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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 am thinking about selling my TD shares and replacing them with another Canadian bank or financial services company. Do you thinking selling TD is a good idea or should I hold on and wait for a rebound? If I sell what would be your first choice of a Canadian bank or financial serviices company? Looking for growth, yield and stability for total return for a 5 year hold.
Read Answer Asked by Ron on December 16, 2024
Q: Are there US withholding taxes associated with the ETF's that are offered by Vanguard Canada (or any other Canadian ETF issuer) that pay a USD distribution??
Thanks
Read Answer Asked by Gary on December 16, 2024
Q: With Bank of Canada cutting interest rates and oil up, why would pipelines be lower? Shouldn't this also be good for telcos/pipelines/reits or are institutions positioning themselves in cyclicals for new a economic cycle so these rate dependent areas areas are under pressure. I have noticed Pembina was doing well but has been consistently down for many days. Thank you!
Read Answer Asked by Neil on December 16, 2024
Q: Since Milei was elected in Argentina a year ago, there has been some economic revival. Is Argentina now an attractive investment?
Read Answer Asked by James on December 16, 2024
Q: So the new combined company will be Amcor? What do you make of the new combined company moving forward, I am so confused about this one because there was also a spinoff with Magnera being created. As always thanks for your help with your amazing analysis.
Read Answer Asked by MG on December 16, 2024
Q: Peter et al:
An opinion please on this one with the following points in mind. We all know the sector has lagged, but CVE has a lot of people putting it in the enigma pew. Quality inventory, 71% heavy, diversified with three refineries, fair dividend, BS ok and yet it goes no where. Sentiment is definitely against these guys. G&M article Dec 3, Brian Donovan " The intrinsic value of Canadian oil stocks and what Trump's proposed tariff would mean for them", ends by picking CVE as the one their models show upside for . Eric Nuttall on Nov 21 said that it was one of his worst calls in 2024 picking this instead of Suncor. I await your detailed reply, and I thank you by not asking questions with 30 companies like some. I do my own ground work.
All the best,
Ben.
Read Answer Asked by BEN on December 16, 2024
Q: Hello 5i
Given the intention to increase a position of any of these currently held for income (and growth as all being held long term), in what order would you suggest could be most beneficial considering all are currently underweight.
Thanks
Read Answer Asked by mike on December 16, 2024
Q: Hi 5i

What are your expectations for the upcoming year for both Canadian and US markets?
It's understood that you can't foretell the future but gut feel is the ask.
Thanks
Read Answer Asked by mike on December 16, 2024
Q: I provided some funds to my two grandsons approximately 6 months ago. One grandson invested his funds in the stocks and ETFs noted above. He is very pleased to see an increase in market value for all his investments. I will be providing my grandsons with additional funds to add to their existing investments. Please rank the existing investments shown above for long term growth. I will submit a second question for my other grandson. Best wishes for the Holiday Season.
Read Answer Asked by Don on December 16, 2024
Q: The existing investments for my other grandson are shown above. Please rank his investments for long term growth. Best wishes for the Holiday Season.
Read Answer Asked by Don on December 16, 2024
Q: Retired, dividend-income investor. Sitting on roughly 5-6% cash for topping up existing positions to, over time, hit Asset Allocation targets.

Candidates = BCE, GSY, HHL, HMAX, XST, ZUT. If I was deciding to deploy funds to create the largest total return over the next year or two, from their existing valuation, a) in what order would you deploy the funds and b) a short qualifier for each position?

My view = buy in this order:
ZUT = good momentum, room to run before hitting earlier peak
GSY = good value, $150-155 should be excellent value
XST = graph against 50 and 200mda...very tight chart....could buy anytime
HMAX = good value, banks should run
HHL = healthcare stocks should get over their fear of their new boss in a few months....or not. Give it some time.
BCE = last on the list. Just rebought after cap loss capture. Give it even more time.

Thanks for your help....Steve
Read Answer Asked by Stephen on December 16, 2024