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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: What are the metrics you focus on when evaluating asset managers?
In response to a question on Dec 20 you indicated BN is trading at a significant discount - could you pls. elaborate?
Thanks Hugh
Read Answer Asked by Hugh on January 15, 2025
Q: US Bonds. Do you favor them currently? If so, are there any US Bond ETF's traded in Canada that you would suggest? Thanks, great service.
Read Answer Asked by Curtis on January 15, 2025
Q: My thoughts and prays are with the people of Los Angles. They are going to have to re build. Is there any forestry companies that could see a increase in sales. I presume it would be west coast forestry companies. US or Canadian compaines.
Read Answer Asked by Greg on January 15, 2025
Q: I own APO, BX and KKR in TFSA & Cash accounts = Mistake??? Should be in RIF??? Thinking of selling all and buying BIZD in my RIF. Does this make sense? Thanks!
Read Answer Asked by Austin on January 15, 2025
Q: For US taxable capital gains, US dividends and US withholding taxes, does the CRA allow a taxpayer to use the average foreign exchange rate for 2024 when preparing  the income tax return for 2024???......Tom
Read Answer Asked by Tom on January 15, 2025
Q: Hello 5i,

Can you explain where money flows too during risk-off periods such as 2007-2009 and 2022. With the risk of no declines in the Fed rate this year what would the 2025 scenario look like for equities? Other than shorts, are there sectors that can flourish in a 2007-2009 and 2022 scenario?

At which point is it favourable to look at short-term and 5-10 year Treasuries?

Thank you for your service.

D&J
Read Answer Asked by Jerry on January 15, 2025
Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.
Read Answer Asked by Brian on January 15, 2025
Q: Hi Peter…would you be buying safe jurisdiction gold miners now? The price of the metal, to my layman’s eye, is acting a little more bipolar now. Last Thursday or Friday all my stocks except for TD, AEM, WGX and GOT were down suggesting a level of panic. Today the golds are down suggesting fear of inflation ticking up triggering higher interest rates. Thinking of selling my WGX to buy AGI because it seems a better miner. Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on January 15, 2025
Q: HI, I own several CDN Utilities, AQN, SOBO, PPL, BEPC, BIPC, EMA, ENB, FTS, TRP. Trying to reduce # of CDN Utilities I own. I am thinking of selling AQN, SOBO, BEPC, and BIPC. What is your opinion of selling these and adding PPL, and EMA. What is your opinion on CDN Utility ETF instead. Can you suggest CDN Util ETF for a reasonable return and potential for growth. Welcome if you have any other suggestion. Thanks
Read Answer Asked by Naren on January 15, 2025
Q: So I’m sitting here day dreaming about SOBO. I understand Keystone XL is now their “ asset “ and wondering about possible scenarios under Trump. If he again OK’s it , would the stock move and in what direction, will it get built, is it still needed , would it be doable for this size company , etc ? Needing to add to my list of high dividend stocks, SOBO interests me and wonder what this sizeable project would have on the stock. Thanks.Derek
Read Answer Asked by Derek on January 15, 2025
Q: Dear 5i team.

Ref. my Q of Nov 4,24 re: Long bonds.
As a followup, at the time, the US 10 yr was 4.3%. It appears to now have broken the 5% mark, and possibly heading higher. I've read in the past to keep an eye on the 10yr bond as a "canary in the coal mine" scenerio.
Can you update your views on this please, with more commentary re: the elasticity of the 10 yr and how this could impact equity/bond markets? Any possible moves DIY investors should be considering as a result of your commentary?

Many thanks for your help understanding this relationship.
Read Answer Asked by Arthur on January 15, 2025
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