time frame...

Thank you, Doris

Q: What you recommend staying with Abbvie? Like the dividend but down on stock price. Is there another health care or other US stock with similar interest rate? I have a v concentrated portfolio. Thx so much.

Q: Hi 5i, I’m going to be selling out of the money covered calls in my US/Canadian RRSP accounts. Now my understanding is the Canadian option market in not very liquid so should I journal over my Canadian banks, pipelines, Telecom, Utilities (big companies) to the US RRSP account? Also I imagine I’m looking to write covered calls on on big stable companies do REITs make sense. Can you rank the best sector’s and maybe some companies that make sense. Your help is appreciated.

Q: Which co. Offers best return over next 5 years?

Q: Hello. What are your top stock recommendations in the natural gas space? Canada, US and/or international please. Thanks!

Q: Can you give me your opinion on this company - buy, sell or hold. Also how secure is the dividend.
Thank you for your service

Q: I've whittled down my latest TSX "watch list" to the 4 securities listed above. How would you rate them and which would you pick if only one was chosen?

Q: appl or msft what is neo? and can we buy neo shares? I want to buy into the neo co.
bad time or good timr I appreciate your advice
Lorraine

Q: Hello,
Question I've been wondering about for some time. ATZ appears to be one of your favourite companies. However, given its focus on higher end fashion, in a downturn, would not GIL stand to benefit more, given its focus is more lower end day to day needs? What makes ATZ more preferable to own? Thanks as always for your great service.

Q: Can I please have your thoughts and opinion on Keysight's recently announced eaenings. I thought that they were good. Your overall thoughts on the company please.

Q: BNS is getting whacked today after third quarter report. I know you like BNS but do you still feel their Latin American holdings are advantageous in view of an upcoming recession? What would be your top 2 Canadian bank picks?

Thanks

Q: Thoughts on the BNS quarter please?

Thx

Q: Retired, dividend-income investor. I'm just trying to figure out where we are at in this investment cycle. In my opinion we appear to have bottomed and are now starting to see equities on the rise...but then again, it might be a head fake, bear market rally. Time will tell. Then we face the potential recession predictions...soft landing...hard landing?

So, forget all of the investment jargon for a moment and assume we have either bottomed or do indeed retest that bottom and then resume the rise in equities. Then what happens after that, when some kind of a recession possibly hits us. What do equities do? If recessions are usually short lived and markets are looking ahead 6-12 months, what then? Do equities sell off or...?

I am normally an extreme buy-and-hold investor who sets his long term asset allocation and follows it, with very little cash on hand...maybe 2-3%. I will probably do absolutely nothing with however you answer...just trying to understand the market dynamics. Or, there is the chance I might raise my cash up to 5% at the most, but that is market timing. AND, the investment cash usually burns a hole in my pocket and I historically reinvest into some falling knives. So...I usually just watch the action and do nothing besides some minor trims-adds to my core positions to maintain my target asset allocation.

Sorry for the ramble. What's your crystal ball say for the next year or so?
Thanks for your help...much appreciated...Steve

Q: Please comment on Q2 results and Conf. Call if you attend.
Keeper or move on? Investor not speculator bought in 2021 and under water huge.

Thanks

Yves

Q: I would appreciate your comments on the 2nd q results. The company is small, but it has been around for a long time, so management know their business. For those who like to invest in small profitable,
well financed companies with big growth prospects, this one sounds promising.

Q: I am trying to compare valuation metrics on these two companies. With ASML we have RoE of 57%, P/E of 36, price to sales of 9.7
With MKSI we have RoE of 19.3%, P/E of 10.9, price to sales of 2.3
With these wildly different ratios can you help with comparisons. What numbers would you suggest for evaluation these two companies... which one holds the best reward for an investor?

Q: How would you rate these companies for a buy now and growth in the future?

Thanks again

Q: If you had to pick one healthcare (realize all are different in makeup) which and briefly why. I am looking for steady and growing dividends and in registered account positioning to a RIF transfer

Q: Good morning!

I wonder if you could provide the names of 2 or 3 investment or financial advisors that fit the following situation.

I am currently helping another person deal with how to invest their funds after sale of an unneeded property, and plan on helping them find an advisor so that I am not permanently responsible for their financial results. They are financially inexperienced.
In my ideal scenario, it fits the following criteria:
1) Large company: I.E. a bank or such, which helps in my mind to essentially eliminate any possibility of some lone wolf absconding with the dollars.
2) Charging by the hour, not the usual 1% or so the portfolio value (will be high 6 figures).
3) Doesn't push mutual funds, and will be OK with blue-chip dividend payers.
4) Can perform the necessary trades when rebalancing has to happen.
5) Can spot basic tax implications.

I am thinking also that I might recommend something for them along the lines of your income portfolio, or maybe Beat the TSX, or the dividend aristocrats ... basically something they don't have to think about and that will let them sleep in peace.
Your comments are appreciated! Please feel free to take more credits, as I realize this may be asking a tad more than usual!
Thanks!
Paul

that makes it unlikely thfee only but who can do trades in equities for a blue-chip