Investment Q&A

Q: If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following Canadian names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
CSU
BN
ATD
X
CNR

Q: Could you comment on this mornings news re the president leaving to pursue other opportunities, and what this may mean for the stock moving forward? Thanks in advance

Q: Would you feel comfortable buying AXON at today’s price ? I’m waiting that dip, however continues to hit all time highs.

Thoughts ?

Thank you

Q: Has anything changed fundamentally at FSZ. The stockis up 120% (with divvys) from the Oct. lows of last year?

Thx

Q: Want to stay in the sector.Keep CDE or sell SIL at a taxable profit and buy your recommendation?

Q: Hello, I just read in the October 2024 issue of CMS magazine, on page 5 under ‘Dividend & Company News,’ that Algonquin Power (AQN) has cut its dividend by 40%. Is that the first or the second cut of the last 2 years? Thank you

Q: Exchange Income Fund popped this week - do you think it's buyable at the current price for 8%+ annual return including dividend? or do you expect this to be short-term and wait for it to come back near $50?

Q: Gentlemen; EIF has had a very good performance this month. I can't find any news items on the Company to explain the nice move. Do you have any thoughts?

Q: Knowing that you do not cover China, would you consider investment in any Chinese securities at this time ? If so, please indicate stocks of interest.
Thank you.

Q: What is a good entry level for HPS?
Thanks,Terry

Q: May I please have your opinion of Flagship Communities REIT?
Thank you,
Ed

Q: Following these recent QA regarding BN.

Sep30 “ As per the latest annual financials, BN holds a 25.0% interest in Brookfield Asset Management (BAM), a 54.6% interest in Brookfield Renewable Partners (BEP.UN), a 73.9% interest in Brookfield Infrastructure Partners (BIP), and a 34.5% interest in Brookfield Business Partners (BBU)”

Oct01: “Owning the three noted will provide higher income and somewhat similar exposure. But BN will prove the 'private equity' component of its businesses that the others have less of.”

I own BN since BAM-reorg and it did very well this year. If we look at it’s underlying assets : in the last year BAM/BBU did OK but not as much, but both BEP and BIP did poorly. May be a stupid question, why did BN do so well? Market speaking? “private equity” or other assets heavier than we think? Thanks ++

Q: Hi 5i, Could I have a fresh look at PMET as a lithium small cap? I know of 3 analysts with target price over $10, does Bloomberg has a similar average? I’m not convinced this is the right time to buy lithium stocks, but would you prefer LAC? I already own ALB. Thanks as usual.

Q: Can you please rank in order which of the stocks from best to worst you would Recommend today, and are there any that you would Not Recommend at this time (no ranking required)?


TMDX, PLTR, CECO, ASPN, AVAL, LAZR, BIDU, TSLA, VRT, ELMD, NXT, DRX.

Thank you
D&J

Q: Hello 5i Team
Please help me understand that the TSX30 is a list of 30 tsx stocks performance over the past 3 years .The tsx 30 is not an etf that can be bought but can be purchased only as individual stocks.
Thank you.

Q: Hello, I have a small position in these four stocks and I'm up about 10 to 15% with all of them. I'd like to sell one to free up some funds. In which order would you recommend selling if you had to? I realize this is only an opinion and not advice. Thank you!

Q: What are the reasons that make PLTR stocks keep going up? Looks expensive from every metrics. Is the stock a sell now?

Thanks,

Q: Which one of Bn,MFC do you think would provide the best return over the next 3 to 5 years?

Q: Is there a CRA or other government agency limit on cash gifts to adult children living out side of Canada but who has a Canadian bank account to facilitate annual visiting trips home and affairs in Canada?

Q: Greetings. Seeking a TSX traded in Cdn dollars ETF non-hedged that holds as a majority of its portfolio US equities the likes of AMZN AVGO MSFT PALO ALTO NETFLIX GOOG META NVDA or most of them and similars since wishing to sell a variety of these types of equities currently held as hedged CDRs in a registered account. Methinks the CDN dollar is destined for a fall at some point so wishing to remove CDR hedging. Please comment if this doesn't agree with your view aside from the difficulty in predicting currency moves. Thank you for any suggestions.