Investment Q&A

Q: I think we all want to deny the probability of a US civil war. Markets might be efficient but government's are not. I have been guided by looking at worst case vs best case scenarios and have allways found the reality somewhere in between. I'm concerned now, that the US and Trump may be taking us into a worst case scenario. Is there any investment strategy that I should consider or avoid. Thanks. John

Q: Hi 5i Team - Could you name a few companies that service AI data centres in a structural way such as construction, maintenance/repairs, cooling, etc. Also a few companies that provide the power needed to run these centres. These would be stocks that have good growth ahead of them. Any market cap is fine but at least one small cap and a couple of mid caps. Also a combination of U.S. and Canadian companies.
Thanks.

Q: Hi Peter, Ryan, and Team,

US bond yields have recently increased quite substantially due to the self-inflicted chaos caused by Trump. Canadian yields have also risen, but thankfully not as much as in the US. Even dividend payers like Fortis, Emera, and Hydro One have recently been under pressure.

Portfolio Analytics tells me that our Utilities exposure needs to be increased. Since the three stocks referenced are “on sale”, do you think that this could be an opportune time to buy some FTS, EMA, or H? We already have a large holding of FTS, but I’m intrigued by the recent momentum of Emera.

Your thoughts on this strategy will, as always, be of help as we try to navigate through this truly bizarre period.

Q: Of the following stocks TRI,GSY,BN, DIR.UN ISRG,PRL which ones would be a buy if you had to choose two?

Q: Hello 5i Team
Today we went from one extreme to another in the market.Do you think today’s market reversal is a signal to start buying some depressed stocks or should we take a wait and see approach?
Thanks

Q: I purchased this fund for secure monthly income hoping it would also hold up well .Could you give me an understanding of why it is dropping.in value? Currently down 3.5%.is this not to bad.Tks Larry

Q: I am puzzled as to why the pipeline stocks have been dropping substantially over the last few days. I would have expected these companies to hold up quite well as they are basically a toll road for oil and gas with a good dividend. I considered pipeline stocks as a good defensive holding. What am I missing?

Q: Hi Peter. TD has been fined $3 billion by US authorities for their drug related money laundering transgressions (vs only $9 million in Canada). TD remains exposed to potentially an unlimited number of class action suits from the families of fentanyl victims, both in the US and Canada.

Do you believe that this class action exposure, as well as the potential for additional fines from Canadian authorities, to be a credible risk that may not be reflected in the current share price? I am concerned that this may be a drag on the stock for a lengthy period and am contemplating swapping my TD holdings for other Canadian banks. Your thoughts?

Q: Hi 5i Team - Could you provide an update on Zoomd Technologies. It has been volatile lately but a big drop yesterday seemed to indicate that there was something more than the market volatility affecting its price. The recent quarter seemed to be good but do you have any specific concerns going forward. Is it worth adding to at this point. Thanks.

Q: Hi There,

I see this ETF is very volatile in the current environment. Are these short or longer term gyrations with the sell off in US Bonds?

I bought this as a “calm from the storm” holding with a decent yield but not sure if it’s the right choice.

Thanks a lot!

Q: Can you please comment on earnings and looking into your crystal ball, where do you see gold going in the next year. Thanks

Q: What do you see as the "end game" in the US involving Trump and imposing tariffs? This is creating a massive disruption. Could the US elite be concerned about the rise of communism and are privately backing this significant "push back" in an attempt to regain a the footing they have lost as a super power? Lately we have become aware of the battle for Greenland and the Panama Canal....China vs the US. If this is part of the end game, there will be alot of pain to go arond worldwide.
I know this is not a straight up investment question....but perhaps we need to try to find out what is motivating these actions and ultimately the impact on economies and stock markets around the world.
Thoughts?
As usual, thank you for your insights.

Q: Having missed the initial SOBO run-up, I see it's off 15% due to the pipeline incident. Would it be a buy here or has it become to risky now?

Q: Greetings,

With respect, why do you think so highly of BN?

MarketGrader.com (supplied through BMO) concludes the following:

1. Poor fundamentals
2. Growth = C
3. Profitability = D
4. Value = B
5. Cashflow = B

The yield at 0.8% is inconsequential .

I look forward to your comments.

Cheers

Q: what is going on?? The NAS has jumped 1300 odd in the past twenty minutes.

Q: What are your thoughts on Marex Group, please, thanks.

Q: Do we know the date when the sale of INE will close?
Thanks.

Q: Hi, holding a few of these losers now in my non registered accounts - they were nice winners just a short time ago. What are the best proxies for these as a tax loss strategy? If my holding is CAD and the proxy is US, should I convert CAD funds to buy US or avoid these situations? Also, at what $ or price % loss would you consider doing these tax loss trades? Thanks!

Q: Would you consider taking a 27% hit on whitecap for tax loss and replace it with Bep.un to get the 7% yield I was getting with white cap before the nose dive. Do you consider the dividend to be secure along with better growth? Tks. Larry

Q: Good Morning,

Do you think it is worth adding to Brookfield Renewable at today's price ?? Its price behaviour is certainly unlike FTS or other electrical utility sector stocks. Would it make more sense to replace it with BAM ?? I am looking for income and some growth. I would appreciate your expert opinion. Thank you. DL