Investment Q&A

Q: Love the new website. Glad I am an old subscriber to 5i. The best investment I have ever made.

Thanks,

Q: Hi, what are the additional costs of having US positions in CAD accounts? Greetings, Peter.

Q: In your balance portfolio, TOI weight is quite low, if someone was to own TOI what % would be the maximum weight desired?

Thanks

Q: Last earnings were hampered by an "inverted bond yield curve", which cost $800 M.
Is it reasonable to assume, that they will correct this issue before reporting again ?

Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake

Q: Any updates on ZI? A portfolio manager interviewed on Wealth Track appeared to be very favourable on the stock's longterm potential.
Thanks, Team!

Q: Although copper prices are experiencing a correction the long term demand appears good. I have positions in Copper Mountain and Nevada Copper. Copper Mountain has been a great investment. Is Nevada Copper a buy, hold or sell at its current price. Thank you for this great service.

Q: With orders coming in for EV's as well as regular buses and a new plant coming on stream is this co. an interesting buy for future appreciation? H.

Q: US Compounding machine stocks - please list and rank.
Thanks

Q: Can you please give a update on this company?
Is is a buy, hold, or sell.

Thank you

Q: I don't see any news that would make Citi drop like a stone today. Any insight?

Q: Hi Peter & Ryan,
As a long-term holder of CGI accrued solid returns past 5 years. When compared against competitor Accenture CGI is a laggard. I'm considering swapping GIB.A for ACN. What's holding me back is the higher valuation multiple on ACN. Arguably GIB.A is better value but... Some of my holdings are in registered accounts so tax is not a consequence. As always your wisdom-filled feedback on the potential of this trade is welcome. TIA for commentary.

Q: For infrastructure plays related to EV's I took a position in these 2 stocks at the beginning of the year. Both have done well but now over the last month seems to have trended down or flat.
thoughts going forward.
Thanks for your valued opinion.
Dale

Q: What your thoughts on this company? Do they have any advantage over competitors? Is it ok to start a starter position at current prices? Thanks.

Shyam

Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.

Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .

With many thanks,
David

Q: Hello, I have a well diversified portfolio with
• Asset: 73% equity, 16% FI (mostly cash), 2% Real estate, and 9% Preferred
• Geography: 37% in Canada, 38% in US, 10% in Global (not counting cash)
• Sector: 18% in utilities, 18% in Finance, 24% in high tech, 8% in consumer, 7% in multi sector ETFs, 7 % in health, and 5% or less in each Telecom, Material, energy, and Industrial
Portfolio Dividend yield is roughly 2.9%. I like to deploy part of the cash (6 to 8%) in Canadian safe dividend stocks to increase portfolio yield. Investment horizon is 10+ years. I already have Popular names like ENB, BCE, TRP, POW, BNS, EMA, T, TD, FTS, RY, SLF, RCI.b, and AQN.). Here is my question:
Should I add more to the shares I already hold, or do you have suggestions for companies with safe and growing dividend in the sectors I am under weight. I am about 5.16% in Telecom. Option is to add more to BCE, Telus, and/or Rogers? Is this a good strategy or should add more to growth stocks since I have 10+ years of time horizon.
Thanks for your support.

Q: Peter and His Wonder Team
We all lost our shirt on PennWest...However OBE has done well lately. Please give your opinion on this company. Would you rate it a hold because it has a runway or better to just take your money and run? Thanks as usual...

Q: I recently added TSU to my portfolio and am disappointed to see considerable downward movement in recent days. Could you please comment on why the stock seems to be pulling back. I realize it has done very well since it came to market.
Thank you,
Maria

Q: What do you think about this company?

Q: Hello Team Extraordinaire!

What are your thoughts on this company in terms of fundamentals? Would you consider it high risk? Looking at a 3 year hold here.
Jump in or run for the hills?
Many thanks for such a great service!