Investment Q&A

Q: Market caps in the US surpass 1 Trillion. What companies do you see in Canada getting close to 250B or 500B market cap? Is that possible or is the market too small and these mega caps will only be found in the US.

Q: I am looking to initiate a 2.5% position in one of these two companies, in order to increase the industrial component of my portfolio. Both have received favourable commentary by 5i. Looking at a five-year time horizon, which one would be deemed to be the more prudent position to initiate?

Q: Hello 5i
I cannot find Ross's question from Jan 24 on sector allocation. In fact, I believe that sector allocation questions and answers are filtered out of 5i data banks. Questions from users on this topic may appear in the morning and then magically removed by afternoon. Is this a systematic removal on your part?
Please share Ross's question and your answer with me. I am interested in these questions and would rather see them than not.
Tia!

Q: In answer to my question from Jan 16, you reported the yearly change in the indices, but not the total composite return including dividends. Would you be able to provide this information? Thanks for the great service.

Q: Hi I have my RRSP distributed at around 8% or 12% on these stocks, would you change anything , I'm heading to retirement in 7 months from now and like to know if you would recommend any modification. I can sustain drops of 10% , which I handle by doing nothing.
Thank you 5i, you have been good to me!!!

Q: Good morning, as a follow up to my question on resource stocks, may you kindly rank in terms of preference which ones you would buy today? Thank you

Q: Ontario Hydro signed a deal for 3 small Nuclear Reactor with a company. in Ontario.

Who did they sign with. Who are some other players. These reactors are the future Reactors for the World.

Uranium hit $ 106.00 a pound Who do like besides CCO ?

RAK

Q: Hi Peter and Staff

Many times when you are asked for a good dividend stock for a long term hold QSR makes the cut. Today Marco asked for top 5 consumer discretionary names, it did not make that cut while AW.UN and PLC did. Do you view QSR less positively than those names?
Thanks for all you do
Dennis

Q: Hi Peter and Staff

Yesterday Marco asked for your top 5 consumer discretionary names going forward. I was a bit surprised to see PLC in the top 5 while MG(shown as consumer discretionary in your company details) was not. Do you view MG less favorably than the 5 suggested names?

Thanks and have a great day
Dennis

Q: To minimize taxation, would you recommend holding FIH.U in a registered or an unregistered account? It appears to be a limited partnership but pays no dividend at this time and would only be subject to capital gains tax. There could always be special distributions in the future.
Thanks!

Q: Hello 5i,
I own the following in a non registered account: SHOP TTD GSY HPS NVDA WELL KXS. I'm thinking of adding SCMI VRT AMD.
Could rank these ten stocks for growth over the next two-three years for an above average risk tolerance.
Thanks
Dave

Q: Would there be a dilution in DOO after the Bain capital deal ? How much ? Yahoo finance listed the earning report date for CSU as March 6 2024, and Feb 6 2024 for TOI. Is there a mistake ? Or is CSU going to give out some more good news ?

Q: Brookfield Office prefs have been in the doghouse presumably because there was concern about the potential of Brookfield not standing behind these products. They've had a surge today - is there new sentiment that the concern was unwarranted?

Could you comment on Payfare's competitive vulnerability in the GIG payment niche they have carved out ?

Thank you, Hugh

Q: Hi,

These are some names that I hold that are smaller weights in my portfolio (<2%) and I would like to add to my positions. From comments, I think all of them are solid going forward and some have run hard, such as HPS.A, TVK, CRWD...The thing I've struggled with before is adding to names at the wrong time after they've had a good run and then the market turns and your gains turn into losses. How do you approach these situations and when do you decide to add to a starter position.

Would you be comfortable adding to any of these names at the current prices and can you rank which ones you would add to first?

With the market at record levels, I'm a bit more gun shy of doing so but I think on any market pullback, I would add to any of these names. Would you agree?

I remember a question you answered recently about increasing the avg. cost base vs the % of the position when adding. So for example, I bought HPS.A at $50 and now its $93 for a nice gain, however it's only 1.5% of my portfolio now. So if you are comfortable with a 3% position, do I just add now to get to that 3% even with the run that its had? Or wait for a nice pullback, which of course is impossible to predict. I try not to anchor prices and of course the buyers today are forward looking and expect good things to continue. How do you approach this? Thanks!

Q: Hi 5i,
Thanks for all your great work!
I know that you like Hammond Power Solutions. Can you please provide some detail as to why you like it?
Thanks,
Murray

Q: Hi Gang
Can you give a list of your top Industrial stocks for 2024

Thanks Mike B

Q: I have held CP for some time now. Although it has fluctuated somewhat, it seems to be range bound. Do you see it having much potential to increase? I am starting to consider swapping it for FSV, which seems to just steadily increase. Any comment on that switch?

Many thanks

Q: There is a lot mentioned about digital currency being adopted by central banks - last heard to-day on Michael Campbell's show, Replacing fiat currency? In which case the central banks and by extension governments or their agencies would be able to control what we spend it on and monitor us in terms of their political agenda - a good example is this climate change fiasco whereby they use it to tax us. What do you think the mechanism would look like to replace fiat with digital? And, how would gold pricing be affected - increase demand and thus the price?

Q: From a value perspective, where the current price is compared to it's historical price range and it's future potential, in what order would you add to these equities (NTR, FTS, XIT, XST, ZUT) to reach asset allocation goals?

I understand it is not apples to apples, due to some of the equities are stocks vs ETFs; and some are conservative vs aggressive.

When looking at both the technicals and fundamentals, I would suggest that NTR and ZUT are undervalued and could be earlier purchases, compared to FTS, XIT, XST. Purchases will be spread out over several months.

Your thoughts on the order?

Thanks...Steve

Q: We know from recent reports of grid failures during extreme low and high temperatures that North American electrical infrastructure is inadequate to meet our rapidly growing requirements for electrification.

My questions are:
- will governments re-design, regulate and install new infrastructure in partnerships with private sector/s? (what could possibly go wrong?)
- what exactly constitutes the grid (the components)?
- what companies or types of companies will provide the designs and components for the transitions in Canada and the US?
- are there any obvious stock picks that 5i can recommend at this point?

I realize that this topic falls somewhat into speculation and opinion at this point. I am looking for best thoughts from 5i - not necessarily definitive answers. Maybe 5i would consider producing ongoing articles and references on grid revitalization as we move forward.

Thanks!
Heather