Investment Q&A

Q: Hi 5i,
In registered accounts I hold these financials: POW, BNS, CM, EQB, PRL; these tech: TXF.B, HTA and the industrial MDA. I've held them for a long time and I'm pleased with all of them.
However, given Trump may be serious about decimating the Canadian economy (witness latest threatened increase in steel and aluminum tariffs) and likely can do a lot of damage even if he doesn't completely succeed, I'm considering cashing in holdings in Canadian names and replacing with US names through purchasing CDR's (I don't have a US account and don't plan on opening one). A few of questions arise:
1. Do you think my reasoning makes sense, or would it be an over-reaction to make the move regarding all or some of my above holdings?
2. If the move is worth considering, can you suggest CDR alternatives for any of the above names you think should be replaced?
3. If I do replace any of the above CDN names with equivalent or nearly so CDR's, what can I expect regarding dividend income compared to that from the CDN holdings (all of which - except MDA - are currently yielding based high, based on long ago purchase prices)?
Please deduct as you see fit.
Thanks 5i,
Peter

Q: How involved is Magna with robotaxis produced by Waymo?

Thx

Q: Hi,

Could you comment on their results just published ?

Thanks

Q: How would you suggest a 76 year old who has been retired for 15 years invest $500K+ from selling his family home? Living expenses are paid for already.

Q: I'm thinking of swapping TRI with ATRL. Any thoughts?

Q: Thoughts about their latest acquisition? It seemed a little bit outside of their core business

Q: Hi, which offers the better risk-adjusted return at this time? Secondly, is this a reasonably good time to invest in that stock and/ or sector?
Thanks

Q: What is the RISK % out of 10 for each of these three stocks?.....Tom

Q: I have funds to deploy and would like some exposure to the transportation sector with a 5+ year time horizon. Capital appreciation is more important than dividends.

Given the unpredictable tariff environment with the U.S. and current inflation problems, would either CNR or CP be a good bet?

What would a good entry price be for each of them?

Thank you.

Q: Has your thesis changed from a sell to hold/buy based on news that Boisjoli will be retiring, their latest results, and better momentum (up 29% since early May)?

Q: Given today's unsettled economic atmosphere, which investment sectors would you favor and in what proportion?
Many thanks for your stellar service!!!!!!
brian

Q: Peter; Having owned RUS for multi years I am reluctant to sell - huge cap. gain. But the Trumpaffoon’s jump to 50% is a little unnerving . Will this damage RUS’s earning badly - sit it out ? Thanks,
Rod

Q: Hi 5i,

What high quality companies do you think stand to benefit from the upcoming Carney move to investing more in Canadian-related defense and the infrastructure built out?

Thanks!

Q: I noticed in a response to a recent question that you disclosed owning Microsoft but not Alphabet when the question referenced both companies. Over the years you have been very positive on Goog and on that basis I have built a fairly large position. I am therefore interested to know if in fact you don’t actually have any ownership in this company, and if so, your reasons. Thanks.

Q: I am about to clean up my registered accounts and am wondering if any of the following units which are all down at least 5% should be sold: BCE, AW, XPF, CPD, NWH.UN, DIR.UN and TXF? I have owned these stocks for some time for income but if you think their prospects are limited, I would be content to sell them and reinvest the money elsewhere.

Q: I am preparing to invest cash again.

Where we sit...a low point..in the economy and sentiment....could you suggest 3 Cdn dividend stocks ( and 3-5 US growth stocks and 5 ETFs (balanced and global) that represent a good buying opportunity in these poor markets...that have the potential to show very good returns over the next 5 years out.am preparing to deploy cash into the market.

I would say I am a investor that can tolerate 80 in the medium risk category and up to 20 % in higher risk holdings.

Timing is not a good thing to factor in, but things appears a like a recession is coming if not already here...would you sugest averaging in? and over what period of time.
Thank you

p.s. Currently all I own is RBC, Sun Life and PIMCO Monthly Income.

Please deduct the appropriate credits for this expanded request.
Richard

Q: Good morning,

Both my consumer cyclical holdings - Footlocker and Canada Goose - have lost a lot of money. I am wondering what 5i's thoughts are?

Regards,

Ryan

Q: Long term holder of ATD and starting to rethink my investment based on their company size. I feel the company may now be too large to emulate their previous track record. When compared to the smaller Casey's in the US, ATD has vastly underperformed it's smaller peer recently. Also, they seem to be missing forecasts more frequently the last couple of years which may explain their all in pursuit of 7-11. If the takeover doesn't occur, are there other growth levers the company can pursue to resume growing their top & bottom lines consistently again? Thx

Q: Best Canadian day trading stocks with a brief explanation why please. Asking for a friend, lol.

Q: Hello, what is your opinion of these cos? Are they a BUY at this time? Which one do you prefer and why? Thanks