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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: And another question about GSY, after a couple in the last day or 2. One answer was that there was no news that would explain its recent strong stock price. You have often said that new highs were a positive and not necessarily a reason to sell.....but I can't help but wonder if it is time to take profits, but of course would want to get your views. What is your current outlook for where the share price might go from here? With the rise in price, its financial matrices are thinning out....how does it compare to other similar financial alternatives? As always, thank you for your excellent service.
Read Answer Asked by Leonard on July 04, 2024
Q: A final (?) adjustment to my RRIF. I would like to add some Tech with a dividend component. I would appreciate your thoughts on HTA as an option. If you have other comments or suggestions they would be most welcome. Thanks Dan.
Read Answer Asked by Danny-boy on July 04, 2024
Q: My question is about "keeping cash", I read that prudent professionals like to keep between 10% and 20% on portfolio. Can you share your view on this? Thanks
Read Answer Asked by Fernando on July 04, 2024
Q: May I have your current thoughts on FM? It seems the newly elected president is looking at getting third party verification of the mine’s level of environmental danger. Does FM have a good reputation in that aspect of the operation. There was a recent heap leach mine failure in Turkey with fatalities. Did that occur at an FM mine?
Thanks,
Jim
Read Answer Asked by James on July 04, 2024
Q: Everyone, the first six months of 2024 are behind us, what did you learn and what is expected in the second half of this year?
Clayton
Read Answer Asked by Clayton on July 04, 2024
Q: Hello 5i Team,
I was thinking about adding to my EMA position until I read last week's dividend growth forecast reduction to only 1% - 2% per year instead of its historical 4% increase. While the "going in" yield is attractive at over 6% now, would the reduction in dividend growth stop you from putting more money into this company's stock?
As an alternative, I was also considering adding to Keyera - lower initial yield, but dividend growth in the 4-5% range annually.
How would you compare these two in terms of payout ratio, debt management, and total return prospects over the long term?
Many thanks,
Brian
Read Answer Asked by Brian on July 04, 2024
Q: I presently have these underwater stocks in a RESP. BCE, BEP.UN, ENB, FTS, LMN, XIC, ZEB, ZRE. The RESP will not be need for the next 10 years. I would like to sell some of these underwater stocks. Which stocks would you recommend keeping & which stocks would you recommend selling. Thanks … Cal
Read Answer Asked by cal on July 04, 2024