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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: Material Sector - I hold a full position in .LIN and starter positions in EXP CS FCX WFG AEM - all recommended by 5i. I prefer to have a full position in one of these for a long-term [3-5 years] hold. How would you evaluate them [or any other you prefer] and recommend your highest conviction.
Thanks
Read Answer Asked by sam on February 21, 2024
Q: Good morning - I need more US exposure as I am overweight Canada. I will need to sell some/all of holdings I have in PBH, L, ATS, TOU, SU and EIF. I hate to sell any of these companies but someone's gotta go to raise cash. Taxes are not an issue. Can you suggest US companies that you would like just as much, which pay dividends and which will keep me in the realms of Industrial, Consumer Discretionary, Energy. Thank you.
Read Answer Asked by alex on February 21, 2024
Q: You replied to my recent question about cdn companies paying us dividends, I would like same 5i stock screener in us companies. Your criteria was us dividends, top 25 with the largest market capitalization, 12 month trailing dividend yield, 5 yr historical dividend growth rate and anything else you may add, basically buy and forget.
Read Answer Asked by Michael on February 21, 2024
Q: How would you rank these four in terms of 1) current valuation 2) safety of invested funds (kind of related to current valuation I guess) 3) anticipated investment return over the next couple of years and overall quality of investment - ie. if you were to select only 1 or 2, in what order would you invest considering the overall quality/valuation of these companies? Thanks.
Read Answer Asked by Bruce on February 21, 2024
Q: I think GSY operates only in Canada but apparently has peers in the U.S. Can you compare them in terms of multiples and general outlook.
Read Answer Asked by Jeff on February 21, 2024
Q: hi folks:

would you agree that panw and crwd are the 2 'best' (of the better) c-security firms?

if so, and given the market hit panw is taking, would you consider it a worthwhile upgrade (high grade) to transfer FTNT or even from hack/cybr (realizing an etf should be less volatile) to one of the above 2?


thanks in advance
Read Answer Asked by Robert on February 21, 2024
Q: When using a monthly stock chart does 200/12=16.7 equate to the period value to replace the 200 simple moving average on a daily stock chart? Thank you
Read Answer Asked by Richard on February 21, 2024
Q: Hey Peter & Team,

Apologies if I missed the answer when I searched, but I found it difficult to find my answer when I looked for a U$ dollar equivalent to "CASH." What would you suggest 3 - 6 months hold??? OR is there a U$ ETF representing GICs?

Thanks for all you do

gm
Read Answer Asked by Gord on February 21, 2024
Q: Hi Peter and 5iresearch team
I don't have any exposure to materials. I have XBM and LIT on my list.
1. Is now a good time to start investing in materials?
2. Would you consider other ETFs/stocks (US or CAD) that must be held as a first step investing in materials?
Thank you
Read Answer Asked by Ahmed on February 21, 2024
Q: I own 3 of the big 7, Apple, Amazon and Nvda and manage the positions for weighting. I would like to own Microsoft and/or Google. Please suggest if you think it's necessary to expand to one or both of these, and if better to have a half position in both, or full position in one or both considering the other holdings. Thanks!
Read Answer Asked by Kim on February 21, 2024
Q: Have held KXS for several years.. I’m wanting to replace it with better growth…already hold CSU, TOI, LMN, SHOP, DSG, GSY, WSP…
Read Answer Asked by Ron on February 21, 2024
Q: ".. priced US$400 million aggregate principal amount of 7.625% senior unsecured notes due 2029" ..... "goeasy intends to use the proceeds from the sale of the Notes to partially repay indebtedness under its secured facilities and for general corporate purposes"

I suspect they are just taking care of business here. I thought their debts were not particularly large considering their business. Thoughts or reassurances plse.
Read Answer Asked by Stephen on February 21, 2024
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