Investment Q&A

Q: Hi 5i team. Your thoughts on switching ATS for either BYD or TVK. Looking for growth over extended time frame in a non registered account. Worry about the recent run up of BYD and TVK and wondering if I should wait for a pull back or if I should just stay the course after ATS pull back. Not looking to add another position in my already heavy industrial holdings.

Thank you

Q: Recently, you answeed a question about semis "We think the sector is likely safe for 6 months or so." Could you elaborate on what could go right/ wrong, what you are looking for to signal a drop, and how you would play the sector.
Thanks

Q: I have very little exposure to raw materials/mining. What five companies would you recommend for a long-term hold?

Q: Typical scenario where I was at a party and a guy recommended this mining stock based on their second mine in Mexico starting full production in the near future. Has your view on this company softened any?

Q: Not a question, but a comment. And not sure if it’s relevant or not.

I’ve been involved in the electrical industry for 35+ years and have been aware of Hammond from a users perspective for much of that time. They’re noted for having good equipment, debatably the Honda or Toyota of relatively small dry type electromagnetic gizmos. Not the least expensive, but good value. It’s reliable, available, and therefore rather ubiquitous in industrial electrical rooms. I own the company not only because of your endorsement but because I like their products.

Similar comment with Powell. Pretty good equipment from a technical perspective and reasonably priced. Good innovators and flexible offerings. They seem to be winning lots of fully evaluated tenders.

One last comment. If privately-owned Schweitzer Engineering Laboratories Inc. ever goes public, consider buying. Fabulous relays and communication equipment for the utility and industrial power system space, and exceptional service.

Q: Hi 5i. on SMCI

In a previous answer you said "It will do its thing and find a 'level' (whatever that might be) where volatility starts to abate."
Could you hazard a guess at what that 'level' might be - just for fun of course.

On a slightly more serious note - do you think momentum will drive this UP or DOWN in the short term (days/weeks) (and how about 3-5 years) ?

Thanks

Q: Hi,

I am contemplating replacing Fortis with a greener utility. I already own BEP. What are your best suggestions please in Canada and the US and their relative risk rankings. Thank you, Michael

Q: SHOP Been a shareholder since it was $15.00 and as I understand Shopify focus is on personal clients, and although different from Amazon platform, which seems to conflict with Amazons over objective. I recently understand that Amazon "Jeff" has recently redeemed a large amount of shares. I am wondering if he is planning a takeover of Shopify. What are 5I thoughts on this and could it happen?

Q: What inning are each of these companies in (in terms of total return for an investor buying today), and are they both appropriate for a 3-5 year holding period?

Thank you

Q: For a safe dividend and same growth for longer term hold, which would be a better stock?

Q: May I have your current thoughts on COHR?

Q: Hello team,

I am considering doing a transfer of a stock from my margin account to my TFSA account but am not sure how this works.

Can you advise me how this is done and also, does it trigger a capital gain in my margin account if the stock has increased since it was purchased?

Thank you for your insights on this.
Paula

Q: Morning 5iTeam,

Would you please recommend a couple of bitcoin ETFs in both Canadian and US markets.

Cheers,
Harry

Q: Hi Peter and Staff

Please detail your reason for a preference between the two companies if only 1 is to be kept and the other to sell

Thanks for all you do
Dennis

Q: Dear Peter,

This is a very light hearted "question"!

Enjoyed watching your Stock market stories!

SMCI hit 1000 $ yesterday! I was at home watching Chris interviewing Peter!

Where was Peter when AAPL/MSFT/TSLA and others hit (split adjusted) 1000 $
More importantly where are you planning to be when NVDA hits 1000 $

There is an article begging to be written about 1000$ stocks and their history!!

Happy Family Day!

Q: How would you compare Hmax and BKCL ?

Q: I am looking for an etf that addresses small-mid cap US stocks in a cash account, but can be bought in $CDN. I stumbled across TQSM which is a little small for my liking and has a higher MER than I prefer, but otherwise seems to cover the field I am interested in.
What is your opinion of TQSM and do you have other suggestions for this area?

Q: Would appreciate an updated few. I have a few shares and thinking of buying more given the confidence to increase the dividend.

Q: Hi Folks,
I just trimmed some ABBV and BIP.UN in my RRSP account - I was looking at adding BAM or MFC - both are on a pretty good run. May I have your opinion as to which one would be best at this time?
Thanks

Q: Hi, Could you please provide your opinion on Progressive Corp. P&C Insurance sector seems to be doing well and stock is making new highs ( Noted that IFC is your favourite in Canada). How is the valuation compared to its competitors? Company released its premiums business for the month of January, yesterday, which sounded encouraging, sending stock to another high. Do you think that current level is good to start a position ? Thanks