Investment Q&A

Q: The BNN Guest today had the following to say - do you agree, and if so, can you suggest a way to mitigate this if an investor needs growth for retirement funding?

"Three of the largest stock market peaks over the last 60 years were in 1968, 2000, and early this year. Each of these peaks have also coincided with peaks in U.S. household equity holdings as a percentage of total financial assets. In 1968, the percentage reached 28 per cent and in 2000 it was 25 per cent. Today, it is around a record 30 per cent, surpassing prior peaks in 1968 and 2000.

Foreign investors also hold more U.S. equities as a percentage of their total financial assets than ever before. All this crowding by both foreign and domestic investors into the U.S. stock market has contributed to a rich valuation for the U.S. market. At the same time, as U.S. stocks have reached peak popularity, historical evidence suggests that whenever the valuation of the S&P 500 has reached its current level, the forward 10-year annualized return has averaged around zero. And if you think you can't do worse than zero per cent over 10 years, after the booming 1990s, the S&P 500 declined 23 per cent over the next decade."

Q: Hi 5i
Teal Linde had DAL (48.28) as a Top Pick today. I see the EPS estimates have been ratcheted down a lot over the last 90 days, but still projected to make $5+ in 2025. So with PE under 10 would you agree that this may be a good entry point? He believes that they cater to higher end travellers who aren't affected much by inflation, tariffs, etc.

Thanks, Greg

Q: Loop Energy Inc XTSE: LPEN. Another Ballard?

Thank you.

Q: Your opinion on the

Is Deep Genomics one of them?

Thank you.

Q: Follow-up to todays PID Q&A, how does Cambria Global Value ETF (GVAL) compare and which do you think would offer better long term potential/upside?

Q: What would you say are the top US manufacturing stocks to buy now for growth?

Q: What is your opinion of this company, its future growth and current valuation?

Q: Thoughts on ACM Research for a long term hold, is it more investable now since the last question from Dec 2024?

Q: Hi there - of all the names in your growth portfolio, which would be the top 5 in order that you’re most bullish on currently? Thanks!

Q: Could you give me your top 3 favorite covered call Canadian energy ETFs.

TY

Q: Good Morning. Have looking for an entry into TFII. Based on what I have seen analyst are forecasting good earning growth over the next three years and with a current PE below 19, the future prospects seem good. I guess the overhang of a possible recession would put a damper on everything. Any perspective to help me assess risk reward into TFII would be appreciated. 3-5 years time horizon.

Thank you,
Frank

Q: Hi

I'm looking to invest $5K/month in an equity fund. You previously sided with VEQT for its history and slightly better long term returns versus ZEQT.

However, I can buy ZEQT for free, whereas I'm charged $10 a trade for VEQT.

Would saving the $120/year in fees be short sighted if VEQT will appreciate more in the long run? Or will the $120/year add up to even it out?

Thanks,
Robert

Q: Hello, I would like your opinion of BCE. I have had a position in BCE, on and off, since 1996. I sold it last year for tax-loss reasons, bought and sold it again twice since for tax-loss reasons again, riding it from 48$ to 29$ recently. From June 26th, I will be able to buy it again after 30 days, probably at or below my last selling price. I suspect I suffer from « official » loss aversion by wanting to buy it again instead of moving on and buy something else, like BTB REIT, for income (like BCE), for less capital and the same income without income tax as a bonus. So, if I were a potential new investor in BCE, for income and some growth, would you recommend it for a long term hold? Are the dividend cut and PSP investment enough to lift BCE out of its hole? Thanks!

Q: I like Daniel Drimmer and have made some good gains with his companies. I re-purchased a small position in TNT.UN after selling the previous variant into a takeout offer, if my memory serves. My question: Is TNT.UN worth a long term hold? Is the strategy of taking its lumps by stopping the dividend until recently going to lead to future growth?

Q: I hold a small position in BCE. My thinking is that other than the dividend (yield), it is pretty much "dead" money for the foreseeable future. I could replace it with Telus, but I'm not impressed with its performance over the last few years. Taking sector & industry out of the equation, are there some other stocks that you like better [preferably with the potential for growth / share price appreciation & a (growing) dividend] that trade around the same price as BCE or less? Thanks once again for your great service.

Q: With the passage of bill C-5, many expect projects regarding roads, electric grids, pipelines and railways, will be expedited. Could you pls comment on the following companies, if they stand to benefit and would you recommend investing in each

Q: Hi Peter and 5i Team,

What do you make of this from the Globe & Mail for Friday, June 20? “CRTC upholds decision allowing large telecoms to resell internet services on each other’s networks”

This decision looks like it will benefit Telus. I recently sold BCE at a loss because I had lost all confidence in their ability to turn things around, especially by keeping their current CEO. However, we still hold Telus and a small amount of Quebecor. Do you think that the CRTC decision could negatively impact QBR.B?

If so, I’m considering selling it and deploying the proceeds to T, to stay in the same sector. QBR.B has given us a nice return in the short time we’ve owned it. Your thoughts?

You recently answered my question about Ts plans to improve infrastructure by spending 70 billion dollars over the next five years. Is it possible that the CRTC decision could mitigate some or all of the risk caused by this planned expenditure?

Thanks as always for your insight.

Q: hi
looking for an entry point for a long term hold, conservative investor looking for some gains, is there a Cdn hedged equivalent for this stock? entry price?
thanks
Michael

Q: WELL is currently 1.3% of our portfolio. Your most recent comment put WELL in the "show me" category. With the price currently sitting close to the 52 week low and only a 1.3% position, do you think it would be worth another small nibble - either for a long term hold, or as a swing trade? Or better to just sit tight?

Thanks.

Q: Thoughts on Legacy Education Inc. on the NYSE for a 3-5 year hold?