Investment Q&A

Q: Hello 5i Team

For the reader asking for US$ denominated money market funds at RBC Direct Investing - suggestions are:

RBF2014 a US$ investment savings account with Royal Bank of Canada ($100k CDIC insurance) - trades as a mutual fund but no commission. Interest rate is competitive (4.90 %)

Any of the TSX listed US cash etf listed - RBCD charges $9.95 per buy or sell - as long as buying/selling greater than $1,000 the percentage charged is cheaper than the mutual fund charge (1 % to max $50).

Thanks

Q: Morning,
I recently acquired some information about a new project development in Alberta. A European private equity company has purchased 5 out of 6 quarters of land along the corridor from Edmonton to Calgary(I know this part for a fact). They are going to invest 1 Billion on each quarter of land for Data Centers. Apparently Alberta has a great amount of Dark Fiber Optics available which is perfect for this.
Do you see any investment opportunities here? I assume these Data Centers will need a huge amount of power, so would power producers be an area of opportunity? Such as CPX . Let me know what you think and any ideas.

Q: Hi 5i Team.
Pls comment on North American Construction Group qrty earning and this company going forward.

Q: Can you comment on company financials and if it is worth starting a new position?
Is the forward dividend yield of 10% sustainable or it's a value trap ?

Q: Hello 5i Team,

Long-time holder of CBZ, which has been a consistent performer.

The share price has dropped significantly today after an earnings miss and a coincident announcement to acquire Marcum. Not sure which event is contributing more to the share price reduction... or if it's both.

Could you please comment on the current situation and future prospects for CBZ. Is this an opportunity to add to my position? Or do you expect the share price to languish for a while? If so, how long?

Thanks in advance for your always helpful advice!

Q: Hi,

Thank you for answering my question on small caps on the 29th of July.
Thank you also for adding HPS.A ahead of PAY. Your list in the order that suggested is as follows:
GSY, PRL, LMN, HPS.A, PAY, TOI.

To Theodore's question today (31-07-2024) you relegated TOI down the list and pointed out to it's European exposure.

With that in mind, may I ask you to consider some of your favorite metrics, FUTURE GROWTH, Momentum and DEBT Load and then give us the names in the small caps sector. If you used the above metrics, will your list change?

My iTrade platform seems to indicate that PRL has a lower debt load than GSY. Yet your rank ordered GSY ahead of PRL. I know you must have a good reason. Just wanted to know the rationale.

Many thanks in advance.

Q: Good morning team, I’m contributing to a non registered account for the first time as I’m maxed out in my tfsa and rrsp. My goal is to invest in dividend paying etfs and select dividend stocks while trying to take advantage of the dividend tax credit. I’m looking for yields north of 4%. XDIV looks good to me so far. How would HDIV and HYLD be taxed? Thoughts and suggestions? Thanks

Q: Your answer to Kxs earnings before the call took place was positive. But the stock is down over 6%. What happened that the market didn’t like. I know it’s a bad overall market day but Kxs is leading the way down after decent results.

Q: Nice earnings from Howmet Aerospace Inc and looks to be a great stock since COVID decline.

Can I get your updated views on this company and compare/contrast to Heico, TransDigm, GE Aerospace and 1 other NA listed competitor I am missing (BOEING)

Please rank from best to worse for a 5 year hold risk not an issue looking for largest gains based on best guess of course.

What 2 main financial metrics would you look at for these specific companies ?

It seems the standard symbol for Howmet Aerospace Inc. (HWM) is not showing and only 2 questions under the symbol with Ex-Distribution - FYI

Q: Thank you for your precious advice you made me a much better investor VS trader over the years with much more success. Now is the time for a loooooong term view of my portfolio. I am retired and just need to allocate the right amount in the right positions. Within the US part of my investment what percentage would you allocate to each of the above?

Thank you

Yves

Q: I look after a RESP for my grandchildren and I have IWO, VFV, VGG, at equal weight. XIC, XQQ at a lower weight and only 2 stocks BN and LMN. Is there any more ETF that you would recommend to go with the ones I currently own? What 2 stocks would you recommend as well? The funds are not needed for 10 years,

Thanks

Q: Were the earnings good enough to get this stock moving? They did miss.

Q: Hi,

Can you comment on Parkland’s earnings?

Q: there were some disappointing drilling results this quarter, and the stock is getting pounded. They are hoping for production this year to be in the bottom end of their guidance. Do you still see PXT as a hold? I bought this stock thinking it wa a growth company, but what are their prospects for future growth? Also, they bought back shares at an average price of $22, do you think they will continue to buy back many shares?

Q: Insider Buying Thx for the your latest article 5 Long term rules. With regards to the insider buying rule are there any companies at present that you see with significant insider buying ? Thx for all your support.

Q: Could you please comment on the earnings release for Topicus. Thank You

Q: Many companies stand to benefit from the rise of nuclear energy. Is this a good time to invest (long term) in such companies? I am especially interested in the risk-reward profile of the following: Cameco(CCJ), Constellation Energy(CEG), Centrus Energy(LEU) and NexGen Energy(NEX). Are there others that you prefer (Canadian or U.S.)? Or do you believe an ETF focused on uranium/nuclear energy would be a better investment at this time? Thanks for your help. You provide a great service!

Q: Your take on the markets meltdown today (Aug. 1) would be appreciated.

Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd

Q: Thoughts on the quarter? Stock down about 13% (on a down day in the markets). Over done?

Thanks

Dave