Investment Q&A

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

Q: What’s the safest investment?

Q: Hi 5i
With the current run up in the gold and silver markets , what is your outlook for this sector going forward and the potential impact of upcoming fed meeting. Are lower interest rates a positive or negative for gold/silver.
Would you be comfortable continuing to hold a company such as AYA with expectation of further gains and time frame, how far out would you be looking.

I am always wary of sudden surges in share prices and thus reacting by selling to early.

thx

Q: Your outlook for Vzla?

Q: Hello, what do you think of something like VCSH to add to a fixed income portfolio that already owns US treasuries ? I am looking for stability with a bit of yield that will stabilize things. I am almost 60 and would like to take some risk off the table ? I am open to alternatives that are not specifically tied to the US govt.

Q: CGY seems to have righted the ship with their Q4 and YE earnings from two days ago. Would appreciate your analysis.

Q: Hello to everyone
I am looking to simplify my portfolio. I would like to know your top 4 ETF picks in Canadian dollars for each account type (RRSP, TFSA, NON-REG).
Please included for each account type:
1 ETF for growth
1 ETF for dividends
1 ETF for conservative total returns
1 ETF for international markets
Thank you so much

Q: I bought PAAS in the spring and have done well with it. Looking to add another silver stock. Thoughts on DSV vs. SVM? Thank you.

Q: Other than a crappy market, what happened to DTOL and why?


Sheldon

Q: Why did LUG dropped much more the other gold stocks on Monday ? Thanks for your excellent service.

Q: I own shares in bnt. I know the the shares are interchangeable with bn, thus the share move in tandem. The goal of Brookfield is to increase the insurance aggressively where it will be a material contributor going forward. At what point, if any , would you see bnt trade on its merit going forward as its insurance to grow and perhaps trade at a premiun

Q: Hi 5i team,

With the Fed now ending quantitative tightening (QT) and possibly cutting rates, I'm wondering what the combination means for the market from your perspective.

1. How do you think the end of QT might affect U.S. and Canadian stocks in the short term and long term? Are there certain sectors or styles (growth vs value, cyclicals vs defensives) that you’d expect to benefit more? How about Crypto?

2. Some people are saying that stopping QT is almost like getting an extra rate cut in terms of liquidity. Do you agree, or is that overstated?


Thanks,
Matt

Q: Thank you for answering my last question - and for answering it so quickly. I sold and took the 35% loss (a big one). Win some; lose some. I wish you and the 5i team the best this holiday season,

Jason

Q: Why would FTS be out performing ENB for the last 1 yr.
Thanks Again

Q: Can you recommend 3 oil companies in Canada that don't have crazy dept, pay a dividend, good mover in share appreciation under higher oil price.

Q: In your response to my earlier question on Canadian ETFs, you offered to expand your answer to include other Canadian traded asset categories. I would appreciate if you could please do so.

Q: Good morning,

Could I please ask for your general thoughts on this company. Earnings seemed (?) strong but it plunged. Smaller-cap, but might it be a buy/hold? All your comments necessary!

Have a good day, and thanks!

Q: Hello,

You have been a champion of DSG and less so of ENGH.

ENGH provides 5.94% dividend, might be a dividend trap??
Both are down 30% +/- 1 yr.

I would have punted DSG 6 months ago, but didn't, due to your endorsement.

Credibility is important - maybe I'm missing a subtle distinction.

And I made the decision to keep it.

Thank you
Feel free to modify my question re: DSG /ENGH to put you less on the spot. I think it was Buffett who said "if can't handle your equities dropping 50% you shouldn't be in the stock market". I can handle it, but still don't like it.
All the best

Q: EPS growth seems to be unpredictable due to the lumpiness of investment returns, and weather catastrophes. In the 2024 annual report Watsa uses Book Value per share compounding at 18.7% per year for the past 39 years and common stock price compounding at 19.2% (including dividends) as the main performance measure. Buffet suggests predictability of earnings as essential when buying a stock. Yahoo finance used to predict EPS growth 5 years out. While predicting EPS 5 years out is perhaps doable with confidence for KO, for FFH not so much. Clearly over 39 years FFH has done fabulous regardless of EPS lumpiness, but I have held this stock for over 10 years and all of the appreciation has come in the last 5 years or less. I want to buy more FFH, however I am concerned over another flat 5 years. Do you think the focus of the companies investing and underwriting strategy has changed enough to avoid 5 years of dead money? If you had to predict EPS growth for FFH over the next 5 years, what would that % growth be? Would you be comfortable buying at current prices for a 3-5 year hold? Thank you. John

Q: I have owned all the Canadian banks at one time or another, and currently own shares in Royal Bank.
All of the banks seem to have done quite well just recently, but the dividend on the Royal Bank is not as high as the TD for example.
Is it time to change? Which do you think looks best going forward for a total ROI?