Investment Q&A

Q: The rumour today is that Trump's team is about to announce their first trade deal. It sounds to me like England. Assuming that more of these follow and perhaps increase in frequency, sentiment will change and I personally expect a risk-on environment.

Please list the 10 equities from the US and Canada (in any sector) that you project will move most aggressively over a 3 month period in an environment where trade deals are the daily news and not negative bluster. Note, I am not asking you to asses the probability of deals, just the 10 companies that are poised to benefit most in terms of share price. Note that these can be risky companies but if they are, please state that and explain why the upside makes up for the risk.

Please take an extra credit and state whether each suggestion is a short term trade or a long term hold.

Q: What’s your opinion on the BIP’s Q1 result? It seams the 6% increase in dividends is above the increase in AFFO. What is now the payout ratio of the AFFO? I like this dividend increase but are they getting agressive given the AFFO results?

Q: I'm a well diversified investor holding 70% income and 30% growth stocks, I want to add one or all of these companies for income and for potential growth. How would you rate them in terms of best choice. And could you recommend a good entry price point to buy any of these. Thanks - great service!

Q: I understand that DSG and KXS operate in different spaces, but had thought that, as the market put April 9 behind it, they would recover along similar trajectories - but KXS has clearly taken the lead, today matching its December, 2024 high. Supposing that at least some of Trump's tariff plans come to fruition, is KXS the better investment? DGS's RoC (per your database) is far more attractive.

Q: As a follow up to my previous question, in which you suggested the following ETFs: VIU, XIU and ZSP as a way to save 10% of my income for retirement, do you prefer XIU over XIC for retirement investments over a 20 year span. If so, why? Thank you again for your great service.

Q: thinking of putting a toe in to this one what do you think ? thank you very much for all the advice

Q: Hello Team,
Can I have three Canadian energy names you recommend now please.
Best,

Q: Hi Peter

Can I get your thoughts on TGH. Can you comment on the latest Qtr results and also what do you think of initial position in a TFSA.

Q: I have sold half my position in AQN at a loss awhile ago and now am considering selling the other half and moving on. Wondering if I should wait until after earnings or just sell now. Do you know what is expected this May 9th earnings? What would be the stock to recoup losses of 50% -it can be any area, doesn't have to be utilities. Thanks.

Q: Can I please get your thoughts on AIAI, Netramark Holdings. Can you also provide some other stocks that might offer a similar AI service.

Q: I noticed 5i mentioned this today. What is the upside here versus risk? Does it have high insider ownership and who? Any details would be great as it looks like a good speculative silver buy.

Q: Earlier this month the CRA asked tax-filers to delay filing if they had capital gains because their system had not yet been fully readjusted for the capital gain flip-flop. Since then I have not heard anything more; do you know if they are now up to speed? Because of that delay request, I'm going to be late.

Q: Hi Peter and the 5i Team,

First off, I'd like to thank 5i member "Peter" for his excellent recommendation of the IE generated website 'Perplexity'. What an amazing alternative to Google Search!

'Perplexity' was able to answer a question that I had about the UFile tax software that even UFile's help desk failed to answer with clarity.

Secondly, is there a link to your recent webinar for those of us who were unable to view it in real time?

Thanks in advance!

Q: With the upcoming earnings soon would you be a buyer or wait till they report.
An analysis would be greatly beneficial?
Thanx as usual
Gary

Q: Can I get your quick comments on these companies? I'm down on these between 20-45%. Do you think they are still worth holding or looking to clean up these weeds and deploy into other higher quality names. Thanks!

Q: What do you think of GSI's earnings? Would you add to an existing position with room to do so, sell, or simply hold?

Q: Hi, given the federal government wants to increase housing supply, what are your thoughts on modular housing? Are there any investment opportunities in this space?

Q: Can you comment on FOUR's earnings?
Thanks

Q: Which fixed income investment instruments would be your most favourite at this time based on cost and potential returns?
Thank you,
Miroslaw

Q: I know you often mention both of these names as preferred silver names. If you were to pick 1 would you say that perhaps MAG has the most potential for growth going forward ? Just looking at the charts it appears that MAG has not really fired the way PAAS has - would you agree ? What other silver stocks would you recommend as having the most potential for growth right now. Finally, do you agree that silver is likely a better investment than gold now based on the gold/silver ratio ?