Investment Q&A

Q: What is yor view on FRU.TO. What do you expect for the year to come?

Q: The quantum computing stocks were crushed Wednesday. Would you be more comfortable to buy IONQ after the drop?

Q: Greetings 5i, for each of these 2 companies, what is the maximum percentage of the portfolio to which YOU would be comfortable letting them run. Thanks!

Q: BN got a nice bump today, about 2.6%, and the only news I could find was about their sale of some Transalta shares. Is that the reason for the jump in the share price? Do you know how much profit BN made on the sale of those shares? Do you have an idea what they plan to do with the funds? Or is there some other reason the stock jumped?

Q: Do you have a preference between these 2 stocks? Can they both be held?

Q: The company recently sold a few large assets, a recent deal of their non regulated renewable assets and their 42.2% stake in Atlantica. I can’t see $ figures anywhere but with market cap of $2.55 B USD, I’d hope they got a raised a substantial amount.

How does this affect your view on AQN going forward? What is their current debt? I’m holding at a slight loss in a non registered account and ok holding and collecting yield if there is upside.

Q: 1. The drop in UBER’s share price seems overdone. Would you agree?
2. In your view is Uber keeping pace with the deployment of “advanced” AGI in its platform?
3. Is Uber’s management still capable of holding its own in a knife fight with Tesla, BYD, or Waymo?
4. I have used Uber in several foreign cities and am impressed by the superb level of service . Notwithstanding the query in (2) , my concern is not management but more the likelihood of Uber facing challenges from municipal governments and taxi- operators. Uber may not be out of danger from regulatory and other hurdles. Your views?
5. What do you have for forward P/E, and PEG ? (Sites I use depict wildly different ratios).
6. Do you consider Uber a buy ? If yes, what price levels would a buy seem reasonable?

Many thanks. All the best. :ao:sab

Q: I read Frederick Vetesse’s article in the Globe and Mail today (Jan. 8) about the currently high P/E ratio indicating a potential stock market crash, and would be interested in your comments on it. I’ve included the link here:
https://www.theglobeandmail.com/investing/personal-finance/retirement/article-why-a-stock-market-crash-may-be-imminent/
Thanks so much for your sage advice over the years, and wishing you and your team a Happy New Year!

Q: Will this recover or should I sell? Harvest Premium Yield Treasury ETF (HPYT:CA)
Your view would be appreciated.

Q: I am considering writing covered call options on Canadian banks inside a RRIF, as part of an income-generating strategy. All of the Canadian banks trade in the US as well as Canada. Would you write call options on the Canadian exchange or on the US exchange? Presumably the latter is more liquid and pricing would be better? Or would it make no difference? Is any Canadian bank better than any other for covered call writing?

Q: Would you prefer DLR to ZMMK if you want to park cash ? ZMMK price barely fluctuates and has 3-4% yierld; on the other hand DLR provides a yield 3.5% in addition to USD fluctuation

Q: TIXT continues to drop (today down around 10%) with no news that I can find. Are you aware of any reason for the significant drop? Also, what is your take on how the senior executive team at Telus could have got this so wrong?

Q: Today INMD released another negative update for their upcoming earning release. Rev's dropped again, and they've lowered guidance again. They say due to stronger than expected head winds, again. I know the margins are strong, and they have a ton of cash, but the business keeps declining. Would you consider this one a hold to see if they turn things around or is it time to exit? Thx

Q: Do you still like Dream Industrial Reit and if so why?
Also please give your opinion on Granite Reit.
Thank you
Margaret

Q: Hi again. This is the question I tried asking last night and kept receiving a note for a Server Error.
I added in my contribution to my TFSA yesterday. I was thinking of adding in.a new position in ZDC or topping up 2 of the other names. If you suggest adding to 2 of the above, what would your 2 top choices be and why?
Thanks David.

Q: Of the following stocks please list those that are vulnerable to Trump's tariff threats and a brief reason for that vulnerability ..... Mr Canadian Market may not being taking his threats seriously but I am. My plan is to replace vulnerable Canadian names with U.S. ones ..... Thanks for your terrific service ......
WSP,TFII ,AND ,BN,BIP.UN,EQB,SIS ,WELL ,ENB,HPS.A,IFC,GSY

Q: As Trump’s inauguration approaches and our government falters it appears increasingly likely that the risk of tariffs is not zero. Yet Canadian markets don’t seem concerned. Do you have any guidance current Canadian equity holdings? The answer to these problems is usually to do nothing but it looks as though there is potential for serious market disruption.
Within your portfolio recommendations (my largest would be Tfii, gsy, shop, mg, byd ) do you see companies that are high risk of significant harm?

Q: Hi 5i

Please as many questions as needed.

I am heavily invested in stocks and want to raise cash, putting more money into bonds. I have about 10% in Canadian oil and gas, 5% gold stocks, and about 13% in uranium stocks. I am going to hold my gold and uranium.

What allocation would you suggest for a retiree in terms of portfolio holdings of gas and oil?

I am concerned about the possible coming tarriffs and the effect on the Canadian ecomomy. Most of my holdings are Canadian. A lot of these are in dividend stocks. I have held them through the past few years but I do need to increase the allocation to conservative investments. I plan to reduce most by about 20% or consider outright sells. I currently prefer to reduce downside risk than worry about the upside.

Can you help me decide from the viewpoint of possible tarriffs and effect on the Canadian economy which are at risk the most. Could you class these as hold, reduce or sell. I will hold all my U.S. stocks which are about 15% of my portfolio and haven't listed those here.

Thank you for your very helpful advice.

Q: I hold BAM, BIP.UN, BIPC, BEP.UN, BEPC and BN in a non registered account. For September and December dividend payments, I noticed that a withholding tax was applied to BIP.UN. For tax purposes, would any of the 6 stocks listed be better off in a registered account?

Q: Hello 5i, Could you comment on the Transmountain Pipeline as to the price that they are getting on there oil shipped from Burnaby BC. I see the oil is sent to Asia and the USA. Is the price the same for both buyers and how does it compare to Brent oil as the idea of the pipeline was to get world price for Alberta oil. Also how do these oil prices compare to oil shipped to the USA from Alberta to the USA by pipeline and Rail cars.