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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: In many cases buying the top 3-5 stocks of an index gives a better end result than the whole index since you don't have to drag the less performing.
1-Do see the same apply to the S&P500?
2-In a 3% (normal?) fed rate what is the normal multiple for the S&P500?
3-What is the current forward PE for the S&P500?
4-How does this apply when the top 5 holdings are technology with higher multiples than the banks and oil companies?
Many questions but one goal, trying to put the dry powder in an optimal manner.

Thank you

Yves
Read Answer Asked by Yves on January 20, 2023
Q: Hi 5i Team. Can o get your general thoughts on these companies and, specifically, the sustainability of their dividends? At what commodity price points do their respective dividends get dicey? Thank you!
Read Answer Asked by Robert on January 20, 2023
Q: Can you recommend 3-5 choices for an RRSP investment. Can you confirm that one would generally choose less speculative investments or less risky investments within an RRSP, as one can not "harvest" a tax loss within an RRSP
Read Answer Asked by Mark on January 20, 2023
Q: On Jan 18 Dan asked a question
Your answer indicated a search for your “Watchlist followed by sub category”
How am I able to locate this information
Thanks
Read Answer Asked by Indra on January 20, 2023
Q: Good Morning. My mother (94 years old) is looking for a metals stock. She asked about Rus. I see it has been flat for a year (-2%). 5i seems to like STLC which is near a 52-w high and up about 60% over a year. I have Teck.b and it is near a 52-w high, so not sure about recommending that. I was thinking NTR (materials) may be a suggestion. Or what about FM as a new thought?

What would the experts at 5i suggest?

BTW, I suggested that she subscribe to 5i but she reminded me that she has never used a computer ... maybe lucky her!
Read Answer Asked by Danny-boy on January 20, 2023
Q: I'm interested in re-entering the gold mining market with central banks around the world are starting to increase their gold reserves. I used own these three names - YRI, BTO, and FNV - in the past. I'm surprised that all three are now dividend payers!

Would you be interested in these three names again at this juncture? Kindly rank them in the order of preference and also please add if there are other gold miner names that I should consider (regardless of yield).

Thanks.
Read Answer Asked by Victor on January 20, 2023
Q: My third question today!! Hope you don't mind the blitz of questions! What's up with copper miners. The share price of the copper miners I own have moved up substantially in 2023 although copper is not up that much. I have ARG for their debt free balance sheet and juicy dividend, Lundin for a large miner with a good dividend and HBM which i tend to trade since it appears to me to be irrationally volitile. I like the copper mining space long term but I do trade portions of positions because of the extreme volitility. I am thinking of taking some profits in HBM (virtually no dividend) and keeping LUN and ARG. What do you think of this strategy? Who do you like in copper miners and why?
Read Answer Asked by Paul on January 20, 2023
Q: I own the above Canadian Stocks.

Please rate each of the above as a BUY, HOLD or SELL and the reasons for your rating. Thank You.
Read Answer Asked by ALNOOR on January 20, 2023
Q: Did you see Jeff Tonkin's interview with Amber on BNN today? I love the straight shooting, no nonsense way that Jeff Tonkin does interviews. Unfortunately I don't hold any Birchcliff because I have a lot of TOU and ARX. Looks like TOU is going to continue with special Divies but ARX dividend isn't as juicy. If nat gas prices stay in the $3 to $4 range I don't think that nat gas shares prices are going to move substantially so should I concentrate on dividends instead? If so would you recommend swapping out ARX for BIR? Tonkin sounds very committed to the new dividend and their debt free status gives Tonkin the backing to commit to a juicy dividend.
Read Answer Asked by Paul on January 20, 2023
Q: If you held no current position in NTR but wanted to begin one, would you be inclined to buy before or after earnings are released on February 8? I ask because the stock was clobbered after earnings were released in early November 2022.

I realize this is a timing issue which can be a mug's game but I am still interested in your gut feeling.

Thanks as always for your expertise.
Read Answer Asked by Richard on January 20, 2023
Q: Good morning team, BMO, TD and Royal have all announced big acquisitions in the past year. Do you expect each of these to be positive for shareholders in the next 2-4 years. What are some of the individual risks to these deals being accretive? Which of the 3 deals do you expect will provide the best return for investors and why?
Read Answer Asked by Robert on January 20, 2023
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