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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: These are some of the bond ETFs you have previously suggested. You have recently noted that, while interest rates are dropping and long-term bonds should ultimately provide the most torque in this scenario, shorter-duration bonds should not be forgotten. Does this suggest that a 50/50 split between longer and shorter duration is best, or would you suggest some kind of uneven split for a retired-income investor looking for stability and reasonable growth? As a general strategy, would you also include some portion be allotted to convertible bonds?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 23, 2024
Q: Realty preferred shares are being redeemed so I have some funds to buy more safe income securities. I'm thinking a US GIC paying 4.35% (fully secured) or SGOV 5.22% secure with some fluctuation or FBND 4.77% not including fees. Where do you think the value lies.
Read Answer Asked by Mark on September 23, 2024
Q: Hello 5i team,
Welcome your feedback on PKI vs. CNQ and ATD moving forward? I've held PKI on and off for 11 years. I'm sitting with a 9.4% per annum total return and a 25% cap gain on cost. Plenty of drama between hostile shareholders and board. Shares appear dramatically undervalued. When comparing to CNQ and ATD (also holding) I'm considering abandoning PKI and investing proceeds into more CNQ and ATD. Pay the tax and move on reluctantly... Can you share your thoughts on this notional transaction vs. holding on to PKI while still quite "undervalued" to wait/see how the drama plays out or just move on? Thanks for your opinion and all you do.
Read Answer Asked by Maury on September 23, 2024
Q: I am rewording a question I recently submitted in the hopes of satisfying 5i's evident concerns with regard to liability.

Theoretically speaking, if YOUR tech holdings were about 19% and included LMN, MSFT, NVDA and UBER...and if YOU held an additional 18% in 'tech like' stocks such as GOOG, AMZN, and VRT....would you personally consider yourself to be overweight, underweight or nicely balanced in terms of your personal tech holdings? Thank you.
Read Answer Asked by Maureen on September 23, 2024
Q: Hi 5i team,

My question is on CNQ. They have a dividend growth rate of something like 20% annually over the past 20 years, which is remarkable.

Realizing that past performance is no guarantee of future returns, how would you evaluate the company's dividend growth prospects for next 20?

If you were to assess it on a confidence scale of 1-10, based on what you know of the company, what would your assessment be?

Thanks!
Ryan
Read Answer Asked by Ryan on September 23, 2024
Q: With the opening of three mile island for Microsoft. AI will require huge amounts of electric power, Is this a potential area of investment?
Which companies will benefit?
Read Answer Asked by Anthony on September 23, 2024
Q: Hello 5i Team

Partners Value Split Corp. has a new offer of preferred shares (PVS.PR.L ?) - 5.50 % with a fixed redemption of June 30, 2030.

Is this new issue a reasonable preferred share - if I purchase the shares it will be after the listing as I have been unsuccessful on obtaining ipo shares from my broker.

I fully understand the only return I will receive will be the dividends - this security is for the income portion of my portfolio.

Thanks
Read Answer Asked by Stephen on September 23, 2024
Q: A number of years ago I held Timbercreek, and got the nice dividend plus some minor capital gains before selling. I am now looking at it again - or something similar like FN or MKP. Could you comment on the outlook for the mortgage companies in general in the current environment (assuming rates continue to go down), and also if we should enter a recession. Would you buy one of these companies today, with income the primary objective, and how (and why) would you rank these 3? Is there a better option in this category?
Thank-you
Read Answer Asked by grant on September 23, 2024
Q: Regarding Kim's question about drawing from ones RRSP, I found the book titled 'Retirement Income For Life' third edition by Frederick Vettese very helpful.
Read Answer Asked by Harvey on September 23, 2024
Q: Hi, could you please rank these stocks from best to not as good. Also was thinking of replacing one with CNQ. for more growth, as I may have too much overlap? 3+ year hold . Your thoughts, Thanks
Read Answer Asked by Brad on September 23, 2024
Q: In response to a recent question, you had suggested an appropriate portfolio weighting for the tech sector would be 20-30%. Strictly speaking, I hold about 19% tech ( LMN 4.5%, MSFT 5.55%, NVDA 6.5% and UBER 2%). That said, I also hold an additional 17.6% of what I would consider 'tech-like' stocks: GOOG 5%, AMZN 6.75%, and VRT 5.85%. Would you suggest I am overweight, underweight or nicely balanced in terms of my tech holdings? By way of context, I would describe my investment style as risk-managed growth. Thank you.

Read Answer Asked by Maureen on September 23, 2024
Q: Hi Team. With interest rates on the decline I'm thinking REIT's will become more popular. Also concerned with Telus's struggles so thinking of selling Telus and purchasing equal amounts of Dream Industrial REIT and Granite REIT with the sale proceeds. Would you have any concerns with this?
Read Answer Asked by MATHEW on September 23, 2024
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