Investment Q&A

Q: Looking ahead to the US re-industrialization policy what companies or sectors will benefit most from the growth outlined in the IRA? Top US and Canadian traded please.

Q: What do you think about Newmount acquistion of Newcrest Mining? If Newmount a good buy at this level?

Q: Hi Team,
I have recently been looking into ATS and what they do as a company. I am quite intrigued as to what they do, and how their "theme" of business applies in todays world. It seems like they might be in a sweet spot so to say with the whole "Made in America" and "supply chain" issue themes here. Which should bold well in todays world and for the foreseeable future. Especially if North America is starting to ween itself off china from making most things. As well as with the whole automation of goods and making manufacturing more efficient. This all being said; what is your take on this company today? And does it hold the potential to be a "multi bagger" per say in 10yrs? I am mostly focused on buying into companies that have great prospects, are somewhat unique, with good growth/ solid management and track records. This being said...looking at the big run up lately...should I be waiting for a pullback to buy into this name? Or, are there better opportunities I should be buying into right now instead? If so can you name a few? Thanks again!

Q: Hello 5i,
It was mentioned that XHY should be kept in a registered account as it is foreign income. The dividend is shown to be paid in Canadian funds and the exchange is TSX.Where are the foreign income consequences related to holding XHY?
Thank you for your service
Stanley

Q: Do you foresee any share price growth over the next year? Two years?

6% is still a large dividend. Is it sustainable?

Is their debt manageable?

Q: Bloomberg had a segment on recently where structured notes were discussed as a solid way to provide downside protection for a portfolio. Energy was
This was a question from feb 6. Asking about structured notes that allow for upside but sell at lower levels to protect from down side risk. Is this not the same as putting at stop sell order on your stock to protect against large loses? But at no extra cost.

Q: Earnings just out. Appears very close to estimates, bit high and a bit low on different metrics. Forward looking view from mgt seems strong. Realize conference call is Tuesday am. Can you provide quick initial assessment and then follow-up after the call with more detail.

Q: iI have about $8,500 to invest in TFSA;'a what should I invest int?? Pretty balanced otherwise.

Q: Hi folks
Today Feb 6, XLE is $85.45 as I type. I believe i read in the Q and A that you mentioned that if XLE dropped below $85.00 that the sector is rolling over. Is this still the case? If so what would you suggest I do if anything? My weighting is 9.5%. I own ENB, SHEL, HES, TOU, TVE, PEY, SU, PXT with each at varying weights. (ENB being the highest at 3.35% and I realize also a Utility)
Thankyou as always..much appreciated.

Q: Has there been positive news on REAL to explain the recent momentum? Is it time to sell and move on or hold for a few quarters? Thank you.

Q: I am looking to put some USD, currently held inside an RSP to work on either of these Cdn banks. Is there a preference, or should I look at buying both? Also, would it be better to buy the US listed stock, as I have USD - or convert to Cdn dollars and buy the Cdn listed stock?
Many thanks!
Dawn

Q: Can I get your pick between the two?
Can you analyse last 3 years finances and provide some commentary on future growth for both?

Thank you

Q: There’s discussion about whether Costco will increase their membership fees and about a potential special dividend. I’m planning to sell some shares. Should I wait for either or both of these things to happen or pull the trigger now? How do you feel about Costco in general right now?

Q: what is the earnings expectations

Q: I’m looking for a couple of tfsa idea. Some ideas that could compliment existing holdings.
atz
ata
gsy
kxs
tfii
bn and bam
Thank you.

Q: Hi 5i Team- Although I am familiar with the following metrics/terms I am having difficulty differentiating them one from the other and having a clear understanding of what each one means. Could you explain the difference between earnings, net earnings and profit. Also what is the difference between cash flow and free cash flow. In addition does free cash flow automatically mean profitability. Thanks.

Q: Canadian banks:

How high a weighting in Canadian banks would you be comfortable holding?

Q: Follow up to my last question - thanks for the answer. Any comments on the sell sequence and timing for ENB, LIF, NTR and TCL.A. I have done pretty well with all of these except TCL.A which is a bit in the red.
Some of these are cyclical, and your guess on when to sell will be better than mine.

Thanks,

Jim



Question:
I have an unregistered account with about 12 CDN blue chip stocks. The purpose of the account is to generate dividend income for the next several decades, while providing slow and steady capital growth. I have taken the decision to exit ENB, LIF, NTR and TCL.A and to increase holdings in AQN, NPI, PMO205, XTR. I know timing will never be perfect, but just looking for some timing guidance due to current market conditions and cyclicality of some of these stocks. Trying to avoid horrible hindsight commentry: that was OBVIOUSLY a poor time to make that change....

Answer:
An easy solution of course is to add one of the four once a month and we would be fine with such a strategy. All four buy proposals will have some sensitivity to rates, and Canada has already indicated rate hikes will pause. The bond market expects rate CUTS in Canada later this year, so finishing purchases in June could end up well.

Q: Having recently watched on BNN an expert on technical analysis, could you provide me with your opinion on how important moving averages are and which ones are the best to look at - the 50 day moving average, 200 moving day average or other. Also where would be the best site to go to track these moving averages. I have never paid much attention to technical investing but am starting to think that it does have its place in assessing the success of a stock. Thanks.

Q: Just looking for updated views on both.