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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: Hi,
Having a position in AQN that is now underwater, I am wondering about selling it as well as two bank holdings that have a total profit equal to AQN's loss with the idea that I can use the proceeds to purchase another bank stock or two, top up ENB holdings, or something else you might recommend. All three holdings are in taxable accounts. Open to suggestions, as I have the sense that waiting to see how AQN does from here appears to be more risky than moving on. Your thoughts on this idea would be most appreciated!

Dawn


Read Answer Asked by Dawn on November 14, 2022
Q: Which Canadian Banks or near banks have the least exposure to investment banking and other capital markets?
Read Answer Asked by Murray on October 24, 2022
Q: Good Morning,

Thank you for the ongoing sage commentary.

Would you mind providing 3-4 dividend stocks with growth potential that are cheap at the moment?

Thank you
Read Answer Asked by Delbert on October 24, 2022
Q: Do you have any feel for commodities, specifically Oil and Copper, over the next six months to a year?
I would like to hide in some dividend-paying stocks.
Capital retention and some dividend gain is the goal right now.
With that in mind, I feel like this might be a good opportunity to buy Canadian banks, for the long haul and oil and commodities shorter term.
I would appreciate your opinion on my theory and these securities.
As well, any ideas you have would be great.

SLF
INTC
SCCO
UAN
SJT
CRT
CM
BCE
CHK
BNS

Thanks for the fabulous service and please use as many credits as necessary.
Read Answer Asked by Kyle on October 24, 2022
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Read Answer Asked by Peter on October 13, 2022
Q: Hi, CDN Banks continue to get hammered everyday, with CM taking the biggest one day hit at 4.2%. Not sure, if it's all the investors' fear about recession hitting the banking sector hard, specially to more " Canadian " Banks, like CIBC, due to large mortgage and personal lending book. We are in a Capital Loss situation with BNS and CM in our Non regd account. Does it make sense to book the loss and wait for signals from BOC/FED to re enter the positions. What is your belief on CDN bank earnings - Could it hit the stock prices even more ? Never thought that a 20% ownership in CDN banks could cause pain. Thanks
Read Answer Asked by rajeev on October 12, 2022
Q: When looking at historical Canadian bank returns, BNS has lagged significantly. I didn't isolate too many periods, but the longer term you go, the more consistent the underperforming becomes. I understand the past isn't an indication of the future, but perhaps their approach to international exposure just isn't the way to go? There appears to be a lot of conviction for BNS relative to others, does it's poor stock growth relatively not concern 5i? What keeps you the most confident on BNS? If you jumped ship on BNS, which would be the next on that would be in your model portfolios?
Read Answer Asked by Jordan on September 02, 2022
Q: B of M is trading at a PE of below 8 with a decent yield. Why is trading at a relatively low PE ? Is it more financially exposed to the a recession? Were you you rank it amongst the Cdn banks ?

Thank you
Read Answer Asked by Mario on August 18, 2022
Q: Now past 30 day tax loss period on the above securities previously sold. Was going to buy back to original weights.
1. buy back now
2. average in over next few months with some of these
3. replace some of these with other securities you might like better
Read Answer Asked by Peter on July 29, 2022
Q: Good morning everyone at 5i! You have always said that you can’t time the market. I am going on the premise that the market is close to the bottom, and it is time to slowly start to add some names to the portfolio and to add to existing ones. Could you please suggest 5 growth and 5 income stocks ( US or Canadian) which you consider good buys at this point on time? Cheers, Tamara
Read Answer Asked by Tamara on July 25, 2022
Q: With the ongoing price swings and volatility, I am looking to add a couple good dividend stocks with a 3-5 year time frame. Can you suggest 5 Canadian stocks with decent dividends, and good upside price potential? Thank you.
Grant
Read Answer Asked by Grant on July 19, 2022
Q: Hello, CDN Banks are trading at or near their 52 week lows. BNS and CM have a dividend yield of over 5% now. Do you believe, their valuations have reached close to or near their bottom and it makes sense to add, for income and growth, with a time horizon of 5-10 years. If so, what will be your preferred order for these names ? Thanks
Read Answer Asked by rajeev on July 04, 2022
Q: In my non registered account for financials I own BNS, TD, and GSY. With them all down would you top them up or buy CM instead as an additional holding? The focus of the accounts is high quality dividends as I plan to only use the dividends in retirement. I have growth stocks in my TFSA.
Read Answer Asked by Carla on June 27, 2022
Q: Why were CDN banks down 3%, today, Stress Test results for US banks also came strong. One damper, as I learned was Deutsche Bank down 11% in Europe Trading. Is there a contagion effect ? CDN Banks are now down 20% YTD. Should we worry ? Thanks
Read Answer Asked by rajeev on June 24, 2022
Q: Earlier today you replied to a question with: "We are not big fans of averaging down, but if we were to do it BAM.A would likely be near the top of the list. When 'the market' brings down all stocks we are more comfortable buying more as opposed to when a company in isolation declines. We are not worrried about BAM getting through this market and/or upcoming recession. "

Please list 5 cad and 5 usd stocks that would be in your top list that would meet the above criteria.

Thx.
Read Answer Asked by Christopher on June 20, 2022
Q: Greetings 5i,

Can you rank in a list the top5 Canadian Banks, top 3 Life Companies, and 2 Telcos in order of preferance for purchasing today for longer term hold.

Can you briefly outline your reasons as to why you ranked the Lifecos as you did in comparison to the others on the list.

Cheers!
Read Answer Asked by Duane on June 20, 2022
Q: Can you please provide your top 10 canadian dividend stocks which can also provide some capital growth. Time frame is 5 years. Is now a good time to start buying or should I wait?
Thank you
Read Answer Asked by Vineet on June 15, 2022
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