Investment Q&A

Q: Your comments on their last quarter results. Thanks .... Cal

Q: Hi 5i,
Any idea what's going on with Keyera? Right now, it's defying gravity and I don't think there's a single analyst out there who has called that, and although I own it and I like it, to me the underlying numbers don't justify the heady heights it's reaching. Any thoughts?
Thankyou,
Peter

Q: Under current market conditions, health care as a sector is lagging. When this happens is it still important to keep good companies within this sector to keep a balanced portfolio even though the names could trend lower for some time. Is the thinking that sectors being favoured could eventually change and a good company will recover. Or, it is better to move into what's going up and keep low weighting of a space that is out of favour due to changes in politics, interest rates, or other factors. The same could be said for REITs now which are doing terribly but does one keep these out-of-favour sectors to have diversification within a portfolio. Thank you!

Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you

Q: It seems the market is liking natural gas stocks these days. Do you agree? What would be your top three Canadian nat gas picks for a three year hold? I am open to moderate risk. Thanks.

Q: Trying to understand analyst changes on SHOP. TD lists analyst 3 changes this week. One sell and 2 holds. On the surface, this could be interpreted as almost 3 sells. What indicators or factors might drive some analysts to come to this conclusion when others, including 5i, are much more upbeat, even bullish.

Q: Hello
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.

What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.

*Assume 4+yr holds

Q: Hi 5iResearch Team,

I’m currently quite bullish on the copper industry and would appreciate your thoughts on the best way to invest in this space. Do you think CPER is a solid choice, or would you recommend looking at specific copper companies instead? If the latter, which copper companies do you have the most conviction in at the moment?

Thank you for your time and insights—I greatly appreciate your help.

Q: Valuation: At a 2.80can div I value the stock at 40 about 7.1%. So is it under valued or just asset growth misunderstood ie add value within its now unrestricted markets? Its oil provide cash to amp up non oil feeders.

Q: What are some ETFs that I can use to diversify my portfolio and have as a buy and hold strategy. 20+ year hold in TFSA. I want a portion of my portfolio that I don't have to look at at all. I currently have VFV and VEQT.

Q: If you needed to put together a portfolio of Canadian stocks with a market cap under $5 billion, to try to generate the best possible return over the next 3-5 years, which companies would you include? Maybe 7 or 8 names.

Q: I am concerned about the possibility of a bear market and would like to reduce my equity risk. I am looking for a safe investment which is highly liquid. I am in the process of considering cashable GICs. Are there any ETFs which you would recommend for money market funds? Can you please recommend an ETF for the Canadian market and one ETF for the US market.

Also, for a 1-2 year hold, what type of bond ETF would you recommend (long bond, mid-term, etc) for a fairly safe investment? Again, can you please recommend one Canadian and one US ETF.

Thank you again for this excellent service.

Q: Hi 5i
I am a 78 year old senior.

I have a significant portion of my investment wealth in my Non Registered account.
In my TFSA I have picked up several high yielding ETF's from Purpose Investments and other companies.
Each month I transfer out the TFSA Etf monthly distributions to support my income needs.
The following year I transfer into my TFSA the current year contribution plus my prior year income distributions that were withdrawn.
I fund this annual contribution with funds from my Non Registered account managing the capital gains/losses in this process.
I have had significant capital gains in these TFSA Etfs in addition to the significantly higher yields being paid.
I am very careful to ensure that I stay within the requirements around timing of taking out funds from a TFSA and recontributing.
Having followed this plan for a few years now, I am almost meeting my annual income needs with non taxable income from my TFSA and maintaining my original capital invested plus capital gains within my TFSA.
My goal was and continues to be reducing my income for tax purposes and managing to not having my OAS clawed back.

What do you think of this strategy and is there anything you see that I could be overlooking.
Thank you for your feedback.

Q: Last week on BNN I thought Peter mentioned that PRL probably would revert to the lower $30's per share before resuming it's increase in share value. Is this a general thought among the 5iR staff?

Q: I have been doing some research on the UCaas space. Ring (RNG) seems to have the best product but ZOOM has a better balance sheet. Or can Microsoft's teams eat both of their lunches (after all teams is free!) What is your opinion? I am leaning towards RNG. Should I be concerned with liquidity in 2026 when they have over $600 to be refinanced (or paid off)?

Q: Thoughts on this company now breaking out?

Q: Do you have any concerns with someone holding these ETF’s for a 3 to 5 year time period?

Q: My wife and I are mainly dividend investors. We tend to hold our stocks for many years. Due to the significant increase in the value of our stocks this year, we are considering reducing the percentage of some stocks in our portfolio by about 10%.

Could you please give your opinion as to which of the following stocks you would reduce. Would you reduce one or two selected stocks, or perhaps reduce across the board? All of the reductions would be in registered accounts. You can assume the stocks are all about the same percentage of our portfolio.

The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD

Q: Hello team,

Which one of these 3 would you average down if any:

PINS (down 48%)
BFLY (down 81%)
U (down 82%)

I would appreciate it if you could elaborate on your reasons.

Have a good week! :)

Q: If Trump pulls the plug on providing weapons to Ukraine, how will this impact the stock?