Investment Q&A

Q: I own both KKR and BN. KKR stock price is appreciating significantly more than BN and all other stocks in the private equity realm, that I am aware of. Can a case be made to concentrate on KKR if one is not concerned about including BN to have Canadian exposure? Further, do you see any other financial stock with more pure growth potential relative to KKR?

Q: Hello 5i team,
I wanted to add to my WPM holding and was wondering if it is still ok to add at these levels?

For MG, it has taken a hit in the past year and wanted to initiate a position at this level, are you still comfortable with Magna or is there something more fundamental going on.

Thank You,
Anrew

Q: What is happening with Granite REIT Stapled Units? The GRT.UN-C symbol that I used to see in my online account has been replaced by 854536-C*. Thank you

Q: There are proposed changes with PIC could you clarify the ongoing business. financials for this year and upcoming events.Use as many credits Tks 5i

Q: Cswi looks sort of interesting.....serial acquirer of boring industrial businesses....sort of sounds similar to a 5i favourite.....

What is your thoughts on CSWI. Stock has had quite a run the past few years!

Q: Can you please give me your analysis of this company. I am thinking of adding a small portion to my portfolio. Would you consider this a good investment? Thank You.

Q: Hello Peter,
Is there a reason by First Solar is declining daily? Given investor activism and potential of Qualcomm showing interest, is Intel a good bet right now? Thanks very much

Q: Thoughts on Greenfire Resources overall and recently announced growth plans?

Q: We are planning to set up a separate investment account for our grandkids. Assume a 10 year hold. There are a few sectors we would want to overweight - 3 stocks, CAD or US, in Financials, Industrials, Technology and 1-2 stocks in the others. What would you look for and how would that translate into individual stock selections.

Q: If you could only own one of these US stocks for the next 5-10 years which is the one you are ride or die with?

Thanks

Q: Looking to invest additional US dollars into a high interest ETF. Currently invested in UCSH.U, but are there others ones I should be considering as better options.

Q: Comments on the TD penalty news today? To me it seemed expected their growth would be somewhat limited in the US, but in the surface it seems it could have been worse. Market seems to be overreacting a bit I think. Thoughts?

Q: Currently down 11%. Buy more hold or sell and move on. According to
most recent question you ranked it 3rd yet under your disclosure no affiliate of 5I has a stake in it. What am I missing? Thanks Larry

Q: Since beginning of Oct the CAD has dropped almost 2 cents against the USD. A concerned snowbird is asking what is happening?

Q: Follow up question

5i answer. But note, there is a $1M limit on each account, so technically there is exposure.

When you say on each account is that means $1M on each register account( TFSA, RRSP) and another $1M on non-registered account.

Joint account does it double to $2M or it is still $1M.

Thanks for your great advice.

Q: Morning 5i, thanks for the continued great info; we own IMO and CNQ; what's your opinion for a smaller co to join this group; ie: WCP or TOU ? Is there another you like instead ? Besides the need for the resource the higher yields should attract capital with rates trending down. Thank you.

Q: Comparing NVO with LLY.
Are these companies similar? Morningstar describes NVO as Biotechnology and LLY as a Drug Manufacturer but they both have versions of the popular weight loss drugs that has caused their stock price to appreciate? Can you also help explain why NVO in the last +4 month is significantly lower than LLY?

Q: What's your thoughts on the AOI and BTG amalgamation, will this event be accretive to AOI?

thnx in advance

Q: Hi Team,

One thing I constantly struggle with is if I characterize myself as a growth investor (higher appetite for risk and volatility, focusing on growthier stocks) I tend to not invest in sectors such as utilities, materials, REITs so I end up not being diversified enough to capitalize on secular trends.

For a growth investor do you still recommend having exposure to lower growth companies (ie. Fortis, Hydro One) in the more cyclical sectors (utilities, materials, REITs and etc.)? Is there any evidence that you see or can show on whether a portfolio geared more towards growthier sectors would outperform a more balanced portfolio over the longer term?

I'm comfortable with the higher risk and more sector concentrated portfolio, but if it comes at a detriment to overall returns by missing secular trends within other lower growth sectors (materials, utilities, REITs) as the case is right now would I be better suited to better diversifying?

For more experienced growth investors like Peter and Ryan would you two be invested in materials, utilities and REITs in your own personal portfolios?

Thanks as always,
Jon

Q: Would now be a good time to invest in Natural Gas stocks? My thinking is that the commodity price is low, but demand should increase with increasing energy demands and the price in Canada should increase with the LNG terminal completing in 2025? Could you please support or crush my simple ideas. Thank you. Also, could you please offer some related stock or ETF ideas - either Canadian or American. Many thanks.