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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: Reviewing all your input on this stock, was wondering if you could share your take on the TD summary of analyst ratings (5) where three (3) are suggesting it is a "sell" while two (2) rank it as a "hold", average target price being $33.04 while today it is trading at $35.83!
Am I missing something here. Appreciate all you excellent support.
Ted.
Read Answer Asked by Ted on January 21, 2025
Q: I am interested in the divergence in performance between BN and its associated companies including BEP.UN. I own BEP.UN and BIP.UN both of which have a history of strongly outperforming BN. More recently they have fallen off while BN has fluorished. Can you comment and what would be your advice on switching some holdings into BN?
Thanks
Read Answer Asked by richard on January 20, 2025
Q: The market cap of this roll up company is 5.6 Billions and they have about 5 Billions in cash. They try to buy their first company Beacon roofing now. Do you think it is a good idea to buy a small position at the current price for the long term ? Thank you
Read Answer Asked by jean on January 18, 2025
Q: I think we might get an opportunity to buy o&g names at a discount soon as they are already pulling back out of fear of Trump tariffs, even though oil prices have been stronger. If you could only invest in 1 or 2 oil or gas names on the pullback, with the qualifier that its not a forever hold and I'm looking for something with decent torque to the upside when political worries go away, what names would you pick? As an example I'd probably avoid CNQ since it doesn't drop as much when oil is negative, but also doesn't go up as much when oil is positive. Thx
Read Answer Asked by Adam on January 17, 2025
Q: I have been advised to buy Ripple's XRP. What do you know about this crypto investment?
Read Answer Asked by Susan on January 16, 2025
Q: As irrational as it seems,Trump may impose tariffs soon after his inauguration just to appease his voting base.A likely “knee jerk “reaction would send these stocks lower.Do you think this would create a buying opportunity?Are there others in your portfolios that could be affected? Some of this uncertainty must be already be priced in,but CLS seems immune to this.
Read Answer Asked by Allen on January 16, 2025
Q: Is there a safe place to hide in Canada with the incoming US tariffs? What is your take and what would be your strategy to protect capital?
Read Answer Asked by Curtis on January 16, 2025
Q: So I’m sitting here day dreaming about SOBO. I understand Keystone XL is now their “ asset “ and wondering about possible scenarios under Trump. If he again OK’s it , would the stock move and in what direction, will it get built, is it still needed , would it be doable for this size company , etc ? Needing to add to my list of high dividend stocks, SOBO interests me and wonder what this sizeable project would have on the stock. Thanks.Derek
Read Answer Asked by Derek on January 15, 2025
Q: Dear 5i team.

Ref. my Q of Nov 4,24 re: Long bonds.
As a followup, at the time, the US 10 yr was 4.3%. It appears to now have broken the 5% mark, and possibly heading higher. I've read in the past to keep an eye on the 10yr bond as a "canary in the coal mine" scenerio.
Can you update your views on this please, with more commentary re: the elasticity of the 10 yr and how this could impact equity/bond markets? Any possible moves DIY investors should be considering as a result of your commentary?

Many thanks for your help understanding this relationship.
Read Answer Asked by Arthur on January 15, 2025
Q: We have ~$8000 in cash in a TFSA currently holding 5 securities (ATD, BCE, CP, GOOG, TECKa; [the portfolio is otherwise well-diversified with ~20 other securities held within RSP/non-registered accounts]), and would like to add to one or two of the positions. Which one or two would you recommend to add to these existing holdings (position size is not an issue), and why?
Ted
Read Answer Asked by Ted on January 15, 2025
Q: I read your last update (June), and recent questions about this stock, and reviewed the financials. I cannot see any specific reasons for the steady decline. I don't see the reorganization having any material effect, and because of the international diversity I cannot see any Trump stupidity as having major influence. In fact, I would have thought the reduced interest rates would be a positive effect. Obviously, I am missing something that indicates a sell for some, and I am hoping you could shed some light on what that might be. As well, I would appreciate your comments as to future expectations.
Thanks!
Paul
Read Answer Asked by Paul on January 14, 2025
Q: I do not recall the rationale for the change in RRSP rules to lift the requirement that RRSPs had to have a certain percentage in Canadian equities. Canadian companies have a hard time raising equity, and this rule change must have caused a lot of money to leave the Canadian stock market for the US. I would support a reinstatement of the rule for any new money. If Trump wants to hit Canada with tariffs there is no reason why Canada should encourage investment in the US.
Read Answer Asked by Murray on January 14, 2025
Q: How should I protect my portfolio before Trump introduces tariffs of up to 25%. Which companies would be most affected and might be sold before this happens?
Read Answer Asked by JIM on January 14, 2025
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