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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: Hi Peter, Ryan & Team,

Thanks for your recent report on SVI.

In a non-registered account, we own DIR.UN, but not SVI. Looking at the charts, I see that SVI is outperforming DIR.UN over all time periods. Would you endorse selling about half of DIR.UN and using the proceeds to buy SVI?

Alternatively, we own Telus in this account, which is at a loss. Would you endorse selling all of T (for tax loss purposes) and use the proceeds to buy SVI. In this scenario, we wouldn't sell any DIR.UN.

Which alternative would be preferred?

Your valuable advice is always appreciated.
Read Answer Asked by Jerry on August 28, 2024
Q: I'm going to sell AQN and purchase one of the other three listed for income. Which would you prefer for income, dividend growth and safety and overall growth?
Thanks
Jeff
Read Answer Asked by JEFF on August 28, 2024
Q: Can I please have your thoughts and analysis on Heico's recently announced earnings. It is trading lower today. I have owned a small position for a few years and have done well. Is this a buying opporunity or a time to get out. Any thoughts that you might have would be appreciated. Thank You.
Read Answer Asked by Brian on August 28, 2024
Q: Hello,

I am considering investing in PBH as it checks off the right boxes and it is one of your favorites.
However, looking at other similar co's MTY & MFI they seem to offer similar dividends and growth, tgey are both also trading close to the same lower range as PBH.
Could you provide insight on why these are lagging the food retailers who are trading at highs.
Thank you

Read Answer Asked by Delbert on August 28, 2024
Q: I am a conservative income oriented investor and currently interested in investments that are USD denominated, pay a good dividend, provide some growth and most importantly will benefit from a reduction in the USD, for example the Ishares International Select Dividend ETF (IDV).
Based on my criterial can you comment on IDV specifically and provide alternatives?
Many Thanks for all your help
John
Read Answer Asked by John on August 28, 2024
Q: Hello,
What are your thoughts on slate grocery? I'm looking for a dividend stock and this crossed my path.
If not this one, what would you recommend?
Thank you very much
Read Answer Asked by Curtis on August 28, 2024
Q: Do you credit the notion that buying shares in FNV includes a "free option" given the potential reopening of the Cobre Panama mine sometime in the future perhaps under a different government? Considering that for FNV, Cobre Panama was its largest royalty asset at about US$2-billion in net asset value and 22 per cent of revenue, do you believe that patient investors are offered a compelling risk/reward scenario?

Thanks as always for your expertise.
Read Answer Asked by Richard on August 28, 2024
Q: Dear 5i,
TD Direct Investing has recently introduced partial share trading.
Should an investor be concerned with getting fair market value when the trade is finally executed? Would you see any issues if one wanted to trade a popular high price stock like CSU (maybe 0.5 to 1.5 shares)?
Read Answer Asked by Ian on August 28, 2024
Q: Hello, There was a NR today stating that Hammond Power will be increasing its Planned Capex by $20 mln, over 2024 and 2025, to support current capacity bottlenecks for its custom power transformers portfolio resulting in significant addition to its revenue capacity. Is this significant ?

Does it further solidify company's position as a dominant supplier in speciality transformers segment of the market ? And, given the recent volatility in the stock, how should investors be positioned for next 3-5 years ?

Thank You

Thank You
Read Answer Asked by rajeev on August 28, 2024
Q: I am planning to sell a portion of my portfolio either now or in mid-September. I know September often tends to be a down month for the market. But this September, there will almost certainly be rate cuts in the US...and possibly in Canada, as well. If you were me, would you wait until September to sell...or would you be more inclined to sell now?
Read Answer Asked by Maureen on August 28, 2024
Q: For a conservative income oriented investor looking for some growth, what ETFs would you recommend to increase my international exposure, and take advantage of lower rates.?
Many Thankls
John
Read Answer Asked by John on August 27, 2024
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