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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I know it is uncertain but when/where do you think this rate hike cycle will end ? Do you think the U.S. 10 Year Treasury Note will reach 5-6% ?
Thanks !
Read Answer Asked by Martin on August 23, 2023
Q: Good Morning, I have some BNS which I purchased at $70.00. I'd like to add to it with the div rate being so attractive. I'm looking at a 3 year time horizon.

Has BNS ever cut its dividend? It did not appear to be the case when I looked over the past 40 years but please confirm if this is the case. Do you see any potential catalyst for it doing so? Thanks!
Read Answer Asked by John on August 23, 2023
Q: For exposure to copper specifically and base metals generally, which of LUN or FCX would be the play for 2-3 year hold with growth and income in mind? Or, would you have another preference over these two? Also, could you suggest a preferred base metal etf to consider? Thx
Read Answer Asked by Tony on August 23, 2023
Q: Do you think conditions for Nat Gas to go higher from here over next 1-2 years is likely?

I currently hold position in PEY as my only nat gas exposure (2% weighting). Looking to increase that exposure for income and growth, so wondering which of BIR or TOU you would choose to hold over 2-3 year timeframe? Or, would positions in both, or perhaps another nat gas stock, make sense alongside PEY? Thx
Read Answer Asked by Tony on August 23, 2023
Q: Is there a software or spreadsheet template you can recommend to track stock portfolios as well as thougts or influences on the decision making process that was made to buy sell or hold?
Read Answer Asked by Vern on August 23, 2023
Q: Hi 5i
With the markets ability to "price in fore casted earnings etc"...How to you expected BMO share prices and other banks to react to already expected reduced profit, increased loss provisions ect.
Banks have been on a steady decline coming into earnings....and wondering how much further they might go....
opinion...

Thx
Read Answer Asked by jim on August 23, 2023
Q: I have had the impression rightly or wrongly that you aren’t buying into the current narrative that interest rates might stay higher for longer? Just supposing they do stay elevated for some time, are there any companies in your universe that you may have been previously positive on whose debt levels might give you pause under the higher for longer scenario? I’ll use EIF just as an example. Is it something you could run a screen on just to highlight some companies that you think could bear a closer watch under such a scenario? It always seems to me that when a company has an issue (Nuvei being a recent example), it’s always a suddenly too high debt ratio that ultimately takes them down (or at least keeps them from recovering). Appreciate your thoughts as always.
Read Answer Asked by Stephen R. on August 23, 2023
Q: Dear 5i,
I was looking at many of the Canadian listed Property and Casualty insurers in it looked like the price appreciation for FFH was and extreme outlier at approx. 65% Total Return for the last 12 months. Can you help explain what they have done differently than the rest of group? I thought that with many of the natural disasters would put pressure on this group of stocks. I would really appreciate your comments.
Read Answer Asked by Ian on August 23, 2023
Q: Can I please have your opinion on whether these two businesses have long term growth potential? Have been losers in my portfolio and wondering if it’s time to move on or if patience is needed. Thanks
Read Answer Asked by Curtis on August 22, 2023
Q: I would like to build a position in the industrial services sub-sector. Could you identify your favs [CAD/US] for 3-5 year hold [I have named a few, but look to you for those in which you have the most conviction] and rank according to (a) safety in a recession and (b) compounders for long-term growth. What makes them stand out?
Thank you..
Read Answer Asked by sam on August 22, 2023
Q: What bond funds are the best to invest in right now for the long term? Currently I hold ZAG.TO and CVD.TO. Should I continue buying them? I would prefer a higher dividend than what the ZAG gives.
Thank you!
Read Answer Asked by Pat on August 22, 2023
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