Investment Q&A

Q: Hi 5i, I've held both Fortis and BIP.UN in a registered account for just over five years. I am thinking of selling Fortis and reinvesting the funds into a larger BIP position. When I look at the Fortis return of approximately 7% and dividend yield in comparison with BIP return and yield, BIP appears to win. I like the fact that BIP's business is broader and more global. My current Brookfield family holdings are about 11% of equity holdings so I realize that this move would increase my exposure to Brookfield to about 15%. I know you can't comments on position sizing but would appreciate your thoughts on making such a move. I know Fortis has an exemplary track record in increasing dividends but maybe it's time. Thanks for your service!

Q: Good day guys ,
Missed the bus on these 2 as they have went north .. what entry points would u suggest to start a position for a long term hold ..
thx
Mark

Q: AXON CDRE VTSI support law enforcement/ defense and provide solutions. I have a less than full position in AXON. If one wanted to increase funds to this area, could you provide guidance on where you would put your money.

Q: Dear 5i,
I own CSU (10%), LMN (2.5%) and SHOP (4%) in my TFSA.Is it a good idea for me to increase LMN to 5% and SHOP to 6% to increase weight in the technical sector? Is it better to start a new position(s) such as KXS, DSG, or TOI? This is a small diversified TFSA, and protecting the portfolio with some growth is the main goal.
Thank you.

Q: Hi 5i Research, thanks for the great work. I'm not sure if this question is reasonable for 5i.

I am semi-retired and have been looking for resources (articles, books, people) to help me plan an effective retirement withdrawal or decumulation plan.
My general goal is to determine how to effectively plan OAS, CPP, RIFF, cash portfolio and TFSA to minimize tax while balancing the fact no one knows how long my spouse and I will live.

I was wondering if you have any suggestions of resources I could look into?
It seems that with all the boomers out there, there would be resources available and I am probably not looking in the right places.

Q: Is glentel active?

Q: Hi

With a 13% haircut today, and nothing has changed!! (just some dude's opinion, which are like belly buttons, everybody has one)

I bought more call me crazy but I think in the end it will work out give it another few years.

Is my thinking wrong??.

Take care folks

Mike

Q: Hello 5i
Please rank for a 1-3 year hold with overall growth being the objective, PAY,PRL,NVEI.
Thank you
Dave

Q: Regarding responses to questions on where to redeploy funds from Tricon, I did not see any reference to InterRent Real Estate Investment Trust. I already own Dream Industrial and plan to add, but to maintain exposure to residential real estate, does it also make sense to add to IIP.UN? Why or why not?

Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M

Q: I read the Globe and Mail daily concerning GIL. One day it seems the Board fired CEO for a good reason. The next day it appears the executive did not have just cause. What do you think is the correct story? I already hold GIL. Would you advice to continue holding?

Q: Hi ,
CAN YOU PLEASE SHADE SOME INFORMATION ON TYSON . Is it a good point to get in ?
Thanks. Alnoor

Q: Do you still expect the cost of the run-off business to impact Q4? If yes, any idea when that should become history?

Thanks

Q: I am considering reducing energy positions and letting go one or more of these companies. How do you rate them for fundamentals and any other metric you choose to rate them: Keyera, Pason Systems and Freehold Royalties. Sell order??

Q: Payfare seems to have carved out a nice little niche for itself though revenue looks like it is concentrated in several major customers. How susceptible is their business model to competition?
Thanks, Hugh

Q: looking at some names where tricon money may flow to.
-notice several bank analysts research reports on tricon have peers :
bdi, svi, mrd, meq, drm. would like your thoughts please.
thank you

Q: Your answer to the question about the signifcant drop doesn't make sense. Analysts give all sorts of crazy targets. Raymond James put out a nine dollar target at the end of December which did nothing to the stock price. I get your just relaying whats out there. Why I'm mad is everything I own has dropped in January like NVEI. My true feeling is market manipulation through complex computer programs. This is exasperated with short selling. My trust in the system has gone.

Q: I have some shares that have dropped to half a cent in value. As one might expect these shares are very thinly traded. I would like to harvest a capital loss on this stock for income tax purposes. Do you have a suggestion on how one might go about doing that?

Q: Good Day,

I picked up CALF and HPS.A based on your last answer to my questions. CALF was EXACTLY what I was looking for in that space. HPS.A looks really intriguing, and despite the constant highs on highs providing a bit of apprehension, I think I'll look back later and be happy. Thanks.

Through looking in to NXT as an option, came across FLEX, which it was spun out from, as well as TOI (and CSU by proxy) when looking at LMN.

Would FLEX or NXT have a better future outlook and why? What would you rank the risk and growth potential for each? Are there any other companies like FLEX that you would recommend? Also, the Share price estimate for FLEX is showing a high of 35, which is significantly higher than current. are those pre-NXT spinoff estimates?

For LMN and TOI, same questions.

Q: Currently I have no exposure to real estate in my portfolio. This is because I have been very hesitant to buy into real estate for the last few years because of Covid, then high interest rates, office workers working from home effecting Office REITS and on-line sales effecting Retail REITs. Are there 3 safe REITs out there paying a 4 - 5% dividend that a retired senior can invest in or should I just continue to stay away from the whole sector for now?