Investment Q&A

Q: I have a question prompted by recent headlines (sorry, a rather unsophisticated view of investing).....there appears to be ongoing negotiations between the USA and Iran, with a suggested that some sort of agreement can be reached on nuclear stuff, with the result that Iranian oil will no longer be sanctioned. Some commentators talk about the oil market being flooded with the world price of oil dropping significantly. Do you see that drop in price as very likely? Wouldn't that bring the stock price of Cdn oil producers way down? Is it time to dump shares in oil stocks (I am under water now and this would only get worse). Many thanks for your excellent service.

Q: Globe and Mail had a list of "Nine Energy Stocks Poised for Future Growth" On Number cruncher, I did my own personal screen and liked these 3 Civitas(CIVI), Mach Natural Resources (MNR) and Murphy Oil (MUR). What are the metrics you like about these companies and what are the metrics you don't. 5 years earning growth, P/S sales, dividend yield, debt, book value , insider ownership and management. Thank you.

Q: What is your take on First Quarter 2025 Results.

https://ca.finance.yahoo.com/news/northwest-healthcare-properties-real-estate-203000340.html

What do you think about taking a starter position with this reit.

Thank you

Q: Are you aware of the following. I assume it may impact ownership of American stocks

Section 112105 of the bill introduces a 5% excise tax on remittance transfers of U.S. currency to foreign countries.
• This tax would apply to various forms of money transfers from the U.S. to other nations, potentially affecting individuals sending funds to family members abroad, including Canadian residents.
• The bill is currently under consideration and has not yet become law.

For Canadians with U.S. assets or those who receive income from the U.S., this proposed tax could have implications if enacted. It’s advisable to monitor the progress of this legislation and consult with a cross-border tax advisor to understand potential impacts on your financial situation.

Q: NVTS on Yahoo finance, not present in your database.
Pls provide assessment of the deal with Nvidia

Q: Investment Philosophy: When to Sell Winning Stocks

I’m happy with my portfolio’s success, Stocks like PLTR (+400%), CSU (+270%), and ORCL (+140%) and others have skyrocketed over few years, but I’m facing a tough question: when should I sell? I understand risk tolerance, age, and retirement status are key factors, but how do I know when to take profits on stocks that could climb higher?
Thank you 5i, you are the best!

Q: If ATD were to complete a purchase of Seven & I at a decent price, I believe 5i's assumption is that we would see a pop in share price. If ATD were to walk away from a deal, would the share price also increase (due to less dilution, debt, etc)?

In other words, is this a situation where the primary risk for ATD is overpaying for Seven & I?

Q: Hello 5i Team.

One of the most important reasons that I am a subscriber is not only to ask questions about my own portfolio and stocks on my watch list but also to learn from you folks PLUS fellow subscribers and their questions!

Today (20th May) Peter asked a question about Bond ETFs VS Actively managed Bond funds. Having read so many Q&A s about bond ETFs by you, I thought Bond ETFs like VAB,VSB etc would have been your top picks! I didn't realize that actively managed Bond funds beat the ETFs. A new lesson for me!

Given that is your answer, can you suggest your top picks in actively managed Bond funds, for Canada, for the US and perhaps for the international exposure. Of course lower fees would be preferable!

Thanks for your answer in advance.

Q: Investors may hold gold in various forms in their portfolios including gold miners, companies which buy gold companies profits, physical gold , EFTs investing in gold miners , EFTs investing in basic metal miners including gold companies and likely some other gold-related investment . instruments.
Which , in your view is the best way to invest/hold a gold related instruments in someone portfolio ?
Thank you,
Miroslaw

Q: Is GLXY now dual listed or is it going to taken off the Toronto exchange?
Thanks
Jeff

Q: I have a sizable position in CLS.CA and am fortunate to have some in my TFSA. I know you can't give any sell or buy recommendations directly but as it is currently close to its one-year price target and with the recent Moody's downgrade I am wondering if a short-term drop (so trim the position) and buying it back closer to NVDAs earnings would make sense or not? CLS has a very thin operating margin as well so adds to my confusion of what to do. Any advice greatly appreciated as always!
Thanks, Lesley

Q: Hi, is it reporting soon? I don't see anything in the news. Thanks.

Q: I am approaching break even for the year on these stocks. Do you think it would be wise to unload these soon, based on the overwhelming US financial situation or continue to ride the wave.

Q: I sold out MEG and and Athabasca on their recent pops and acquisition news. I've had for 4-5 years and did well. If I put these funds into 2 US and 2 Canadian stocks, what would be your current top growth picks (greater than $bln market cap). Thank you

Q: Hi Team,
Would it be a stretch to buy Meg shares today on the speculation that another considerably higher bid will come in? Weighing the odds here; could be some easy money to be made here.

Thanks ,
Shane

Q: Fico is down 20 percent in 5 days. Would you buy at this level? If So, would you buy a partial or full position?

Q: Hate asking about US companies but this one looks really cheap and might be near a bottom . As well Michael Burry just doubled his position. What is your take?

Q: My grandson is graduating next month. As a gift I’m going to give him an initial deposit for a registered account, help him open it by attending a meeting with a bank, or help him set up a DIY account. I want him to choose TFSA, RRSP, or FHSA after doing some reading (he doesn’t turn 18 for a few more months so we have some prep time). I read The Wealthy Barbour in my 20’s, is it still a good choice to educate and motivate young people about savings as a lifestyle, or do you have some other suggestions? I would also love suggestions for 2-3 stocks or 1-2 etfs that would be suitable for the initial investment (that could be added to regularly to keep the process simple) if he chooses DIY. Thanks!

Q: In retirement I currently rely on my non-registered portfolio to provide about 80% of my income. Within this portfolio only 15% of the portfolio could be classified as dividend or income stocks (like CNQ, RY with 3-5% dividends). Thus far I have been creating income by skimming from my growth stocks, rebalancing when needed, and cashing in on my losers. While I recognize that a higher portion of dividend stocks would provide a greater sense of income certainty and less volatility, I have felt reluctant to forgo, what I currently believe to be, the potential for greater growth by focusing on the careful and patient management of higher potential growth stocks.
Question: From your experience, will I have a greater probability (not certainty) of creating more income in the long term (10 years) through this strategy or should I rely on a greater portion of dividend stocks?

Q: Hi 5i. Question #4 from me as a new subscriber. I continue to have about 70% of my savings in cash with plans to input through dollar cost averaging. A couple of weeks ago you suggested a spread over 6 months. Is this still your view? It seems that the rebound has taken place and I am worried about missing the increases. But I know we are still in an uncertain market. Thank you