Investment Q&A

Q: YTD Lundin's stock price has significantly out performed Capstone. Are there fundamental reasons for that and what are your expectations going forward?

Q: Thoughts on the results just released?

Thx

Q: SHOP had a breakdown/glitch in their system yesterday that caused the stock to tank. This is probably the achilles heel of systems like Shopify. Reliability is so important. What impact do you see it having? My take is its news today but will be forgotten tomorrow if remedial action has been taken and they assure clients and the market it's now under control. Is this similar to your take?

Q: This has hit my radar, but I have concern that it is overvalued. Your thoughts would be valuable please.

Q: After holding this ETF for about 8 years and riding many waves up and down, I am finally ahead a little (not counting dividends). It makes up about 17% of my total holdings. I do not have any substantive exposure to Technology or Reits. There are two etf's I have my eye on-QMAX and RMAX which pay about 10%. ZWC pays about 6%. I would only switch about 50% of ZWC and split it out evenly to QMAX and RMAX. I already hold a bank ETF and a Utility ETF so I think doing his would give me some additional diversification. Your thoughts please?
As a side note, many people ask about these covered call ETF's. When I bought ZWC the TSX was around 16,000. Now I am just slightly above what I paid 8 years ago and the TSX is almost double. Don't expect big growth with these vehicles however the dividends are nice.

Q: i see a lot of management changes and positive press releases as well as a financing bought up mostly by management . given the rise in popularity out there in Ai was
wondering how vqs and the space they are in looks to you.
many thanks

Q: Question about a safer monthly-dividend ETF for my TFSA

To whom it may concern,

Hi, it’s Mark again. I’m a 5i Research member and I have a question similar to ones I’ve asked in the past.

I currently hold a large position in Whitecap Resources for the monthly dividend, but I’m looking for something that is likely a bit safer. You have provided some ETF recommendations to me before, but when I look at the long-term charts (10–15 years), many of those dividend-paying ETFs are trading below where they were back then, which is a bit concerning.

Could you please suggest what you consider to be the safest ETF—either American or Canadian—that I could hold in my TFSA, which pays a monthly dividend roughly comparable to Whitecap?

Thank you very much for your help and your consideration.

Sincerely,
Mark

Q: I’ve held CPRT for about 15 years, and at the current price of around $39–$40, my return is roughly 1100%. Since the stock is now trading near its previous all-time high from November 2021, could this level act as a potential support? I'm debating whether to simply hold my current position or add about 20% more at the current price. Do you think CPRT could experience similar long-term growth over the next 15 years?

thank you

Q: do you have a preference between these two companies for long term hold and upside?

Thanks Dave

Q: You liked this reit for tax efficiency in a non registered account. What reits would you suggest as a replacement in a non registered account?

Q: Hi 5i Guys

1) Is DPM a gold play or a multiple metals play?
2) While I see DPM is up quite a bit this year, does this look sustainable or are they too tightly tied to the price of Gold?

Thanks as always for your great answers

Ken

Q: Would you consider a small 1% buy in on this small cap Company?
Could it see some interest from buyers now as it seems to be coming out of it's bottom!
Thanx as usual
Gary

Q: SPA Spanish Mountain Gold What are your thoughts on this company and prospects going forward?

Q: This company just announced another round of funding to hopefully get their mine off the ground. Is there a chance this stock gets some legs now or is it dead money?

Q: Best Canadian apartment REIT to buy today? Thank you

Q: trying to decide between these two companies. PG does seem to have negative momentum. Is there more upside in PG or do you prefer JNJ or equal amounts of both?

Thanks Dave

Q: Hello 5i

For a 1 year to 2 year hold what would be your top 5 growth choices that are TSX listed, can include CDR stocks, and a share price of no more than $55.

Thanks as always.

Q: Best choice of these 2 for overall return? Not concerned that MTL is much smaller marketcap....
Thanks.

Q: Telus has been in my portfolio following the BE Portfolio basically since 5i started (I joined the first day) and I think I actually even owned it before that.

With it getting completely smashed over the last while and seemingly overblown concerns about its dividend, should we be adding to it here? I have a 2.3% weighting currently (this started at a 5% weighting in the BE Portfolio) due to it underperforming the rest of the portfolio so much. Should we add to it here to take on the 9+% dividend or should we leave it and watch it or are there better suggestions to put new money to work today?

This stock is so hated today, it makes me wonder if we should be adding to it while no one likes it.

Q: hello 5i
your analytics say that i need to increase my holdings in basic materials and the utilities sectors. I have avoided these in the past because I wanted to avoid dividends, favouring capital gains instead. but i am wondering whether i should top up a bit here and how to go about it.
can you advise me on whether i would be wiser to buy a handful of individual stocks rather than an etf for conservative| sectors like this/ if so, how many stocks would i need and can you suggest a few of the best
thanks