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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: We had members discussion where we could ask and discuss, my question would be I am charged very high interest by my broker and if any member can help advising me which brokerage would be easy to operate and better margin interest, I know you wont advice me on this issue but can direct me to the source or members blog.
Read Answer Asked by Nizar on May 14, 2024
Q: 5i, As Im heading to retirement in the next 3 months, I'm searching for stocks/etf with good yields, of these stocks/etf in which order would you add, after reviewing "Questions" I get BCE is good to start accumulating now, any other suggestion/advice, please and thanks
Read Answer Asked by Fernando on May 14, 2024
Q: Hi there, can you tell me exactly how much of a discount George Weston is trading at relative to market and book value? I'm interested to know your thoughts on whether the discount can be broken down into any distinct components, and what the prospects are for future break up of the company so that investors can hold the investments in Loblaws, Choice REIT, etc. directly. Thank you.
Read Answer Asked by Menaka on May 14, 2024
Q: Hi team. I have ZWU as my main utilities holding @ 11% and I also have positions in BCE and ENB on their own. ZWU has both BCE and ENB in their top 10 holdings. In your opinion am I participating in "di-worsification" by holding BCE and ENB outside of ZWU. Would you sell both BCE and ENB and fold the funds back into ZWU? I'm ok letting ZWU go to +/- 15% of my portfolio. Appreciate your thoughts. Bill.
Read Answer Asked by William on May 14, 2024
Q: Regarding position sizes of individual stocks, I have a PRIF, RRSP, TFSA and a cash account where I use borrowed $ from HLOC. In the cash account I have HDIV, ZWU, and CLS for some better growth hopefully. The distributions cover the interest expense monthly, I enjoy the tax advantage of interest expense and have done well over the years making some capitol gains, this account is about 18% of my entire portfolio. My question is regarding individual stock position size in the other accounts, seems to me I should not include the cash account holdings, curious to 5i thoughts?
Read Answer Asked by Charles on May 14, 2024
Q: You recently said that trimming the weeds in a portfolio is something to believe in. Is SYZ a weed? I have held this stock for more than ten years and 5i's coverage of it was one of the reasons for my original subscription. I like the unique sector SYZ operates in and its growth potential, but I am losing patience and wondering if it is time to move on. If I sold SYZ I would add to my other Canadian software holdings, namely OTEX, ENGH, TCS and AIF, but I hesitate because SYZ provides diversification and may yet turn around. As always, I welcome your insight.
Read Answer Asked by David on May 14, 2024
Q: In regards to some of the companies that have gotten whacked after releasing their numbers (like Uber, Shopify, Hammand ect), what are a couple names that you think look the most likely to dust themselves off and move higher from here? Thanks
Read Answer Asked by Martin on May 14, 2024
Q: Hi, What would be the Forward PE/valuation of TVK at current price $81-82 ? Is this multiple reasonable, for Co's historical average and the industry in general, considering the growth ( annual rate ? ) trajectory and with the risk of high interest costs and labour shortages. Do they have competition ?

Thank You
Read Answer Asked by rajeev on May 14, 2024
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