Investment Q&A

Q: Hi, Thanks for sharing your recent views on Telus, based on the T/TIXT, reduced guidance. In your opinion, and based on recent commentary, how long it might take for TIXT to overcome the pressure on its revenues/profits and in turn, stop being a drag on its parent Telus ? The issue is that even if Telus continues to report great numbers for its core business, TIXT pressure will likely keep a lid on share price of Telus and dividend alone will not be enough to cover it.

Considering the opportunity cost of the capital for this time period, we would like to offload full or at least half of our position, over next few days, in 2/3 tranches.

Based on the technicals/charts, what is the price range, you would use to liquidate ?

Thank You

Q: I have this in a TSFA account. What do you think of the likelihood of this going up? Should I hold or sell this stock? Thanks

Q: Good day,

Can I get your take on Blackrock’s earnings? Revenue growth seems to have slowed but do you see anything to worry about for a long term investor? I have a small position and am thinking of adding. Would you consider it an add or a hold for a long-term position and your reasoning, please?

Thank you,

Q: If you had a choice would you buy the parent or the pieces? If the pieces, which do you prefer at this time?

Q: What are you top ten dividend/income stocks in Canada to buy now?

Q: Does NVDA have a super wide moat? I have been trimming as the share price keeps reaching new highs. What prevents other companies (e.g. Samsung) from getting in on the action to the same extent? If there any significant risk of a sharp correction?

many thanks!

Q: Hi 5i Team - I have been reading your responses to questions on CTS Technologies and am still not sure of whether this is a stock to hold on to. You mentioned in one response that the net debt is $320 but said that it has a healthy balance sheet in another response. Is the debt a concern? Small revenue growth is expected over the next few years but strong earnings growth is expected after this year. This appears to be a contradiction but perhaps not - could you please explain. Maybe I have not read this correctly. Also it was made clear that a long time frame is needed. Would this be three to five years - or more. Thanks.

Q: I'm now down over 60% on this company, where does an investor go to get reliable company information. Is there any value in this company or is it going the same way as EGLX & a few others that I've sold recently it always comes as a surprise announcement and the average investor is left wondering the information that is available is tainted to say the least.

Q: ALL hit another 52-wk low 14 July. It has done *miserably* compared to AFL. Yet , ALL remains a long-time member of the AAII Model Dividend portfolio. AFL is long-time favorite in the portfolio of “Crossing Wall St” ( the latter now has an ETF under the symbol CWS). Do you consider ALL oversold ? Is it a good value at around at USD 101 assuming two more Fed rate hikes of 25 basis points each? Or would you instead favor AFL?

If you are not impressed with EITHER of the above insurance companies, do you have a dividend payer you do favor? Your reasoning please, it always helps, thanks.

Q: Would advise your top picks in Us health care stocks or STFs with moderate risk. Yhanks

Q: Hi 5i Guys,
Wondering what your thoughts are on KBL. Would you consider it a Buy/Sell/Hold?
Also do you think that KBL might be a good candidate to be taken private?
Thanks as always for your insight.

Q: What's the best way to invest in Brookfield's Real Estate business?
Thanks

Q: Hi team,

Here are three Nasdaq stocks on which it seem you have never commented: Biomea Fusion (bmea-q) and MoonLake Immunotherapeutics (mltx-q), two healthcare stocks and Symbotic (sym-q) an ai stock. Also, a Canadian energy stock which had a nice progression in the last 3 years: Arrow Exploration (axl-t).

Grateful for your view on these. Do any look promising from a growth point of view ? Enough to buy now ?

Please deduct as many credits as you see fit.

Thank you in advance for your attention.

Jacques IDS

Q: Good Morning,

I'm considering selling some of my GSY or Telus for a new investment in EQB. Wondering if I can get your thoughts to determine if this move would make sense, and of the two, would you sell some GSY of Telus? Thanks. Brad

Q: I noticed that the MER of " funds of funds" ( covered call funds here )was always high,around 2.5%,compared to simple covered call funds from the same Cies ( around 0.8%).Could you explain this difference,is it then justified?

Q: For total return over the next 2 - 3 years which do you favour - Rogers, Telus or BCE?

Q: Similar to a question you responded to recently. I hold the above stocks....all in the red....and wondering if I should hold or sell and replace with another stock....and if sell, please suggest a replacement.......Thanks for your insight....Tom

Q: Please rank these equities in order of preference for a combination of income and capital growth in a taxable account. Thanks!

Q: As per your recent guidance, with interest rates plateauing, ZRE seems to be bottoming. What would be your opinion re moving some money from VFV, and putting it in ZRE. VFV has done very well and is scheduled to do well in the future. Do you recommend this kind of movement of fixed income from one group to another. Thanking you for the great guidance you have always provided.

Q: Can you list out a 5 securities (US or Canada) which you feel are mispriced (ie. where the price is substantially lower than its true value)? I know folks that 5i are generally growth investors, but also know that Warren Buffet's approach is also widely respected.