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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: If I understand what I have been reading in your comments is that small caps in general are down but have good potential if the economy gets back on track. What would be your favourite Canadian traded ETF to capture a small-cap rebound in Canada and your favourite that trades in the US?
Read Answer Asked by David on July 24, 2023
Q: hello 5i:
in a recent reply to a question on ATS, you said earnings for March 2023 were $1.62. But, here's a copy and paste from the corporate website:
Adjusted basic earnings per share1 increased 3.0% year over year to $2.37.
Can you clear up the discrepancy please?
And, with estimates of '24 being 2.68 to 2.69, this would give a much slower growth rate than you're projecting (13.5% yoy)
thanks
Paul L
Read Answer Asked by Paul on July 24, 2023
Q: Hi 5i,

I see in a recent Canadian Press article that Canada will need to build more green electricity generation and transmission to support the future net-zero emissions economy.

Are there any companies in 1). generation (nothing nuclear please) or 2). transmission related to this that would be good investments?

We already own most of the green utilities such as BEP, AQN, INE, BLX, NPI, NEE as well as other non-utilities such as HPS-A, PWR, ENPH.

Also, with regards to others countries also moving towards electrification, are there other companies outside of Canada that you would recommend?

Thank you 5i!
Read Answer Asked by Brian on July 24, 2023
Q: I manage part of my portfolio and RBC DS manages the other part, but they need to clear any buys/sells through me. Yesterday they called to suggest I move to a fully managed portfolio, suggesting it could do better when they don't have to call me for each trade, and possibly lose valuable time. They said it would mean disposing of what I now own to bring it into alignment with their managed portfolio, which holds the same positions for all of their managed portfolios, and in this way they can buy/sell with one push of a button. They said the cost would be the same 1,75% that I pay now. Making such a move would have a big tax consequence for me as I've been with them since 1999, and there are some fairly large gains. I realize that I could make the move over two calendar years, but that aside, I have to wonder what I'd be paying for, it seems like the personal service would no longer be there, and they would collect the 1.75% from everyone for making one decision for everyone in the managed portfolio. And, would this be a managed portfolio over the larger RBC DS, (watering down the service further) or just their office. Because you have managed portfolios in the past, please let me know the pros and cons of making such a move. Thanks!
Read Answer Asked by Kim on July 24, 2023
Q: What are some blue chip higher yielding stocks on the TSX that you recommend for a very long term hold?
Read Answer Asked by Eugene on July 24, 2023
Q: What are your favourite companies for long term holds with strong balance sheets that are attractive from a PEG perspective today? Can you please list 5 US and 5 CAD? Thanks
Read Answer Asked by Angus on July 24, 2023
Q: I was wondering what companies in Canada might be in a position to benefit from the AI technology? Would SHOPIFY be on your list? Thank you.
Read Answer Asked by Pat on July 24, 2023
Q: Thank you for your market update. Following on your comment that real estate sector will play catchup 2H23, what are your best suggestions for capital appreciation? Also what is the rationale - debt/mortgage rates up, not a drain on
Read Answer Asked by Kel on July 24, 2023
Q: Maybe the Globe's listings are simply inaccurate. But it shows HTA as doing much less poorly than HTAE, which basically only invested in HTA and has a higher monthly dividend. The G&M shows HTA is up 33% ytd but HTAE is up almost 44%. I get that HTAE can have various strategies, including leverage - though it's odd that it seems as stable than HTA. What do you think of this ETF and its risk factors? Esp as compares with HTA.
Read Answer Asked by John on July 24, 2023
Q: Hi, Northview Fund (NHF.UN) is doing a recapitalization transaction where the portfolio is being acquired and becoming a $2.7 billion tradional multi family REIT. The deemed transaction price is $15.06 and the stock has been drifting lower, I get that this can be sector specific, but this is not a well followed company, I am wondering if am I missing something on this transaction and why would this be drifting to the $7's. There is a share consolidation coming but I believe it is post transaction.
Read Answer Asked by Bryan on July 24, 2023
Q: Bob the builder is back/staying and now seems to be wanting to turn into Bob the seller. Do you like the strategy and think the sum of the parts is worth significantly more? How does Disney look on a forward P/E and PEG basis? At what price do you think this is an excellent opportunity for a long-term hold? Thanks
Read Answer Asked by Angus on July 24, 2023
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