Investment Q&A

Q: Hi 5i,
In registered accounts I hold these financials: POW, BNS, CM, EQB, PRL; these tech: TXF.B, HTA and the industrial MDA. I've held them for a long time and I'm pleased with all of them.
However, given Trump may be serious about decimating the Canadian economy (witness latest threatened increase in steel and aluminum tariffs) and likely can do a lot of damage even if he doesn't completely succeed, I'm considering cashing in holdings in Canadian names and replacing with US names through purchasing CDR's (I don't have a US account and don't plan on opening one). A few of questions arise:
1. Do you think my reasoning makes sense, or would it be an over-reaction to make the move regarding all or some of my above holdings?
2. If the move is worth considering, can you suggest CDR alternatives for any of the above names you think should be replaced?
3. If I do replace any of the above CDN names with equivalent or nearly so CDR's, what can I expect regarding dividend income compared to that from the CDN holdings (all of which - except MDA - are currently yielding based high, based on long ago purchase prices)?
Please deduct as you see fit.
Thanks 5i,
Peter

Q: Hi,
The cix buyout is to close in q3.

I have about $500 of upside remaining.

I plan to sell. Would you list a few low risk, good value businesses available now? I am drawn to rci.b.

Q: I'm in need of cash. Please place these companies in order of which you would sell first. Thanks.

Q: I believe Power and Corbys reported. Your comments please

Q: What do you think of their latest quarter.

Q: Thank you for the great investing advice 5I provides!

I'm wondering what your thoughts are on purchasing POW, (which is made up of 70% GWO) and pays a higher dividend, rather than purchasing GWO directly, which trades at a higher valuation?

Q: Hello Team,
Which of these two would you prefer for total return going forward and why?
Thank You,
Barry

Q: Today's guest on BNN mentioned that MLF has exposure to China and posable head winds and prefers PWO with a higher div. your view please.

Q: What is your evaluation of Power Corp (POW:CA) latest quarterly? What portion of its business is in Europe and to what extent does it make it more attractive?

André

Q: Can you please rate the above 5 companies on a 1-10 scale; 10 being the highest rating. I am want to hold long-term, mostly for income and some growth. Is the debt level of any of these companies a concern?
Thanks!

Q: Hi Gang
What is your take on POW

Thanks Mike B

Q: Could u rank these co. from most prefer (10) - in terms of dividend + growth - to least prefer (1) in the next 12-24 months ? Would an ETF in this sector do just as good?

Q: In a portfolio where capital preservation and income are the goals there are 13 equities including 2 banks and one insurer. H is in a small loss position; it currently has yield of around 2.84%. POW has a yield around 5.2%. What would your thought be about switching from H to POW? Many thanks for your excellent service.

Q: Just a follow up on POW. My understanding is that POW owns a majority stake in Wealthsimple. If this is accurate, does this move the needle for POW or is wealthsimple too small? Thank-you

Q: Hi 5i Team,
Pls comment on Northland Power lastest earning and this company going forward.

For income, between Npi and POW , which one would you prefer.

Pls deduct credits accordingly, and thanks.

Q: I think Wealthsimple is a great trading platform (they also have a great newsletter) and I would like to invest in this company. Is the only way to do this through POW:CA?

Q: Could you comment on the latest Q please. The income drop seems rather significant. Do you think the income drop is short term? Thanks.

Q: I appreciate previous concerns with Power, any update based on earnings. In general, the pace of interest rate declines appears to be moderating, is this good for insurance companies?

Q: Is POW topping out or do you see good reasons to keep holding this stock?

Q: Good morning,

POW has had a tough few days, down more than 8% over the last week.

Any obvious catalyst for the move that I may be missing?

Thanks