Investment Q&A

Q: Read your March 26 notes to Ed and HOLD valuation but wondered if the 58+m award might be significant in the interim pending 2025 recovery?

Q: With the US inflation numbers showing a spike and markets selling off today, what do you see markets doing in the short and medium term. How important were the inflation numbers?

Q: Grandson now has maxed out TFSA and FHSA accounts . so has a total of $15000 to invest. Looking for your top 5 names in Canada for someone with long time horizon. thanks as always for great service

Q: For my more speculative investments I have a starter position in SMCI and TVK. At this time would you consider moving up to a half position in one of these, or purchasing a starter position in HPS?
Thanks

Q: Need to raise cash. A half position in Tell us would work with a 13% loss.Or full position in Toronto Dominion Bank with a 6.5% loss .I also own a full position in Bell and no other bank stock.Core holdings are ENB and CIG447.Your take On best one much appreciated. Tks.Larry

Q: Please rank these 3 stocks for a growth focus (5-10years)if buying today.

Q: As a shareholder I got the invitation to virtual annual meeting and beside other questions in the agenda they mentioned APPROVAL OF SHARE SPLIT. I didn't find any reference to this actions neither in the company news not within external soources. Have you haerd something about that? Thank you for great service!

Q: Hi Team,
Two-part question... What is your take on the news today of Propel launching an insurance product? Do you have any further details on this, and do you feel it will be a lucrative addition to the business with growth potential? Also, EQB today had news of a 300 million deposit note...is this a significant event for the company?

Thanks,
Shane.

Q: Dear 5i team.

Are the holdings in these two different enough to hold both? Is the lower mer of life good enough reason to only own it?
Understanding that they are covered call etfs, which non covered call etf would compliment them best to gain upside to sector rallies?

Thanks for your insights.

Q: I am attracted to long term holdings. Been watching WELL hammering on technical support of about $3.65 for weeks now. I'm thinking of pulling the trigger.

Looking at their growing revenue and P/S multiple, those numbers look quite good for a small cap. Is there a better metric for this particular company? What do you think is the biggest negative that investors see in this stock at the moment?

Q: Good Day 5i team!

My question is around DRX and your thoughts around taking a bigger position? The stock has had a good run, has work in the pipeline and will likely gain some traction fueled by high-rise residential and infrastructure work. Next TVE, which I hold a small position in my RRSP and am thinking about adding more. Mostly due to the dividend and that energy should be a growth area in the coming years.

Thank you so much for all your efforts in adding clarity to this crazy world of investing!

Q: Could you please give me update on this? When they are reporting? Would you buy it here?

Thanks,
Milan

Q: Hello again, I was not very clear on my question re: additions to Canadian dividend growth portfolio. I would like your top 5 preferences out of the 10 stocks listed, which are all currently held.

The suggestions you made are fine and most of those are also held, but for various reasons including existing position sizes I want to add to the group indicated. Thank you.

Q: With the goal of adding good quality growth stocks and using your suggestions ( thank you ), some time back I added BN and GSY to my cash account which is full of telecom, pipes, banks and utilities. I am now looking at these four with my thoughts on them : EQB, Stephen Smith is the main reason I am liking this company . I am overweight banks already- should this factor into the equation ?
CALF, the small cap sector should be getting interesting if rates decline and I could use more US exposure. TFII, management can’t be beat but the industry is suffering ( good or bad for TFII? ),
best to wait and see how industry shakes out?
XIT, ( have 10% portfolio exposure with a US tech ETF ) has significant CSU exposure.

Is my thinking clear? Any single addition would be approximately 3% portfolio weighting. In what order would you buy ? Am looking at buying 2 immediately. Any you wouldn’t buy ?
Thanks. Derek.

Q: Peter and His Wonder Team
CSTE is surging...up 33% on heavy volume in the last 3 days. I suspect it must be good news. I do not see any news from the company however somebody knows something that I don't. If there is no news what are the possibilities to cause this upswing? Thanks for your thoughts.

Q: What the future prospects for BCE and T? Collectively both of these holdings represent about 3.5% of my holdings and currently under water. I am contemplating selling T and buying BCE. Once all the pros and cons for both companies are weighed, is it a reasonable positive change?

Q: Please,your thoughts on Lavras Gold.Thanks.

Q: Hi Peter and Staff
ATS has done well for your readers......thank you.......would you suggest holding it or switching it for TVK?
Thanks for all you do
Dennis

Q: I am thinking of liquidating15% of my stock portfolio and putting it into a managed cryptocurrency account. I am hoping to achieve some accelerated returns, as well as diversifying my holdings. What are your thoughts on this idea (assuming I use a reputable and competent management company)?

Q: Hi guys,

I have BRK.B, SPY & I2I as my only etfs in my U.S. portfolio, all around 2%. I know you can't provide personal advice, however, inside a normal balance portfolio what would be the range for each (bottom 2% to high10%)?
Thanks,

Jim