Investment Q&A

Q: How do you feel about SIKA, a Swiss materials company? It can be purchased as a CDR (CAD hedged). It has an 8% CAGR for revenue and EPS for the last 5 years and pays a dividend of 2.5% at its current price of CAD$6.70. I am looking for quality international individual stocks and this looks like one.

Q: Hello, I just realized there is an ETF covering drone makers, DRNZ. It is a new ETF, but what is your opinion of its holdings? Any other comments? Thanks

Q: Hi Folks,
I am looking at adding one of WCP or CNQ to my RRSP and TFSA accounts. May I have your opinion as to which one you would recommend for each account.
Thanks

Q: Is there an ETF where you can short crude oil on a longer term basis? What would likely happen if you purchased this ETF if the price of crude hit $105 and you held it for a few months and theoretically the crude price dropped to $80. Would this ETF work for a longer period of time or is it only meant for short term fluctuations? Do you have any other ideas for this type of trade without using futures?
Thanks

Q: Good Morning,

I've recently read two investment articles suggesting that the memory chip rally may likely have peaked. As I hold Micron and Teradyne, I'm wondering if you can share your thoughts on the subject. Thanks very much.

Brad

Q: Thoughts on cmxn

Q: Hello 5I,

I like what I am reading about TER and your thoughts from 5I's Q&A. The stock price has recently retreated with the tech selloff, and I am looking to nibble slowly. At what price would you jump in?

Thank you as always for the wonderful commentary and the great questions posted from the 5i community. Cheers.

PK

Q: I’m trying to decide which of these to buy for long-term growth. How overvalued are they? Appreciate your opinion.

Q: Hi 5i,
I can't tell if Tou missed numbers or not on their earnings (top and bottom lines)? Also, assuming my numbers are accurate, the annual payout for tourmailne seems to be in a downward trend:

year Annual payout
2021 1.42
2022 7.90
2023 6.55
2024 3.32
2025 3.30
while the base rate has increased, the special dividends have only gone down since 2022.
Has their financial picture increased since 2022?
Tia!

Q: Can you please compare HLYD and HDVI to BIGY and CANY in terms of leverages, dividends, NAV decay and which one would you recommend to own ?

Q: What companies do you see benefitting from LNG sales to Europe and other potential trading partners? Has there been a noticeable run up in anticipation of this potential?
Thank you

Q: Hello,
When does it make sense to borrow from a line of credit for non-reg assets vs contributing after-tax cash to an RRSP?

I don’t want my taxable income in retirement to be any higher than it is projected to be.
I also have access to a line of credit right now.

You mentioned recently:
“ Typically investors look for more stable and reliable dividend-payers in a non-registered account….. …we like BNS, TD, ENB, FTS, CNR, SLF, BAM, CSU, AEM.

So, if I want to minimize my taxable income in retirement, when does it make sense to borrow to invest in those dividend-paying tax-favoured stocks?

I believe the short answer is “when the after-tax cost of capital is less than the expected after-tax return”. Correct?
If so, why doesn’t anyone with some borrowing capacity borrow to invest in my situation? (Risk-aversion?)
Thank you.

Q: This has been on a slide with bitcoin.

The distribution has been going down as well.

If msty/bitcoin begins to significantly climb would you expect the distribution to increase as well?

Thank you

Q: Hi 5i - Im looking to take advantage of the sell off in tech stocks. I already own 5% GOOG, 4% NVDA, AMZN and 3% SHOP, CSU and 1.5% KXS, LMN.

Which tech stocks would you recommend to add to the current stocks?

Thanks, Neil

Q: Hi 5i,

If the oil price keep on go up, will it hurt CNR:CA profit? Now is $145, dropped from the rebound. What is the good price to buy in . Please kindly advise.

Q: With the current pull back in the market,
In your opinion, what Cdn companies, that pay a dividend, would be a good opportunity to buy?
Thanks

Q: Brookfield Corp has fallen like an anvil…terrible performance.Any new insight?

Q: How can we get a copy of Peter's article in the magazine?.
Is there special guidance from 5i to handle current market volatility?
We need it very badly.

Q: For an income investor with a long term horizon how would you rank LNF, ALC, WJX, AW.UN, and DBM in terms of total return?

Q: Hi 5i,

I want to buy more TRI:CA, it has been up for more than 20% from the bottom! Is it still a good price at $150 to buy more? What is your target price?

Thanks for your advise.