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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In your Dec 13th update, I notice you added a 1.5% position to Capstone Copper Corp to the growth portfolio. Since your addition it has gone up ~17%. Is it too late to start a similar size position give the quick run up in the past few weeks and should wait for a pull back? Is this the type of holding you recommend for the next year or so (cyclical in nature) or do you view it as a long term hold?
Read Answer Asked by Justin on January 09, 2023
Q: I would like your suggestions to add 20K to my Portfolio:
BEP.UN,DIR.UN,HAL,CBOLNF,RCH,SIS
Thanks very much
Read Answer Asked by gabriel on January 09, 2023
Q: Happy New Year to all at 5i.

It's time to once again figure out how to invest this year's TFSA contribution in my growth orientated portfolio. Like most Canadians, I probably have quite a home country bias so I thought for 2023 I would look at US companies available through CDRs to avoid currency conversion expenses. (I do already own GOOGL, CRWD & PINS). I wonder if you can suggest 3 or 4 USA growth companies that are available as CDRs.
Thanks
David
Read Answer Asked by David on January 09, 2023
Q: Happy New Year - I am a retiree who depends on dividend income. I have half positions in EIF and TFII. I am considering taking my gains in TFII and buying more EIF which would not put it over 5% of my holdings. The increased dividend is attracting me and I'm wondering about the security of the EIF payout. My TFII gains can be offset with losses in other positions so taxes are not an issue. Trying to consolidate my holdings as the PA says I have too many small ones. Thanks

al
Read Answer Asked by alex on January 09, 2023
Q: Hi Peter.
Can you suggest a few stocks/ETF's with good long term potential ?
Read Answer Asked by HARRY on January 09, 2023
Q: Hello Folks:

We have been fortunate enough to have made a sizable portfolio shift into the oil and gas sector; except for TVE we have been well satisfied.

Do you think this sector can hold value in spite of reduced oil prices, or would it be prudent to remove some money off the table toward other sectors? Currently our holdings are 20-25% oil and gas. In what other areas do you have some confidence?

We really do appreciate your good service!!!
brian
Read Answer Asked by Brian on January 09, 2023
Q: Hi 5i,
Currently hold AT, but beaten up pretty good. Would you recommend holding or selling or replacing it? Thanks,
Keith
Read Answer Asked by Keith on January 09, 2023
Q: Good day,
I own NVDA, which is down quite a bite, as is the case with all tech stocks. However, I came across this report in Entrepeneur which I thought was worrisome. Now, I know nothing about this magazine. I'm wondering if you might comment on it. I noted that you did answer a question on November 23 that partially addressed these issues.

"For the fiscal 2023 third quarter ended October 30, 2022, NVDA’s revenue declined 16.5% year-over-year to $5.93 billion, and its gross profit fell 31.4% year-over-year to $3.18 billion. Its total operating expenses increased 31.4% from the year-ago value to $2.58 billion, while its non-GAAP operating income declined 54.6% year-over-year to $1.54 billion.

In addition, NVDA’s non-GAAP net income and non-GAAP EPS decreased 51% and 50.4% from the previous year’s quarter to $1.46 billion and $0.58, respectively.

In terms of forward EV/Sales, NVDA is currently trading at 13.43x, 420.8% higher than the industry average of 2.58x. Its forward EV/EBITDA multiple of 58.10 is 364.6% higher than the industry average of 12.51. In addition, its forward Price/Sales ratio of 13.47 is 429.4% higher than the industry average of 2.54.

Analysts expect NVDA’s EPS to decline 39.3% year-over-year to $0.80 for the fourth quarter (ending January 2023). Its revenue estimate of $6.02 billion for the current quarter is expected to decline 21.2% year-over-year."

Thank you for all your excellent work.
Read Answer Asked by jeff on January 09, 2023
Q: Hi , so at earnings release one year ago share price jumped 20 percent. Seems to be unusual in that the market wouldn’t anticipate this when there seems to be a lot of clarity in the company’s updates and outlook. Is the the current situation the same as last year and should we assume a similar outcome after earnings release on 11 Jan. Seems quite interesting as to how this will play out. Have a good un dudes.
Read Answer Asked by Alan on January 09, 2023
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
Read Answer Asked by Gerry on January 09, 2023
Q: Hi and Happy New Year!
question 1: We've managed to get through 2022 with about 25% cash on hand and are starting to deploy it now. Mostly choosing dividend paying stocks that are in the favoured industries (defense and industrial) at the moment, but also looking at some long term holdings that are below water in registered accounts, such as GOOG. I know you're not fans of adding just because a stock is down, but would GOOG be an exception, given it's moat, cash flow, etc? I am guessing it needs to confirm a double bottom, possibly get back above 95.00 in order to look like it might be turning. Would that be a plan, or is it time to just buy it now? Growth investor, able to withstand higher risk. Own AAPL, MSFT, and sadly still holding CRWD.

Question 2: is the recent downgrade on MSFT reflected accurately in the price, or has that been overdone, do you think? The downgrade by UBS indicated a shift to neutral with a target to 250 or so, I think.

Thanks for the infinite patience you exhibited over the past, very difficult year!

Dawn
Read Answer Asked by Dawn on January 09, 2023
Q: Hi, can you suggest a few ETF'S and covered call ETF'S to put in a self directed RRIF, providing income and some growth. I know you're not keen on giving specific portfolio construction, IE, everyones circumstances are different, I would really appreciate just a few ideas for core holdings.
Thank's James
Read Answer Asked by James on January 09, 2023
Q: My broker has suggested I look into National Banks auto callable note securities (mature monitered Barrier) linked to the Solactive Canada Bank 40 AR index. Issuance date is Monday January 13. Its a 5 year note callable semi annually. Returns seem to be very good. I have absolutely no experience with callable notes and would like your opinion on this note. I am told that if the shares of banks go up in the next 5 years it is a good investment.

Wayne
Read Answer Asked by Wayne on January 09, 2023
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