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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 to all at 5i

Not sure if this question is within the scope of what is asked but, as you well know, the price of natural gas has been soaring lately. That said, natural gas pricing is somewhat confusing as the quoted price in the media appears to be based on the Henry Hub spot price. However, Canadian pricing appears to be based on AECO. The confusing piece is why is AECO pricing so low; in particular, the AECO price decreased by more than 50% to $2.00 on September 20 when the HH price increased to approximately $5.25. If AECO is reported in C$, then the difference would be even more significant.

Thank you very much
Read Answer Asked by Brad on September 30, 2021
Q: I have held these three funds since early 2016 for the stability component (maintain capital and some income) in my portfolio. The annual MER's are .44, .86 and .84. respectively, I have series F in the PMO funds. Extra year end distributions for the PMO funds were nice but they stopped after 2018 year end.

Their total capital growth has been very modest, about 2-4% total over several years.

I am not too comfortable with the higher annual MER's.

Could you comment if I might see significant capital drop if interest rates go up? Also, could you recommend any different holding or stock that I may consider instead of these funds for stability and income?

Thank You.
Read Answer Asked by Brad on September 30, 2021
Q: First time poster here.
With the slight decline recently, which of these following companies do you guys like the most for a growth portfolio for the next 5-10 years? I have 150K to invest (consider this fun spending money and money to play with), and I want to know how much of the 150K would you guys invest in each of these companies separately? ie. 35k in CSU etc
(side note), the report card for TOI said it was valued at 10 billion when it was $60/share. But now it's $131/share and everywhere I read it says 5 billion market cap. Was this a typ-o?). Thanks!
Read Answer Asked by Caleb on September 30, 2021
Q: Hello, can you evaluate the new Mawer Us Mid Cap Equity Fund. There is a write up on it in morningstar. It is run by the same manager as the New Canada Fund, which is closed.
Read Answer Asked by Dennis on September 30, 2021
Q: Hello 5i Team,
I would like to expand my utilities exposure (beyond the positions I already hold in Emera and Fortis). I am considering taking a position in either Canadian Utilities or Capital Power. Both have similar yields and dividend growth over the past 5 years. Which of the two would you favour, and why? This is for a long-term income focused account.
Many thanks,
Brian
Read Answer Asked by Brian on September 30, 2021
Q: Am looking at Magna for my TFSA with a 2 year rebound focus. The chip shortage seems to be depressing the stock ; would a 2 year period to fix the shortage seem reasonable ? It looks like a battle is looming to acquire Veoneer and the stock has been hitting lower highs over the last 6 months. Would you wait and see how the takeover ends, see some turnaround in the chip market ? In essence, buy now or wait until some clarity on these issues ? Thanks . Derek
Read Answer Asked by Derek on September 30, 2021
Q: I once read that the correlation between the price of gold and inflation is only about 60%; i.e., not very strong. Do you have any data to show otherwise?
Read Answer Asked by richard on September 30, 2021
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