Investment Q&A

Q: Thoughts on adding to CNR at this level, with current drop today? Do you see further significant downside in the short to medium term?
Thank you!

Q: I hold Atd in a tfsa with a small gain and considering a switch to Pbl for a 2 to 3 year hold. Given their recent financials,do you see a case for this switch? Thanx.

Q: I have noticed Rogers has paired up with Comcast’s Xfinity. Would you know what benefit this is for Rogers and is it a threat to Bell. Thanks … Cal

Q: I read with interest your answers to Alex and Robert this morning regarding SLVO and David Rosenberg's thoughts. I have a great deal of respect for Mr. Rosenberg . Does 5i feel that SLVO would roughly track the gold index ? I do not see any covered call gold equivalent ETF unless you know of one ? The closest I can find is AMAX which is gold miners ..... Having said all that which does 5i feel is the better choice to follow Mr Rosenbergs thesis ? SLVO or AMAX ? I do like the covered call component of both over a straight up Gold security like PHYS ..... Thanks for your terrific service .......

Q: Favorite 5 names to add to a TFSA for long term appreciation with the recent sell off. Agnostic of sector and can stomach high degree of volatility

Q: I am hoping you will be able to direct me to a website where I can find the current pricing of Cdn Natural gas and Oil...I can locate US prices but not CDN...hopefully it will be a free website...many thanks...Cheers

Q: Question on increasing my copper exposure:

I already own some TECK.B, but concerned about the (approx.) 26X PE ratio. Does this concern you?

I'm considering COPX. Yes, comparing an ETF to a stock is a bit apples / oranges. If I believe that International stocks in general will outperform going forward, is this a good choice. I do realize it does have some North American holdings - including TECK.B itself - but the aggregate PE appears to be better value compared just TECK.B.

Perhaps selling TECK.B and just holding all of COPX is a better choice despite the (I think) 0.65 MER. Your thoughts and comments on all this ?

Q: Holding for the next five years, what would you choose and why?

Q: If you were holding VRT at 30% loss, would you switch to one of your favourite growth ISRG?

Q: Looking for new opportunities. Please rate for best opportunity.

Q: Hello 5i team,
I currently have a balanced position in HBND in my TFSA for income (Using TFSA as an income source in general). Before HBND I used to have HYI as an asset class that used to track US high yield bonds, but was shut down last year. I have a few questions.

1)Is HBND an approximate substitute for HYI for this asset class?
2)Also HBND is not even a year old but do you have an idea of the NAV of the ETF?

HBND pays a decent amount monthly but I am not sure of the sustainability of the payout.


Thank You,
Andrew

Q: Can you provide a current outlook for Sylogist?

Q: SLVO, a CC silver ETN, does not seem to be in your database. I am looking to add this to my precious metal holdings but want the higher income. Yahoo reports the yield at 22%, which seems absurd. Do you have data on longer term avg yield and what do you think of this in general for income oriented silver exposure? Thank-you.

Q: Where would you rank BEP at this time among the utilities specifically against FTS & EMA.

Q: what do you think of the acquisition of Paladin?

Q: Hi there,

I’m looking to add a US Jnsurer to my portfolio. I’ve zeroed in on CRBG. They seem to be on a good path with a lot share buybacks.

Do you think this is solid for income plus some growth in 3-5 years? If not what might be a few others?

Thanks!

Q: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.

Q: If ATD is successful in the Seven & i Holdings takeover, it is likely to have to do so at the current bid or higher (eg $50B). What do you expect the stock price reaction will be in the near, mid, and long term should they be successful in their efforts, even at the current 47B? In addition, what do you expect to be the effect on their balance sheet (eg a ton of new debt etc)?

Q: It seems the mid-stream oil and gas companies are holding up fairly well in this world of uncertainty. I would like to take positions in all, or some of these companies.

Are there any of these that you would not invest in at this time? If so, why not?

It would also be helpful if you would rank order them for me in terms of reliability of dividends and value at this time.

If you think there are other mid-streamers you like please feel free to include them.

Q: Dear Peter et al:

Market is going through the long awaited correction, Not pancking...yet! I review my own portfolio once in a few weeks and see if I can tweek it. I contructed an asymmetrical barbell with mainly Vanguard's ETFs (SAFE) and small/mid sized allocation for growthy stocks. I also have a basket for non-corelated stock. I had posed questions here at 5i Rearch in September 2023 and slowly constructed these "baskets"!

My quesion is this: How come VPU Vanguard's utilities ETF and almost all of my Private equity stocks including your all time favourite BN plus BLK/BX and most notably KKR are all down?!! They are supposed to act as a buffer, no? Because I have been buying them slowly, I am still in the positive territory, except VPU. But the fact that the non-correlation isn't taking place, makes me wonder if I have to tweek my percentage of allocation. I know it is personal. But this is more a conceptual question.

Would you add to Utilites and Private equity here or keep this framework and stay the course?

BTW my Canadian Utilities like EMA/H/FTS have withstood this correction and indeed have shown the anticipated non-correlation!

Sorry for this longish question.

Look forward to your answer.