Investment Q&A

Q: If the US pundits are correct and we are moving in a "peak" interest rate world this would bode well for the various forms of accommodation construction. Projections seem to suggest supply will remain tight until mortgage rates ease, and I believe that is likely as we move into the latter half of 2024.

Given that, my first question to you is do you feel that now, or soon, is a reasonable time to look into companies who would benefit from an expanding US housing market? If so, I would be interested in your take on a "top 3" home builders to invest in and then a "top 3" within the home construction supply chain. I already own a couple of lumber producers and am interested in mid-stream suppliers.

Thanks very much; Merry Christmas to you all.

Q: Peter; Do you see any indication that ,some institutions/ individuals , are selling CSU to buy LMN- and do,you think that’s a reasonable partial switch? Thanks.
And as also a very happy member for many years thanks for all you - and all your employees - who have helped my family with your insights into the market with totally unbiased research. 5i is more like “family” than a brokerage firm . A safe and happy holiday season and I look forward to 2024 with 5i providing the same excellent guidance.
Rod

Q: Hi, my question is about the oil and gas sector which I always had a generous amount in this sector ( 10% or more) because I live in oil country.
And have done quite well.
I’m thinking of taking it down to 4-5% because of the headache the sector is having with government and environmental concerns of the people.
My thoughts are the growth going forward is just not there and will be stagnant at best .
Do you agree ? Or ‘em I way too early in my thinking. Thanks

Q: I have a full position in VOO in my TFSA that has done well with the recent rally but was originally a hedge that I no longer need in this account. Looking to move back to a growth-oriented position.

What would your top recommendations be for assets to high potential growth for the next 2 -5 years (excluding Tech as overweight there)?
With small caps having the potential to rise is there an ETF that would be skewed to this

Q: Hi, I've heard that over the long term, dividends make up the most significant portion of one's stock market gains. Is this true? When I look at my winners, (CSU for one), it's not, but in any case, could you list 3-5 of your current favorite dividend growers?
Thanks as always, Rod

Q: Hi 5i Team - If you think any or all of these three software companies are worth buying today could you give me a brief update on their fundamentals. Thanks.

Q: I have a friend who has $20,000 to invest in a relatively safe group of stocks, hoping to gain about 8% a year; his plan is to leave the funds in for at least two years. He has no preexising stocks. Please recommend one or two groups of stocks for him to invest in.

Q: If interest rates start to drop will preferred share prices rise?

Q: Looking to add a one-stop-shop etf to my TFSA for buy and hold long term growth to provide global equity exposure. Would HEQL be a good option? Would you recommend any others?

Q: Good morning. Reviewing some of my holdings and thinking I don’t really need to hold these three. Down marginally on all 3. What’s your opinion?

Thanks Steve

Q: Can you please rate these for reliability and sustainability.
LBS, SBC,GDV,PWI and LCS.
Thank You in advance.

Q: I have done well with boeing in a short period and while double checking it one of the rating services called it a five . In the same report it called textron a ten , they are both US so not your mandate but if you have any opinion on possibly switching from ba to txt I would appreciate it.

Q: Is it a good time to invest in Uranium? If yes, please recommend C$ and/or US$ etfs or stock(s) to do this.

Q: Hi 5i Team,

I know international markets aren't your wheelhouse per se but any insight you have is appreciated. I have been reading a lot about Mexico's surprising growth over the last few years and better-than-thought projected growth for 2024. It sounds like even Scotiabank is planning on redirecting investment from other underperforming Latin American countries to Mexico in it's "Mexico First" strategic plans.
With this in mind, do you know of any Mexican companies that may benefit from this growth with compelling fundamentals that are listed on the NYSE or NASDAQ? Or even American companies that get most of thier revenue from Mexico?
I already own the ishares Mexico ETF but was interested in buying some individuals stocks.

Thank you all for your always sage advice and wishing you all an excellent and relaxing holiday season!

Q: I am reading about the benefits of adding commodities to a portfolio (PIMCO /Ibbotson 2006 study). Low correlation with other assets, positive correlation to inflation, optimal allocation from 9 to 29%.

Any overarching comments on the pros and cons of commodities in a portfolio?

Can you recommend how a regular DYI investor might try to add exposure to this area?… an ETF? Any specific securities you recommend taking a closer look at? I don’t want to be buying pork belly contracts!

Lastly, suggestion on ranges of how much commodities should represent in a portfolio? A conservative investor would be X% while an an aggressive investor would be Y%.

Q: Morningstar has a stock rating service that provides a "fair Value" of a stock. I am wondering if you are familiar with it and what you think of it. Are you aware of any other services that provide fair values? Thankyou. Cheers

Ps: I may have asked this before. If so, please ignore this qwestion.

Q: Hi again, just an addendum to my earlier question. This morning I read the Directors' letter to shareholders and decided I was not comfortable holding. Got out at $45.50, happy to avoid a future mess and move on.

Q: If you were adding to one of these KXS or DSG which would you chose and why?
Thank you for your insights and help
Peter

Q: TFSA Investment with 10,000.00 to invest January 1/24.

What stocks Canadian would you recommend with hold 5-10 years earning good dividend rate.

Harold

Q: Individual portfolio considerations aside , which would be your choice between CCL.B and DOL for a long- term / permanent holding ?
Thanks.