Investment Q&A

Q: Dear Peter et al:

Your answer to Jacques' question that included SMCI is rather outdated now, right?! The question probably made its way to yur in box today!
No one expected such a deep drop this morning!

BUT at least one of the BIG heads has paid the price. Not sure if there is some more heads will roll besides the chief accountant.

Is the worst behind SMCI? At 35% growth as your answer indicates, worth nibbling here? Or does your "cockroach theory" still hold?!

Q: Hello 5i Team

I currently own European Residential REIT (ERE-UN), however I wish to sell it before year end with the uncertainty of what will happen after the special distribution and reduction in dividend (i.e. to many moving parts).

I want to replace it with either of the TSX listed US dollar REITS

BSR REIT - HOM-UN
Dream Residential - DRR-UN -UN,
Flagship Communities - MHC-UN

or add to my existing holdings of Inter Rent (IIP-UN)

1 - What would 5i suggest and if the US dollar REIT, please rank in order of preference?

2 - If I go with the TSX USD reits should I buy them in Canadian Dollar or US dollar (as they trade in both currencies on the TSX)? I am thinking I should go with Canadian Dollar as it will make the annual ACB calculations easier (my reits are held in a taxable account).

Thanks

Q: Good morning. I have some sizeable gains in my U. S. unregistered account. Average for the portfolio is 32,5% in 2024 so far. Would you trim some names to sit on the sidelines until the dust from the election settles and hopefully rebuy at a lower price, considering taxes payable as well? Thanks David

Q: Would you hold off investing in the US Market until the results of the election shake out?

Q: Your thoughts on earnings and outlook please. Thank-you.

Q: Crox got crushed. How does it look going forward?

Q: According to Portfolio Analytics, my current allocation to Health Care sector is too low. Here are the names of 12 major US pharmaceutical companies. How would you rank them? If possible, please provide a short comment on each of them: Pfizer, Johnson and Johnson, AbbVie, Amgen, Gilead Sciences, Eli Lilly, Merck, Vertex Pharmaceuticals, Regeneron Pharmaceuticals, Abbott, Biogen, Bristol Myers Squibbs. Thank you

Q: Does this ETF pay its distributions in CDN or US dollars ? I am looking for Canadian high yield ETF’S that pay in USD. Do the applicable ETF’S advertise their yield factoring in FX ?
Thanks
Derek

Q: The stock has fallen steadily from Febuary and ask why and will it continue or rebound?

Q: this company seems to have a deposit that no one cares about . Is it just a loser or is there other mitagating factors like undrip affecting developement ?

Q: Can you comment on the attractiveness of SES and its transition/valuation to more of a waste management company

Q: Hello 5i team,

For our TFSA, we hold AEM & ABX and RRSP - FCX long term over 5 years or so. We try to keep to 3 names max and keep trimming them down.

I appreciate having your thought on switching to PAAS / WPM or sell them all off and switching to energy/ energy services like OXY, BEPC, CNQ. We already have Enbridge, TC & Pembina in our portfolio for income. Thank you

Q: Hi there. As always, I appreciate your insight into stocks and have really benefited from your advice over the years. My question today is about the company EPRT- who own and manage primarily single-tenant properties leased to middle-market companies. With rates slowly coming down and wanting to have some exposure to real estate would this be a name you would consider going forward? Looking at a minimum 2-year hold and adding on weakness.

Thanks

Q: Any comments on the company going forward would be appreciated. I have a small position that as of today has jumped up to 4%. I know you don't personalize responses but buy sell or hold? Take some profit?

Q: Still sitting on a pile of NDM shares now going on 8 years. From my perspective at the current valuation not worth selling at all but I notice it is inching upwards recently. Has anything changed ? or is this pure speculation that the Donald might interfere if elected.

Q: I've owned this ETF in my RRSP for about 4 years now. I bought it to increase my exposure to industrials. I'm happy with the results but the fund's AUM is approx. 95M. The fund has been around for 11 years but should I be concerned about the small size of the fund?

Q: Hi group I am short exposure in Financials in both Canada and us Please recommend 2 CAD+ 2 US stocks and 1 etf for each market. Also do you recommend a position in Bitcoin going fwd its getting hard to watch it hitting new highs as of late. Would you recommend a position for a moderate investor and if so what 2 stocks would you consider...thanks for your help

Q: I am looking for a mid-cap ETF (listed in USA only) that:
-Has not more than 300 companies (the fewer the better).
-Constituents listed anywhere , although prefer constituents listed in developed markets) .
-Includes *ONLY* profitable companies
-Constituents chosen based on key factors such as: ROE, ROCI, FCF, good gross and net margins.

I have a small position in XMHQ but ETFdb.com is somewhat lukewarm towards it. Therefore, rather than add to XMHQ I wonder if you could recommend one or more suitable ETFs that meet most, if not all, the above-noted criteria. (I am fine adding to XMHQ if you believe it to better than other ETFs available in the US; however XMHQ does not quite meet above criteria. ao:sab

Q: hi. last month has seen 20% swings in BEPC price? does this seem unusual? any thoughts?
cheers, Chris

Q: Hi,

I find the 3 following health stocks interesting: isrg-q, janx-q, wgs-q How would you rate them for strong growth in a period of 3 years and why ? Any other you like better in the sector ? Why ?

Gratefully,

Jacques IDS