Investment Q&A

Q: Hi. I currently own BN, BTE, CLS, CSU, DRX, ENB, IFC, LMN, MEG, PRL, RY, TOI, TOU, TVE, TVK and WCP in my RRSP account. I have $15,000 and am looking for at least 5 new stocks suggestions regardless of sector with medium risk tolerance and growth oriented. As well, what are your thoughts on holding BTE and TVE? THX.

Q: Hi Peter and Staff

I currently have 9% of my portfolio in O&G (excluding pipelines) and only 1% in materials (NTR)

-would you suggest I drop my O&G a bit to add a miner ?

-if so would you suggest FCX , TECK.B for a long term hold or another name?

Thanks for all you do
Dennis

Q: Hi Peter and Staff

I sold PBH in favour of PRMW based on your recommendation a couple of months ago -thank you

PRMW had checked back from its high after its merger announcement.

a) what is your case for holding through the merger if there is one

b) are there other consumer staples stocks you prefer over PRMW for a long term hold ar the current time in Canada or the US - I already own ATD and DOL

Thanks for all you do
Dennis

Q: Hi Peter and Staff

Long term hold do you prefer DOO or ATZ and why ?

Thanks for all yo do
Dennis

Q: Long time holder of FSV, but out of FSV and ATD which do you think will perform better for a long term hold?

Q: What are your current thoughts on MDA. Has the recent announcement of the $1 billion contract for the Canadarm3 changed the outlook for this company?

Q: Hey 5i Team: At one point today these two were trading in the same range.Which one would you buy and why? Tks. Larry

Q: most of their restaurants are owned by franchisees yet they have a fair amount of debt ,and growing. Is this a concern? Thanks

Q: I will be providing some funds for my grandson to invest in the market. My grandson is 15 years old and is interested in investing some funds for his retirement years (40+ year time frame). He has indicated that he has a moderate to aggressive investment risk level. Please provide your top 5 large cap ETFs and top 5 small cap ETFs with a comment on each ETF. Please provide your top 5 large cap companies and top 5 small cap companies with a comment on each company. Please include general comments on the anticipated returns for the ETFs and companies. Thank you. We

Q: Hello,
I would like to know which 5 companies in the Canadian market that you consider have the best management team??
And also is there any shareholder letter that are similar in quality to berkshire hathway or constellation?

Q: I have an extra 100k and wish to purchase 10 covered calls for income and would appreciate your suggestions on this investment. I am also considering setting up a different broker account with no or lower fees than my current broker at 9.99$ in and 9.99 out. I would really appreciate your opinion on this as well. Thank You, James
P.S. Yesterday I also bought a 100k GIC at 5.10% and will let you know the results in 1 year!

Q: Giga casting has become a common thing on automotive assembly lines. Has Magna widely adopted the new technology?



Phil

Q: Hello, I own Aritzia stock. I purchased it at its lowest point in 2023, and now it has increased by 63%. The company’s quarterly earnings release is scheduled for July 11. However, I have concerns that the earnings may not be ideal. To preserve my profit, I’m considering either selling the stock or buying a put option. It’s important to note that this stock is in my cash account, so selling it would have tax consequences. I would greatly appreciate your professional advice. Thank you!

Q: I have a TFSA account, and would like to add more for investment. I am very happy the current performance and would like to look for those well sleep Canadian’s stock. Any suggestion?

Q: I will be providing some funds for my grandson to invest in the market. My grandson is 13 years old and has indicated that he has a moderate to aggressive investment risk level. He would like to invest funds and hold the investments for approximately 10 years. For a 10 year hold, would you recommend moderate to high risk companies/ETFs over low risk companies/ETFs? My grandson is considering investing in ETFs and/or individual companies. Please provide your top 5 moderate risk ETFs, top 5 high risk ETFs, top 5 moderate risk companies and top 5 high risk companies with a brief comment on each investment. Please provide a general comment on the typical performance of ETFs vs individual companies. Thank you

Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.

Q: They will be reporting in 2 weeks. Do you see any red flags? I will need the money in 2 years.

Q: In a recent question from Michael, regarding the Communication Services sector, 5i responded by stating “we think investors are better off without having too much capital invested in these fields”. I agree that owning BCE and T lately, especially for long-term holders, has been very frustrating to say the least.

For our combined portfolio, Portfolio Analytics indicates that our holdings in this sector have dropped to 5.9% (understandably) but PA still suggests a weight of 7% in this sector.

Two questions: (1) In light of sector weakness, which will probably continue for some time, what would be your suggested Communication Services sector weight? (2) Would you endorse some tax-loss selling of BCE and/or T but put the proceeds into another more promising sector?

Thanks as always for your insight.

Q: Hello 5i, Could you comment as to why the operators of the Trans Mountain Pipeline would supply tanker loads of Canadian Oil to the US west coast refiners to replace Iraq oil. This oil is heavily discounted. I thought the purpose of the new pipeline was to obtain world price for Canadian oil and reduce the supply of discounted Canadian oil to the US. This new event is quite concerning for Canadian oil producers to achieve world price for there oil.

Q: Maybe a little out of the box but I have come into 800K and was thinking about venturing into private equity with 10%. Can you provide any suggestions?
Thanks James