Investment Q&A

Q: Good morning,

I know CSU and TOI are kind of related but not clearly know how. I have 8% in CSU now ( thanks to 5i). Is it wise to invest in TOI as well? Appreciate your advice as always!

Angie

Q: Hi 5i happy new year! I believe its time to step into US perpetual preferred shares due to interest rates. I'm having problems finding these and I'm hoping you can help. Quality needs to be high to the highest as this is for my retirement. I am an advocate of diversification so please if you can have a few stable sectors listed, thanks!

Q: Hi

Would you take the .36% of a share in Triple Flag or just sell MMX now which would be a premium price to the $3.92US being offered? I don't want to be shortsighted here. Does Triple Flag have a bright future in your mind?

Carl

Q: I noticed that your position on Google has changed in the past couple of months. Previously, you were always recommending it as #1 stock for growth/risk combination, lately I don't see this recommendation anymore. At the moment, it is the worst performing stock in my portfolio and I am down over USD $20K on it. Unfortunately, it's in TFSA portfolio, so I cannot sell and claim cap loss. Do you still believe in bright future for Google considering the challenges (e.g. Microsoft combining efforts with Open AI to integrate chatGPT in Bing and challenge Google search dominance and, by proxy, ad revenue)? Considering that the stock is held in TFSA, would you keep it or sell and replace with something else? If you recommend selling, please list your suggestions. What is your current recommendation on the US market for better growth/risk equilibrium? Thanks!

Q: I have both BEP.UN and BEPC in an unregistered margin account and for simplicity sake would to only hold one of them. Is there any particular advantage of one over the other in an unregistered account? Thanks.

Q: Do you know the reason for the huge drop in TMO today? Please comment on your overall thoughts on this company. Thank You.

Q: I asked about SIMO in July, but wonder your thoughts now. The price looks good for a sale.

Q: You haven't had a look at this company in a few years. Could I get an updated view on them, please? Has their debt gone down?

Q: I've owned this company for 2+ years in a registered account and I'm significantly underwater.
In your analysis would you sell but stay in the security business with another company?

Thank you

Q: Hello, I am underweight Consumer Defensives, currently having only a small position in Costco.

Could you rank your favourite ideas in this sector with growth potential and current valuation as important criteria?

Thank you, Doris

Q: I am holding Rio Tinto, Unilever and ADT all of which have reached their target price for the year. Should I sell in the current volatile market and buy back in at a better price?

Q: Which of these two do you prefer and please explain why. Long term holder. Thanks al

Q: What do you think of SGDJ here?

Q: Since IPO about 1 year ago at $5.00, this stock has totally collapsed.48. management + own about 73% of the company and were buying in the $2 range about 6-9 months ago. They seem to be doing the right things in building the co, but have never made any money. Would appreciate your thoughts here. Thanks

Q: In your Dec 13th update, I notice you added a 1.5% position to Capstone Copper Corp to the growth portfolio. Since your addition it has gone up ~17%. Is it too late to start a similar size position give the quick run up in the past few weeks and should wait for a pull back? Is this the type of holding you recommend for the next year or so (cyclical in nature) or do you view it as a long term hold?

Q: I would like your suggestions to add 20K to my Portfolio:
BEP.UN,DIR.UN,HAL,CBOLNF,RCH,SIS
Thanks very much

Q: Happy New Year to all at 5i.

It's time to once again figure out how to invest this year's TFSA contribution in my growth orientated portfolio. Like most Canadians, I probably have quite a home country bias so I thought for 2023 I would look at US companies available through CDRs to avoid currency conversion expenses. (I do already own GOOGL, CRWD & PINS). I wonder if you can suggest 3 or 4 USA growth companies that are available as CDRs.
Thanks
David

Q: Hi,
I know this is a very very "personal' question! If Peter et al don't feel like answering this personal question. I would understand it totally!

How is this team employing or planning to invest their 6500 $ TFSA contribution this year?!

Sorry about the tease.....

Mano

Q: Happy New Year - I am a retiree who depends on dividend income. I have half positions in EIF and TFII. I am considering taking my gains in TFII and buying more EIF which would not put it over 5% of my holdings. The increased dividend is attracting me and I'm wondering about the security of the EIF payout. My TFII gains can be offset with losses in other positions so taxes are not an issue. Trying to consolidate my holdings as the PA says I have too many small ones. Thanks

al

Q: Hi Peter.
Can you suggest a few stocks/ETF's with good long term potential ?