Investment Q&A

Q: Looking for some insight regarding redirecting a small percentage (5% - 10%) of fixed income ETFs to an alternative credit opportunity fund and/or Mortgage Fund? Are there "better" options than YTM Capital's offerings?

Q: Hello Team,
For a defensive play, do you have a preference between these two and if so, why.
Thank You,
Barry

Q: What's your general outlook on renewables.
How do you see them performing in the next few years .
Which 3 companies would you consider a good hold.

thanks

Q: What do you think of Equitable Group, a non mortar bank ( small volume ) . Was doing well on the market but seems to have fallen out of favour recently . Am I better off with the regular banks or is this a hold ?

Q: I am down about 15% on Tourmaline and am considering selling for tax loss reasons. Is there a good proxy to hold for for the 30 day period before repurchasing? Or would consider just holding on?
Thanks
Stew

Q: Good Day 5i, Thanks for all the great insights. I enjoying reading them daily.
My portfolio is not well-diversified. I am 39% invested in BMO. Luckily, I have done well over the last 20 years and get about 4.8 % in dividend yield. Everyday I think about trimming but I have not got the heart to do so.

I would like to trim and diversify into other stocks (CAD/US) or ETFs that have potential to grow faster or counter balance a downturn in financial. I do not mind a lower yield.

Which stocks/ETFs would you recommend today if I could trim 10-15% off my investment in BMO.

Thank you and await your highly respected opinion.

Q: Do you think MRK is a good pharmaceutical company to invest in? Where do you see the company performing in the next few years?

Can you send me the list of the Canadian companies that pay the dividends in USD

Thanks

Q: AVN is scheduled to spud their first three wells for helium next week. Their NR states that estimated un-risked and undiscovered potential of between 1.4 and8.9 billion cubic of recoverable helium. First question how can it be un-risked and undeveloped at the same time. Second if successful is that a substantial strike as far as helium goes.

Q: I know you don't dig deep into Europe. I have a small position in NVO and am up 50%.
Debt, ROE and P/E look ok. Weighting aside, does this look like a good time to add to my position?

Thanks and all the best of the season to you and your staff

Mike

Q: We have set up a RESP for our new grand daughter, we are looking to invest in a growth ETF. Considering the unsettled markets at this time would it be advised to invest in a ETF like HXQ or would you have some alternative suggestions

Q: Flutter Seems to still be drifting lower. Would you consider it a hold, sell, or a buy at these levels and why? Thx as always

Q: thoughts on latest acquisition please?

Thx

Q: My question is simply, when to sell ? I acknowledge market timing is impossible and most portfolio managers say stay invested for the long term. Somewhat cynical as believe that such advice is driven primarily by compensation and relative performance issues, issues which retail investors are not subject to. Most of my assets are in taxable accounts with concentrated positions, especially in the FANG stocks. It’s been a good run and inclined to sell the lot, pay the tax and wait for the dip. I have no doubt that these stocks will be significantly higher in 5-10 years, but I also have no doubt that there will be a dip where if patient you can acquire for a lot cheaper, ( prime example is Apple and Meta). Not looking for individual advice but retired which obviously impacts the length of the runway or exit ramp. Thx

Q: What are the tax implications if any of buying Wolters Kluwer N.V.which trades as an OTC ADR If purchased inside a RIFF or TFSA. Or can it even be purchased in a registered account.

Q: FTS is at all times highs while BEP is down 33% from the highs. Why the big discoonect?

Q: I struggle with the whole concept of "green".
The whole thing is driven by politics, not market forces.(making "dirty" fuels artificially expensive so that subsidized "green" energy can compete).
Here is my question: Yes, there are strong ideologies pushing this, but unless "we" adopt socialist command economy wholesale, market forces must eventually prevail?
"Green stocks/ ETFs are up, but buying them seems to me betting on a lame horse.
Would appreciate your take on this, and also if holding BAM.A could be considered a compromise. They seem to be gung- ho for "green" investments. Am also looking at PBW, but don't like the price.
My interest in this subject is limited yo next ~5 years.
Thank you
jerry

Q: I hold LSPD in a TFSA and am planning to replace it with APPS. Would you suggest making the switch now...or waiting til tax selling is behind us in January? Thank you.

Q: Hi the great team, can you explain volatility of shopify?

Q: Hi 5i,
BMO had a nice run up in share price last couple of days and today has fallen and I was wondering if this could be negative reaction to this latest news:
"Canada's Bank of Montreal has expressed interest in buying French bank BNP Paribas SA's U.S. banking unit,"

Is this considered positive or negative and why?
Would this influence your decision to add or start new position?

Thx
Jim

Q: Can I get your perspective on KWE stock’s reaction to the announcement of two days ago - KWESST Signs Master Agreement with Global Defence Contractor. It has fallen 20%+. I would also appreciate your thoughts on the company overall. Thanks.