Investment Q&A

Q: Two related questions. I'm overweight in utilities and want to shift some of the funds invested here to one or two Canadian consumer cyclical stocks.
1) Which would you sell: BEP, NPI or AQN? Or would you sell some of each?
2) Which 2-3 Canadian cyclicals would you recommend with yields >1.3% that are likely to grow at least 20% in the next 12-18 months?
Thank you.

Q: HI Peter and Staff
Your top picks in consumer cyclical have been pretty consistent, ATZ,LNF,GOOS,DOO,MG.......last week you had DOL included. I have all of the ones listed in my basket , I also have CTC.A and it has been good to me though most of the gains were a few years ago. I did have DOL until I sold it a few months back a week or so before I had a run of course.....Can you please give me your thesis on whether a swap from CTC.A to DOL is suggested if taxes are triggered of CTC.A sale.....I am up 77%.....Alternatively ( please charge credits as you see fit), I have sold many losers to see them run back up....should I take my lumps on REAL and replace with DOL?
Thanks for all you do
Dennis

Q: Doing some spring cleaning and attempting to tilt my folio into more income and less growth/risk. I follow the BP almost exclusively and would like your opinion on which Div payers in the BP you would increase in weight, and what non Div payers you would decrease. Thanks!

Q: Hi Guys
Found it a little difficult to understand the financial statement
I went in search of AFFO in an attempt to determine the Value at current prices
Could you give me a Quick Assessment
Thanks !

Q: I own BEP.UN and BEPC and they have been free falling since 1/01/2021, down about 15%. The entire renewable energy sector are down a lot too, e.g. INE is down 25% YTD. I know this sector's been up quite a bit last year, but why the collapse this year? Is it just sector rotation, or there are other reasons? Thanks.

Q: Could I have your analysis for AC. I know the airline industry is losing a lot of money right now. Do you forsee them going bankrupt as they did in 2003? Or do you see their stock gradually increasing over the years?

Q: You answered a question today about your choice of the best materials stock to buy. Your answer was NTR. Why did you suggest this as your top materials pick? Thanks for your support.

Q: Hi Folks,
I am looking to add to my Industrial sector. I currently hold CAE, WSP and CN. Can you give me some of your favorite names ( CDN or US ) and in order of preference that I can look at ( looking for dividend and some growth ) OR would you just add to the names above ( all winners ).
Thanks

Q: Surprised in the drop in price of shop after the report of another good quarter. Do you still see growth in share price for a patient investor or is this now a more realistic share price?
T Steve

Q: Your thoughts on Wrap Technologies,a U.S. listing.Thanks.

Q: Buffet rekindled a concern in his recent annual meeting which I have had for a long time. He seems to think that it would be better for the average investor to be invested in index funds. This year he started out by asking which were the 20 largest capitalization companies in the world today. Then he showed the 20 largest in 1989. He asked how many remain among the largest today. The answer was zero. I would have gone to index funds before but I have large capital gains in my largely Canadian taxable accounts. I did try to adjust this by buying only US index funds in my registered accounts. But, then I thought that I already have so many individual stocks that a few more won't matter that much. So, I also bought individual stocks in my registered accounts. I know that you cannot offer individual portfolio advice. But, it would be useful to have your perspecitve on Buffet's advice and the dangers of indivual stock picking for most people. If you could fix my personal dilemma that would be a bonus!
thanks

Q: Hello, what do you think of their Q1 results? I have basically doubled my money with PKI since 2015 but the current dividend yield is slipping under 3%, which is not what I usually tolerate in my income portfolio. Can you give me some reasons that would have me hold on to this stock? Thanks.

Q: Can u please comment on earnings and outlook. Thx

Q: Understanding your not tax experts, do you or any members know if you can write off interest expense if you have a dedicated line of credit and invest inside a TFSA ?

Q: Could you give your thoughts on this mutual fund.I like to know what companies it has in the fund past the top 10
We’re to find that info ?
Is there a etf you like better in the same area
Thanks for the help

Q: I have meaningful positions in Adbe Msft,Amzn...they have all reported what I thought were spectacular earnings each.respectively.The market doesn’t seem to like them ....What am I missing?

Q: I’d like your thoughts on GEVO and its outlook, and how it would compare to CMC (Cielo) as an investment. Also, please indicate if you’ve got better suggestions along the same lines. Thanks.

Q: Hi Everyone at 5i!!! I have heard it said that we are headed into a massive commodity supercycle. ( eg. Lumber). What are your thoughts on this?.??? And if so, how could one best position oneself to take advantage of this?
Cheers, Tamara

Q: If I purchase BP on the US exchange, these are designated at ADR shares. Due to the intermediary US institution, are are extra costs deducted by the FI relating to holding & transacting these? Also, are there additional tax deductions as BP is a foreign entity even in US

Q: Currently I own all of these semi conductor related companies in my taxable account. QCOM, AMD and MRVL are still at a loss since the March downturn. All others are in positive territory, especially SMH. Should I continue to hold them all as core holdings for the long term or would you trim or delete any? Is it still a good idea to hold SMH because the ETF owns a number of companies like ASML, AMAT, an MU that I do not hold?