Investment Q&A

Q: My focus is on financial alternative investments. We have positions in BN KKR IBKR [thanks], and are considering adding stocks from indexes/ratings [MSCI/SPGI], other exchanges, asset managers. Please list and rank your highest conviction names. What percentages would you allocate to each [including BN IBKR and KKR]. And, lastly, which ones would you advise, if any, for a full position now.

Q: Good day guys :
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark

Q: Hi team,
What's your take in NVDA announcement yesterday regarding the partnership with Accentra. Jensen had also mentioned in his interview that Blackwell chip demand is now "insane". NVDA stock has been essentially flat now since June. Do you see this as a healthy consolidation period with potential to breakout for another leg up? Or a caution sign? What's your prediction for the stock from here in the short to medium term? Is it time to buy more/ hold/ or take caution with a trim? Lately it feels like the NVDA stock run is over...but in my view AI is just getting started.

Thanks,
Shane.

Q: Hi 5i Team,

Based on the webinar that Chris presented it appears that the equal-weight S&P 500 has lagged compared to the market-weight S&P 500. Based on this I suspect you would recommend having some exposure to the equal-weight S&P 500? If so, what would be a good ETF that you would recommend or are there any individual stocks within the equal-weight S&P 500 that you think might have a bit more upside than the average?

Thanks as always,
Jon

Q: Hello friends,

Unfortunately, I've missed Chris's webinar on October 2nd. Is there any chance that it was recorded and I can still see it?

Many thanks!

Q: Most sectors have done well as the market has reached all time highs in recent weeks.

Assuming that interest rates will continue to be cut over the next one to two years, what sectors do you think will continue to do well in this environment and what sectors do you think will struggle. What sectors would you avoid?

Thank You
Tim

Q: I have only ENB in energy stocks and am looking to add a basket of stocks with at least a 5% dividend, but also looking for capital appreciation. With the dividend, I don't mind waiting for the appreciation. Do you see any red flags with any of these, and how would you make up a 5% position? Would you sub any other energy stock with a 5%+ dividend?

Q: Can you tell me what metals are used to produce chips for AI. Thank you.

Q: My Granddaughter(7) has become interested in saving her money,and would like to invest in something-like her PaPa does-lol.
If you were to pick one conservative growth stock to purchase and forget about for 10-12 years-What would it be? Thankyou

Q: What is your current analysis in comparison to your August thoughts? Buy, sell or trade and is the dividend in more danger of a cut or cancellation?
Thanx
Gary

Q: Bell used to be known as the orphans and widows stock, so I purchased some for the dividend which was better than a GIC at the time thinking that Bell was a fairly secure and stable stock.
Now I am under water by quite a lot and wondering what to do with it. How long do you think it will take to recover at least some of its losses. The dividend is good but if it keeps going down, then the dividend is not much good.
Is it a hold or a sell?
If it is a sell, what is a good replacement?
I am a senior.
Thanks for all your help.
Shirley

Q: Peter, could I get your updated opinion on Aliied property reit. I dont believe they have ever cut the dividend and some folks on BNN are calling it a strong buy. The div. is certainly attractive. I am looking for income not particularly growth, Thanks Ken

Q: Hi,

Assuming the conversion from a trust into a corporation, and if you were holding the shares, what would you do as it pertains to the offer @$37 prorated based on the current trust holders choice. At a minimum one will get a third of their units in cash, and the balance is new shares. Would you take the money now and buy back the corresponding shares once the dust has settled? I don’t see the share price maintaining $37 over the short term, if it would, it should already be there.

Your thoughts?

Q: As a follow up to Donald’s question on September 30th can you please name your three favourite energy stocks with compelling valuations and favourable risk/reward scenarios?

Q: Follow up question

Please advise if one has over $1M including Registered and CASH account at one brokerage. Do you suggest to move some to another brokerage or will that will be cover by CIPF.

Q: I think I understand how CIPF insurance works. But wanted to clarify… if one has over a million dollars in stocks, bonds, ETF’s, mutuals, and cash in a non-registered account at a brokerage, is it best to move some to another brokerage? As CIPF covers only one million per non-registered account per brokerage?

Asked by Kim on October 03, 2024
5I RESEARCH ANSWER:
If an investor has more than $1M in assets and wants to maximize possible protection, then yes.

Q: Good morning!

If I sell a stock in a TFSA at a loss, do I have to wait 30 days to buy it back?

Thanks

Dave

Q: Hi,
Once again, NVDA is in the news - for Huang Jensen's comment today that sales of their Blackwell chips "is insane" and also for the fact that Mark A Stevens sold just over 200 thousand shares at the end of Sept. Jensen himself has also been a seller, however I see that he still holds some 800+ million shares, and Stevens retains 38 million post Sept sales. These insider sales make news, but how worried should we be when we see this sort of volume? Logic tells me that Stevens' amounts to around 1/2 a percent of what he owns, Jensen's recent sale is about .001 of his total. Would you just ignore the insider sales and focus on the high interest generated by the Blackwell chips?
As always, you're clear headed thinking is appreciated - thanks!
Dawn

Q: I have considerable difficulty justifying TDOC’s fall from around $300 to present day levels of about $9, after a further low, in the absence of malfeasance, some sort of conceptual shortfall or some other equally catastrophic event. While I also disagree with much of what Warren Buffet says the exception is his dictate “know your company”, as each commitment of your “hard earned” funds is a commitment in that particular company. While that achievement may take a while it is essential.

On this side of the border we have WELL which is involved in a similar industry, and for want of a better description continues to disappoint after a significant (four year) gestation period during which it should have found its feet, which I suggest indicates an undeclared conceptual difficulty which was either not anticipated or whose execution has taken much longer than anticipated to adjust to and accommodate.

Your observations and prospects for WELL would be appreciated along if possible with some indication of TDOC fortunes. I look forward to your response.

Q: I always hear that we should not hold more than 5% or max 12% on any given stocks. So why would PAY hold one company that is the majority of their income. If that is the case would 5i management would be comfortable buying any of their stocks.
My question does any of the Growth, Balanced or Income portfolio stocks holds where above 50% of their income comes from one source. If yes please share the company name since I usually buy from that portfolio. I don’t want to see another company collapse if they lose that contract or they don’t renew.

Thanks for the great service

Q: I believe that the traditional "weight loss advisory" firms will recover especially once some of the attendant health risks from such drugs as Ozempic become better known. Does this theory resonate with you and, if so, which Weight Watcher-type firms do you like?
Best regards,
David