Investment Q&A

Q: With respect to Canadian or US mortgage ETF, what 2 ETFs would you suggest I investigate more or are there 2 large cap stocks in Cda and US?.....Thanks for the assistance.....Tom

Q: Could I please get an update on the potential for Autodesk? I have held it for years as a cornerstone in my portfolio, but the stock price has essentially done nothing. The company has transitioned to a cloud-based subscription business and changed some billing practices. It is now changing its third-party transaction model and doing a restructuring. I think the SEC investigation is still ongoing (and a lawsuit) and am not sure how big this could be. It sounds like Trump has paused the big US infrastructure bill but still plans to spend lots on construction and infrastructure. Could this be the year Autodesk finally takes off?

Q: Hello 5i team, the listed companies have had a rough period in terms of performance in the last 8 months seeing an average of 30% loss over the past year.

What are your current thoughts on them and what would you recommend for an investor looking for a long term hold?

Q: I am presently considering investing outside of America….I want to stay away from trouble areas like Europe, UK, China, even Australia……I am warming up to Japan, any thoughts??? Thank you!

Q: Hi Peter, I just started a position in Enghouse. I thought it looked oversold and attractive on free cash flow per share and it’s 4% yield. Also they are beginning to become more acquisitive. Can I get your thoughts on the latest qtr and do you think it is attractive at these levels.

Q: What do you think about the most recent results for esi and the prospects for this company going forward? What is the stock falling?

Q: Hello. David Rosenberg’s latest per a Globe article today:

“Best to hide in cash, bonds (Treasuries, Ginnie Mae mortgages, high-quality corporates), gold and the miners (silver too), defensive bond-proxies in the stock market that have decent yields and consistent dividend payout growth (stable dividend stocks are up +5% year-to-date), Japanese money market funds (ride the most undervalued currency on the planet and a BoJ set to raise short-term interest rates sooner rather than later), and diversify into the European Defense and Capital Goods sectors which now have more fiscal-related visibility.”

Can you provide some specific ideas (stocks and or ETFs) that match up with his recommended areas to ride this out?

Thanks!

Q: 5i
Is there a 15% withholding tax on these two ETF's within an RRSP if they are purchased on the TSX ?
Thanks
Bill

Q: Please suggest a few names that are a good buying opportunity ( and at what price) in this voilatile market….. something that we can buy and hold for 5 yrs.

I am not looking for a quick profit….. but something to buy at a good price in this volatility and hold.

Thanks
Harry

Q: Assuming the current selloff continues, VIX goes up to 35+, and recession is almost certain in the US. Regardless of sector, what US/CAD stocks YOU would buy for capital appreciation if you have CAD$ 100,000? YOU plan to hold these stocks more than 3 years and you believe these companies will survive the economic downturn no matter how hard it will be.

Q: Is it at an attractive level to add to in order to get to a full position?

Q: I have a good selection of dividend stocks, paying 3-7%. Expecting the volatility in the Markets to continue for some time, is it better to opt out of the DRIPs, and let cash accumulate, or keep them on, to average out share purchase prices,
My thought is, if I cancel the DRIPs, I will accumulate cash that I can use to initiate a position 6 months or a year from now, in a stock that isn't even on my radar today, or buy a larger amount of one or two of the existing stocks that might be unfairly beaten down. I would set Buy Alerts on each stock, and reevaluate anytime an Alert is triggered. Thank you for your advice.

Grant

Q: Would you be putting new money into the markets today.

Q: where can I find questions on the vix

Q: Dear 5i
Just a clarification question . If i was to buy either of the above two ETF's via the TSX , i'm assuming they would be bought with Canadian dollars .
When i go to place the order it expresses the purchase in US dollars .
Please clarify .
Thanks
Bill C

Q: Do you know what the tax consequences will be for Veren shareholders? I see no mention so I am assuming that this will be a taxable event. I'm hoping that as a merger it will not result in capital gains taxes but just an adjustment to the ACB.

Q: Can I get your take on Amerigo? I am thinking they might start getting more credit for their more recent focus on share holder returns (buy backs, divy, and special divies) all while paying down debt (forecast zero by year end). What do you think of the valuation at this current copper price and outlook? Thanks

Q: If all of your portfolio was in cash and you wanted to buy a cash-like etf, would you be okay with buying 1 or 2 etfs or would you diversify the money across several cash-like etfs? Thank you.

Q: Anticipating a downturn in '25 I promised myself that I wouldn't ride the market down like I did in '22 so I bailed on most of my tech holdings, at least temporarily. I am looking to park the cash with the following criteria:

1. Immediate access i.e. no locked in GICs.
2. Highest reasonable yield
3. Modest volatility

What is your current view of the highest yielding Hamilton ETFs and can you recommend any competitors or other options?

Thank you

Q: Hello Team,Could you tell me the average return, capital gain plus dividends of these two companies over the last ten years.
Thank You,
Barry