Investment Q&A

Q: All different holdings, but what would be your order of preference (based on expected total return) with the next 12 months in mind. Thanks as always, great service.

Q: I am interested in buying some mid- to small-cap stocks. I am tracking some of the ones you mentioned and am considering them.

For non-experts though, it seems like it would be better to go the ETF route on such companies. Do you agree and can you recommend a couple of options in CAD and USD.

Q: Hi Team,
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.

Thanks ,
Shane

Q: Between Filo and Foran, wich one do you prefer for a minimum of 3/5 yrs? I know that both are backed by solid investors. Do you consider Canada safer than Chili for mining? Are we expecting more dilution in a near future to complete their project? Your verdict please.

Thanks

Q: May I have your comments on First National. Is it a buy at this lev3l? The system keep identifying my questions as private despite my indicating public!!

Q: What's the deal with lumine, the added shares and large minus in EPS. The bottom line for me as a shareholder is there going to be a precipitous fall in the shares or are we going to see a consolidation ahead. Too many companies add to their share count and then fall. I want to keep the faith but I've been burned before. So what's the verdict; sell, hold or buy.

Q: Seems like a lot going on within. Can you explain what the implications may be? thx

Q: Why mining company's share price going down while BTC price going up? is it good strategy to hold and add more on weakness or sell all mining stock? if sell what is your top pick(US & CANADIAN STOCK) for BTC sector?

Q: hello I have a half position in ALA that is finally back to even - what is 5iii s thoughts on a switch to ENB for + income and better future capital appreciation ?

Q: Can you clarify the share structure of the company once they convert the pref and special special and pay the dividends? Will the share count go up on March 25th?

And who holds all these shares, CSU?

Q: Which has the better overall potential return for the next 3 to 5 years and why?

Q: Hello Peter & Team,

I have held ZRE for some time for the dividend and now have a capital depreciation over 15%. Should I hold this? Sell? And if I should sell and take the loss, what would you recommend for a good dividend ETF with minimal MER & volatility?

Thanks for all you do

Gord

Q: Looking for advice on how to rank these 3 stocks for a medium-term investment. All seem solid based on past performance and metrics but not sure if any have a particular advantage given their respective foci and expansion potential.

Q: Would you also provide me with 5 Industrials and tech in the USA that are not over-valued.

Donna

Q: Snow has been hit hard recently.Can you provide a current outlook and level of attraction at current price?

Q: Hi Folks,
I am finally breaking even with BNS. I am thinking of selling it and with the proceeds I will top up RY. That will leave me with RY and TD as my bank holdings with a 15% weighing. With the remaining monies I am thinking of adding one of SLF, MFC or BAM. May I have your opinion as to which one you would recommend. This will be for my RRSP account which is fairly diversified.
Thanks

Q: I’m trying to form a kind of hybrid of the Hodson and the Buffet approach to investing. Hodson: balanced portfolio. Buffet: a few excellent companies. So I would form a fairly balanced portfolio but be overweight considerably in a few.

Buffet says you are buying a piece of a business; you are not buying a stock. He and Munger don’t care about the stock market. They both say you don’t need very many stocks, no more than 5 or 6. They also say their approach is not for the average person, who usually doesn’t know how to value a business and should just stick to EFFs. Their approach is for someone who knows how to analyze and value a business. Peter Hodson and 5i do know how to analyze and value a business. (And in answers to questions 5i has also said several times that the way to build wealth is to own a small concentrated portfolio.)

On the other hand, 5i is all about building and rebalancing a diversified portfolio, covering all, or almost all, sectors. This approach is more concentrated than an ETF, but not as concentrated as a Buffet/Munger small set of quality companies. I don’t know anything about Sees Candy, Geiko, or Coke. But they certainly do.

If Buffet/Munger were looking only at Canadian companies, which few would they want to own? Any size, any sector. Just outstanding businesses.

Q: Hello folks,

This is a follow up question to Ross' on March 6 2024.

You didn't answer the second part of Ross' question!

Are there any studies comparing "selling" calls or puts and buying and holding the stocks?

I know intuitively that it depends on stocks! Some are so good for writing calls. Some are good for puts and some for buying and holding! But that is not evidence based! Also a "cop out" answer!

Any studies that you know of?

Thanks Ross for asking that excellent question. Thanks Peter et all for your answer.

Q: Gold is at new highs but based on a review of recent answers, gold miners are not seeing share price appreciation because of the costs of production and other factors.
Are there any gold stocks that you think are worth buying?

Q: Hello 5i,
I would like to buy HSAV.ca for a 1 year hold but I’m concerned about the erosion of the .62% premium and
price in a declining rate environment. I appreciate your thoughts. Would you still consider it a buy. It seems to be the only tax efficient HSIA available in Canada so perhaps it will always maintain its demand. Thank you.
Brad