Investment Q&A

Q: My grandson has been financially responsible and soon to be mortgage free. He has made some investments with with a financial advisor who has him in high MER mutual funds. He doesn't feel competent to have a self-directed stock account but he would like to invest using ETFs. Can you recommend where I might start in searching for an advisor who would be willing to invest in ETFs for a relatively small ($40,000) account to start. My grandson lives in Greater Vancouver.
With appreciation,
Ed

Q: Hi Peter, Ryan, and Team,

The most recent question about XMD was on Feb. 23.

For a combined portfolio that is skewed somewhat more heavily to larger-cap stocks, could XMD make a good addition? From the iShares website: "Targeted exposure to mid-cap and small-cap Canadian equities". (I can trade this ETF commission-free.) XMD holds 175 stocks, many of which are favoured by 5i, but of course it also holds some that have fallen out of favour. Please suggest alternative Canadian and US ETFs that you may consider "better" but have the same overall goals of XMD.

As always, your advice is important.

Q: Hi 5i Team,
Do you have a preference for long term growth in US banks? I was considering JP Morgan or Bank of America. Any preference here or other suggestion? Looking for long term growth.
Secondly, could you suggest 5 US stocks with good positive momentum that you would invest in now? Sector is not important for these suggestions.
Thanks,
Linda Nemis

Q: What US companies will benefit most from an infrastructure development boom in the US?

Q: People seem to have varied views concerning the causes of the supply chain disruptions including covid, lack of longshoremen, lack of truck drivers, etc. Do you see any companies benefiting from this; perhaps on the transportation side such as CNR, TFII, or CJT ? Or any other industries?
Thanks for your insights.
Ian

Q: For international exposure to Basic Materials I’ve been looking at these two large caps….can I get your analysis of these, especially comments on the high dividend?

Q: Dec 2019 you noted consider "NVST on its own at a later date, once it has reported a few quarters on its own".
Based on results to date can you expand on your previous note.
Would you consider it a buy? Why or why not?

Thanks,
TJ

Q: I have held NPI in both registered and non-registered accounts for years. The stock price has more than tripled, so obviously I am happy with that, but I am now retired and invest mainly for dividends. NPI currently yields less than 3%, a bit low compared to some other power producers like EMA or CU (I already hold some CU but not EMA). NPI also seems to be struggling to get back to its past highs, and if it did then the yield percentage would be that much less. I am considering selling NPI in the registered account and replacing it with either EMA or CU (recognizing these 2 are not currently as strong in the renewable space).
Could you compare the dividend growth, dividend sustainability, debt levels and future stock growth potential of these 3 stocks, and comment on my plan.
Thank-you

Q: I am scratching my head on this one! I bought some very cheaply in the recent market sell off. I am looking at the NAV of $18.10 (Sept. pricing). That seems an extraordinarily steep discount to what it presently sells for. Am I reading it correctly? Further, I noticed it passed up a termination date some time back but has another at 2023 year end. What would convince them to shut it down? Shareholders like me or something else? If something else what could that look like?

TIA

Q: May I please ask what's the reason for stock price rising on past 5 days? Is this company investable in your opinion?

Thanks,

Q: Dear 5i team.

May I please have your take on EGLX next earnings due in Nov? what are the estimates, and when do you think they will finally turn a profit?


Thanks for your help.

Q: What is your thoughts on this company, is it worth a small position? Thank you

Q: With all that is happening in the world today now led by inflation concerns I think
Oil and Gold would be two good places to be.Do you agree ? And if so what stocks
would you reccommend?
Thanks
Peter

Q: Can you please provide your latest thoughts on this company. The stock has been performing very well.
I am thinking of making an initial investment in a TFSA. Looking for some growth in both stock price and dividend. It appears that the stars may be aligning for this company with capacity increasing and sadly the loss of many smaller restaurants.
Thanks for all your insights and ideas over the years!!!

Q: I plan to buy a REIT by the end of 2021 to balance out one of my portfolios (RRSP). Looking to hold up to 25 years. Can you recommend a REIT that will pay a descent dividend and possible grow over a long period of time?

Q: From a growth perspective over the next 2-3 years what would be in your opinion their ranking top to bottom

Q: Can you give me an opinion on how you would rank these three US Banks and how you determine that ranking and if you feel now is a good entry point for an initial position in any of them?

Thanks!

Q: Of these 5 companies that have assets in the renewable energy space, how would you rank them for (a) dividend safety and (b) future growth prospects? Also, please provide the pay-out ratio for each.

Thanks!

Q: Would now be a good entry point into QMC considering the future need for lithium ,or is there a better lithium producer.

Q: My 28 yo son has $6k USD to invest in his RSP. I have considered many good companies, and whittled it down to 4 choices. I could not find a site to learn the ROIC on these companies. Could 5i provide please? Could 5i rank these 4 based on their growth potential? No requirement to comment on sector allocation within portfolio as that is in hand. Thanks in advance.