skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Have you warmed up to OWL since your March 2025 comment? OWL currently rates a strong buy in the financial sites I have access to. If your views are unchanged, do you have another private equity-cum-asset manager that you favor? OWL seems to have stronger, favorable buy ratings than BX, or CG. If not OWL, would you prefer Apollo and why.
Read Answer Asked by Adam on June 30, 2025
Q: When comparing SAN to JPM, I was surprised to see that SAN-ADR significantly outperformed JPM over 5, 3 , 1 years and YTD. I did not compare appreciation in shares of SAN in €. Notwithstanding remarkable appreciation in share value YTD, SAN still trades at below market multiples in its industry. Having used SAN’s services (business and personal) I find this bank to be well-run, and customer focused, far superior to Barclays , Lloyds et al . Am I missing something that justifies the low valuation? If not, do you think SAN is a good investment that could also be a reasonably good diversifier? .
Read Answer Asked by Adam on June 30, 2025
Q: Is NDIV a reasonably good natural resources fund? Only 3 years old, has minimal AUM, and there is no Morningstar rating. Selects dividend paying natural resource companies globally. Could be attractive IF it’s managed by Kevin Simpson , who seems to be a great manager running covered call strategies. I cannot tell if NDIV follows such a strategy. Information on ETF data sites is scanty. Would appreciate very much your insight and comments including whether this ETF is a good diversifier. MER 0.59%.
Read Answer Asked by Adam on June 30, 2025
Q: I am relooking at the Fixed Income portion of my portfolio. The bulk is bond funds, but it also includes a few GIC’s and a HISA. But what about Preferred Shares, EIT, FIE, TXF, and UMAX, all of which I hold STRICKLY for their distributions? I am currently grouping them in with my dividend stocks but maybe they should be included in Fixed Income? EIT and FIE have paid out the same distribution for ten plus years. Thanks.
Read Answer Asked by Kim on June 30, 2025
Q: Where would you recommend that cash or near cash be held in a registered acct. in order to get best net return for next 6 months? Also, for an extra credit, please compare CASH:TSX to:

TDB8150
ISA-TDB@2.30% PA /NL'FRAC

Thank you.
Read Answer Asked by Tim on June 30, 2025
Q: Have owned ENGH forever and enjoy the growing dividend but looking at the the ten year chart I shake my head and wonder what's wrong. With its balance sheet strength etc why is it so flat and going nowhere? Is this a management problem, industry issues? Could I get your opinion on this? Would you replace it and with what? Thanks
Read Answer Asked by Ronald on June 30, 2025
Q: Hello. I’ve held Savaria in an RESP for a number of years and have done decently though it has not performed well recently. Ignoring diversification etc I’m wondering if a switch into TVK might provide better returns. Thoughts on this ignoring other holdings?

Thanks
Read Answer Asked by Bryan on June 30, 2025
Q: Do you know if there are any ETFs available that are mostly if not all made up of AI and Robotics companies.
Or ETFs that have the most exposure to AI and Robotics….thank you
Read Answer Asked by Greg on June 30, 2025
Q: Are there any theories related to the VIX at a very low level?

Thanks
Read Answer Asked by Joseph on June 30, 2025
Q: Seeking an conservative - balanced ETF portfolio of $800,000 new money in Canadian Dollars.
Could I have your opinion and thanks for your service.
Rick
Read Answer Asked by Rick on June 30, 2025
Q: When NA took over CWB I was concerned that there may be integration issues given the size of the acquisition, the different geography, and possible corporate cultures. Similar to when Empire took on Safeway in 2013. Are we comfortable that any such issues are well behind NA by now?
Thanks as always.
Ian
Read Answer Asked by Ian on June 30, 2025
Q: Hi 5i
Is it the business these guys are in or is it just the people can’t get a success fire lit under this company and stock?

I don’t know what my total return is since buying as a 5i stock years ago, but I’m clearly not a great allocator of capital. This selection did offer income but at the cost of share price.

Analysts are finding positives but year over year things are just blah.

If they sold the business to large US Tech player, would it fetch much more than current share price?

Thanks

Read Answer Asked by David on June 30, 2025
Q: Dear Peter et al:

I request you to take off your fundamental analyst hat and put on your options trader hat!
If I were to write (Sell) cash secured puts, which of these companies do you fancy. Will keep July 25th exp as a constant. I usually keep the delta between 15-25. But I know this changes rapidly. On a side note do you give importance to implied volatility?

Feel free to add symbols that YOU fancy for such a trade if you don't like my symbols!!
Many thanks in advance. Happy Canada Day!
Read Answer Asked by Savalai on June 30, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!