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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: In reference to your answer today regarding selling the 4 stocks to replace with UMAX, you state that UMAX is “ fully invested in utilities “. I do not believe this to be true as it holds industrials such as WCN, CP, CN , and pipelines and phone companies, which may have a deep moat but I do not class as utilities. I bought this etf for its selection of solid large cap companies across several sectors. True utilities in this ETF are FTS, EMA, NPI, H, ( 30 % of total etf ). The name of the etf is a bit of a misnomer.
Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: In my RRIF, where income with some growth is the aim, I am considering replacing one or all of EIF, SPB, PKI, CRR.UN with UMAX ETF. In what order would you sell ( I believe it’s best to spread this out over the next 6 months) ? Is there any stock you would keep or is a definite sell ? This will double the portfolio’s income and offset the rising mandatory withdrawal . This will also increase my portfolio’s composition of large cap industrial and utility companies. Your opinion on this approach is appreciated. Thanks. Derek.
Read Answer Asked by Derek on October 12, 2023
Q: Thx for the heads up on CLS in early May. Looking at insider buying by CEOs and CFOs do you see anything of interest at present? Anything of interest from the growth porfolio with significant insider buying?

Thx
Read Answer Asked by blake on October 12, 2023
Q: Can you please tell me the estimated forward P/E for the above 4 utilities. Could you please rate from best to worse for potential total return over the next 2-3 years.
Thanks
Read Answer Asked by Grant on October 12, 2023
Q: I believe in the products of these two companies but either management has executed poorly or their products are ahead of their time. Once the tax loss season starts, it may be possible to pick them up at even lower prices; however, the risk of going bankrupt also looms in their future. Can management turn these companies around? What is the risk that these two companies go bankrupt before demand for their product increases?
Read Answer Asked by Brendon on October 12, 2023
Q: 5I team: Do you have any names you would consider safest type bets to carry @8.5% margin thanks Larry
Read Answer Asked by Larry on October 12, 2023
Q: Hello,in regards to XOMs 60B all stock deal to purchase Pioneer with a market cap of roughly 440B its roughly 1/7 of their market cap,does this mean they issue that much new stock and if so for short to medium term shareholders it’s probably not ideal and basically could I have your thoughts on this acquisition Thanks and have a great day!
Read Answer Asked by Greg on October 12, 2023
Q: Hi,

Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
Read Answer Asked by Larry on October 12, 2023
Q: Hi 5i team

I have investments in LLY and LNTH. Which among ISRG/INMD/ILMN has better potential for a 10+ year hold? and why?

Best,
Matt
Read Answer Asked by Matt on October 12, 2023
Q: i was wondering if your team would be willing to address an issue for people moving assets out of their RIF. Just a generalized response would be of help as most advisors are in the selling business, which is understandable.
Thank you and happy Thanksgiving to everyone at 5i.
Read Answer Asked by Mary Jean on October 12, 2023
Q: What would be your top 5 U.S. or Canadian REITs today based primarily on both valuation and quality balance sheet.
Read Answer Asked by James on October 12, 2023
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