Investment Q&A

Q: I am considering starting a position in First National Financial Corp., Canada. It is dealing with mortgage financing with a healthy yield around 6%. Information that I have found indicates 70% ownership by principal owners so that liquidity may not be great. Is this company worth adding to an income focused portfolio? My other financials are Canadian banks, BN, BAM, AD,UN

Q: Considering starting a new position in CNQ or adding to either BIP or IFC. For a RIF account, long term hold, which one would you choose at todays prices? Could you rank for growth. Thank you.

Q: Considering selling my ifp and buying sj . Would you consider the lumber market likely to recover in near future ? Is sj more defensive and a better play in the lumber / wood market ?
Cheers Doug

Q: Your thoughts on this one? Both in terms of capital protection and the sustainability of the dividend (10%) over the next 2-3 years

Q: Lly or Amgen for five year hold
Please explain your preference
Thanks for your great service
Peter

Q: Hi folks, thoughts on Advantage Energy aav/t buy of Longshore Resources for $450M....good deal/overpaid???....stock sold off on $11/share finance but Scotia positive on transaction & company (but they participated in finance)....increased their T to $20 & NAVPS a share to $25.45....U like company??.....thanks, jb

Q: If you could put money into one of the following, which would it be today ?
LMN HPS.A PRL TVK VHI

Q: Hello, Looking to take a position in a GIC type investment with the ability to withdraw funds quickly and with no penalty. I came across this fund, wondering your opinion? Do you prefer any other funds that fit this description? Thank you

Q: The reaction today the 20th is not consistent to reported results.
Any insight to make sense of the trading.

Q: Good day. Today (June 20, 2024) nvidia stock dropped about 3.5%: however, the Nvidia CDR that we acquire in Canadian dollars dropped almost double this amount. Normally the ADR stock moves pretty much in line with the US stock. Is there any reason for this difference today? I believe I saw something similar a fews days ago with some other stock (or etf?). Thanks again.

Q: Would you please provide an update on CXM (Sprinklr)? Is it time to cut my losses and move on?

Q: if you sell a stock with a nice capital gain by mistake and correct your error by buying it back a few minutes latter with the intention to keep it long term ,is the capital gain taxable ?
My guess is yes
So why not sell all my gainers before the 25 th and buy them back few minutes latter ????
your insight please

Q: Hi, Celestica stock declined sharply, 5.5% in Thursday's trading. Following an afternoon reversal of many high flying semi names, the peripherals also followed suit and lost ground. Do you think, CLS's drop was also simply sector related or it had something to do with company's announcement of upsizing their Bank Credit facility to $1.5 Billion ?

Thank You

Q: Can you please provide an update on MEQ and the reasons behind it’s current decline ?

You have been found of it in your previous answers.

How compelling is it at current levels, for a long term hold?

Thank you,

Q: I have held JNJ for years and I am *STILL* holding on , in the [vain] hope that surely management will FINALLY resolve its various self-inflicted legal problems. I have been MISERABLY wrong. JNJ shares continue to decline (drowning is the perception as we focus much more on loss). I was idiot enough to buy into JNJ’s spin off KVUE, on which I have a rather loss in just one year.

Notwithstanding the enthusiasm of media commentators, the health care sector hasn’t done anything outside of a couple of star-companies. Are JNJ and KVUE worth holding on to? I would appreciate very much your substance-backed reasons either way. In your answer, kindly please put less emphasis on the legal issues which are already well known and focus entirely on the future prospects .
Many thanks.

Q: AMD’s share price has been going downwards, a direction opposite to most other major semiconductor companies. AMD’s business model seems sound and its newer chips, expected later this year, are said to be slimmer, more heat-efficient and much faster. Those chips should thus be in higher demand by manufacturers of PCs, and servers. Newer AI-equipped PCs need more powerful semis, and AMD is major supplier. Although AMD’s share price was up significantly in recent years, I have a rather large holding and large loss (down 22% in months-- unusual for semi companies). I read numerous analyst reports, 10Ks , other SEC filings and miscellaneous financial reviews. AMD sounds like a great business , so I wonder what I am missing. Granted, the business’ recent financials were poor , and unexpectedly below expectations. I am undecided whether to add to my position or harvest a tax loss. I am reluctant to sell just for tax reasons. Could be hard to get back in as good , high growth companies tend to run away from you.

1. I would appreciate your insight (substance please).
2. Financial ratios I have seen vary more than usual , surprisingly so, including data in otherwise reliable sources. Please, what do you show for :
Trailing P/E,
Forward P/E,
PEG ratio
3. Are you reasonably confident in AMD’s business model, and demand for its upcoming products-- the company's prospects?
Many thanks.

Q: I am looking for a US ETF that has a similar distribution weight has VEQT, I looked at VEQTF which is the US counterpart but it trades on the Grey exchange. Thanks, Jean

Q: With the tsx dropping over the last few weeks and valuations adjusting for companies you like. What would be your top 3 Canadian and top 3 US names that you would start a position in, if buying today for the long term? Thx

Q: Hi 5i,
I'm looking for a FREE real time portfolio tracker. I'm using Watchlists on CIBC Investor's Edge, but that part of the site is so glitchy when adding/removing holdings that it's too frustrating to use.
Could I ask for your top 2 or 3 recommendations for an alternative free real time portfolio tracker? (I realize that I'm asking for something that I can use instead of 5i's Portfolio Analytics tracker and I hope you don't mind, but these days especially I'm trying to keep my costs down ...).
Thanks 5i!
Peter

Q: Hi 5i.
I need to sell Headwater Exploration short term. Would like to continue to hold. What would you recommend as a proxy?
Thank you.