Investment Q&A

Q: Our portfolio manager is recommending the PIMCO Monthly Income Fund Series F (PMO205) mutual fund, as part of our fixed income investments. Is this mutual fund worth the high MER of 0.86? Morningstar gives it a 4-star rating and returns appear to be considerably higher than other comparable funds. In the event of a deep world-wide recession, is this fund vulnerable to losses? As a senior, capital preservation is my highest priority.
Thanks!

Q: I have the following in the industrial sector of my total portfolio.:
AXON = 1.1%, CAE = 0.9%, HPS.A = 1.9%, ZDC = 0.4%, VRT = 3.4%, WSP = 5.2%, CWW (etf) = 3.1%
Am ok with the VRT, WSP, CWW levels. I have new money to add to some or all of the smaller % holdings. Can you weigh in on what your approach would be, including selling any or buying something else . Thanks as always for your knowledgeable, experienced and measured assessment.

Q: Axp is currently outperforming V. What do you think of switching from V to Axp for a 3 year hold? Is the extra risk with Axp worth the higher return? Thank you

Q: I currently own a small position in GSY in my TFSA. Tired on the volatility of this stock and considering changing for HPS.A. Sector change is ok.
Which of the two would you consider to have better growth prospects for a 5 year hold? Why?

Thanks,

Jim

Q: Can you please rank the quality of these U.S. Consumer Staple stocks with regards to the increasing of their respective dividends going forward as well as the rebounding of their business when sentiment turns favourable towards this sector?

Q: I’ve recently subscribed to 5i, and appreciate all the good information that you have on your website.

A question: how do you choose which stocks to research and which to not research? In your model portfolios, you have included a number of big-name stocks (BCE, L, TD, BN, amongst others) that aren’t rated. I understand they are included in your model portfolios to provide sector diversification, but would I be correct to infer that if you rated them they wouldn’t likely be “A” stocks?

A somewhat related question: your Income Model Portfolio includes BCE, CNQ, FTS, H and TD (amongst others), all non-rated, but your Balanced Equity Model Portfolio does not. Does this mean that although you view these stocks as being good dividend-payers, you also think they have limited upside?

Thanks

Q: I am a 70 year-old value investor that is reluctant to invest further in what I believe is an over-valued market. Our new portfolio manager is recommending "Index deposit notes" offered by major Canadian banks. Can you please tell me more about these market-linked term deposits? I would prefer to wait for a market correction and then invest in equities, but the portfolio manager feels the market could continue to rise over the next few years. I am of the opinion we are looking at a significant recession in 2026.
Thanks!

Q: Our new portfolio manager is recommending the KKR Infrastructure Fund (“KIF”) as an alternative investment. Can you please tell me more about this private equity fund and the KKR investment company? I am a 70 year-old value investor and can't find any metrics for the fund. Do you know how the price is set for KIF? I am concerned that KKR could close the gate for redemptions at anytime.
Thanks for for comments!

Q: I am 70 year-old value investor who is reluctant to invest further in the current overvalued equity market. Our new portfolio manager is recommending the AQR Apex Strategy Fund as an alternative investment. I am reluctant to invest in something I don't understand. Can you please tell me more about the AQR Apex Strategy Fund?
Thanks!

Q: Hi 5i Guys,
What is your opinion of SUNC? Is it a Buy, Sell or Hold
Thanks

Q: I see Volkswagen has licensed QS’s latest battery fabrication process called “Cobra”. Risks persist certainly but it is a milestone achievement. My take on the company is they may make batteries for the auto industry in the US but they will try to generate significant revenue from having other world wide businesses make them and collect royalties. There is a danger other companies will try to reverse engineer the batteries so money will need to be spent protecting their patents.
It never gets easy!
Jim

Q: In my TFSA the following companies are all in the red: ATS, DRX, KSI, LUCA, NTR, PSI, PXT. Can you suggest which ones are likely to recover in the next year or two, and which ones I could sell as laggards and reinvest the money in something "growtier". Thank you.

Q: What do you know about this new company, too early? Or would it be an alternative way to invest in Bitcoin. ( maybe a small position) I see you have it in your database.

Q: Hi Peter,

I have a question on Well Health and their Competition Bureau issue. Would it not be bullish for a company of Well's size to be considered to have a competitive edge on Telus, Loblaws et al considering it only has about 2% of the Primary Care clinics in Canada. I am wondering if this is an opportunity especially during tax loss.

Q: I will have a fresh 100K to deploy in early January which I would like to invest in dividend paying stocks that benefit from the dividend tax credit. Ten solid Canadian companies with a good return and good growth ahead.

Would you please recommend some stocks that I could start a new income portfolio in this climate, at these prices? Thank you. I have some preferences, and wonder what you would add/delete/substitute.

Enbridge, RBC, Pembina, Emera, Brookfield Renewable, ... and then I draw a blank because I suddenly feel I am duplicating industry giants. Is A & W still buyable? Thanks.

Please draw as many points as necessary!

Q: Was looking through your Tax Loss Selling Report and Dream Unlimited caught my attention. Not much love for or attention paid to this stock to the point that there were no quetions re. its most recent earnings on Nov. 11 . Could I have your belated assessment of these earnings before I decide whether to take a flyer or talk myself down .
Thank-you.

Q: Do you have any opinion on this company? Thank you

Q: Hi, On Nov 26, FOM was up over 12% at one point in the day on volume of over 6 million shares which is over double the average volume. Someone knows or thinks they know something. Any ideas on what is going on here. I didn't see any news that would trigger this. Thanks.

Q: I would like to hear your updated thoughts on this company. I believe that it trades at a Price/Sales between .3 to .35 which seems cheap. It seems overlooked somewhat maybe?
Thank you

Q: The stock seems to be recovering nicely. Could you discuss it's latest earnings, what seems to be driving the turn and if it's sustainable long term.

Thx, M