Investment Q&A

Q: Could you please comment on this new fund. There is quite a difference in the price of the series and ETF, could you explain. It's not showing a dividend yet, but on their site it says it has a target distribution of 5%. Would this be an appropriate fund for an income investor, or do think just buying a few Co.'s would be better? If so which ones? What do you think of Nine Point Energy, and would you agree with Eric Nutall's comment that the party in oil and gas has just begun, despite the large gains we have seen recently? Thanks so much for your service.

Q: I am new to 5i and signed up for a trial membership. Looking at your various portfolios, there is a note at the top which show changes - x% added to ABC, My question is where is the money for that purchase coming from? Is it supposed to be new cash deployed or selling an existing holding for new purchases. Please elaborate.

Basically, I want to know if I have to keep in sync with a recommended portfolio, how do I go about it on an ongoing basis.

Do you send an update via email when a change happens?

Q: Wondering what 3 or 4 Canadian stocks you would choose to buy in a non registered account now, waiting for a full economic re opening and a settlement on the Russia -Ukraine conflict?
Seems energy, financials and materials are at highs. Tech is beaten up.
MG and SHOP come to mind. Any others you would suggest?
Thanks
jeff

Q: In an income portfolio, currently hold CSH.UN at full position and thinking to sell outright to replace with 1/2 positions in AW.UN and SYZ to replace yield and add diversification. What are your thoughts on the move? Does it increase risk?

Q: I am thinking about starting a position in these 3 names. Do you support or would you wait for some sort of stability returning to the market. I almost bought SHOP a few weeks ago when It was much higher - It's very volatile. I am down on many other positions but luckily my exposure to growth was not very high. Thank you for all your work and guidance in this difficult market.

Q: Hello Peter and team,
With recent results, is major drilling corp a good way to play the metals sector? Thanks very much

Q: Hello Peter,
Thank you for your suggestion to have some silver in the portfolio. It got life just when I was considering an exit . This question is also somewhat related.
I am beginning to think that Energy and Commodities have got significant room to run this summer. I am overweight technology and overweight semiconductors within. All my favorite growth stocks besides UPST.
To increase my portfolio in energy and commodities I need to reduce technology including names like NVDA AMAT GOOG etc. I am thinking that the tech sector will not react violently to the upside and there will be sufficient time to rotate back from energy and commodities.
However, I also feel that just when I throw in the towel, the market will find support and bounce back. I do believe in their long term future but perhaps not a bad idea to trade the trend for now. I am on the fence with financials too at the moment, what with the war, asset freezes, bans and Powell tempering his tone.
What would you suggest to me.
Regards
Rajiv

Q: Hi 5i,
I noticed ENB and TRP have both recently issued long bonds out to year 2052/2082. I don't understand the strategy of a 30yr/50yr bond, please explain. I think these were issued to repay a series of "Preferred Shares", which looks to me to be a bit broken. Can you tell me how many other companies are doing this?

Q: A few days ago I asked about a stink bid for Shopify, and your feeling then we had not evidenced capitulation in the market. What is your feeling today, do you think and feel we have reached a bottom ?
Your thoughts would be most appreciated.
Thanks
Rick

Q: What % exposure would you suggest for oil and gas, and if its not too late to this party, what are you favourites going forward with an entry today.

Q: Hi!
I am wondering what your thoughts are on BNS right now and whether there is more risk to this bank with operations in Latin America. I remember it was once your favorite bank and am wondering how you would rank the big five banks based on current geopolitical situation.
Thank you for your expertise!

Q: I have had some large cap gains. Tried to share my good fortune with Charities, most recently Red Cross, Ukraine Relief. My problem is that the form that is issued by Canada.Helps was filled out, however was denied by my Canada Trust Branch. I self direct through TD Waterhouse.

After some research apparently The Letter Of Direction for Transfer of Publicly Traded Securities issued by CanadaHelps.org does not, this year, contain relevant information. Last year it went through no problem. The form does not have the Charity Number, Pledge I.D. or Valid until Date. I tried to discuss this with CanadaHelps but they brushed me off and did not help.

Can anyone at 5I, or other members please help with info on this so that I can donate? Is there another Organization that I can use?
Thank you. Gord

Q: Hello,

I am thinking of picking up Magna now that its fallen sharply, but there are a few points that are making me second guess buying now.
Wondering if you can shed some light on the following:

1) Given that Magna's profit margin is pretty small, how much of an issue would rising input costs (ie labour and raw materials) be for them?

2) Do you know if any of their facilities are unionized?

3) With rising inflation and interest rates - do you think new car demand will decrease significantly (in the near term)

thank you,
Brad

Q: Good morning,

Assuming you view the uranium sector positively, could you please pass along the best ways ( stock or other ) to position a portfolio with a 5 year time horizon.

Thank you.

Q: My portfolio is moving in a V direction quickly. Growth on the decline and O&G, materials and gold moving up. I'm still comfortable holding the growth names I own. With the "let your winners run" theme in mind, I will need to rebalance soon which seems to be an impossible task in the current environment. Any advice? My train of thought is to wait till things settle in and then make a decision.

Q: I have about 2% of my portfolio in PPL but that is my only energy stock. Should I buy more PPL or can you suggest 5 Canadian companies that would be good choices to give me better diversification ? I do realize this area is cyclical & could drop dramatically at any moment.
Thanks
Dave

Q: How would you rank the attractiveness of NPP314, NNRG, and the new Ninepoint Energy Income fund, and why? Are there any alternatives would you prefer for getting Energy exposure now, if so what? Thanks

Q: August 2020 Gold hit $2034 / ounce. Agnico Eagle traded at $110.

Today Gold hits $2014 and Agnico Eagle is trading around $75.

Fundamentally, is the company stronger or weaker when comparing these two prices in time. Or is the disconnect in price more just market sentiment about gold vs crypto etc? I loved Kirkland Lake so the merger should be viewed as a positive.

Q: Hi there,

In terms of the US dividend withholding tax should any of these three be held in my non sheltered account?

Thanks,

Q: Hi Ryan, this question for you, give Peter his 15 minutes union break :)

Need to free up some cash to deploy into different sector. Overweight Financials and of the three mentioned which one would you sell?
I've been knocking my head on a wall trying to decide.

Thank you.