Investment Q&A

Q: my position in XLB:CA has almost recovered to break even. i am adjusting my behaviour in investing to try to avoid betting on conditions such as rising , falling, or staying near current for longer. I am getting the feeling from comments that long bonds are a play on rates dropping. If this is true, i would rather be positioned in bonds for more balanced risk/return regardless of rates. Any suggestions ?
Many thanks for your great service!

Q: Hello. What do you think of this fund? What is the difference in the various series? If using a do it yourself investment platform (BMO Investorline) which series is most appropriate/best? Thanks!

Q: Hi Team,
I am looking into taking a position (or two or three :) in one or all the following names that have pull back significantly from their all time high to get some exposure in the "agriculture" sector.

Q1- How would you rank these companies in term of stability and appreciation potential for a 3 to 5 years holding period.

Q2 Considering the fact that they are in the same sector, would you consider these companies as complementary or more as proxy to each other?

Thank you!

Michel

Q: I have a well diversified TFSA with 23 stocks. I usually hold for long term. Looking to add one more stock and I have short listed to AFN, NTR AND RCI.B. Would appreciate your ranking and brief why.

Also, 5i Research is my main source for decision on buy/sell. I use your resources on a daily basis. Thanks for the years of service.

Q: Hi 5i - could you imagine the excitement for all these years, mine and all members? Only blessings for you, Peter, and your 2 families : Lara and the kids, and all your office.

Now about the pain caused by SCHP and QTIP (down after 2 years 16% and 22%) No one understood how on the earth, instead to protect against the inflation, they never did what they were supposed to do.

I found this info:

BlackRock does offer ETFs that hold TIPS to maturity. For example, iShares iBonds Oct 2028 Term TIPS ETF (IBIE) owns nothing other than TIPS maturing in 2028. And the ETF will hold those TIPS until they mature, and then the fund will liquidate, distributing cash to shareholders. So it works very similarly to just buying 2028 TIPS on your own and holding to maturity.

This for a 72 ys in RIFF.

Apart the AUM small, small volume, what do you think?

Thanks for ever.

Q: could you provide 5 or which ever number you prefer of your 2024 favorite picks
small caps, microcaps, and if possible favorite sectors.
please consider this 10 questions 5 for each on caps.
thanks for your continued excellent service. greatly appreciated.

Q: Retired, dividend income investor. I'm 69 and doing some thinking regarding conversion of my RRSP to a RRIF.

Years ago I went into RBC to discuss this issue and it was recommended that I hold off converting to a RRIF. Instead I should consider using a RRIF calculator and withdraw that amount from my RRSP, at my discretion. That way I was not forced to all of the rules of the RRIF (like mandatory minimum withdrawals). Plus, by having early withdraws from my RRSP, it would help to smooth out and potentially reduce the income taxes compared to if I waited until mandatory RRIF time. That's what I have been doing for probably 10 years.

Recently a couple of younger friends (mid-60's)have just converted their RRSPs to RRIFs. Except for the possibility of needing the cash flow, I can't understand why they would want to convert to a RRIF.

Am I missing something? Are there advantages to converting early?

Thanks...Steve

Q: Good Morning.
I have owned mrt.un at a small loss for a couple years. if I were to sell to get a tax loss,
what would be your most compelling replacement in Canadian Reit, or Overall oportunity in this market, dividend , not important, looking at total expected return. ( I have CSU already)
Thank you and Merry Christmas.

Q: Persistence Capital Partner proposes to take NBLY private at $ 18.5. But the share price still go down to around $15. Why ? Is it a good time to buy ? Thanks a million.

Q: Peter and His Wonder Team
Here is what could be classified as an absurd question! Ha!Ha! However I would love to have your opinion just to satisfy my curiosity. I have a friend..."cult member" who is obsessed with Elon Musk and thinks that someday humans will relocate on Mars. He believes that TSLA someday...in 5-10 years...will go to $3000.00 per share. He believes his cars are not cars but "robots on wheels" and all that that implies...if you know what I mean. It is my understanding that companies who do reverse-splits generally do not skyrocket. In fact it may demonstrate a weakness. Personally, I think this is totally unrealistic. Just for fun what do you think TSLA chances are of hitting $3000.00. Please give me a percentage...as an old rock and roll song went "A Million To One". I promise I will just keep it to myself and not quote you! Ha!Ha! Thanks...as usual!

Q: NRIX Your comments on the prospects of this company will be appreciated.

Thanks

Thomas

Q: 5 I recommends buying BEP.UN but they are showing EPS at a loss, also what is the PE.

Q: Given the numbers in Friday's news release, is Allied Properties a good buy today?
Thank you.

Q: Hi 5i,
I hold above stocks 2%, 1.5% and less than 0,5% of fortitude. Thinking of selling Fortitude to add to my now decreased position in FNV. Which do you think has more upside? If even, given recent FNV decline and lower risk, I might go for more FNV as I am becoming more conservative. I am OK to take some higher risk given Fortitude is a small position.
Your thoughts please on FNV and Fortitude and suggested strategy.
Thank you.

Q: Can you please provide your outlook for Costco in light of their recent reporting. A per your portfolio tracking, it is up 48% in the last year - do you see share price continuing its impressive run? Your company reports has its P/E (at 43) at its near its peak in the last 5 years and P/B is at 12....are these concerning? Can you shed light on how its balance sheet will be situated after the special dividend? Many thanks for your excellent service.

Q: Could you recommend a US and a global mid cap ETF that trades in CAD
thanks

Q: Would you kindly rate the big 6 banks plus EQB according to your preferences for starting new positions. Would be long term holds and would like to consider total return (growth and dividend growth)
Thank you

Q: I am considering initiating a position in one of these 2 companies; can you please provide your outlook for each and indicate which you would choose, if you were me. A couple of specific questions - I currently own CSU, is there much overlap with CTSH? Also, in an answer over a year ago you suggested the P/E for CCOI was very high, at 70, but recent company reports put it 3 to 4....can you explain what is involved with the 70 v. the 3 - 4? Also, in that answer you referred to very high debt to cash flow....is that still a concern? thanks much

Q: I'm thinking about adding an emerging market ETF to my portfolio, what do you think about this ETF? I like the dividend and the holdings, i suspect you might have reservations about the market cap and volume?
Is there another EM ETF that you prefer?

Q: Hi. I have been nibbling away at both IWO and IJR and would like to bring each up to a full position (5%) in my portfolio. Given their run during the past month, do you still see them as under-valued and buyable?

thanks,

J