Investment Q&A

Q: I have read your answer to a previous question on the recent TRI stock split. I am not a professional and don’t understand what is going on. Is there there is any downside to just keeping my stock and doing nothing?

Q: Hi Folks!!
In between eating chocolate this weekend, I was busy listening to investment podcasts. Both SMERY and QXO were mentioned as having good potential for future growth. The CEO of SM was given high accolades for his potential to build wealth. What are your thoughts as to the long term growth prospectus of these two companies?

Thanks,
Tamara

Q: I have a > 50% loss on NVO in an RSP, so I'm unable to harvest the tax loss. Do you feel I would break even faster if I, held, sold and bought a US dollar health ETF or LLY? I'm starting to think healthcare ETF, as if I pick the wrong horse, I can end up in the same situation again. What are your recommendations? Healthcare fits in best for my portfolio weightings.

Thanks

Q: Good afternoon.

Would you consider XAW a good quality core holding for a TSFA.
Please provide a couple of other ETF that would compare to this.
Thanks.

Q: Hi,

Further to my question - which mega cap will be a good addition to this group of RESP?

Thanks again.
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Q: My kids RESP currently hold CSU, SHOP, SIS, ATZ, XIC, BN, PNG, VTI. CSU was purchased at $3,250 and SHOP at $210. Is it wise to average down now or is there another one or two that will be good to add to this mix?

Thank you!

5i Research Answer:
We think it is a good mix of companies. Maybe adding one or two of the mega caps could make sense but overall we would be fine with picking away at these names after recent market weakness.

Q: Larry Gies' Madison Air targets $13.2 billion valuation in US IPO under the symbol "MAIR".

What does it do?

Your opinion on this one, buy or not?

Thank you

Q: The market is proving pretty resilient given the turmoil around the Iran war and the global impact to Oil markets and economies.

However, there are several additional underlying challenges already being experienced in the markets, like Govt Debt, fear of Inflation and increasing Interest Rates, bad credit, and so on…

I know this is a difficult question, but given the global disruption of the Iran War plus the current market concerns, do you feel that the recent minor pullback in the markets could soon expand into a correction of 10 to 20%??

The market seems to be on a knife’s edge right now and depending on the days headlines could change very quickly.

Thanks
Tim

Q: You have provided many insights with respect to GoEasy and its recent issues.

Given that PRL is involved in a similar credit market, do you consider PRL a Sell at this point? What is your view on PRL?

Thanks
Tim

Q: I have the above 3 ETF's. in various portfolios. On review it appears all 3 have quite similar top 10 holdings. Would like to reduce to one, any suggestions as to which one should be considered a hold. Yield is not important.

Q: Could not find this one in search?

Global X U.S. Electrification ETF

What does it do?

Buy or not?

Thank you.

Q: What is your opinion of FRMI?

Q: I currently have substantial unrealized gains in Suncor, Whitecap, Enbridge, and Canadian Natural Resources. Based on my overall portfolio and current market conditions, would you recommend reducing these positions, selling a portion, or continuing to hold them? I would appreciate your professional view.
Thanks Rick

Q: I saw ASTL as a top pick on BNN by Healy a couple of weeks ago. I don't like it when stocks don't have a dividend but I do like jumping into beat up stocks in my TSFA. It has done well since I bought it.
What is your short, medium and long term outlook on this one?

Q: If we get a bit of a pullback in oil prices, which oil stocks would you be attracted to for growth with dividends (any market cap)? Thanks

Q: Hello- following up on Raymond’s stock-lending question answered April 6 - so.. to reiterate, 5i’s perspective of risk(s) of stock lending are:
1)no voting rights and
2)loss of CIPF protection for the stock(s) lent out.

Anything else? (Liquidity risk?, unintended consequences?)

Thx.

Q: Can I get your thoughts on WealthSimple's Direct Indexing Product? Do you think larger brokers like TD Direct might offer it?

Q: A diverse group.
However, based on current valuations how would you rank these companies on an expected total return basis in 3-5 years?

Q: I’m looking for ideas on the best way to park a meaningful cash position safely while still earning a competitive yield.

My priorities are:
• capital preservation / low risk
• strong liquidity or predictable maturities
• a competitive yield relative to today’s rates
• flexibility to choose either monthly income distributions or annual interest payouts

I’d appreciate your thoughts on the best options available in Canada today.

Specifically, how would you compare the pros and cons of:
• a 10-year bond ladder
• GIC's
• a money market fund
• a monthly income ETF such as ZMI
• a high-interest savings ETF or HISA
• other safe alternatives I may be overlooking

For context, this is retirement-oriented capital, so I value certainty and reliable income, but I also want to avoid having too much cash sitting at low HISA rates if there are better low-risk choices available.

Would like to understand your thoughts wrt balancing yield, liquidity, and safety in the current rate environment.—

Q: Hello Team 5i & Everyone,

I received a "corporate action notice" from Thompson Reuters and I think they appear to be buying back shares. Do you have a preference for which options here?

Event Options:

Option 1: Opt-Out Election Shares Only (Eligible Holders Only) (See Event Terms)
To receive One (1) new post consolidation share Thomson Reuters Corp share for One (1) Thomson Reuters Corp Com No Par tendered

Option 2: Exchange (USD cash and shares) (Eligible Holders Only) (See Event Terms)
To receive approximately USD $1.36 in cash and TBD post-consolidation common shares for every one (1) share of Thomson Reuters Corp Com No Par share tendered.

Option 99: Take No Action (Default) (CAD cash and shares)
To receive CAD equivalent of approximately USD $1.36 in cash and TBD post-consolidation common shares for every one (1) share of Thomson Reuters Corp Com No Par share tendered.

Thank you,

Sandra

Q: Hello,

Losing patience with Telus. Div nice but down 37% in the 4yrs owned. Position sits at 1%.
Cut bait and re-deploy looks very attractive. Willing to skip Canadian telecoms for now in favour of better growth and stability going forward.

Thoughts? Hate taking a loss in a non-taxable account but Telus has been very disappointing and doesn’t look like anything is changing.