Investment Q&A

Q: Hello 5i Team,
Propel has had a really good month; do you know what is making it move?
Thank you,
Brent

Q: Hi

This was one of Daniel Straus' top picks today (IIMF) on BNN

It is new and speculative.

I am looking for growth.

Would you invest?

Or

Would it be better to invest FCIV or KKR.

Any other suggestions are most welcome.

Thank you

Mike

Q: Ouch !! Energy stocks down 6% in just Today's session. Looks like, many support levels are breaking down. What's your take ? Get out, Buy More or, Do Nothing. Are there any catalysts on the horizon, to provide support ? Shaky grounds for investors in the sector !! There was a comment on CNBC, that, if the sector does not bounce back in this quarter, there could be a repositioning and selling by Institutions and Portfolio Managers/ Hedge Funds, in January, 2024, accelerating the downslide. Thank You

Q: Hi, What are your thoughts on the CN Rail's deal to acquire Iowa Northern Railway ? Is it material? Financial terms were not disclosed. The deal is still subject to US STB review. How does this deal position CN Rail against its competitors ? Does it make CNR stock more appealing to buy? Thank You

Q: Hi Stantec stock has soared following the recent financing and the Dec 5 Investor Day, Analysts have been falling over each other to bump up their price targets, What would be a reasonable and possible price level to add to an existing position ? Thank You

Q: any reason for the move today? Time to start a position at this level?

Q: Hello, I have in my growth-oriented TFSA the following stocks: DSG, NVEI,OTEX, KXS,DOL. I don’t intend to add to any of these, except possibly KXS. I will have funds available in January to add another stock. 1) Do you still believe in KXS enough that it would make sense to top it up? 2) Can you give me your 5 best ideas in growth names (any sector) with a short explanation for each? Ideally names that are not as volatile as NVEI… Thanks!

Q: Do you think it would be a good time to start a position in these two companies.

Q: hi, I feel "overbrookfielded" in my investments. I own BAM, BN, BEPC and BIPC. I'm thinking of selling BAM, and putting the proceeds into BIPC and BEPC ( my position in BN is large enough now ). my thinking is BAM has less potential for capital growth compared to BIPC/BEPC ( and the latter 2 also have a good dividend, like BAM ). I would keep BN for more growth focus. Does this sound reasonable to you ( overall my brookfield investments are about 2.5% of total ). cheers, chris

Q: Looking for the possible positive scenarios in investing in BNS.

If a series of events led to 10%+ inflation (i.e. countries lose the inflation battle), I'm assuming commodities would then become very attractive. Recognizing BNS's Latin America exposure (i.e. commodity producing nations) yet on the other hand also recognizing that persistent high inflation is not necessarily a good thing, would this be a scenario where BNS could become a better investment relative to the other Big 5 ?

Not sure if there are any other positive situations. Mind you their residential mortgage exposure is better than the others.

Q: Looking at Canadian technology stocks. I'm going to assume you figure CSU and SHOP are the mainstays here, so I would like to know how you would rate the following 10 other Cdn technology stocks on a scale of 1-10, for a long term hold, with 10 being a stock you would absolutely want to have in a portfolio and 1 being something of no interest at all. CLS, CTS, DCBO, DSG, GIB.A, KXS, NVEI, OTEX, TCS, VHI. I have included very small company VHI because their recent Q3 looked quite good to me. Also, if there are 1 or 2 that look like very compelling buys at this time, could you indicate which ones please. Thanks.

Q: Can I have your current views on these two names CDNS and AVGO..thx

Q: I have holdings in all 11 sectors, 30% of my holdings are high yield and enhanced yield covered calls I have many of what are held in the covered calls as individual stocks. Also there is crossover to some extent in the cover call holdings. However some covered calls are OTM others ATM, with different percentages also some use leverage others don't. Thus I get the upside increase AND the dividend. I also hold growth stocks such as PBH, IWO , LNF, PKI. and others. Am I making a mistake here or is everything tickety-boo?
Thank you for your great service

Q: Hi Team
I was wondering if there is a way to play options on bitcoin, I am thinking of buying puts
thanks

Q: I think it was me who, when new to buying stocks, put in a market buy for Nio on the very day that it was scaling upward at an unbelievable rate. I'm sure that no one ever bought it at a higher price, USD 62.70. So I've stopped stinging from the mistake but have still refused to sell my shares. It sold a good chunk of vehicles this month and lost a few more pennies than expected. Given their product (swappable battery, growth into Scandanavia, lack of adequate marketing and the EV competition) would you think there is a path upwards? Or sell for tax losses.

Q: Can the team suggest some good ETFs or companies to consider investing in to participate in the Argentinian economy? With the new leader taking over an seeking to abolish the central bank, move to harder money, and reduce government spending and taxes, I would like to get thoughts on companies and ETFs to potentially invest in this theme.

Q: Hi, Constellation stock is up over 55% YTD and seems to be breaking out, making new highs, defying analysts' expectations. What, in your opinion, is causing such staller performance ? Where do you see the stock, say in 5 years ? Thank You

Q: last day for tax loss selling u.s. and canada
many thanks for great service in a tough 2023.

Q: I HAVE APPROX EQUAL $ AMOUNTS IN BOTH OF THESE COS.
IF I WAS TO SELL ONE WHICH ONE COULD IT BE AND WITH THE SALE PROCEEDS WHICH OTHER BROOKFIELD CO WOULD YOU CONSIDER TO BE THE BEST. THANK YOU.

Q: I have held MFC for decades, have enjoyed the dividend but have had less than 1% pa capital growth with lots of volatility. I am seeing PFE near five-year lows and paying a dividend yield slightly higher than MFC. MFC is in my RRIF so there are no capital gains or dividend taxation issues to consider. My weighting in health care stocks and financial stocks are about the same, so there are no sector allocation issues. MFC seems to be finally moving higher and the interest rate environment should help it in the longer term, making me wonder if I should hang in. Especially with MFC still trading around 8 x earnings, it could easily move up 50% and still trade at a multiple comparable to its financial peers. However, I am intrigued by the opportunity to switch into PFE for a better yield and longer term growth. Would you make the trade to PFE or stick with MFC?