Investment Q&A

Q: Mr. Hodson, I recall an appearance of your’s on market call several years back, when you deviated from your small to mid cap Canadian equity mandate and recommended Micron technologies because it was simply ‘stupid cheap’ at the time.

Are there any companies out there, CAD or US that would qualify as stupid cheap currently, and hard to ignore as a result. Are any of them compelling enough to buy?

Thank you.

Q: For a purchase today would you pick ZEB or XLF? Or perhaps you have a preferred alternative in the financial sector?

Q: Hello 5i, I own Baylin and these showed up in my account as RTS Dec 19/23 could you explain what these are

Q: Hello, I hold RBF5733 & RBF5737 in my RRSP from a previous employment contribution plan. Would you consider VFV a suitable replacement for a lower MER and a bit of a dividend or is there a compelling reason to stick with the two RBF funds?
Thank you

Q: As grandparents, we are interested in making a long-term investment for our two grandchildren that will be held for the next 20 years. Could you please recommend the most suitable type of investment account to avoid personal investment and tax implications? Additionally, we would appreciate your suggestions for a few ETFs to consider for this extended investment period. Thank you.

Q: I just sold Aritzia for a tax loss. Is there a proxy you would recommend?

Q: Which Canadian REIT would be your top pick to buy today assuming we are going into a lower rate environment?
Thank you

Q: Hi folks, Tamarak Valley tve/t released their 2024 Capital Budget....looks like 2 tiered & lowered guidance....stock taking a 5+% hit and nearing 52 week lows....I know liked by 5i, Nuttal, Martin Pelltier & many analysts....BUT...is this a case of TVE mgmt "over promising & under delivering", hold a fair size position.....thanks for your views/opinions....& would U rate Buy/Hold/Sell....thanks, jb

Q: Peter et al:
I have big losses on canfor pulp and western forest products, and have included them in my tax loss selling? Should I buy them back? Interest in these stocks has completely subsided, which makes me think that in a few years when the price is up a lot, we will hear about them every day! Please advise, with a detailed explanation. Also, would you kindly render your opinions on canfor , which Jimmy Pattison wanted so badly, and now no one mentions. Also, opinions on Interfor, and WFG, which you like a lot more, but never get any questions about. A big shortage in housing, and lumber stocks in the dumpster!!!!. They will have their day in the sun. Help me to determine that time frame. Charge me accordingly. Much appreciated.
BEN.

Q: I intend to use as many losing companies such as above POU, RY, TOU and MG (presently underwater) against a significant amount of capital gains to reduce my taxes for 2023. I will probably buy them back in the new year. What is wrong with this approach? Please explain.
Thank you.

Q: More insider buying at SIS in early November Do I see this correctly?

Thx

Q: Oil and Gas is approximately 7% of my overall portfolio. Given the recent pullback in Oil and Gas stocks, would you consider this a good time to add to a number of positions? I am looking at adding to CVE, TVE and BTE.

Q: Issued at $25 and now trading at $12.10 for a yield of over 13%. This seems to imply there is a good chance Brookfield may walk away from these securities? Your thoughts?

Thanks

Q: I intend to invest a significant amount of cash ETFs in my TFSA ,could you suggest a list of safe ETFs with interest,or even short term bond ETFs if pertinent with this objective,aiming at preservation of capital and 4% + to 5% revenue, would it be better to hold just one ETF or a mixture is better in this context,many thanks for your excellent work

Q: I have owned BYD for several years, and although I am not unhappy with it, I wonder if other discretionary stocks might have more growth in the future. I am thinking specifically of CROX and/or DOO. BRD strikes me as the less volatile pick but I am willing to take on more risk if the growth profile is greater. How would 5i rank these stocks for a long-term hold?

Appreciate your insight.

Paul F.

Q: Given a career move, my daughter (30 Years old) recently moved her pension money from HOOPP into a LIRA and RRSP. Given she has 30+ years to retirement, can you suggest a handful of ETFs that provide both sector and international exposure? Currently considering XAW for some of the monies. Thank you.

Q: I am looking for a good large cap USD ETF for my RRSP. I am 68 years old and would like a stable ETF with a lower P/E and OK dividend, hence considering RSP:US rather than the S&P 500 with a high P/E. Overall want an ETF with a good total return over 5 years.
I am considering the above 3 ETFs or perhaps you know of something better.
Thanks!

Q: I'm hoping to take profit from ATD and maybe CSU. My weight in CSU is out of hand but I find it hard to sell that juggernaut. I also have TOI and LMN. I'm happy with my weighting of TOI and i plan to add a small weighting in LMN. I'm underweight in the following: SIS, PBH, SHOP, TD, BEP.UN, ENB, T, SLF, AW.UN. How would you rank these names going forward? Would you recommend swapping any of these for better opportunities that 5i covers or are in the balanced portfolio?

Q: Hello,
I currently hold RBF5737 & RBF5733 in my RRSP as it was the only way to get index exposure in my work contribution plan. I was wondering you would consider selling the two RBF funds and replace them with VFV for a lower fee and achieving a bit of a dividend or is there a reason to leave it as is?
Thank you.

Q: 4 disasters in my cash account these year. Each position down between 30-45%.

How would you proceed?
Can you please give a brief comment on each security with a recommendation to either sell or hold. If selling is advised to crystallize a loss, what would be a proxy? And lastly, would you buy any of them back after the 30 day window?

Please feel free to deduct credits as you deem fit.

Thank you.