Investment Q&A

Q: What would be a good learning resource you recommend for technical analysis? And where can I find it? It does not have to be free. I am happy to pay for such a service. Thank you very much.

Q: I would like to classify the following Income stocks as cyclical or not.....How would you rate them?? ?BAM-T, BCE-T, BEP-UN-T, BIP-UN-T, DIR-UN-T, , NPI-T, SLF-T, TD-T, WCN-T, WSP-T, and X-T
Thanks for the assistance.....Also if you know of a website that does this, please let me know.....Tom

Q: Still holding MG as it approaches the Covid lows.


My question has to do with the financial health of the company, and is its dividend supported if we finally enter the long awaited slow down/recession. I've scanned past questions and would like to know if your 2025/2026 views of this company have changed. It would also be great to reflect its current valuation over past cyclical downturns.

Thx.

Q: I'm under water in lightspeed. I'm thinking of selling and putting the proceeds into propel. What do you think?

Q: Retired relying on DB pension. In small cap growth oriented TFSA holding PMZ now above ACB so it is on sell list. Dilemma: where to add the funds to above list of existing TFSA holdings? How would 5i rank existing holdings in terms of probability of highest growth in next 2 to 3 years?

Q: at $ 50.00 would you consider this a buy? A 52 week low usually says stay away but has this dropped too much for the announced acquisition?

Q: I have all these stocks in my RIFF and they are all up since purchase. I have $75.00 in my RIFF, would you add a new stock, what would you suggest?
Thanks for your help.
Dorothy

Q: Long time holder of DOO, and following the recent results, your report, and latest answers, im considering a switch. Previously held SIS and would consider buying again, or tempted to start accumulating TSU. With a long term outlook, which of these three businesses has the best chance of outperformance?

Q: Is this a new listing? Can you provide some insight. Thanks

Q: For the US portfolio, I have allocated the US large cap stocks between Balance and Growth. My question is for each of these two groupings, what would you suggest would be the benchmarks?.....Thanks for the assistance .....Tom

Q: Hello, 5i - Can you please give your opinion on the effect graphene will have on steel companies. Thank you.

Q: For a long term hold in a TFSA, HON or CNR?

Q: Could you provide some insight into what is happening with MEOH. Down over 7% today and also displaying an "R" in red beside the price.

Thank you,
Mike

Q: Follow Up from my recent question.

A couple questions weren't answered, but can the following one be addressed?

4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?

With your answer to SMCI from my previous question, do you have an idea based on multiples, etc that you could see an achievable price target at for 12 months?

And Finally, the last couple weeks have been ROUGH. In the other answers I've seen you mention issues with the Election, Recession fears, and just general fear with earnings coming. Are we in for a rougher ride? I know that not being invested for the few key days in a period of time drastically reduces total returns over a period, but do you foresee one of those key days coming say, by the end of the year? Would it be prudent for an investor in times like these to say, go to say 25, 50, or 75% cash? Which?

I picked up PRL and ASPN after your response to mine and other questions, and am 10 and 20% down. Did I jump the gun? Worth going to a full position in the current turbulence? Or is it worth a steadier broad market etf or energy Utility until things calm down?

Q: If you owned BEP and BN, do you think it's worth selling BEP to buy BN as a replacement? I understand is that BEP pays BN a lot in fees, and that would be the smarter play in the longer run. What would you think of that? What are people saying about the cagr growth over the next few years? For example, if BEP is expected to grow up to 12%, but BN is expected to grow at 18%, BN would probably be the better choice. Is that logical thinking at all? Thank you!

Q: Hi 5i

CCO ($49.70) hit my radar due to the roughly 33% pullback since the high in May. A couple questions: How does TA look to you? I've had success buying around 30 RSI and CCO is near this.
-It looks like CCJ trades about 3 times the volume compared to CCO. I've noticed US investors are more prone to pounding a stock lower than deserved, and on the flip side, will also push companies way higher than they should go sometimes. Would you agree? Do you think this applies to the run up in May (went higher than it should) and now perhaps is lower than it should be?

Thanks,
Greg

Q: Is MG a "safe" contrarian play yet? Thanks Ron

Q: Thank you for your service. With your September 5th reply to Rob about cls, if somebody was sitting on some cash right now, would you recommend they go for cls, or into the other areas you suggested in Rob's reply?

Q: Hi Peter, I am 60 years old. What is your opinion on the 100 year minus my age rule to determine the percentage that should be in equities? In other words should I invest 40% in an equity portfolio and put the rest into a ladder GIC or similar. I have a good risk tolerance. Thanks for your time.

Q: what are your views on the future natural gas supply/demand dynamics for North America. Increased electrical usage due to record heat this summer does not appear to affect gas supply.