Investment Q&A

Q: What is the rate of return including dividends/distributions of the above 3 over the last 5 years and what would be your top2 picks of those 3 for a 5 year hold

Q: Dear5i
I have either ETF or individual stock investments in all the major exchanges
except for the Dow Jones . Do you think it would be prudent to have some Dow representation or is the Tsx , S&P500 and nasdaq sufficient ? I understand that ZDJ is an ETF on the DOW but i`m not sure if being Canadian hedged is a good idea now . Your thoughts ?
Also i know this is a geopolitical question but would appreciate your thoughts .The Ukraine/Russia war seems to be an additional source for supply chain disruption especially with regards to commodities , which in turn drives inflation which in turn drives interest rates higher . My question i guess would be what`s your best guess as to what percentage the war has to do with inflation and rising interest rates . In other words does the war have to come to an end to see any real and sustained improvement in inflation and therefore rising rates ?
As always thanks for your input , much appreciated .
Please deduct the appropriate credits .
Bill C

Q: How much does one actually save using Norbett's Gambit as opposed to simply buying the stock and letting the company convert?

For the sake of simplicity, let's say we're talking about Questrade and that the exchange rate doesn't change over the 5 or so days it takes to process.

Q: Hi Peter,

I am fortunate enough to have added the following big tech names to my portfolio recently. I currently do not hold an ETF although have been considering SPY as I have about 20k US at my disposal. Or take advantage of other big names currently on sale?

Do you feel there’s better ETF’s since I currently have full positions of it’s top 5 holdings?

Thanks

Q: I have significant tax losses on NFI and am considering selling to use those losses. On the other hand if we go into recession that should help with the supply issues NFI is facing and they have a large book of orders from government bodies who should be able to pay for their orders. Do you see NFI as overvalued at this time in which case I will sell or undervalued and I should hold on in case we enter recession? Thanks for your input.

Q: Hi Team,

Which of these two would you select for highest upside?

Thanks

Q: Thanks for the quick response to my question on TTX. I would like to know what this means.
(we have solid info to account for the gains) What is the solid info that may or may not pertain to
the over 60 % gain today? Thanks, James

Q: These dogs of mine were barking today with Eglx the loudest at 14.8%(maybe due to activist).Any reasons? Is it timely to add in this market backdrop? Txs for u usual great services & views

Q: Beside ex-dividend today is there anything else?
Up 6.58% at the time of writing this question.

Q: If I hold BAM.A in my US account and they proceed with the spin out, will the new entity end in my Canadian account, and do you think there is a generally conversion fee for that?

Thanks.

Q: Is it best to buy before a stock split or after?

Thanks

Q: Hello Peter,

Your thought on adding one of the above names to my portfolio. I hold a bit of WBD from the AT&T spin-off and is ready to trade it with another stronger performer. Thank you!

Q: Hi.
Is it best to hold Telus within a RRSP or a non registered account?
Thank you.

Q: Hi Team
Would you take a position in VCLT ? I believe it is yielding around 4.8%
Or is there a high default risk on the Corporate Bonds.
I noticed a lot of the bonds were rated BBB
Thanks Gord

Q: David Rosenberg says Mexico will be a great beneficiary of supply chains shifting away from China. Is there a good ETF or other ways to play this?

Do you agree with the premise?

Q: Of my pipeline holdings, these 3 companies occupy ENB40%/TRP38%/PPL22% respectively. Ironically, over the last 5 years share price-wise, ENB has done the worst, and PPL the best. I would like to add a bit more to the group and normally I would start with PPL so to balance the three. I would appreciate your thoughts on the future of these 3 or any other alternative options and given the splits, which would you choose? Also, would you say that moving NG is the better longer term bet vs oil?

Q: What are your thoughts on SITE? Do you see it as a good long-term hold? Thank-you.

Q: Good morning,

Thank you, for the insight and learnings provided daily by this team.

We have an opportunity to join an employers plan and take advantage of the matching contributions.

Our pick would be a global equity or target dated fund. Looking at performance, diversification and simplicity. Any additional insight is welcome.

The provider is Manulife.
MLI - MAWGE Mawer Global Equity

MLI - BRGLX Global Equity Index Fund (Blackrock)

MLI - B2050 Lifepath Blackrock Index 2050 Fund.

Thank you very much.

Q: Hi 5i,

What would be a reasonable PE and growth rate for MAGT?
What do you think would be a very attractive price to pay for MAGT?
Is there a different readily available valuation ratio one might use for MAGT?
If so, please suggest the ratio and the recommended value.
thanks

Q: Can you rank the above "cheap" Canadian Oil and Gas companies according to 12 month growth potential with the assumption of >$80 WTI and >$7 MMBtu Nat Gas (NYMEX) price ?