Investment Q&A

Q: HI Everyone,

My portfolios (Non-Registered, RRIF, TFSA) consist of only 100% Canadian equities and Cash. I am retired and would finally like to add some excitement and diversity to my holdings. Can you please suggest some Global/International or US ETF's and/or other funds that I could consider.

In my current mish-mash of holdings; I presently own: BCE, T, ENB, AP.un,H&R-un,BN, CSU, TOI, LMN, EDV, K, VET, WSP, LSPD, Anergia, Copperleaf, Softchoice, ATD, and WSP, etc.

Thanks very much,

Dean

Q: I have had the stocks above for long enough to watch them go up and then retreat dramatically after their last quarterly reports. Any thoughts on if taking advantage of the dip with these three is a good strategy or just hold what I have currently? All are underweight in my portfolio. Thanks.

Q: I am down 51% on this stock. It only represents .5 of my portfolio. Do you think it would be wise to up my investment or sell it and move on?

Q: Hi Folks,
Looking at adding to my holdings in AMZN or ATD in my TFSA. May I have your opinion as to which one you think is the better "add to" at this time.
Thanks

Q: My wife and I hold a blend of mainly dividend paying blue chip Canadian stocks (examples shown) in a diversified equity/fixed income portfolio. PE ratios on some of our dividend payers seem enticing to add to. As retirees with a reasonably conservative approach, what sectors does 5i feel have the best opportunity for P/E margin expansion over the next several years, assuming no 'abnormal' (whatever that is) market volatility and some moderation of interest rates? Consistent with the margin expansion theme, would 5i suggest we add to our existing dividend payers, or to more growth-oriented names like BN group?

Q: Corning has been introducing new fiber products to interact with AI in products on computers. There sales are ahead and look good. 5i is this a steady company with growth and dividends. I want to add some Us stocks in my account. What are your views.Take as many credits as required .

Q: Hi 5i,

I see ZS isn't in your top cybersecurity names. Where would you rank it among the top names? TIA.

Q: Any thoughts on OTCM (OTC Markets Group)? Trading around its 52-week low but it has been a solid compounder over the years. Is this a buying opportunity for long-term hold?

Q: What are your current favourite growth stocks in gold industry? Looking at something of quality that may have upside potential to complement larger cap AEM holding.

Q: What US Dividend ETf's would you recommend that are focused on quality companies, and still pays a decent dividend? Would you be buying now or wait for a pullback? Thank you.

Q: In your answer to Kim yesterday, you indicated that there had been no news to explain the decline in DRX. However, after reaching a multi-year high on June 11, there was a trading halt on June 13 to announce the purchase and cancellation of almost 2.8 million shares from an insider family at $3 below market value. The shares have been on the decline since this announcement. Is it possible this large insider sale is being considered as a lack of confidence in the stock or an indication that the stock has perhaps maxed out in the short term?

Q: I have a variety of questions about WCP. First, of course one cannot complain about its very healthy dividend but the share price has languished for quite some time. Can you offer any insight as to why the share price is not pushed higher given the attractive yield?

Second, many commentators refer to O & G companies enjoying substantial cash flows, that many companies are paying down debt at a rapid rate, and that once paid down the companies will return surplus to shareholders in one form or another. What is the state of WCP’s balance sheet in this regard....do they have much debt? Is it being paid down at a rapid rate or does the dividend use up a lot of its cash flow? And if they are paying down debt, when will it be done and what do you think they might do with surplus cash, given its already healthy dividend?

Third, last week there was a headline about WCP doing a sale of part of an asset with Pembina, but it seems most of the sale proceeds were going to a Pembina subsidiary to further the operations of the asset. Is that correct, or can you discern exactly what is going on? And regardless, what does this transaction mean to WCP’s prospects going forward?

One company but lots of different issues. Many thanks for your excellent service.

Q: I'm reviewing my American holdings, looking for long-term (5-10 year++) hold. I like about half of what I have, but I'm looking to - possibly - replace positions in Intel (full position), Verizon (full position), IBM (full position), and Roku (half position). Is that a good idea? My only limits are that I'd like to keep things American, I already own full positions in Google, Costco, and Intuitive Surgical, and I'd like to avoid more healthcare.

Q: Let’s say I want to read questions that were asked on May 22nd. Is there a way to navigate directly to that date? Thank you

Q: Does PKI have any corporate stake holders who might have an interest in increasing their stake or possibly of acquiring one of its assets? It appears to keep tripping over itself. Your tho'ts. on what has been bumpy ride for over four years, Thanks for your continuing help, Bill

Q: Question on RESP - thinking of selling BNS and replacing with GSY and PRL 50/50 also thinking of adding some WELL and VHI for long term holds any suggestions

Q: Why has the stock price of this blue chip company been beaten down so low.
Is the dividend secure? Such a high dividend yield is a red flag, no?

Q: Could you outline the differences and similarities between these two. Would owning both overlap in any way? Would you recommend owning both for an income generating portfolio?
Thanks
Jeff

Q: hi, what is 5i's current views on when, how many, and how much interest rate cut(s) the Bank of Canada will do for the remainder of 2024. further, is there a "metric" on how much "torque" each percentage point may have on the big beaten down blue chips in Canada ( eg Telus, BCE, Banks, Utilities, REITS...)
cheers and thanks, Chris

Q: I am considering adding Unitedhealth Group (UNG) to my portfolio and, before doing so, I would like to know your thoughts on this company. My only other holding in the health sector is ISRG and I would like to bring this sector up to 8% of my portfolio which normally would be 2 stocks. Do you think this would be a good addition? Or, do you have other suggestions?

Thanks, J