Investment Q&A

Q: My daughter has 50 thousand in her TFSA in cash, what would you suggest for a mix of stocks or should I just go to ETF's ?

Q: Good afternoon,

In recent commentary, it was noted that the payout ratio is 30%- the current div is $1.32, eps $1.62(?) - trying to square what seems to be a higher div payout ratio than .30.

Thank you in advance for your help,

Q: What do you think the prognosis is for SEDG? I am trying to decide if I liquidate my now very small position or if you feel it has some recovery potential in the intermediate term? Do you anticipate the company will dilute shareholders? Thank-you.

Q: Hello wonderful 5i folks,

This is a follow up to a question asked by Connie on June 14th where your recommendation for an optimal distribution would be: 50% US, 35% Canada, 15% rest of world.

Can you please provide your best recommendations for the 15% rest of world with commentary around the suggestions?

Thank you as always!

Q: Your thoughts on ACQ. Buy, sell or hold?

Q: A couple of questions.
1. Do you believe we are in an AI bubble with all these high P/E ratios and continued media coverage of AI.
2, That said what would be your top 3 AI stock picks and top 3 AI ETF choices.

Thank you,
Richard

Q: Hi,

The scenario: I have 5 x $100K GICs in one self-directed account at a major bank. These GICs are issued by 5 different institutions ($100K ea.).

The question: if one of these institutions went to zero and its $100K GIC became worthless, would the $100K CDIC insurance apply to the loss?

In other words, in one account, does it still make sense, from a risk management perspective, to spread around purchases of GICs among different issuers (keeping each holding to $100K or less), recognizing only $100K of the $500K in total is insured?

Thank you, Michael

Q: Larry Berman stated that he has moved all of his personal stocks and bonds to private equity and private credit because the returns are much better. Can you comment on positive and negatives of Larry's strategies?
And should the average investor be considering this strategy?
And if so what would be some etf's that can be considered?

Thanks
Brian

Q: pCELH seems to be in a good sub-category of consumer discretionary focussed on fitness, weight loss, and wellness.

They seem to have a good advertising and social media strategy: https://www.brandcredential.com/post/unveiling-the-celsius-marketing-strategy

The recent distribution deal with Pepsi-Co should bring new growth opportunities, and all financial metrics look great.

I was really interested in this company until I heard the Celsius management team speak to investors on a recent investor call (Everecore ISI). They did not sound very mature or well prepared.

Putting that aside, would you see any problem to own both monster, and Celsius since they are going after different demographics? Is Celsius the Lululemon of energy drinks - possibly minus the management team?

Q: Hello.

Would you please provide your top 10 investments for TFSA Accounts with a brief explanation - 5 Canadian and 5 USA without concern about diversity.
This is for a long term hold.
Thanks,
Catherine

Q: Any news for the drop today (24 june)?

Q: I have held KXS and DSG long enough to be well up on both but wondering why KXS has been going sideways for so long while DSG does a nice steady climb.
Thank you

Q: Crystal ball question: Would you buy XUS now or wait a little? Any other ETF or stocks you would suggest for US exposure in RIF? Much Thanks for your comments.

Q: Please give me your top three US equity ETF picks, for an aggressive investor, for the next 12-18 months.

Thanks.

Q: Hi there, weightings and portfolio considerations aside, what BE stocks would you be most inclined to AVOID adding to today for new money? Thanks!

Q: Linamar's sales and earnings have increased and beat estimates yet the stock price continues to slide, closing Friday at $65.88. Is there something going on with the company or is it a sector issue?

Q: Hello 5i, Could you explain the recent amendments to Bill C-59 and how it will effect oil companies.

Q: If you were looking for best overall return, how would you rank the following equities for the next two years: BEI.UN, DIV, DRX, GIB.A, HME, HMM.A, NVA. What would you suggest purchasing each at? How would you rank them for risk?

Q: Please can I have your opinion on this bank stock. Is it a sell hold or add to a position that is finally above water.
Thanks for your help
Barry

Q: Hi,
Comparing Telus, BCE and Rogers to AT&T, Verizon and T-Mobile over the last year, the US companies seem to be outperforming (granted this is a short timeframe and others in the US top five: Comcast and Charter Communications aren't doing well either).

I was wondering if you have any thoughts about why the top three in the US are doing so much better lately than the top three in Canada. (Take credits as needed please.)

Thank you, Michael