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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: I may be incorrectly expecting downward pressure on oil prices given the likelihood of reduced demand from recessionary conditions. As a result I plan on exiting my position in Suncor and moving the funds elsewhere in hopes of capital appreciation. I follow the Balanced Portfolio with a few holdings of some other names you like. Wondering if you could provide a couple of Canadian companies you feel are undervalued right now regardless of sector. Don’t need the cash again for 10 years.
Read Answer Asked by Chris on November 22, 2022
Q: I'm looking for high quality dividend growers, like TD as an example
Read Answer Asked by Peter on November 22, 2022
Q: What options would you consider, as a moderate risk-tolerant investor for maximum return on an unexpected $40K windfall? This would be for at least a 2-3 year period in a non-registered account. Interest-paying vehicles are not preferred. Please provide your preferred strategy, specific names, and reasons.

Thanks so much for the invaluable service provided by 5i.
Read Answer Asked by Alvin on November 22, 2022
Q: Hi Team,
You now recommend selling Lspd . I am down 40% on the name. What stock should I then replace it with with the highest probability of getting my investment back? Would a switch into Shop be wise? Currently they seem to trade fairly equivalent. Thanks
Read Answer Asked by Shane on November 22, 2022
Q: I'm keeping a tidy amount of cash etc on the sidelines for 2023.


David Rosenberg

I saw a chilling stat today that 20% of Canadian mortgages were taken on when rates were at the 1.5% floor. With mortgage rates at 5%+, and 40% of this debt rolling over, the hit to consumer spending promises to be spectacular.
Read Answer Asked by Ronald on November 22, 2022
Q: Could I please your breakdown of RX recent earning report. Also, would you recommend Buy, Sell or Hold. Thanks … Cal
Read Answer Asked by cal on November 22, 2022
Q: Badger announced the CFO leaving the organization; this resignation is in addition to several directors of finance & controllers along with the prior CEO. Should inventors be concerned with any financial risk? Maybe the FTX debacle is a reminder how important financial controls are within a company.
Read Answer Asked by Dean on November 22, 2022
Q: Which US health insurer is your favourite for LT investment? If there is a different one that you all like, plse indicate and why.
Read Answer Asked by Bob on November 22, 2022
Q: I tried to apply Chris White's 5 factors to PET however impossible as only been public for less that 1.5 years. That said, does 5i have an opinion on how investable PET is at this point? Personally I think with the PE of 25, increasing revenue and earnings (albeit short period), and a narrative that I think makes sense, I feel that it should have a bright future as I see a lot of stores going up.
Read Answer Asked by Bob on November 22, 2022
Q: Can I have your thoughts on Nationial banks cash saver account (NBC100 series A) the interest rate is 3.25%. It has a one day purchase and redemption.
I also am an x TD waterhouse investment customer and moved all of my accounts to National Bank and couldn't happier! Got rid of TD insurance also. TD continually had their hand in my pocket. I will never do business with them again.
Read Answer Asked by Brian on November 22, 2022
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