Investment Q&A

Q: JPM share price has outperformed BAC by a wide margin over the past 5 years. And especially over the past two years. Do you know what would account for the divergence?

Thanks.

Q: I hold DYN6001 in my non-registered savings account to generate USD income. It has low volatility but relatively modest monthly income due to management fees. Would ZWB.U be a better choice? Its current yield is 7.2% but comes with an MER of 0.72%. Can you suggest other options for USD income with low volatility?

Q: If you could only buy one of these companies for long term growth which would you make the case for? Obviously AMZN is an order of magnitude larger. They are both slotted into the consumer discretionary sector, but how closely do you see them tracking to the factors that would move that sector? Do you foresee AMZN initiating a dividend one day? Does any other U.S. name stand out to you that you vastly prefer? Thanks for your thoughts.

Q: Can you please confirm insider ownership % for each company. In your reports, you have ~1% and 50% respectively.
Thank you.

Q: Hi 5i!

Respecting these are in different sectors, if you could only buy one for growth for a 3-5 year hold which would it be? Why? (I’m ok with the risk associated with a high growth name as long as the fundamentals are compelling)

A million thanks!

Q: Hi Guy,

Just wanted to get your thought on Eric Nutall's take on the oil market on BNN yesterday.

He believed that more specialized companies (top picks were BTE, CPG, PD) were more promising than generalized companies like CNQ and ENB.

I value your opinion and would be happy to spend more points for a more detailed answer., especially on CNQ and CVE.

Q: Hi,
Today (April 04) you answered Jacques' question by suggesting a switch from EMA to FTS. Would you suggest the same for BEPC/and H? I am trying to "replicate" the performance of an ETF by holding some of the utility companies. Hence this question.

Q: According to Prefblog.com these preferred will be redeemed.
I see nothing on Brookfield site (not unusual) https://bep.brookfield.com/bep/stock-distributions/preferred-shares , or Yahoo Finance.
Do you know more? Thanks.

Q: VUG seems to have out performed VOO over the years. Is there an argument for VOO over VUG if one just wanted to own just one ETF.

Q: your view on ptk please and how they might
fit in to the chip craze if at all.

Q: Hi, 5i

I'm not sure I have the correct ticker symbol above as there were three to choose from for Flutter. I've held this stock since the Amaya days and, simply because of my own inaction and intertia, I now have something crazy like a 1500% return.

My question is around this special meeting and vote. Can you just touch on the pros and cons of what I'm voting on and what you think is the path to continuing to see a great return?

Thanks for doing what you do.

Robert

Q: EMA has underperformed in my view and I'm considering replacing it. Should I hope or would you suggest a replacement. It is part of my daughter's TFSA

Q: Which of the two companies would you prefer investing in at this time?

Thanks

Q: Transition metals. You mentioned SETM in another query. What about XETM? Are there others that could be considered too?

Q: Hello 5i,
We now have a number of shares of Solventum Corp. (as a "reorganization" from 3M) in a Spousal RRSP, soon to be RRIF.
Normally, we are dividend-oriented (retirees looking for income) and as a result I don't know what to make of this little "windfall".
What can you tell us, or what should we know about this equity? What do you think its prospects are for the medium term, 3 - 5 years? Should we keep or sell?
If I understand correctly, it has been placed in the Healthcare sector. I have just asked a previous question (not yet answered) about needing something else in Healthcare beyond our primary holding of HHL. Can you see this as a viable option for us?
Many thanks for any light you can shed on this!!
Cheers,
Mike

Q: Need to sell from RESP , Please rank in terms of selling .

Many Thanks

Greg

Q: Hi 5i, pls provide your opinion, long term rating of Dollarama's results. I've had it as a core position for last several years and would like to know if the future still looks bright - future is 5+ years. Thx

Q: are there any economic implications when both gold and oil and gas are rising in value at the same time ? Thank you.

Q: Hi Peter and 5i,
Who would you favor for growth over the next 5 years between TCS and Well?
Thanks you for your always awesome feedback.

Q: Do you feel that copper stocks are a good investment at this time and if so what would be your top 3 picks. Thank You.