Investment Q&A

Q: Hi Team,

One thing I constantly struggle with is if I characterize myself as a growth investor (higher appetite for risk and volatility, focusing on growthier stocks) I tend to not invest in sectors such as utilities, materials, REITs so I end up not being diversified enough to capitalize on secular trends.

For a growth investor do you still recommend having exposure to lower growth companies (ie. Fortis, Hydro One) in the more cyclical sectors (utilities, materials, REITs and etc.)? Is there any evidence that you see or can show on whether a portfolio geared more towards growthier sectors would outperform a more balanced portfolio over the longer term?

I'm comfortable with the higher risk and more sector concentrated portfolio, but if it comes at a detriment to overall returns by missing secular trends within other lower growth sectors (materials, utilities, REITs) as the case is right now would I be better suited to better diversifying?

For more experienced growth investors like Peter and Ryan would you two be invested in materials, utilities and REITs in your own personal portfolios?

Thanks as always,
Jon

Q: Would now be a good time to invest in Natural Gas stocks? My thinking is that the commodity price is low, but demand should increase with increasing energy demands and the price in Canada should increase with the LNG terminal completing in 2025? Could you please support or crush my simple ideas. Thank you. Also, could you please offer some related stock or ETF ideas - either Canadian or American. Many thanks.

Q: Could you please offer a few of your best ideas for how to profit from the increased energy demands from AI, Cloud, Crypto etc. ETFs and individual stock ideas would be appreciated (in USD or CAD). Thank you very much.

Q: Please rank the following stocks to purchase today at current values. Or should I wait for a pullback in market?

Q: Hello 5i Team
Today BDT jumped approximately 12% on news that they are increasing the dividend.
Do you believe that it is okay to buy this stock after the big run up or to wait? Is the stock a good company with a long term investment.Would you recommend this company or another company in the same space?
Thank you

Q: With about a 9% indicative yield at current stock price - SOBO looks very attractive as income investment for the medium-long term. I can't believe that the spin-out would be created with anything but a very solid sustainable dividend - so the high dividend yield in this case is more a sign of unfamiliarity and churn as opposed to "risk". Do you agree with this view??
Thanks

Q: Is this a buy for a TFSA. Already hold TRP-T in the TFSA, Comments .

Q: In a C$Cash account, Is there an advantage buying HXS or VFV? Which one do you recommend and why?

Q: Hello 5i
I notice that you have often mentioned Harvest etf’s in relation to tax efficiency. I haven’t paid too much attention to this in the past. But, now I am interested. I have searched the questions but don’t seem to find what I am looking for. Currently in a non-registered account I hold some vbal. I don’t like the taxes i will pay, though. I want to switch to something more tax efficient.

How exactly does Harvest manage not to require to pay taxes on dividends? I know they re invest the money but i don’t know how that works.

What would be the downside? Higher mer, i imagine. Anything else?

I would be looking for a general market etf, either Canadian or US, or both, if available. I would greatly appreciate your recommendations.
Thankyou

Q: NNE- Nasdaq- nano nuclear energy. Sorry not in your wheelhouse, but could this have potential or just hopeful thinking? Are bigger players doing the same thing? ( I’m assuming this stock would be considered high risk). Answer and or post as you see fit.
Thanks

Q: Peter, as ETF go you seem to like ZWB and ZWU. Do you think it is better than Harvest funds and why?? I have had HHL and are very with it.Thanks for your oninion Ken

Q: I recently sold my NVEI shares (basically broke even over the highs and lows) and have some cash to deploy in my TFSA. I am looking for recommendations on some growth stocks (US or CDN) for 3-5 year hold minimum that have good prospects. I already own PRL and LMN and was thinking about ARM, AVGO, and NVDA. However, is it too late for these stocks due to their impressive gains over the last couple of years. Any other stocks to consider? Thanks for your feedback.

Q: What’s your detailed analysis on Firan’s most recent earnings and long term outlook. Please comment on management, their technology and competitiveness in their industry. Any negatives you see in their future? Or is it a good long term hold?

Q: Earlier this week a US judge ruled that Google has an illegal monopoly with its Android App Store, and the judge set out a bunch of rules that Google must follow for the next three years so as to allow for more competition. This ruling came out of the Epic Games lawsuit. Google plans to appeal and seek to pause the order. But I am confused. At the end of 2023, Google agreed to a $700 million settlement to resolve similar state and consumer concerns with its App Store. And as part of that settlement, I thought they agreed to similar changes to their App Store to what was just laid out this week. So, why are they fighting the most recent ruling? Thanks.

Q: Any news that would explain the volatility today? It seemed to hit an all-time high and dropped 6% afterwards.

Q: Since the Canadian banks eventually trade in line with each other,would it make sense to sell Royal and buy BNS,TD,etc.?

Q: Any reason to hold here?

Q: What do you think? KMP.UN

thanks. Jean Guy

Q: I would appreciate an updated view of Firm Capital Mortgage Investment Corp. Thanks!

Q: In a response to Marco today you indicated that BCE has a 12 month trailing cash flow of 7.6B, compared to dividends of 3.7B. Does this imply a payout of just under 50%, or am I missing something? I thought BCE's payout was well over 100%. If the 50% figure is correct, why all the concern about a dividend cut? Please clarify.
Thank-you