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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: In August of 2019, between "TRI" (at $80/per share) and "GIB.A" (at $101/per share), based on P/E valuation, I bought "GIB.a". Then three years later, in August, 2022, I compared both companies share performance, "TRI" went up 90% while "GIB.a" share price was in sleeping bag, almost the same as I bought 3 years ago. Considering no dividends while waiting, so I sold "GIB.a" and bought "TRI" which I am still happy with the switch. However, since beginning of this year, GIB.A left the sleeping bag and started moving up, and share price has gone up almost 30%. I wonder if you could help me understand what’s the reasons behind the move, worth to buy at current level? Thanks.
Read Answer Asked by Lin on July 27, 2023
Q: Peter; How do you determine a stock is “ under accumulation “? Thanks
Rod
Read Answer Asked by Rodney on July 27, 2023
Q: I currently hold these 9 stocks with the noted weight in my portfolio: ADBE (4%); AMZBN (3.5%); CRM (2%); CSU (4.5%); CRWD (1.5%); NVDA (1,5%); QCOM (1.5%); SHOP (2.5%); GOOG (4%).

This adds up to about 25%, and to make matters worse, I recently reduced NVDA from 4% for a temporary wait on the sidelines and I intend to restore that in the next while.

So although most are all fairly different, there is too heavy a concentration in tech and reduction is in order. If you were me, which of these holdings would you sell? Trimming across the board is not impossible but as I wish to add some new ideas and already have more stocks than is probably efficient, so selling one (or more) is somewhat more preferred.

FYI, my goals are mostly growth and capital preservation, dividends are less important.

Thanks for your excellent assistance.
Read Answer Asked by Leonard on July 27, 2023
Q: Any problems putting a commodity etf like PALL inside an RRSP or a TFSA
Read Answer Asked by lynn on July 27, 2023
Q: At the moment I have 19% of my portfolio in csu debentures
Cost 105, up about 32% from cost
As we see inflation numbers come down I expect the interest rate on the debs to shrink from the present 13%
On par to zero .
If the RATE of inflation change is from Jan 23. 6% to dec. 23 to 3% . The rate of change is 50%.
Thus the formula for next year would be 50-6.5 not to be lower then zero
Thus 0%
Am I correct
Thanks

From csu this year
This new interest rate is equal to the annual average percentage change in the “All-items Consumer Price Index” published by Statistics Canada during the 12 month period ending on December 31, 2022 plus 6.5% and will be reflected in the June 30, 2023 interest payment on the Debentures.
Read Answer Asked by Leon on July 27, 2023
Q: Hello 5i Team

I am reviewing US listed Property and Casualty Insurance companies for the US dollar portion of my RRSP account (in order to receive dividends without US withholding tax).

I understand Brookfield Reinsurance Ltd (BNRE) is a Bermuda based corporation and is not subject to withholding taxes in an RRSP.

Questions:

1 – Is BNRE a suitable candidate?

2 – Please list other US listed P&C insurance companies for consideration in order of preference.

Thank you
Read Answer Asked by Stephen on July 27, 2023
Q: hello 5i:
6 months ago, earnings estimates for year ending December 2024 were 3.21. Today, via Fastgraphs, I see 4.51. This seems to be a very large jump in estimates in a very short time. Can you explain why? And, using a PE or approximately 10, I calculate a fair value of around $45. Would you agree?
thanks
Paul L
Read Answer Asked by Paul on July 27, 2023
Q: I need to increase my weight in the consumer cyclical so I am looking at QSR and AW.UN. Would you buy both or only one? If only one is to be bought which one would you prefer?

Thanks
Read Answer Asked on July 27, 2023
Q: Can you please recommend a few companies for a TFSA that have good growth potential with limited downside risk.
Thanks
John
Read Answer Asked by John on July 27, 2023
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