Investment Q&A

Q: Hi 5i,
what Brookfield entity has the largest exposure to Oaktree?
Is it BAM or BN or something else?
With credit markets tightening would you consider Mr. Marks skills as an incredible advantage for Brookfield?
thanks

Q: I would like to increase my health care sector and am considering adding to ABBV or start a new position in PFE. The valuation of PFE looks good in comparison. For a long term hold in a LIF, which one would you select? Thanks
Gary

Q: WHAT INVESTMENTS CANNOT BE BOUGHT FOR THE TAX FREE SAVINGS ACCOUNT (TFSA) ?

Q: Hi 5i team,

I’m thinking of selling a few stocks at a loss to balance out capital gains (I trimmed NVDA since my stock position got too high). I can cover an equivalent loss by selling two (or a combination of all 3) of the following stocks: DIS, TTD and CRWD. I bought all 3 at a much higher price. CRWD and TTD have had a nice bounce and I’m thinking that the near term environment of debt ceiling and sell in May could be a good time to take losses. I’m wondering if you have other items I should consider related to selling now versus later this year? If later, what would be a good time to consider?

I have other similar tech stocks such as GOOG and ZS and I’m wondering if I should consider another proxy for any or not bother? And I’m also wondering about re-buying at a reasonable entry point after 30 days for any of the 3 or simply move on?

I’d appreciate any insights you could provide.

Thanks as always,
Lisa

Q: Why is this preferred share index trading at 52 wk lows ? I believe interest rates are nearing their peak and when the numbers begin to show the recession spreading though out the economy ( rising unemployment etc.), feds may begin to ease.

Q: Can you comment on iFabric's recent financial results and business developments?

Q: current top picks in the oil and gas sector. Thanks!

Q: How would you rank these companies in terms of overall growth going forward in the energy sector. I'm currently holding TOU, WCP, TVE and KEL.

Largest position is in TOU at around 3% (+44%) and smaller positions in WCP (+69%), TVE (-9%) and KEL (-14%) . I could add to any of these names. How does TOU compare vs AR in terms of natural gas companies? AR has pulled back in the last year and today it was up close to 9% which I couldn't find any news. I'm thinking of selling some TOU or just starting a new position in AR. I also like that AR is buying back shares, have strong insider ownership, founder operated, strong margins and balance sheet. All metrics seem pretty strong with AR, any red flags that you see? Thoughts?

Q: Which of the above appeals the most for a five year high-risk AI play?

Q: I have always been puzzled by cyclical stocks. By way of example, I hold NTR in a non-registered account and have ridden it up (by 50%) and now down to 15%. Is the strategy for dealing with these stocks simply to ride out the bad times, knowing they will eventually cycle back? Or should I be selling on the way down and trying to figure out the best entry point when the stock starts to rebound? The matter is complicated, of course, by the tax consequences of selling in a non-registered account. Your advice regarding buying and selling cyclical stocks would be most appreciated. Thank you.

Q: These digital solution providers seem to be pioneering Ai partnerships .
Which would be the ones to invest in and the ones to avoid ?
Thankyou .

Q: Ok to start a position or let it settle more? Thanks

Q: Reportedly ENB is having trouble with its line with a Native Indian band in US. Is all the Dividend subject to Div.Tax credit? Is this a good entry point or U prefer another stock?Buy in non-registered account,Tfsa or RIF? Txs for U usual great advice & views

Q: I just wonder about the analyst upgrades and downgrades reported by the Globe&Mail today on NTR. Here is the exact quote:

* Berenberg’s Aron Ceccarelli downgraded Nutrien Ltd. (NTR-N, NTR-T -1.84%decrease) to “hold” from “buy” and dropped his target to US$49 from US$92. The average target on the Street is US$85.59.

If the downgrade is so substantial (U.S. $49 vs. average of U.S. $85.59) don't they required some additional explanation? These "experts" should know many investors would take the numbers at face value and perhaps make some eventually regrettable decisions. Maybe the Globe just can't include all the details in such a short blurb, but if the numbers are so material should either the analyst, or the Globe, provide more details?

What's your view on this? And would you by any chance have those missing details? Thanks.

Q: Hi Peter/Ryan, I've been holding EGLX in my RRSP account since you added it to your portfolio. My average cost is 3.92 for 2000 shares so what could be a good strategy for shareholders. Would you hold and wait for the recovery or sell and buy it back after the month. Is there any one strategy better than the other, hoping of course and thinking there is a future for the company and you wanted to hold it for the long term. Thanks

Q: Would you average down on Lightspeed at this level? Your comments are appreciated. Many thanks

Q: Hi,

Your analysis of Stone's latest results ?

Thanks

Q: Hi 5iTeam,

I currently hold the above mentioned 4 stock in my portfolio at a substantial loss. Just wondering if I should sell, hold or buy some more for each of these stocks.
As always, thanks for the great work.
H

Q: Is it too late to get into NVDA? There is talk about AI being a new indusrtial revolution and NVDA is the significant chip player. That being said, the stock has already had a significant run upwards. Am analyst today suggests that NVDA could rise five fold in the next ten year. Is this one to buy, even with a higher stock price than preferred?

Q: Which of these two stocks would be a safer investment over a three year period, disregarding anything else, thanks