Investment Q&A

Q: Conventional wisdom seems to be that growth stocks, esp. pricey hi-tech names, are being hit due to fears of interest rate increases. But some of these names don't seem to be directly vulnerable, with low/no debt, strong balance sheets to fund growth without borrowing, and products that wouldn't be especially vulnerable to rate increases for consumers (e.g. retail like shop or lspd). So what am I missing? Could you suggest 2 or 3 growth names that should be relatively safe, or at least bounce back quickly?

Q: hello 5i:
Took some profits at an opportune time in AVGO and PANW. I'd like to stay in the tech space with the proceeds (still have half positions in the 2 sold) and was considering some stocks you like. I left out NVDA as AVGO is in that space. Which do you like best between ADBE and QCOM, assuming they are 2 of your favourites, and why.
thanks
Paul L

Q: I have been advised by BMO that this company is planning to have a Dutch Auction in the near future. The company is giving me 12 different options for selling some of my shares, with the last option(#99) being to do nothing. Can you advise why the company might be going this route to purchase back shares. Are there advantages for the company to go this route. And for the investor, why should he sell some of his shares this way. If there is some advantage to the investor, how do you decide which option to pick. Right now my preferred option is to do nothing, but would appreciate your advice on this matter. Many tnx for the great service.

Q: Hi Peter, Ryan, and 5i Team,

Do you have a recent opinion of HUC? I'm thinking of it as a way to use dividends from our other holdings to periodically buy shares, as we can buy and sell HUC at no cost with iTrade. Being underweight in the energy sector, holding only ENB and PKI, I'm thinking that it's a good way to "dip our toes" into this commodity ETF. I do understand that HUC can be volatile, and has relatively high fees, but as a managed ETF, its MER doesn't seem to me to be excessive.

Your thoughts please, and thanks in advance.

Q: I bought 2000 shares @$7.98 two years ago. With special dividend $7.50( $4.14 for ROC & $3.36 as dividend) My new ACB is $3.84. how much money I shall get from my brokerage firm:&15000 or $8260 which is shown on my account ?

Q: My unregistered investment account has a 50% core of VEQT and 5 equally weighted satellites; CEW, VGG, XSU, ZEO and ZQQ. I am considering overweighting CEW and ZEO. Do you think this is a good idea, would you use some of the other satellites or just stick with equal weighting. I would like to maximize the return without unduly increasing the risk. Thank you

Q: Hi Team,

The valuation of WSP is considerably more than other industry players like Stantec or Bird. Why is worthwhile to continue with WSP over better priced alternatives?

Q: I am looking for the best growth opportunity between the selected dividend payers. please list in order of preference.

Thanks Dave

Q: My son has $5k to put into his TFSA. He has CU, BCE, BEP.UN, WCP, ZWH, AC & BB as higher risk plays. For a 5 to 7 year conservative hold after which he will need funds for loan repayments etc (which is why his stock choices are mostly conservative), would you recommend more ZWH or a CAR.UN or... ?

Q: Happy Monday Peter , just wondering what value stocks you might think are a good investment right now thx Kim

Q: What is your opinion on FID 269-C?
Can this mutual fund be sold as a normal share on the market using Disnat brokerage?

Q: In what way is it advantageous to buy VEE vs. the underlying VWO? VEE indicated yield is 2.16%, VWO is 2.62%.
I realize one is Canadian listed, the other American, and it may depend on the holding account. Please explain the mechanics.
Thanks, love your service.
Len

Q: What are your thoughts on this etf? Are there any similar options to get exposure to these companies?

Q: Are there any Canadian or CDR companies in the Cybersecurity space that you think would do well over the next 5+ years?

As always thanks.

Q: Two Questions:

1. BofA downgraded TIXT from a Buy to Underperform. Anything triggering this in particular?

2. TCS took a good hit today. Anything going on of concern other than market rolling out of growth?

Thanks, Carl

Q: Any reason why GOOS is getting destroyed today?

Q: If I wanted to park cash, for 6 months or longer, is there any choice between MFC and Telus ? Something else?

Q: Hi 5i,

I currently have an RESP for my two daughters. Questrade is charging us $50 every time we pull money out to pay for tuition, etc. That makes it four times a year.

We have used up the EAP portion so I'm thinking of pulling all the money out at once and transferring it to one of my daughter's TFSA account (there is room). the cost of totally divesting it is $100 but then we'll be mercifully done with the fees.

After that, I believe we can split it between the two daughters and take it out without any fees involved.

Do you see any problems with this strategy or can you suggest any better way of handling it?

Feel free to make it a public question or not depending on whether it would be of interest to other clients.

Q: In my grandchildren RESP I have 25% in IWO, 25% in VIG 25% and 25% in VGRO. I would like to buy 2 stocks with the remaining cash(25%) which 2 stocks would you recommend. Money not needed for 14 years.

Thanks

Q: To what degree do you think insider buying is a predictor of a stocks future increase in value and why?
Thanks