Investment Q&A

Q: Good morning! I know the following are vastly different, but at today's prices, what would be your ranking to initiate a position? Please provide a short justification for each (pros/cons). Thank you!

Q: Hello 5i,
First of all, I wold like to thank you for the "Five from 5i" in general, but specifically the "Is Inflation Higher Than We Think" article - a great read!!
Secondly, pertaining to the article about the fee reductions for some Vanguard ETF's, I notice that VIG is there, but not VGG. Would VGG receive any benefit from the VIG fee reduction, given that it isn't specifically mentioned. (unless it was there, and I missed it - always a very real possibility....)
Thirdly, I am looking for some current recommendations for my grandchildrens' RESP's. Their ages are 5 - 7 yrs. old. One Family RESP holds BN (up 112+ %) and the other holds VGG (+73+ %). I went through the existing RESP questions, but given the current volatility and market uncertainty, I thought I would ask for your current favourites, given the foregoing. I certainly like many of the options given in previous questions, but I feel that the environment is slightly different now than it was several months ago.
As always, thanks so much for the awesome service!!!!
Cheers,
Mike

Q: What are your current favorite small cap, and mid cap energy names ? The PSCE ETF covers a good selection of US names. Is there a similar TSX listed ETF ?
Thank you.

Q: Please comment on Finning International earnings/guidance. Thank You

Q: A couple of days ago I asked a question about what ETFs you like that focus on industrial, manufacturing in Canada, USA and outside North America. As I noted I am looking for funds that are in Canadian dollars [ hedged or non hedged ]. You responded with ZIN, XLI, EUAD, & EXI. Except for ZIN these are in USD. What do you suggest in Canadian dollars.

Thank you

Paul

Q: I've owned Google since just after last split and up substantially, is it maybe time to sell and move on, bought as growth stock only to generate cash to invest in dividend paying stock, have enjoyed the ride and want to keep the huge increase since split, I know you don't provide details on specific portfolios, interested in your views on growth potential going forward.

Q: I owned these brokers for what I thought was a defensive play in my RRSP. They've both been hit this week on AI disruption. I'm not one to sell while under water, however it seems the barriers to entry are somewhat eroded quickly in the broker business if AI companies can offer direct to consumer insurance quotes and pass on commission savings to the customer etc.... I know it's very early innings and that this is hard to predict with any certainty, however do you see much more downside with these two stocks? Not sure I want to experience another 20-30% leg down here.

Q: I must have been napping or looking in the wrong direction when these guys took off.

Lots of FOMO here. Can I still play? More upside potential?

Or look elsewhere for growth?

Perhaps similar but undervalued companies in this sector?

Thanks.

Q: Both of these stocks seem to have performed in a fairly stable manner and have yields at current prices in the range of 11-12.5%. Can you recommend either or both as at least 3-5 year holds?

Thanks again

Q: What are your top four utilities for growth in the next 3-4 years. Canadian or US.? Moderate risk. Thank you.

Q: Dear Peter et al:

I know there was a nice article in either CMS or perhaps ETF&MF Newsletter about what to hold in RRSP/TFSA and Non-Regd accounts. Especially ETFs. US/Foreign and Canadian stocks. Tax advantages of placing them in individual "buckets" like Regd/Non-Regd and TFSA. For the life of me I can't locate it! Didn't save it. (GRRR). Can you point me in the right direction? Please and Thank you.

Q: Can I please get comments on Robinhood's latest quarter?
Thank you

Q: Hello Team,

Can you please rank these companies in what you think will be the best return over the next 2-3 years (not worried about company size or industry). Thanks.

Q: Is ZWE or ZWP preferredfor a 5 to 10 year hold.

Q: What ETFs do you like in the industrial, manufacturing space in CAD? Please provide for 1} Canada 2] USA and 3 } outside North America.

Thank you

Paul

Q: Hi Peter and Team,

For Tamarack Valley Energy, how much years of oil inventory that is proven and probable. I believe I hear Eric Nuttall said that the company has 30 years of oil inventory.

Also, the news mention 2000 identified locations in the Clearwater and 20 years of drilling. How much inventory in can add up to their current oil inventory and years for the company.

In advantage, thank you for taking the time to research and answering my questions.

Norwood

Q: Hi - Would you please give a one-line bull and bear case for each. Of this list would you initiate new positions in any at their current prices (ignoring other factors like diversification etc etc).

Q: Hello 5i Team

RFA Financial (the former Artis REIT)

Any thoughts on the merged entity?

The 3:1 share consolidation has muddied the waters a little.

Do you know what the proposed dividend will be?

Has the earnings date been released yet?

Thanks

Q: Please provide an update on Booking. It has languished this past year and now seems to be falling off a cliff like SaaS stocks.

I have make a very good return on it, still, thanks to your recommendation from years back.

Is it still worth keeping in this current environment? What is something I can swap into in the same space that would be less vulnerable to the markets idiosyncraties?

Thank you
Karim.

Q: What is happening with BKNG?
It is in a free fall. -20% YTD.
Is it time to cut losses.

Thank you