Investment Q&A

Q: Brookfield Companies.

They are a comfortable base holding for me.

If the intent of your (5i) investment strategy is to “beat the market,” is it time to sell these holdings and look for better growth and/or income?

Q: I am a 74-year-old, retired, conservative investor. Please advise if investing new money into REITS and Preferreds would be advisable at this time when it is likely that interest rates will be rising in the near term. My portfolio is currently balanced with 50% in 5-year laddered GICs, 10% in corporate bonds, and 40% in income generating ETFs; 51% Canada, 32% U.S., 15% Europe, and 2% Asia. Thank you.

Q: Copper and aluminum seems to be in short supply. Would you please provide your favourite stock picks for each. Thank you. John

Q: i own each of the listed companies ... approx 5% of the portfolio and down approx 8% overall but waiting for recovery ....what i find interesting is that broker targets overall are substantially higher, even recent evaluations ... are these recommendations worth considering when buying stocks and what is your overall assessment of this list ... while I wait for recovery or US to pass SAFE .. thx

Q: Hi Peter
I am looking for 2-3 names that would be responsible for the infrastructure of the electric car charging stations that are coming in Canada
I already owns ATD.b, you can exclude that one, thanks, prefer Canadian names
Michael

Q: I notice that you do not think the Rogers-Shaw merger will be approved. Will you explain your reasons for that? Thanks

Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

Q: Looking to add exposure to consumer cyclical for an income portfolio, already hold NWC for consumer defensive in the retail space. Secure and growing dividend and low risk are key criteria, would you recommend one of these as a strong buy today and why? Or split the difference and buy both?

Q: Would you foresee any specific potential drivers for upside (looking for total return/compounding growth rather than specific dividend income) in one of these transportation companies over the other? I am trying to decide between them for a position in a long term hold RRSP portfolio. Thank you.

Q: Looking for buys in the upcoming tax loss selling season. Please rank the attached list. Thank you. Greg

Q: Hello Peter,
For additional monies for a balanced approach, i was thinking of putting new monies into Nuvei (instead of Shopify), and rest into one of the banks. I already have Topicus. Does this make sense and if so, which bank would be best at current valuation? Fobi AI has had good news releases, yet stock tumbles. Any comments.. Thanks very much.

Q: I want make some changes to my portfolio with the goal of getting closer to your Balanced Equity portfolio. I am overweight in CNR.ca, 10% loss on MFC.CA and have gain of 120% for PIF.CA. What would be your suggested 5 equities to replace these? The rest of the portfolio does not have any Consumer or Tech and CNR is only industrial.
Do you think it makes sense to sell all of PIF.CA?
Thank you for your advice!

Q: How do you confirm positive momentum has been re-established in a stock, to the point of making it buyable?

Q: NOW IT HAS FALLEN TO A 52 WEEK LOW ANY IDEA WHY REPORTS ON NOV 5TH S THERE SOMETHING NOT OBVIOUS?

Q: Hi 5i - Out of the following 10 stocks - which 3 would you have the highest conviction for (with a short why for each): ATZ, AQN, ENB, GSY, NVEI, REAL, RY, T, TOI, WELL

Q: What do you think about the announcement that DII.B is selling their cycling business? Can you explain why this stock doubled today after this announcement? The company is selling its most profitable part of the business and now some analysts are saying it is a $46 stock.

Q: Best estimates..does NTR still have legs to run up into the low $90's. My gut feeling is that it's topping out and low $90's is a good exit point for profit taking. What is your professional feeling?

Q: Where can I find the Chart attack on 5i website.
Thanks

Q: Am wondering which of these stocks are vulnerable to climbing interest rates. For the vulnerable ones, would you please advise at what point you would consider reducing or selling them. Also, a strategy on when and how to do such an assessment would be instructive.

Thanks for your great advice. Most of your subscribers say this regularly, but they probably really mean it ! If it weren't for 5i, I'd still be holding a bag of mutual funds not knowing how big my losses were.

Whatever number of credits works

ConsCyc US:NIO
ConsDef US:CELH
ConsDef US:COST
Enrgy CPX
Enrgy AQN
ETF VGG
FinSvcs RY
FinSvcs US:V
FinSvcs SLF
FinSvcs US:MCO
FinSvcs GSY
FinSvcs BNS
FinSvcs US:BAM
FinSvcs US:JPM
Heal US:MDT
Heal WELL
Ind US:RTX
RealEst US:RDFN
Tech SHOP
Tech KXS
Tech US:MSFT
Tech US:CRWD
Tech US:U
Tech US:CRM
Telco BCE
Telco T
Util US:BEP
Util CU

Q: Peter; LNR cut production estimates- and it goes up ! Not complaining but would like to understand why? Thanks.
Rod