Investment Q&A

Q: Can I have your thoughts on Ferrari. I have a small position in the company and would like to add. Do you have concerns about the P/E or would you recommend adding? ThankYou.

Q: Hi Peter…May I have your thoughts on Almonte Industries? Do they have earnings and positive cash flow? Is insider ownership reasonable? Any idea why they are listed in so many different exchanges? With the shares trading at .79 CAD are they your basic lottery ticket with good qualities? This is a public question.
Jim

Q: Hi, Oil prices have been weak and the Energy sector, lately has not been trading well. E&P Companies have been under more pressure, compared to Integrated ones. We own both SU and CNQ (combined weight 8%) and have been quite happy with their operational/financial performance and generous plans for return of capital to shareholders. However, it's not clear, how Oil prices, Demand/Supply dynamics and geo-political factors are likely to play out over near and long term, impacting their profitability/growth and share prices. Could you please share your views.

1. If outlook for Energy is likely to remain uncertain, in near term and we want to limit risk of further drawdown by cutting exposure to the sector ( and raise some cash ), which of the two would you reduce first and why ?

2. Should seasonal factors (winter) or US Elections influence the timing of such action ?

Thank You

Q: For a long-term hold can you list the top 5 utilities in Canada, that you would recommend. TY

Q: How are you feeling about UPST at this juncture?

Q: Why the sudden market reversal ? With the forecast of 2 or 3 central rate cuts by the Bank of Canada, their value should rise, shouldn’t it ? thank you

Q: Hello,

Thanks for all that you do.

CAP REIT has had a good run and is near my price target of $56. Do you think it still has room to run? If not, would you advise selling and picking up some VRN, or are any other beat up companies looking more attractive (I'm indifferent to the sector, but would prefer to stay away from consumer discretionary).

Thanks!

Q: Should one purchase Air Canada now that a settlement has been achieved with 5400 pilots It traded at $ 50.00 in 2020. What do you think of its Leadership ?

Is it a long term buy. ?

RAK

Q: Hi,

If you were to add to one's existing positions, which order would you add for medium (3 yrs) and long (3-5 yrs) term. All of them have suffered from recent pull back.

Strangely my holdings in USD seem to have suffered more than than the same holdings in CAD. For example VRN/CVE. Is this due to arbitrage trades as you suggested in one of your previous answers to another subscriber? Or due to the vagaries in currency fluctuations?

Lastly, your top picks in O&G today?

Q: Good Morning,

Please advise your top 5 covered call ETFs with associated yields, brief descriptions and a degree of growth potential.

Thanks very much.

Q: In the growth portion of my RRIF i like the above three ETFs. Do you see any issues with any of these? Is there much overlap? Other stocks and ETFs focus on dividends, although Canoe is included in that group. Thanks.

Q: If you were going to build my bond portion (40% +/-) portion of my portfolio using ETFs, how would you build that? Is there one ETF that provides a broad mix of corporate / municipal / provincial / federal, a broad laddering of periods, a mix of risk, a mix of regions, etc? Or would you build it using multiple ETFs that specialize in specific products?

Q: In May 2024 you answered a question rewarding building a portfolio of US stock: Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
Upvote IconUpvote
28
Remove from favourite Icon
Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.

Would your answer be the same today. If not, what would be your list today? Thanks

Q: I read the questions regularly and I know AEM is a favourite of 5i. Can you rate these gold/silver stocks: MAG, IMG, ORA, AGI, K, ARIS and also rate ETF's PHYS, and ZGD.
Much appreciated.

Q: Can you please give me your current opinion on Goodfellow potential. Will they be in a position to pay dividend ms in coming year? What is their growth potential in current macro environment of reducing interest rates? How would they compare to your favorite small cap industrial companies? Is it worth investing in at the moment or best left alone for greener pastures?

Q: I am underweight in Materials sector and if I want to add some Uranium exposure. Do you think it has good upside for the near term after the recent pullback? Do you think an ETF like URA is better rather than individual companies like CCO and NXE

Q: Hi - are you aware of Cerebras and that its chips could rival Nvidia? Any views? Thanks

Q: some financial advisors worry about the yield curve predicting difficult economic times to come sometime in the next year or two. Does this play a factor in your market models? Does it suggest caution? I would assume actual company results, earnings growth etc remain primary, but how does one incorporate this type of info without drowning in endless market noise?

Q: Lot of people seem interested in TVK, current valuation, and if it's worth starting a position. Could you please answer the same for BN and TOI? Given current prices, what would be a good entry point price in your view? Thank you again!

Q: I have an online account and a full service account. Do you have a site where I can see the 50/100/200 day moving averages. As well, with respect to the terms that are used by 5i and other analysts such as margins, cashflow, etc. can you tell me where I can find information about these type of terms? Thank you.