Investment Q&A

Q: Hi, all

Not loving the ride I'm taking with CP these days. I think you prefer CN, which I also own.

I can stay in my seat with CP for diversification sake or switch and stick with CN.

Your general thoughts on the two?

Thanks,
Robert

Q: Hello team

what do you think of this company and would you consider it a buy? If you do consider it a buy where would it fit in your pecking order?

Also what is its valuation and fifth yield? Thank you!

Q: Can the recent raising of 1 billion USD turn the company around or is it Sisyphean curse that they find themselves in?

Q: Hi there, can you please provide an update on FLUT, getting hit hard today based on news.

Also, will flutter shares listed on the LSE now be transferred over to the NYSE only?

Any other thoughts or information you can provide regarding FLUT will be greatly appreciated!

Thanks!

Q: Hi there,

What’s your thoughts on the proposed deal to sell AY to Energy Capital Partners. Seems like price is too low will shareholders balk at this?

Ok thanks.

Q: Battery storage for renewable energy production in the US is expected to double over the next year. Can I get your opinion on the above stocks as well as any others that may benefit from this?
Thank you

Q: My question is about the increase capital gains tax.

Assume a corporate account has a
$100,000 capital gain on 3 stocks at this time.
Would one be better off selling and buying those back before the June deadline and saving an estimated $6,000 or just staying put and let the stocks grow and pay the increased tax at a later date when sold.?

I realize their are many assumptions but I'm interesting in a general opinion on a hypothetical scenario.

Q: Hi Team,
In reference to a Gsy question answered today you were asked “how high can Gsy share price go? “. An open ended question with no time frame. You answered $250. Is that this years target? Or next years ? As a general rule can it be assumed that a company share price should follow the earnings growth over time? In which case Gsy should be a $1000 stock within 7-8 yrs roughly with today’s earnings growth rate compounded, for example .

Thanks,
Shane

Q: Hi Peter,

Not sure if this is a question that you have seen before.

Can a person transfer an RRSP in kind to a RRIF?

Currently my wife has a LIRA, TFSA and an RRSP.

She will start drawing down on her investments in two years.

I’ve read somewhere that if you transfer the RRSP into a RRIF that you are not subject to withholding tax.

While I understand that taxes will need to be paid eventually, I would rather settle that up at tax time and can do that out of any account.

Thanks in advance.

Q: I have a few small and midcap Canadian stocks which are down 20-30% since Covid hit. Well Health is an example. I’ve been thinking of trimming at a loss to put the funds into something performing better today. I still have confidence in companies such as Well Health and am in no hurry to trim. I understand each stock is down due to a range of different factors but the underlying theme might be capital flight from smaller growth companies. My question is what might be the impact on small and midcap Canadian stocks if the BofC lowers rates June 5 and again in the next few months. Is this enough of a spark to see these stocks see any kind of recovery in the next 12 months?
Thanks for your wisdom in helping me better understand the macro forces at play.

Q: Hi 5i Team - Is NVEI worth holding on to in case of a higher price or is it best to sell and use the money somewhere else. When does the takeover happen. If I sell are there a couple of replacement stocks you think would work for a three to five year hold.
Thanks.

Q: would like your view on NFG given current gold price and dilution regarding
recent acquisition of labrador gold kingsway project. assume strictly gold as i
dont see silver mentioned.
thank you

Q: Are ZSP and XUS also good candidates for RRIF? Are tax withholding rules on dividends for ZSP and XUS the same in RRSP and RRIF? Thanks in advance for your comments.

Q: Retired, dividend income investor. From a value point of view, which has more rebound potential....FTS or ZUT? Ya, I know...single company vs ETF, so tough to compare. I own both and have mostly full positions, with a top up in mind for both. Just wondering which one to do first...I am leaning towards ZUT.

When I look at the charts over various timeframes, it looks to my amateur eyes, that ZUT is much more closely tied to interest rate changes. It looks like ZUT started to really take it on the chin during 2022 when interest rates were being cranked up. Also, I am hearing/reading that the worst might be over for the renewables and they might start to rebound...which would benefit ZUT (for the record, I am overweight Eric's NNRG, so I have that end of the Utility-Energy spectrum covered).

Your thoughts?

Q: Hello, thanks for all you do for us. Could you tell me if Telus international is a takeover target for Telus (T) since the shares are well off the IPO price?

Q: Today, May 28 at 08:30 PST NVDA is up over 5%, but the cdr is up just over 1%. I expected the percentage price change to be similar. Would you please clarify. Thank you

Q: Hello,

My mother, who is 72 years old, recently received an inheritance. She is looking to invest this money in her TFSA and would like to use it to generate monthly income while also aiming for some growth. Could you please suggest a few ETFs that would be suitable for achieving these goals?

Thank you,

Derek

Q: Your recent comments about FSV fundamentals have been quite positive and yet the share price continues to decline. Is it possible (ie likely) that this has something to do with the changes to the capital gains rules? If so, what would be your approach?

Q: Hello Peter,
Other than Jason Donville's negative comments on Propel, could the insider selling be another reason for downward movement of the stock. I do find it surprising that insiders sold quite a bit, at much lower than the peak price. Could this be due to the stock options being vested on that particular date? I would appreciate your comments and thanks for prior responses. Here is the site i am referring to

https://ceo.ca/api/sedi/?symbol=prl&amount=&transaction=&insider

Q: Sensor stocks - what is your assessment in this area, which stock(s) do you like in this sub-sector and how do they stack up investment-wise against your favorites. In other words, is there anything here worth pursuing?