Investment Q&A

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.

Q: What is your assessment of prospects for SUUN, and is it buyable at current price.
Tks in advance

Q: Good morning,

Can you please highlight 5 or 6 Canadian dividend growth or conservative growth stocks that you believe will manage through the next 4 years well? Thank you!

Janet

Q: Is there any reason that would drive TOU to increase the regular dividend but lower the special dividend? Over all, the impact is the same but there must be a driving reason behind this decision?

At what price do you think TOU gets attractive to add to a position?

Q: Which of the following you recommend for safety ?
ZMMK, HISA or CASH.
Please deduct as required. Thanks for your insight.

Q: Would it be more prudent to switch CSAV and PSA to TBIL and CBIL?

Q: Could you expand on your thesis for this company please as I am interested in starting a position especially with the March 10 pull back but it’s still trading high on a PE basis and wondering if all their expected growth is already priced in. Thank you.

Q: I have 180000 coming out of a gic at 5.05% could you recommend seven or eight dividend stocks for income.

Q: Hello,

CJT can't seem to find a bottom. Any insight? Looking to add to my position.

Thanks.

Q: Hi 5i Team - For Cellebrite, Nebius and Crowdstrike could you comment on what portion of each company is based on AI. Could you also comment on whether their AI involvement is semi-conductor, software or service/support related. Thirdly what is the ability of each to withstand an extended market downturn if this present sell-off continues and would you be a buyer at these levels. Thank you.