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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: For a growthy TFSA contribution for 2024, I’m considering one of these companies. Please rank based on potential gains for a 3-5 year period, with a brief comment on each one. Moderate to high(ish) risk (like SHOP) is fine with me.

Also, are there any other companies you’d recommend I consider and why.
Thanks for such a great service.
Read Answer Asked by Warren on December 22, 2023
Q: I was fortunate to buy into this stock and thanks for your recommendation by way of including it in your model portfolio. My position has now grown to 7%. I have a high risk tolerance , do not need the proceeds for personal cash flow. Given the momentum I am targeting a 10% position at which time I will trim back to likely 7%. Is my thinking ok or am I being overly agressive. Thanks John
Read Answer Asked by John on December 22, 2023
Q: I have ENB & BNS I my portfolio, for the dividend plus with the talk of reduced interest rates, I thought their stock value will increase. With this in mind, do you concur. I was looking at GEI, but I was wondering if they are not paying out more than they are bringing in. Do you feel this is a wise move.
Read Answer Asked by Earl on December 22, 2023
Q: I have a considerable loss in BEP.UN. I am considering selling it to harvest the loss. However, I am concerned that the stock might jump in early 2024 leaving me to 'chase' it to repurchase it. Do you see any catalyst that might trigger a surge in price during my 30 day wait period?
With appreciation,
Ed
Read Answer Asked by Ed on December 22, 2023
Q: What country is your favourite emerging market today for the next five years?
Which ETF would you reccomend based on this answer?

Thanks very much
Read Answer Asked by Thomas on December 21, 2023
Q: Please make it public at your discretion.

In response to Maureen's question about a tax calculator, I have used the one at Ernst & Young for years. It is very robust and includes interest income and all of the provinces and federal tax.

https://www.ey.com/en_ca/tax/tax-calculators

Paul F.
Read Answer Asked by Paul on December 21, 2023
Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas
Read Answer Asked by Marcel on December 21, 2023
Q: https://www.rbadvisors.com/insights/4-for-24-year-ahead-outlook/

RB advisers recommend the following 4 themes for 2024 and as a value investor I am looking for ETF recommendations:
(1) US small caps: I am using XSU (100% IWM)
(2) US cyclicals: I found IYC but P/E is 27! Recommendation?
(3) Non-US and emerging markets: I have been using XEF and ZEM. I like XEM (100% EEM) because it posts a P/E each day.
(4) Theme 4 is "Industrials: deglobalization spurs infrastructure". No idea what ETFs to use here.
Thanks for your recommendations/comments!!!
Read Answer Asked by Grant on December 21, 2023
Q: What are your thoughts on water etfs or stocks? Should I use 1 or more in this sector? Using C$ or US$ to invest, which etf(s) or stock(s) do you recommend based to have the best potential?
Read Answer Asked by William on December 21, 2023
Q: Good morning, Which Stocks do you guys believe should benefit the most with the rising cost of living and many people having to turn to cheaper retail and grocery stores for example. Would stores like Costco and Dollarama be a couple of obvious examples, thanks?
Read Answer Asked by Pat on December 21, 2023
Q: Good evening,

I have a couple of questions regarding the following 5 ETF's. If it cost more than one credit that is ok. Just curious if you only own those 5 ETF's how diversified would you be? I understand that you be giving up some upside but from a diversification perspective do you have all your sectors covered?

For full disclosure I have 15 percent of my entire portfolio allocated to this 5 ETfs too add a little boost in income.

My last question regarding these 5 ETF's iss they all pay a distribution except SMAX and QMAX. SMAX and QMAX pay dividends according to my platform BMO investorline. Does that mean both these two are eligible for the dividend tax credit?

Thanks and have a great day.
Jimmy
Read Answer Asked by Jimmy on December 21, 2023
Q: According to Graham's The Intelligent Investor one way to make money is to buy companies selling for less than book value. In previous responses 5i has said that book value can be somewhat tricky because while some companies have measurable hard assets others have a large amount of goodwill which is somewhat intangible and difficult to measure. I see that BIR now has a price to book value ratio of .69 suggesting that an investor can buy one dollar's worth of the company for 69 cents. I have two questions. First, is BIR one of those companies with measurable hard assets that are now underpriced? Second, is the massive dividend sustainable?

Thanks as always for your expertise and Merry Christmas to everyone at 5i.
Read Answer Asked by Richard on December 21, 2023
Q: As a general comment; I have noticed that you quite often end your answers to questions on commodity related stocks (especially energy) with ‘If sector exposure is desired’.

May you expand on this caveat? From what I gather, 5i is generally averse to the commodity sector. Are my assumptions correct ? Thank you for clarifying.
Read Answer Asked by Karim on December 21, 2023
Q: Are you aware of a chart that compares tax levels on both capital gains and Canadian dividends at different income levels? Thank you.
Read Answer Asked by Maureen on December 21, 2023
Q: Could you tell me which 3 Canadian banks have the most domestic real estate mortgage exposure and also for a 2 year hold , and in general which CDN bank would you buy and why ,Thanks and have a Merry Christmas!!
Read Answer Asked by Greg on December 21, 2023
Q: 3,500,000 homes needed in USA next 3 years, I know about Home Builders, What about things that go into these homes Paint Sherwin Williams, bathroom, air conditioners, kitchen appliances flooring, lumber etc,

Is there a play in these areas vs Home Builders,

Home Depot Lowes,

RAK
Read Answer Asked by bob on December 21, 2023
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