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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: For the past few years I've kept positions in CNQ, TVE and IPCO but I've recently been slowly reducing my positions in TVE and IPCO (and using the proceeds to add to CNQ). Last week I sold my remaining shares of IPCO, so I only have CNQ and TVE left for E&P exposure (although I have a few other positions in services companies such as PSI and PSD).

I'm debating selling the rest of my TVE shares to consolidate my E&P exposure into CNQ. What are your thoughts?
Read Answer Asked by Patrick on March 07, 2025
Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!
Read Answer Asked by Kim on March 07, 2025
Q: Hi 5i,
I've owned DHT.UN in the past and did quite well - all before that little management fiasco. I sense the company may have completed a turnaround and be coming out of the penalty box now. I'm considering (re)adding it to my TFSA.
To help with the decision I'd appreciate your analysis of the quarter and year end results that were just released, along with any other comment you might have.
Thanks 5i,
Peter
Read Answer Asked by Peter on March 07, 2025
Q: I have the following precious metal companies: aem, pass, abx, btg, wgx, fnv, agi. They reaching my sector target weight. Which three stocks would you trim? In the order of which one you would trim first. And a brief reason why.
Thanks
Read Answer Asked by Steven on March 07, 2025
Q: Dear 5i
If it's not too much to ask could you give me the most accurate yield that you possibly can on the above stated ETF's . It's very frustrating obtaining this information acurrately as different web sites give different numbers . If you were to rely on just one non prescription website what would that website be to obtain reasonably accurate yield information ? I'm sure you get tired of being asked this question on a fairly regular basis .
If you have other suggestion on similar like ETF's i would be all ears .
I also assume that all these ETF's are quite safe and that no more than 100K should be put into any one of them .
Thanks greatly
Bill C
Read Answer Asked by Bill on March 07, 2025
Q: Just wanted to mention to you that in your answer to Donald today regarding TOU, you indicated they declared a special dividend of 50 cents, but the actual special distribution declared was 35 cents. The regular distribution was increased to 50 cents.

They basically flip-flopped the 2 dividends. Previous quarter, the special was 50 cents, and the regular was 35 cents.
Read Answer Asked by Dan on March 07, 2025
Q: Your thoughts on CompoSecure would be appreciated, thank you.
Read Answer Asked by MG on March 07, 2025
Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.

In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?

Thanks
Read Answer Asked by Anca on March 07, 2025
Q: I've doubled on FTS in a non registered account and am thinking to trim as the growth forecast looks pretty flat. I'd like to add to the names noted as I see more growth and better yields. What do you think of such a move for a long term investment, trim or just sell it all?
In what order would you rank these for for growth, income and security?

Thanks
Read Answer Asked by Robert on March 07, 2025
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