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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am making some end of year adjustments to my portfolio and am looking to add a new position with some cash in and RSP accounts. Looking at H, EIF or BNS. Which do you prefer at the momment. Income investor, long term hold, well balanced and diversified portfolio.
Read Answer Asked by Tom on November 21, 2022
Q: I hold these 3 healthcare stocks. Thinking of adding Lily. Do you see too much overlap in this combination or can you recommend others for diversification?

Thanks very much.

Mike
Read Answer Asked by Michael on November 21, 2022
Q: Hi Team,
I am looking to a general US ETF all sectors with lowest Tech holdings.
Your advice please.
Thanks
Best Regards
Read Answer Asked by Djamel on November 21, 2022
Q: I had a thesis about Gold and purchased these 3 stocks. My thesis did not pan out, so to speak, and I wish to do some tax harvesting. I am inclined to continue to hold some Gold but wonder what your current thoughts are about the sector? Also, if you were me and wanted to stay in the sector, can you suggest some proxies to hold upon the harvest. FYI, I have a small position in Teck. Last, can you indicate which of the 3 holdings you might see as worthy of getting back into. Many thanks.
Read Answer Asked by Leonard on November 21, 2022
Q: Hello 5i
As a value investor, SYZ is sold with a loss. PepsiCo, bought a while ago has an increase by the same amount as the loss. The dividend is 2.6%. If I sell Pepsico what suggestions would there be to replace these that have a signficant dividend? I am a 77 year old value investor with a ten year time frame with stocks and 16 ETF's in all 11 sectors, 6 ETF's of which are covered call. Any suggestions as to this strategy would be appreciated. Please take as many credits as required.
Thank you,
Stanley


Read Answer Asked by STANLEY on November 21, 2022
Q: Inflation, especially food inflation ,can come thru higher prices in corn,sugar,wheat and soya...who are the leaders in such Commodities and which stocks would one buy to offset higher food prices?
Read Answer Asked by adam on November 21, 2022
Q: Hi 5i,
sorry for beating this horse but I would appreciate your thoughts on AQN.
These are speculative events. Can you prioritize these possible future events and give some high level reasons they might do it. Priority #1 being the most likely if it ever happens. (a) approx. dividend cut by 50%. (b) issuing more shares. (c) buying back shares. (d) issuing more debt. (e) asset sales. (f) others? I noticed that there has been some insider buying buy the CEO very recently. Thanks for your thoughts!
Read Answer Asked by Ian on November 21, 2022
Q: No press release yet (Nov17) regarding the Nov9 special meeting for the spinoff of BAM Asset Management Business. No doubt this will be approved. But why the silence. Do you have another source? Thanks
Read Answer Asked by Denise on November 21, 2022
Q: Four Cnd. stocks, Four US. stocks, that you feel will return 10% in the next year.
Read Answer Asked by eugene on November 21, 2022
Q: Hi, Hope you are able to provide your opinion on this company, after the CC and reviewing today's price action with about 20% drop on large volume. We have owned this stock for income for several years even with poor performance, lately, but liquidated half of our holding at the open today, with a small loss. ( at least capital loss can be harvested). Is there any rationale to continue to own the company, for Growth and if so, what is the level of your conviction with management's plan ? Thank You
Read Answer Asked by rajeev on November 21, 2022
Q: Good morning,

Can you rank the following for me in terms of preference for a long term hold:

Telus
BCE
TC Energy
Great West Life
Emera
Capital Power
Pembina
Sun Life
Enbridge
TD
RBC

Thanks.
Read Answer Asked by Trevor on November 21, 2022
Q: Hello Peter,

We do not own LNTH as of yet but are watching the stock. When looking at sales and stock price for a 5-year period it was relatively flat. What event triggered a 3-fold increase in stock price? Was it one very large order for equipment in 2021 or a sustainable increase in equipment sales?

Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on November 21, 2022
Q: I have an account at Wealthsimple. I received an email this past week from them about their Venture Fund I and that they are accepting new clients until Nov 25. This deadline seemed a bit strange to me considering they have never before informed me about this fund. According to them, this fund invests in high-growth potential, pre-IPO companies.Over the past 25 years, venture capital has produced 15% returns on average, versus 10% for the S&P 500.

In your opinion, if the economy is moving into a recession, is this a bad time to invest in Venture capital has a pretty good historical track record of above market returns. Is there anything else you can tell me about this fund?
thanks for your service
Read Answer Asked by Mary on November 21, 2022
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