Investment Q&A

Q: From a dividend growth and overall return perspective, could you please rank the above etfs ? I do not need the income so my preference would go to HXT. Am I getting exposed to a lot more volatility in your opinion ?

Q: What are your thoughts on these two companies for a speculative higher risk investment? Thanks for your valued advice

Q: Over the last couple months I have increased the fixed income portion of my RSP, and would like to finish with a smallish position in a a high-yield bond ETF. Been looking at PDI and ZHY/XHY (they seem about the same). Some questions:

1) is the current PDI premium normal for this fund on a historical basis
2) the PDI dividend seems consistent, but how do they manage to maintain that level
3) PDI is more international than the others - do you see this as a positive or negative for high-yield corporate holdings
4) do you think it is too early to get into high-yield if interest rates keep going up or if we get into a "significant" recession
5) who do you consider to be the best manager of these 3 ETFs, and if you would buy , which is your pick and why
Thank-you Grant

Q: Can you give me your current opinion of Dollarama.

I'm beginning to feel it's over-valued. Can you also comment on its debt level.

I'm thinking that trimming or even selling might be the best move at this point.

Q: Hello 5i,
Just a follow up on feb 6 question on bipc. Was it attractive below $40 usd or cad?
What is the actual p/e on it?
Which would you consider better today: bepc or bipc for total returns over next two years?
Tia

Q: I think Canada is heading for a 'soft landing' where growth remains intact, employment is decent and interest rates remain at this level for at least a year. What Canadian sectors or industries will benefit from this environment the most?

Q: Any analyst covering Topicus? If so what is expected tomorrow?


Thx

Q: Good morning,

Looking for your current take on the dispute in Panama with this mornings update on the suspension of loading of concentrates-would you add to the position on this weakness ?

Thank you.

Q: Can you comment on strengths/weaknesses of each. If choosing only one to add to, which and why? Looking for growth primarily over 1-2 years.

Q: I am asked for a minimum of $50 when buying and $50 when selling a bond or 1.5%.
Is 1.5% commission acceptable to buy a bond from a discount broker?

Q: Hi

I hold both MasterCard and Visa and was thinking of selling one in a registered account to pick up some BRK.B.

Which one would you sell?

Thanks,

Q: Looks like you can get everything in this 1 stock. Utilities, Railways, toll roads, pipelines, data centres, ports, communication towers and so on.
How would you value this for a long time purchase, i definitely want to avoid another AQN.
I have their debt to cashflow at around 4.6 x ( net debt 4.16 B ) ( Cash from OP 0.893B)
In your deep dive do you see any alarm bells ? and at what price would you see it as attractive?
Thanks Gord

Q: Can I get your thoughts on MEQ as a long term hold,please.
Keith

Q: Hello 5i,
Could you do a brief comparison of the these companies pros and cons and which you would chose?
Thank you
Dave

Q: Could you please share some of your favourite corporate class ETFs for a retiree that needs to 'park' some money for say 1-5 years ? This would be in a taxable account.

Q: I've reviewed the financials, recognize micro-cap risk, and gas price drop off but no matter what gas companies, to sustain production (decreasing well outputs) or increase by even 5% to 8% per annum, require new production and so these two companies products are in demand. Recent results (last Q) were good improvements for both companies, though only SHLE has shown a market response. Can you do a quick financial and product comparison and indicate which you'd prefer over the other. I realize these are so small they are likely under your radar screen.

Thanks for all you do.
John

Q: May I have your comments on earning please

Q: what are your 3 top stocks related to the oil industry?

Q: Hello 5i
I have read recently that several US analysts think that the Canadian market will do better than the US this year. T Rowe Price was the most recent one in the National Post, i think. Wondering what you think of this thesis. And if you believe it, how would you organize to profit from it? I imagine the thesis has a lot to do with resources with the possible re opening of China. Is there, for instance, a good etf? Or, what stocks would you choose to create your own etf substitute?
Thanks as always for your excellent advice

Q: Britain's drone “super highway & other country's may follow, Canada will be last as usual.

As drones become more ubiquitous which manufacturer[s] do you think will lead the way?

What are the best pick & shovel company's to bet on in the drone gold rush?

Thank you.