Investment Q&A

Q: Hey,

Thoughts on starting a position here as a contrarian investment?

Thinking that as money market rates fall investors will be yield seeking and the consumer discretionary space seems oversold.


Thanks!

Q: Your overall thoughts and analysis on this company please. It has had a good run . Is it too late to get in ?

Q: Could you please compare and contrast the fundamentals of TSSI vs BKSY? Which would you buy now, for a 3 year hold?

Q: Interested in this for safe/stable income. What impacts the price of this ETF and what would be your outlook for the next 2-3 years (and is there any scenario that could see this one tank?)

Q: I am nervous about being in a bubble but like all the stocks that I own. How can I protect myself against a major correction?

Q: Hello, please tell me of the comparable at current price which one that you would choose for total return for a 1-3 year hold and a 3-5 year hold. Also if you could provide a brief reason why would be appreciated.

1 IFC or SLF
2 PRL or GSY
3 CNR or TFII
4 LMN or SHOP
5 CSU or BN or TRI
6 PNG or ZDC
7 KSI or VHI

Thank you

Q: Dear Peter:

Thanks for once again for being ahead of the curve with Gold! Not surprising given the fact that you worked alongside with legendary investor Eric Sprott! Your consistency and voice of moderation has helped me. I have over the years accumulated GLD/XGD and your favourites, FNV/AEM/NEM and more recently WPM and ARIS.
No complaints about Gold!!

The question is based on your recent answers suggesting that Gold can still go higher but warned folks to be careful about position sizes. I get that point of yours as well.

Where would you add new funds? In individual names of the miners or ETFs? Large caps or Mid tier producers like ARIS? GDX is in USD. IF Gold goes higher, then is it good or bad for USD denominated GDX? Am I not better off adding to my XGD?
Finally how much more room has Gold to go, in terms of percentage, 15%.or 20%? When "experts" on YouTube call for 5000/8000/10000 Gold, I get VERY nervous! Not sure if the mainstream institutions have started to buy Gold or slowly unwinding their positions! Ordinary folks like us have no access to that sort of data!! Any words of wisdom what the smart money is doing? (Every single news feed I get seems to say that ALL the central banks are accumulating Gold!!)

Please deduct as many credits as you see fit.

Thank you for all the good work!

Q: I own the above listed Canadian stocks. Please rate each one as a BUY, HOLD or SELL and let me know your reasons for the rating you have given to it. Thank You.

Q: Hi 5i,
I've been thinking about adding Telus to my RRIF for its dividend of over 7% and slow but hopefully steady growth over time. However, a service I subscribe to puts its Earnings Payout Ratio at 251% and its FCF Payout Ratio at 116%. And also says its debt-to-equity ratio is not healthy. Are these numbers accurate, and could I have your thoughts on buying T at today's price and holding 5 years? And could you also compare it to POW for the same 5 year hold.
Thanks 5I,
Peter

Q: UEC Sprucepoint just put out a short report on the company.If you were inclined to sell which besides cameco would you buy.

Q: Whats driving OKLO up everyday? Thanks!

Q: Any news to account for the price increase of 7.4% in Zedcor and 5.2% in Vnp?

Q: TSX Materials are up 60%.

Can you list a couple, which to buy now with an outlook for further increases?

Thank you.

Q: Not that I'm complaining, but what is with Canadian bank stocks in the last six months? I'm used to slow, plodding stocks, and they are rivalling Google for momentum. All of them are up from 23%-38% in the last six months with no sign of a slowdown. It's not like we have a booming economy.

Q: You just published an excellent article by Michael Huynh on Canadian Companies that issue monthly dividends under certain criteria. Is there any chance you have the same criteria used on Canadian companies that issue quarterly dividends with the same criteria. With staggered investments I don't need to be that focused on monthly issuers.

Q: Please suggest a 12 position starter portfolio of quality Canadian stocks with an emphasis on dividend growth (~10%/yr), with broad sector diversification, for longterm/indefinite hold. Current dividend yield is less important. Thank you.

Q: Hi - Has your opinion on SEA gold changed at all?

Q: I own all three of these and am considering consolidating to simplify my portfolio. Would you recommending holding any one vs another or keeping all three.

Q: Hi,

I asked a question on July 31 re Intel - would your analysis change with the investment by US government and Nvidia.

Q: I have a large position in Bns and thinking of selling 50% of it with a nice profit
In a question today regarding TRI and the banks you said the banks may not have a lot of upside left
Regarding Bns specifically, what would you say the upside left in it at current price $88
I would like to deploy the money in another stock for a 3 year hold -suggestions? Thanks