Investment Q&A

Q: Is this a good entry point for nvei or lspd at these levels?

Q: I can get 5% + annual return to maturity on many triple B+ rated corporate bonds in the 6-8 year time frame. Do you see much risk of default or other issues with corporate bonds with companies like Enbridge, TD, Loblaws, and BCE? (I realize their face value will fluctuate as interest rates go up or down)

Q: Can you pls explain why China has only 2% inflation, while the US has 8% inflation!?..if so...why are we all not buying Chinese stocks?

Q: hello 5i:
market (S and P) down close to 2% today (Tuesday) and QCOM up 5%. Were the earnings and outlook THAT good? And where do you see it going from here?
Paul L

Q: The Canadian ones of the 4 resource stocks above have dropped a considerable amount over a short period. The two US ones, have been underperforming for months. Is there any I should part company with?
FNKO on my Market Call List - over the past two years is one of the top performers. Would it be a good replacement as I intend to get out of at least one or two of the resource stocks mentioned above. Thank you,

Q: does mttr hold any special applications that the big boys need or is it very speculative or pretty good potential with things lining up ?

Q: EGLX is seeing Greywood Investments , their largest shareholder taking steps to replace virtually all current directors with a slate of their preferred people at their July AGM. EGLX responded with new appointees, none from the Greywood list.
Would you provide your thoughts on this matter ? Also, how would you expect the different scenarios to affect the share price ? Thanks.
Derek

Q: Hello, what is your assessment of PMT? Would it be a good buy at this point?

Q: Which of these 3 would you average your cost down on (i.e. increase holdings at lower cost levels)?

Q: I purchased this speculative stock in Mar'22, thinking it had bottomed. Wrong again-I'm down 32%. I just reviewed their financials and still no sales, huge losses and only enough cash to fund 2 more quarters at the current burn rate. Is this thing going bust?

Q: Hi,
I plan to sell my XLRE to raise US$ to add to some of my other US holdings that have been beaten up. For another real estate type holding which do you think is a better choice TCN or FSV? This can be held for 7-10 years till retirement.
Thanks,
Kerri

Q: In your reply to the Dan’s June 27 question concerning NTR you said NTR is much larger, and much cheaper (4X earnings). When I look in your Market Data section I see no reference to 4X earnings for NTR. How was the number determined & where in the NTR’s market data do I look for that number. Thanks … Cal

Q: Hi folks
If not owned anymore, should one re enter the stock now or before the split on the 29th? What weighting would an investor with an appetite for growth as part of a balanced portfolio start at? Or should we wait for the dust to settle?
Should we buy in US or Canadian?
I did very very well with SHOP in the past....thanks to you.

Q: Today CIBC downgraded DSG to neutral. Do you agree/disagree with their reasons for down grading.

Sheldon

Q: is there any Canadian companies involved with rare earth mining that you would reccomend as a buy

Q: Russia's gas cuts are threatening the world's largest Chemicals Hub in Europe. BASF has said it may have to shut down plants if gas supplies fall further. Assuming this raises chemical prices world-wide, are there any public Canadian or US companies that might benefit? Is Methanex one of them?

Q: I was reading an article recommendIng these high yielding closed end funds. They appear to be blue chip. Apparently CEFs usually trade at a discount and once the market is ready to turn around they will provide additional leverage. When does it make sense to purchase CEFs when there are equivalent etfs?

Q: Hi 5i,

Regarding Rajeevs question on canadian banks "should we worry?" .
It was not clear to me from your answer ...

Also Is it possible to elaborate a bit on the reasoning/rational/strategy for selling off banks at this time..
Who would you guess are the large sellers?
Would you consider this a buying opportunity?
thx
jim

Q: Could you comment on 4th quarter earnings, higher revenue and earnings. What do you see in the details and comment on future earnings.
Thanks

Q: Many months ago, everybody and their brother was predicting interest rate increases, so I sold the bond funds in my RRSP (primarily ZAG) and bought short term bond funds like ZST and XFR. And for some fun /an experiment, I bought some TBF. I try not to time the equity market (as per your sage advice), but I could not resist with bonds (because it seemed like everyone was convinced about the interest rate direction). Good news is that TBF is up 22% YTD; and ZAG is down 13% YTD, but I do not understand why I do not hear anyone promoting TBF as a solution for this rising rate environment. What am I missing? Is there a liquidity risk for sellers when the rates start to flatten out; or is there a significant and quick price plunge risk; or...??? Thanks in advance for your comments.